Crewe Advisors LLC
Position in GAIN — Gladstone Investment Corporation\De
CIK 1730033
SALT LAKE CITY, UT
Position in GAIN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,842
+$965 QoQ
Shares Held
766
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 28 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GAIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Crewe Advisors LLC holds $2,954,295 across 29 Asset Management names. GAIN ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RWAY |
Runway Growth Finance Corp.
|
172,002 | $964,931 | |
| 2 | BX |
Blackstone Inc.
|
6,033 | $709,903 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,415 | $649,145 | |
| 4 | BLK |
BlackRock, Inc.
|
112 | $107,694 | |
| 5 | GSBD |
Goldman Sachs BDC, Inc.
|
9,943 | $94,259 | |
| 6 | APO |
Apollo Global Management, Inc.
|
775 | $91,690 | |
| 7 | KKR |
KKR & Co. Inc.
|
746 | $68,467 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
4,432 | $48,175 |
All Filings in GAIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,842 | 766 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,877 | 766 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,701 | 766 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,586 | 766 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||