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Kovack Advisors’s Gladstone Capital GLAD Stock Holding History

Kovack Advisors’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506K Buy
25,670
+357
+1% +$6.77K 0.02% 625
2026
Q1 		$442K Buy
25,313
+981
+4% +$18.7K 0.02% 627
2025
Q4 		$503K Sell
24,332
-16,685
-41% -$338K 0.02% 592
2025
Q3 		$897K Buy
41,017
+2,538
+7% +$66.8K 0.08% 219
2025
Q2 		$1.04M Sell
38,479
-82
-0.2% -$2.12K 0.1% 195
2025
Q1 		$1.06M Buy
38,561
+669
+2% +$19.1K 0.11% 167
2024
Q4 		$1.08M Buy
37,892
+2,025
+6% +$52.5K 0.11% 163
2024
Q3 		$863K Buy
35,867
+702
+2% +$16.3K 0.09% 183
2024
Q2 		$818K Buy
35,165
+364
+1% +$7.94K 0.09% 196
2024
Q1 		$747K Buy
34,801
+428
+1% +$8.99K 0.09% 189
2023
Q4 		$736K Buy
34,373
+989
+3% +$19.7K 0.09% 221
2023
Q3 		$644K Buy
33,384
+998
+3% +$20.6K 0.09% 212
2023
Q2 		$632K Buy
32,386
+1,812
+6% +$34.4K 0.08% 243
2023
Q1 		$575K Buy
30,574
+1,200
+4% +$23.9K 0.08% 264
2022
Q4 		$565K Buy
29,374
+1,208
+4% +$23.2K 0.08% 255
2022
Q3 		$478K Buy
28,166
+4,812
+21% +$98K 0.07% 290
2022
Q2 		$471K Buy
23,354
+1,315
+6% +$29.8K 0.06% 329
2022
Q1 		$519K Buy
22,039
+5,017
+29% +$113K 0.05% 377
2021
Q4 		$395K Buy
17,022
+6,353
+60% +$147K 0.04% 439
2021
Q3 		$241K Buy
+10,669
New +$245K 0.03% 603

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Kovack Advisors's GLAD Position: Q2 2026 in Review

Kovack Advisors increased its Gladstone Capital (GLAD) stake by 1.4% in Q2 2026, buying an estimated $6.77K and bringing the position to 25,670 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #625.

Kovack Advisors first reported a position in GLAD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2024. 76 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Kovack Advisors held 25,670 shares of Gladstone Capital worth $506K as of Q2 2026.
  • Kovack Advisors bought 357 Gladstone Capital shares in Q2 2026, an estimated $6.77K.
  • Gladstone Capital made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #625 holding.
  • Kovack Advisors first reported a position in Gladstone Capital in Q3 2021 and has held it in 20 quarters since.
  • Kovack Advisors's Gladstone Capital position peaked at $1.08M in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.