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DaveManuel.com · Institutional Ownership · Who Owns It

TRIPLEPOINT VENTURE GROWTH B (TPVG)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

64
Reporting holders
$14.8M
Reported value
7.1%
Of shares outstanding
1.9%
Calls
2.5%
Puts
-12
Holder change

Institutions report 2,885,760 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.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
TWO SIGMA INVESTMENTS, LP$3.0M618,0010.00%12q-27.4%-$1.1M
MARSHALL WACE, LLP$1.7M337,6550.00%9q-14.9%-$290.3K
Legal & General Group Plc$1.6M325,5840.00%29q+4.5%+$68.9K
BlackRock, Inc.$754.5K153,6630.00%8q-1.8%-$14.2K
BANK OF AMERICA CORP /DE/$620.0K126,2690.00%15q+85.2%+$285.2K
MORGAN STANLEY$601.5K122,5060.00%35q-12.8%-$88.4K
WELLS FARGO & COMPANY/MN$569.5K115,9850.00%31q+3.4%+$18.6K
UBS Group AG$417.3K84,9980.00%31q-59.1%-$602.1K
Kovack Advisors, Inc.$401.6K79,2190.02%21q+19.4%+$65.1K
LPL Financial LLC$322.1K65,6040.00%27q-2.6%-$8.7K
Samalin Investment Counsel, LLC$303.2K61,7430.09%15q-38.0%-$185.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$298.6K
incl. $230.8K options CALL+PUT
13,8060.00%31q-53.6%-$344.9K
Cetera Investment Advisers$285.2K58,0770.00%11q+7.0%+$18.6K
CITADEL ADVISORS LLC$281.8K CALL+PUToptions only0.00%26qOPTIONS
Virtus Investment Advisers, LLC$261.8K53,3230.06%6q-22.2%-$74.6K
IMC-Chicago, LLC$241.2K
incl. $136.0K options PUT
21,4310.00%2q+58.4%+$88.9K
CANADA LIFE ASSURANCE Co$240.0K49,0910.00%27q+11.4%+$24.6K
EAGLE GLOBAL ADVISORS LLC$199.8K40,6950.01%3q-8.3%-$18.0K
Arax Advisory Partners$197.9K40,3000.00%newNEW
Prospera Financial Services Inc$195.2K39,7600.00%2q+14.2%+$24.3K
Ethos Financial Group, LLC$194.4K40,3600.01%6q-7.3%-$15.4K
Closed-End Fund Advisors, Inc.$166.0K33,8040.16%3q-3.8%-$6.5K
Cresset Asset Management, LLC$161.1K32,8140.00%3q+4.6%+$7.1K
OSAIC HOLDINGS, INC.$157.2K32,0140.00%26q+52.8%+$54.3K
Meridian Wealth Management, LLC$147.3K30,0000.00%4qHELD
&PARTNERS$117.2K23,8600.00%newNEW
NORDEN GROUP LLC$112.9K22,9850.01%12q-82.3%-$524.1K
ENVESTNET ASSET MANAGEMENT INC$107.4K21,8650.00%newNEW
SMH CAPITAL ADVISORS INC$95.7K19,4940.38%newNEW
Catalyst Capital Advisors LLC$95.7K19,4940.00%newNEW
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$93.6K19,0620.00%5q-5.1%-$5.0K
MILLENNIUM MANAGEMENT LLC$80.7K16,4340.00%4q-80.2%-$327.5K
RAYMOND JAMES FINANCIAL INC$76.6K15,6050.00%7q-2.5%-$2.0K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$72.0K14,6590.01%2q+19.9%+$12.0K
Attessa Capital LLC$66.8K13,6100.03%newNEW
AMERIPRISE FINANCIAL INC$65.1K13,2580.00%26q-24.5%-$21.2K
ROYAL BANK OF CANADA$63.0K12,8730.00%31q+1.3%
Private Advisor Group, LLC$60.2K12,2560.00%newNEW
Tradition Wealth Management, LLC$55.7K11,3410.00%4q+3.9%+$2.1K
AVENIR CORP$54.0K11,0000.01%7qHELD
HUB Investment Partners, LLC$52.9K10,7820.00%2qHELD
FARMERS & MERCHANTS INVESTMENTS INC$50.5K10,2930.00%15qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$36.4K7,1850.00%26qHELD
BFC Planning, Inc.$27.2K5,5360.00%7q+49.6%+$9.0K
SUMMIT SECURITIES GROUP LLC$24.6K5,0000.00%4qHELD
SIMPLEX TRADING, LLC$20.7K
incl. $13.7K options CALL+PUT
1,4160.00%2q+289.0%+$15.4K
SOA Wealth Advisors, LLC.$14.7K3,0000.00%23qHELD
GROUP ONE TRADING LLC$12.6K
incl. $491 options CALL
2,4570.00%11q-53.7%-$14.6K
Aventura Private Wealth, LLC$12.3K2,4960.00%7qHELD
Atlantic Union Bankshares Corp$11.8K2,4000.00%4qHELD
NewEdge Advisors, LLC$9.8K2,0000.00%2qHELD
Accordant Advisory Group Inc$6.9K1,4000.00%10qHELD
NOMURA ASSET MANAGEMENT CO LTD$6.1K1,2360.00%5q-22.7%-$1.8K
JPMORGAN CHASE & CO$5.5K1,1330.00%newNEW
Elequin Capital, LP$5.1K1,0340.00%newNEW
Rockefeller Capital Management L.P.$4.9K1,0000.00%4qHELD
Farther Finance Advisors, LLC$4.6K9290.00%3q-2.3%
Financial Network Wealth Advisors LLC$4.2K8470.00%9qHELD
NFSG Corp$2.0K4000.00%5qHELD
HARBOUR INVESTMENTS, INC.$1.5K3070.00%4q+10.4%
Triumph Capital Management$1.5K3000.00%3qHELD
Caitong International Asset Management Co., Ltd$5111040.00%2q+14.3%
CITIGROUP INC$2960.00%newNEW
Russell Investments Group, Ltd.$510.00%4q-99.2%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-09-2213DMichael Gontar INDIVIDUALwith 5 co-filers7.4%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-212026-09-15Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-18Labe JamesChief Executive OfficerBought313,865$1.5M
2026-09-18Srivastava SajalPresident and CIOSold313,865$1.5M

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202613$578.7K119,0643020.0%
Q2 202664$14.8M2,885,7601117214.5%
Q1 202676$19.5M3,758,3701823183.6%
Q4 202576$30.6M4,481,9461423234.4%
Q3 202578$26.3M4,213,4432028147.4%
Q2 202568$28.1M3,717,2551217207.4%
Q1 202577$33.3M4,365,4851120248.5%
Q4 202486$40.0M5,152,0391626264.8%
Q3 202482$42.1M5,698,9271425284.5%
Q2 202483$55.6M6,689,7901532243.4%
Q1 202488$54.7M5,406,5201435256.3%
Q4 202387$59.2M5,049,4571832267.4%
Q3 202386$55.0M4,879,901113597.2%
Q2 202384$58.1M4,603,5741226236.6%
Q1 202381$72.1M5,608,359829196.1%
Q4 202295$64.9M6,029,2851934273.1%
Q3 202286$87.1M7,825,2841038212.5%
Q2 202293$96.7M7,382,7622333182.7%
Q1 202280$119.7M6,682,4871023202.6%
Q4 202181$139.3M7,546,7781423232.7%
Q3 202178$132.2M7,973,6911226193.4%
Q2 202175$123.9M7,837,3041026243.9%
Q1 202172$119.3M7,971,3991326213.5%
Q4 202071$115.0M8,589,3471422132.6%
Q3 202064$104.0M9,243,4001027151.9%
Q2 202061$92.8M8,887,915921221.6%
Q1 202069$51.0M8,804,4182026190.8%
Q4 201967$136.3M9,533,2661527160.6%
Q3 201967$149.8M9,097,1441518220.0%
Q2 201961$135.3M9,464,7891220220.5%
Q1 201957$107.0M7,757,3681016240.2%
Q4 201859$94.3M8,659,7173220.0%