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Gladstone Capital Corp (GLAD)

CUSIP: 376535878 | NYSE | Financial Services · Asset Management | Small Cap | 173 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

B. Riley Wealth Advisors, Inc.225,027
0.2% of portfolio›$4.3M
LPL Financial LLC119,635
0.0% of portfolio›$2.3M
Legacy Capital Wealth Partners, LLC93,018
0.4% of portfolio›$1.8M
Miller Global Investments, LLC48,139
0.7% of portfolio›$925.7K
Hennion & Walsh Asset Management, Inc.44,253
0.0% of portfolio›$851.0K
D.A. Davidson & Co.26,283
0.0% of portfolio›$505.4K
Shulman DeMeo Asset Management LLC17,088
0.1% of portfolio›$326.7K
MacKenzie Financial Corp16,410
0.0% of portfolio›$315.6K
International Assets Investment Management, LLC15,989
0.0% of portfolio›$310.3K
Fortress Financial Solutions, LLC13,675
0.2% of portfolio›$263.0K
Eagle Global Advisors LLC12,455
0.0% of portfolio›$239.5K
Farther Finance Advisors, LLC2,771
0.0% of portfolio›$53.3K
Larson Financial Group LLC2,400
0.0% of portfolio›$46.2K
Pinnacle Wealth Planning Services, Inc.2,280
0.0% of portfolio›$43.8K
PFS Partners, LLC1,969
0.0% of portfolio›$37.9K
Allworth Financial LP1,700
0.0% of portfolio›$33.0K
Triumph Capital Management1,300
0.0% of portfolio›$25.0K
Fifth Third Bancorp1,250
0.0% of portfolio›$24.0K
Private Trust Co NA948
0.0% of portfolio›$18.2K
State of Alaska, Department of Revenue917
0.0% of portfolio›$17
Country Trust Bank585
0.0% of portfolio›$11.3K
Summit Securities Group LLC515
0.0% of portfolio›$9.9K
Cassaday & Co Wealth Management LLC300
0.0% of portfolio›$5.8K
Hilton Head Capital Partners, LLC264
0.0% of portfolio›$5.1K
Harbor Investment Advisory, LLC110
0.0% of portfolio›$2.1K
Key FInancial Inc100
0.0% of portfolio›$1.9K
Main Street Group, LTD56
0.0% of portfolio›$1.1K
Latitude Advisors, LLC34
0.0% of portfolio›$659
Oakworth Capital, Inc.25
0.0% of portfolio›$481
Russell Investments Group, Ltd.18
0.0% of portfolio›$346
Root Financial Partners, LLC10
0.0% of portfolio›$193
Assetmark, Inc1
0.0% of portfolio›$19
StyleTurnoverLocationFiled
B. Riley Wealth Advisors, Inc.
225,027$4.3M0.2%GrowthLowMemphis, TN2026-10-13
LPL Financial LLC
119,635$2.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Legacy Capital Wealth Partners, LLC
93,018$1.8M0.4%CoreMediumLittle Rock, AR2026-10-21
Miller Global Investments, LLC
48,139$925.7K0.7%ValueMediumDallas, TX2026-10-02
Hennion & Walsh Asset Management, Inc.
44,253$851.0K0.0%ValueMediumParsippany, NJ2026-10-13
D.A. Davidson & Co.
26,283$505.4K0.0%CoreLowGreat Falls, MT2026-10-28
Shulman DeMeo Asset Management LLC
17,088$326.7K0.1%ETFVery LowLake Success, NY2026-10-09
MacKenzie Financial Corp
16,410$315.6K0.0%CoreMediumToronto Ontario, Australia2026-11-02
International Assets Investment Management, LLC
15,989$310.3K0.0%CoreVery HighOrlando, FL2026-11-02
Fortress Financial Solutions, LLC
13,675$263.0K0.2%ETFLowTucson, AZ2026-10-14
Eagle Global Advisors LLC
12,455$239.5K0.0%CoreLowHouston, TX2026-11-02
Farther Finance Advisors, LLC
2,771$53.3K0.0%IndexLowSan Francisco, CA2026-10-08
Larson Financial Group LLC
2,400$46.2K0.0%GrowthLowSt Louis, MO2026-11-05
Pinnacle Wealth Planning Services, Inc.
2,280$43.8K0.0%GARPLowMansfield, OH2026-10-27
PFS Partners, LLC
1,969$37.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Allworth Financial LP
1,700$33.0K0.0%IndexLowFolsom, CA2026-11-06
Triumph Capital Management
1,300$25.0K0.0%ETFMediumDenver, CO2026-10-14
Fifth Third Bancorp
1,250$24.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
948$18.2K0.0%CoreLowCleveland, OH2026-10-20
State of Alaska, Department of Revenue
917$170.0%CoreVery LowJuneau, AK2026-10-15
Country Trust Bank
585$11.3K0.0%GrowthLowBloomington, IL2026-10-30
Summit Securities Group LLC
515$9.9K0.0%CoreVery HighNew York, NY2026-11-05
Cassaday & Co Wealth Management LLC
300$5.8K0.0%ETFVery LowMclean, VA2026-10-27
Hilton Head Capital Partners, LLC
264$5.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
Harbor Investment Advisory, LLC
110$2.1K0.0%GrowthLowLutherville, MD2026-10-13
Key FInancial Inc
100$1.9K0.0%ETFLowWest Chester, PA2026-11-02
Main Street Group, LTD
56$1.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Latitude Advisors, LLC
34$6590.0%ETFLowYorkville, IL2026-10-27
Oakworth Capital, Inc.
25$4810.0%ETFLowBirmingham, AL2026-10-26
Russell Investments Group, Ltd.
18$3460.0%CoreLowSeattle, WA2026-11-06
Root Financial Partners, LLC
10$1930.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
1$190.0%ETFLowConcord, CA2026-10-21