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Equibles

LPL Financial LLC

Position in GAIN — Gladstone Investment Corporationde

CIK 1403438 FORT MILL, SC
Back to GAIN Full portfolio

Position in GAIN

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$2,862,820
+$201,201 QoQ
Shares Held
185,176
-1.2% QoQ
Ownership
0.465%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 94 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GAIN Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. GAIN ranks #210 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 213,723 $205,507,487
2 BX
Blackstone Inc.
 1,695,516 $199,511,367
3 PFG
Principal Financial Group Inc
 1,134,085 $122,231,681
4 PDI
PIMCO Dynamic Income Fund
 5,545,160 $92,604,172
5 ARCC
Ares Capital Corp
 4,029,149 $74,660,130
6 BPRE
Bluerock Private Real Estate Fund
 5,496,468 $71,509,048
7 PHYS
Sprott Physical Gold Trust
 2,315,840 $69,868,892
8 KKR
KKR & Co. Inc.
 679,426 $62,357,718

All Filings in GAIN

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,862,820 185,176
2026-03-31 $2,661,619 187,438
2025-12-31 $2,709,244 193,933
2025-09-30 $2,705,375 195,758
2025-06-30 $2,685,514 188,193
2025-03-31 $2,493,724 186,656
2024-12-31 $2,518,361 190,065
2024-09-30 $2,332,302 161,405
2024-06-30 $2,142,658 153,266
2024-03-31 $2,178,171 153,069
2023-12-31 $2,346,650 165,841
2023-09-30 $2,376,812 186,563
2023-06-30 $2,493,547 191,223
2023-03-31 $2,475,007 186,793
2022-12-31 $2,381,081 184,437
2022-09-30 $1,901,636 157,160
2022-06-30 $1,610,597 114,389
2022-03-31 $1,804,753 111,888
2021-12-31 $1,892,600 110,808
2021-09-30 $1,572,122 113,347
2021-06-30 $1,585,417 110,022
2021-03-31 $1,323,261 108,198
2020-12-31 $948,601 94,014
2020-09-30 $820,210 90,133
2020-06-30 $878,663 85,807