Gladstone Institutional Advisory LLC ETF holdings
Bedminster, NJ
Reported $2.1B in 531 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.1B
ETFs held
531
Change from prior quarter
+16.8%
With price moves
ETFs as a share of its 13F
65.5%
of $3.2B
Top 10 of 531 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $83.1M | 111,015 | +6,549 shares |
| BUFR | FT Vest Laddered Buffer ETF | $76.7M | 2,099,250 | +531,158 shares |
| VOO | Vanguard S&P 500 ETF | $67.1M | 97,638 | +2,408 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $54.7M | 73,288 | −703 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $52.2M | 594,395 | +663 shares |
| SPTI | State Street SPDR Portfolio Intermediate Term Treasury Index ETF | $51.2M | 1,802,308 | +176,465 shares |
| IVW | iShares S&P 500 Growth ETF | $45.7M | 332,038 | +9,047 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $42.4M | 356,590 | +10,425 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $42.2M | 520,450 | +14,845 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $35.9M | 590,728 | −86,731 shares |
521 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001766530. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Gladstone Institutional Advisory LLC own?
Gladstone Institutional Advisory LLC reported 531 ETF positions worth $2.1B in its Form 13F for June 30, 2026. The largest was IVV, at $83.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.