Who owns Gladstone Capital (GLAD)
Which tracked institutional funds hold GLAD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GLAD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on GLAD is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GLAD’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GLAD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 79 tracked filers holding GLAD, 39 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GLAD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- INCOME RESEARCH & MANAGEMENT$5M
- LAFFER TENGLER INVESTMENTS, INC.$2M
- Schonfeld Strategic Advisors LLC$1M
- Beacon Pointe Advisors, LLC$1M
- BEARING POINT CAPITAL, LLC$719K
- PDT Partners, LLC$624K
Full exits 1
- XTX Topco Ltd$595K
Largest adds
- VAN ECK ASSOCIATES CORP$3M
- UBS Group AG$1M
- B. Riley Wealth Advisors, Inc.$1M
- BANK OF AMERICA CORP /DE/$1M
- TWO SIGMA INVESTMENTS, LP$551K
- Legacy Capital Wealth Partners, LLC$549K
Largest trims
- North Ground Capital$435K
- D.A. DAVIDSON & CO.$299K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP added | 456,227 | $9M | 11.5% | 2026-Q2 |
| UBS Group AG added | 286,863 | $6M | 7.2% | 2026-Q2 |
| INCOME RESEARCH & MANAGEMENT new | 4,830,000 | $5M | 6.0% | 2026-Q2 |
| Legal & General Group Plc added | 182,091 | $4M | 4.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 162,633 | $3M | 4.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 135,581 | $3M | 3.4% | 2026-Q2 |
| LAFFER TENGLER INVESTMENTS, INC. new | 2,453 | $2M | 3.2% | 2026-Q2 |
| LPL Financial LLC added | 121,639 | $2M | 3.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 108,974 | $2M | 2.7% | 2026-Q2 |
| North Ground Capital trimmed | 105,280 | $2M | 2.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 97,486 | $2M | 2.5% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 89,112 | $2M | 2.2% | 2026-Q2 |
| BlackRock, Inc. trimmed | 85,522 | $2M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 74,881 | $1M | 1.9% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 73,780 | $1M | 1.9% | 2026-Q2 |
| DNB Asset Management AS trimmed | 63,933 | $1M | 1.6% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 59,135 | $1M | 1.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 53,457 | $1M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 51,399 | $998K | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 44,837 | $871K | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 42,274 | $821K | 1.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC trimmed | 39,226 | $762K | 1.0% | 2026-Q2 |
| BEARING POINT CAPITAL, LLC new | 37,000 | $719K | 0.9% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 32,181 | $625K | 0.8% | 2026-Q2 |
| PDT Partners, LLC new | 32,116 | $624K | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 28,901 | $561K | 0.7% | 2026-Q2 |
| Trexquant Investment LP trimmed | 27,234 | $529K | 0.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 26,747 | $519K | 0.7% | 2026-Q2 |
| Kovack Advisors, Inc. added | 25,670 | $506K | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 24,859 | $483K | 0.6% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 24,288 | $472K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 23,050 | $448K | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 22,690 | $441K | 0.6% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 20,095 | $390K | 0.5% | 2026-Q2 |
| Virtus Investment Advisers, LLC trimmed | 19,977 | $388K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 19,923 | $387K | 0.5% | 2026-Q2 |
| IMC-Chicago, LLC new | 18,016 | $350K | 0.5% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC new | 17,507 | $340K | 0.4% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 17,396 | $338K | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP | 16,410 | $319K | 0.4% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15,989 | $315K | 0.4% | 2026-Q2 |
| Miller Global Investments, LLC new | 16,003 | $311K | 0.4% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 14,768 | $287K | 0.4% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC new | 12,355 | $240K | 0.3% | 2026-Q2 |
| &PARTNERS new | 145,000 | $139K | 0.2% | 2026-Q2 |
| AMERIFLEX GROUP, INC. trimmed | 6,210 | $121K | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 4,200 | $81K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 3,723 | $72K | 0.1% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE added | 3,222 | $63K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,926 | $57K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC | 2,400 | $47K | 0.1% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 2,280 | $44K | 0.1% | 2026-Q2 |
| PFS Partners, LLC | 1,969 | $38K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 1,700 | $33K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 1,400 | $27K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 1,300 | $25K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,262 | $25K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 1,193 | $23K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 948 | $18K | 0.0% | 2026-Q2 |
| MARSHALL WACE, LLP added | 110,304 | $2M | 3.0% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP trimmed | 54,429 | $1M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 47,950 | $991K | 1.3% | 2025-Q4 stale (2 quarters behind) |
| D. E. Shaw & Co., Inc. new | 37,951 | $784K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Connor, Clark & Lunn Investment Management Ltd. added | 37,778 | $780K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Quadrature Capital Ltd added | 36,791 | $760K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Compound Planning, Inc. added | 22,212 | $599K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| XTX Topco Ltd added | 34,318 | $595K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Closed-End Fund Advisors, Inc. new | 26,694 | $551K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Qube Research & Technologies Ltd trimmed | 23,775 | $491K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| TUDOR INVESTMENT CORP ET AL new | 20,493 | $423K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| NORTHERN TRUST CORP trimmed | 15,504 | $320K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,184 | $315K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Good Life Advisors, LLC added | 11,307 | $305K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP trimmed | 12,762 | $279K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,581 | $253K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Fortress Financial Solutions, LLC trimmed | 14,116 | $245K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NOMURA HOLDINGS INC new | 11,281 | $233K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Private Advisor Group, LLC | 10,460 | $229K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Belpointe Asset Management LLC added | 8,455 | $228K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| MQS Management LLC added | 8,319 | $224K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Virtu Financial LLC new | 10,306 | $213K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Cambridge Investment Research Advisors, Inc. added | 10,212 | $211K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SageGuard Financial Group, LLC | 12,038 | $209K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| DEUTSCHE BANK AG\ | 9,509 | $208K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| OXFORD ASSET MANAGEMENT LLP new | 11,615 | $202K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Quantbot Technologies LP added | 10,742 | $186K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Entropy Technologies, LP new | 10,300 | $179K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cubist Systematic Strategies, LLC new | 7,880 | $172K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Sunbelt Securities, Inc. new | 8,200 | $142K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 6,771 | $118K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Register Financial Advisors LLC | 3,228 | $71K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Aquatic Capital Management LLC trimmed | 3,487 | $60K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| First Horizon Advisors, Inc. new | 1,632 | $44K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Garner Asset Management Corp new | 1,750 | $36K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Point72 Asia (Singapore) Pte. Ltd. new | 1,511 | $33K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC trimmed | 1,769 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GROUP ONE TRADING LLC added | 1,092 | $29K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| SIMPLEX TRADING, LLC trimmed | 1,317 | $27K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WFA of San Diego, LLC | 1,550 | $27K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK | 1,250 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.