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Equibles

NewEdge Advisors, LLC

Position in GAIN — Gladstone Investment Corporationde

CIK 1633516 NEW ORLEANS, LA
Back to GAIN Full portfolio

Position in GAIN

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$316,558
+$32,899 QoQ
Shares Held
20,476
+2.5% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 94 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in GAIN Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. GAIN ranks #171 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 73,695 $70,862,164
2 BX
Blackstone Inc.
 93,282 $10,976,492
3 PSUS
Pershing Square USA, Ltd.
 254,260 $9,504,238
4 PDI
PIMCO Dynamic Income Fund
 431,148 $7,200,171
5 UTG
Reaves Utility Income Fund
 172,636 $7,029,737
6 NAD
Nuveen Quality Municipal Income Fund
 486,357 $5,894,646
7 IVZ
Invesco Ltd.
 222,541 $5,872,856
8 KKR
KKR & Co. Inc.
 62,393 $5,726,429

All Filings in GAIN

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $316,558 20,476
2026-03-31 $283,659 19,976
2025-12-31 $285,826 20,460
2025-09-30 $267,776 19,376
2025-06-30 $280,063 19,626
2025-03-31 $262,203 19,626
2024-12-31 $244,807 18,476
2024-09-30 $29,622 2,050
2024-06-30 $28,659 2,050
2024-03-31 $9,249 650