TRIPLEPOINT VENTURE GROWTH B (TPVG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
64
Reporting holders
$14.7M
Reported value
7.0%
Of shares outstanding
4.5%
Held as options
-9
Holder change
Institutions report 2,853,860 shares against 40,709,723 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | $3.0M | 618,001 | 0.00% | 12q | -27.4%-$1.1M |
| MARSHALL WACE, LLP | $1.7M | 337,655 | 0.00% | 9q | -14.9%-$290.3K |
| Legal & General Group Plc | $1.6M | 325,584 | 0.00% | 29q | +4.5%+$68.9K |
| BlackRock, Inc. | $754.5K | 153,663 | 0.00% | 8q | -1.8%-$14.2K |
| BANK OF AMERICA CORP /DE/ | $620.0K | 126,269 | 0.00% | 15q | +85.2%+$285.2K |
| MORGAN STANLEY | $601.5K | 122,506 | 0.00% | 35q | -12.8%-$88.4K |
| WELLS FARGO & COMPANY/MN | $569.5K | 115,985 | 0.00% | 31q | -48.3%-$532.3K |
| UBS Group AG | $417.3K | 84,998 | 0.00% | 31q | -59.1%-$602.1K |
| Kovack Advisors, Inc. | $401.6K | 79,219 | 0.02% | 21q | +19.4%+$65.1K |
| LPL Financial LLC | $322.1K | 65,604 | 0.00% | 27q | -2.6%-$8.7K |
| Samalin Investment Counsel, LLC | $303.2K | 61,743 | 0.09% | 15q | -38.0%-$185.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $298.6K | 13,806 | 0.00% | 31q | -53.6%-$344.9K |
| Cetera Investment Advisers | $285.2K | 58,077 | 0.00% | 11q | +7.0%+$18.6K |
| CITADEL ADVISORS LLC | $281.8K | options only | 0.00% | 26q | OPTIONS |
| Virtus Investment Advisers, LLC | $261.8K | 53,323 | 0.06% | 6q | -22.2%-$74.6K |
| IMC-Chicago, LLC | $241.2K | 21,431 | 0.00% | 2q | +58.4%+$88.9K |
| EAGLE GLOBAL ADVISORS LLC | $199.8K | 40,695 | 0.01% | 3q | -8.3%-$18.0K |
| Arax Advisory Partners | $197.9K | 40,300 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $195.2K | 39,760 | 0.00% | 2q | +14.2%+$24.3K |
| Ethos Financial Group, LLC | $194.4K | 40,360 | 0.01% | 6q | -7.3%-$15.4K |
| SMH CAPITAL ADVISORS INC | $191.4K | 38,988 | 0.38% | new | NEW |
| Closed-End Fund Advisors, Inc. | $166.0K | 33,804 | 0.16% | 3q | -3.8%-$6.5K |
| Cresset Asset Management, LLC | $161.1K | 32,814 | 0.00% | 3q | +4.6%+$7.1K |
| OSAIC HOLDINGS, INC. | $157.2K | 32,014 | 0.00% | 26q | +52.8%+$54.3K |
| Meridian Wealth Management, LLC | $147.3K | 30,000 | 0.00% | 4q | HELD |
| &PARTNERS | $117.2K | 23,860 | 0.00% | new | NEW |
| NORDEN GROUP LLC | $112.9K | 22,985 | 0.01% | 12q | -82.3%-$524.1K |
| ENVESTNET ASSET MANAGEMENT INC | $107.4K | 21,865 | 0.00% | new | NEW |
| Catalyst Capital Advisors LLC | $95.7K | 19,494 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $93.6K | 19,062 | 0.00% | 5q | -5.1%-$5.0K |
| MILLENNIUM MANAGEMENT LLC | $80.7K | 16,434 | 0.00% | 4q | -80.2%-$327.5K |
| RAYMOND JAMES FINANCIAL INC | $76.6K | 15,605 | 0.00% | 7q | -2.5%-$2.0K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $72.0K | 14,659 | 0.01% | 2q | +19.9%+$12.0K |
| Attessa Capital LLC | $66.8K | 13,610 | 0.03% | new | NEW |
| AMERIPRISE FINANCIAL INC | $65.1K | 13,258 | 0.00% | 26q | -62.3%-$107.4K |
| ROYAL BANK OF CANADA | $63.0K | 12,873 | 0.00% | 31q | +1.3% |
| Private Advisor Group, LLC | $60.2K | 12,256 | 0.00% | new | NEW |
| Tradition Wealth Management, LLC | $55.7K | 11,341 | 0.00% | 4q | +3.9%+$2.1K |
| AVENIR CORP | $54.0K | 11,000 | 0.01% | 7q | HELD |
| HUB Investment Partners, LLC | $52.9K | 10,782 | 0.00% | 2q | HELD |
| FARMERS & MERCHANTS INVESTMENTS INC | $50.5K | 10,293 | 0.00% | 15q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $36.4K | 7,185 | 0.00% | 26q | HELD |
| SUMMIT SECURITIES GROUP LLC | $24.6K | 5,000 | 0.00% | 4q | HELD |
| SIMPLEX TRADING, LLC | $20.7K | 1,416 | 0.00% | 2q | +289.0%+$15.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $15.3K | 3,108 | 0.00% | new | NEW |
| SOA Wealth Advisors, LLC. | $14.7K | 3,000 | 0.00% | 23q | HELD |
| GROUP ONE TRADING LLC | $12.6K | 2,457 | 0.00% | 11q | -53.7%-$14.6K |
| Aventura Private Wealth, LLC | $12.3K | 2,496 | 0.00% | 7q | HELD |
| Atlantic Union Bankshares Corp | $11.8K | 2,400 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $9.8K | 2,000 | 0.00% | new | NEW |
| Accordant Advisory Group Inc | $6.9K | 1,400 | 0.00% | 10q | HELD |
| NOMURA ASSET MANAGEMENT CO LTD | $6.1K | 1,236 | 0.00% | 5q | -22.7%-$1.8K |
| JPMORGAN CHASE & CO | $5.5K | 1,133 | 0.00% | new | NEW |
| Elequin Capital, LP | $5.1K | 1,034 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $4.9K | 1,000 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $4.6K | 929 | 0.00% | 3q | -2.3% |
| Financial Network Wealth Advisors LLC | $4.2K | 847 | 0.00% | 9q | HELD |
| NFSG Corp | $2.0K | 400 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.5K | 307 | 0.00% | 4q | +10.4% |
| Triumph Capital Management | $1.5K | 300 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $614 | 125 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $511 | 104 | 0.00% | 2q | +14.3% |
| CANADA LIFE ASSURANCE Co | $240 | 49,091 | 0.00% | 27q | +11.4% |
| CITIGROUP INC | $29 | 6 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $5 | 1 | 0.00% | 4q | -99.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 64 | $14.7M | 2,853,860 | 14 | 14 | 22 | 4.5% |
| Q1 2026 | 73 | $19.9M | 3,838,377 | 17 | 23 | 17 | 3.5% |
| Q4 2025 | 72 | $29.9M | 4,378,365 | 13 | 21 | 23 | 4.5% |
| Q3 2025 | 73 | $25.1M | 4,101,926 | 20 | 26 | 10 | 5.3% |
| Q2 2025 | 63 | $27.4M | 3,611,571 | 11 | 16 | 18 | 7.6% |
| Q1 2025 | 72 | $32.5M | 4,282,684 | 11 | 16 | 24 | 8.1% |
| Q4 2024 | 79 | $38.5M | 4,984,923 | 14 | 24 | 23 | 4.5% |
| Q3 2024 | 77 | $41.4M | 5,633,479 | 14 | 25 | 23 | 3.9% |
| Q2 2024 | 76 | $47.5M | 5,731,173 | 14 | 28 | 21 | 3.1% |
| Q1 2024 | 79 | $45.3M | 4,431,361 | 12 | 29 | 23 | 7.1% |
| Q4 2023 | 78 | $49.7M | 4,174,023 | 16 | 27 | 24 | 8.8% |
| Q3 2023 | 79 | $46.8M | 4,103,907 | 11 | 29 | 9 | 8.4% |
| Q2 2023 | 73 | $48.0M | 3,752,595 | 10 | 20 | 20 | 7.9% |
| Q1 2023 | 71 | $61.5M | 4,758,858 | 8 | 23 | 15 | 6.5% |
| Q4 2022 | 77 | $52.4M | 4,838,159 | 16 | 30 | 19 | 3.8% |
| Q3 2022 | 89 | $82.6M | 7,403,802 | 10 | 40 | 22 | 2.6% |
| Q2 2022 | 94 | $90.3M | 6,881,061 | 23 | 33 | 19 | 2.9% |
| Q1 2022 | 81 | $116.6M | 6,502,124 | 10 | 24 | 20 | 2.6% |
| Q4 2021 | 81 | $130.3M | 7,042,283 | 14 | 23 | 23 | 2.9% |
| Q3 2021 | 78 | $124.2M | 7,469,196 | 12 | 26 | 19 | 3.7% |
| Q2 2021 | 75 | $116.2M | 7,332,809 | 10 | 27 | 23 | 4.2% |
| Q1 2021 | 74 | $117.1M | 7,819,530 | 13 | 28 | 21 | 3.6% |
| Q4 2020 | 71 | $108.4M | 8,084,852 | 14 | 22 | 13 | 2.8% |
| Q3 2020 | 63 | $98.0M | 8,696,108 | 10 | 27 | 14 | 2.0% |
| Q2 2020 | 60 | $92.4M | 8,844,610 | 9 | 20 | 22 | 1.6% |
| Q1 2020 | 68 | $52.3M | 9,043,048 | 20 | 27 | 18 | 0.8% |
| Q4 2019 | 67 | $116.8M | 8,160,532 | 15 | 27 | 16 | 0.7% |
| Q3 2019 | 67 | $132.4M | 8,039,396 | 15 | 18 | 22 | 0.0% |
| Q2 2019 | 61 | $120.4M | 8,418,196 | 12 | 20 | 22 | 0.5% |
| Q1 2019 | 57 | $111.7M | 8,099,272 | 10 | 16 | 24 | 0.2% |
| Q4 2018 | 59 | $98.5M | 9,045,215 | 3 | 3 | 1 | 0.0% |