TPVG Institutional Ownership & Shareholders
TRIPLEPOINT VENTURE GROWTH B (TPVG) is currently held by 65 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Advisors Asset Management, Inc. is currently the largest disclosed institutional shareholder of TPVG tracked by InsiderSet, reporting ownership valued at approximately $5.37M in its December 31, 2021 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.27M, representing an estimated loss of -76.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed TPVG value among the investors covered in this analysis. Major shareholders include Advisors Asset Management, Inc., Two Sigma Investments, Lp, Marshall Wace, Llp, and several other long-term asset managers with concentrated positions in TRIPLEPOINT VENTURE GROWTH B (TPVG).
This page ranks the largest institutional TPVG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
65
Total Reported Value
$19.48M
Largest Holder
Advisors Asset Management, Inc.
Largest Position
$5.37M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0.08% | 299,117 | $5,372,141 | $1,265,265 | -$4,106,876 | -76.45% | |
| Two Sigma Investments, Lp | 0.00% | 618,001 | $3,034,385 | $2,614,144 | -$420,241 | -13.85% | |
| Marshall Wace, Llp | 0.00% | 337,655 | $1,657,888 | $1,428,281 | -$229,607 | -13.85% | |
| Legal & General Group Plc | 0.00% | 325,584 | $1,596,989 | $1,377,220 | -$219,769 | -13.76% | |
| Blackrock, Inc. | 0.00% | 153,663 | $754,487 | $649,994 | -$104,493 | -13.85% | |
| Bank Of America Corp | 0.00% | 126,269 | $619,981 | $534,118 | -$85,863 | -13.85% | |
| Morgan Stanley | 0.00% | 122,506 | $601,505 | $518,200 | -$83,305 | -13.85% | |
| Wells Fargo & Company/Mn | 0.00% | 115,985 | $569,488 | $490,617 | -$78,871 | -13.85% | |
| Ubs Group Ag | 0.00% | 84,998 | $417,340 | $359,542 | -$57,798 | -13.85% | |
| Kovack Advisors, Inc. | 0.02% | 79,219 | $401,640 | $335,096 | -$66,544 | -16.57% | |
| Lpl Financial Llc | 0.00% | 65,604 | $322,113 | $277,505 | -$44,608 | -13.85% | |
| Samalin Investment Counsel, Llc | 0.10% | 61,743 | $303,160 | $261,173 | -$41,987 | -13.85% | |
| Cetera Investment Advisers | 0.00% | 58,077 | $285,160 | $245,666 | -$39,494 | -13.85% | |
| Virtus Investment Advisers, Llc | 0.06% | 53,323 | $261,816 | $225,556 | -$36,260 | -13.85% | |
| Canada Life Assurance Co | 0.00% | 49,091 | $240,000 | $207,655 | -$32,345 | -13.48% | |
| Arax Advisory Partners | 0.00% | 40,300 | $197,873 | $170,469 | -$27,404 | -13.85% | |
| Prospera Financial Services Inc | 0.00% | 39,760 | $195,239 | $168,185 | -$27,054 | -13.86% | |
| Ethos Financial Group, Llc | 0.01% | 40,360 | $194,368 | $170,723 | -$23,645 | -12.17% | |
| U.S. Capital Wealth Advisors, Llc | 0.00% | 35,800 | $178,642 | $151,434 | -$27,208 | -15.23% | |
| Closed-End Fund Advisors, Inc. | 0.16% | 33,804 | $165,978 | $142,991 | -$22,987 | -13.85% | |
| Cresset Asset Management, Llc | 0.00% | 32,814 | $161,117 | $138,803 | -$22,314 | -13.85% | |
| Osaic Holdings, Inc. | 0.00% | 32,014 | $157,219 | $135,419 | -$21,800 | -13.87% | |
| Meridian Wealth Management, Llc | 0.00% | 30,000 | $147,300 | $126,900 | -$20,400 | -13.85% | |
| &Partners | 0.00% | 23,860 | $117,150 | $100,928 | -$16,222 | -13.85% | |
| Norden Group Llc | 0.01% | 22,365 | $108,692 | $94,604 | -$14,088 | -12.96% | |
| Envestnet Asset Management Inc | 0.00% | 21,865 | $107,356 | $92,489 | -$14,867 | -13.85% | |
| Imc-Chicago, Llc | 0.00% | 21,431 | $105,226 | $90,653 | -$14,573 | -13.85% | |
| Catalyst Capital Advisors Llc | 0.00% | 19,494 | $95,716 | $82,460 | -$13,256 | -13.85% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 19,062 | $93,594 | $80,632 | -$12,962 | -13.85% | |
| Millennium Management Llc | 0.00% | 16,434 | $80,691 | $69,516 | -$11,175 | -13.85% | |
| Raymond James Financial Inc | 0.00% | 15,605 | $76,619 | $66,009 | -$10,610 | -13.85% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.01% | 14,659 | $71,975 | $62,008 | -$9,967 | -13.85% | |
| Kathmere Capital Management, Llc | 0.00% | 14,633 | $71,116 | $61,898 | -$9,218 | -12.96% | |
| Susquehanna International Group, Llp | 0.00% | 13,806 | $67,787 | $58,399 | -$9,388 | -13.85% | |
| Attessa Capital Llc | 0.03% | 13,610 | $66,145 | $57,570 | -$8,575 | -12.96% | |
| Ameriprise Financial Inc | 0.00% | 13,258 | $65,098 | $56,081 | -$9,017 | -13.85% | |
| Royal Bank Of Canada | 0.00% | 12,873 | $63,000 | $54,453 | -$8,547 | -13.57% | |
| Private Advisor Group, Llc | 0.00% | 12,256 | $60,176 | $51,843 | -$8,333 | -13.85% | |
| Tradition Wealth Management, Llc | 0.00% | 11,341 | $55,682 | $47,972 | -$7,710 | -13.85% | |
| Avenir Corp | 0.01% | 11,000 | $54,010 | $46,530 | -$7,480 | -13.85% | |
| Hub Investment Partners, Llc | 0.00% | 10,782 | $52,940 | $45,608 | -$7,332 | -13.85% | |
| Farmers & Merchants Investments Inc | 0.00% | 10,293 | $50,024 | $43,539 | -$6,485 | -12.96% | |
| International Assets Investment Management, Llc | 0.00% | 7,185 | $36,428 | $30,393 | -$6,035 | -16.57% | |
| Summit Securities Group Llc | 0.00% | 5,000 | $24,550 | $21,150 | -$3,400 | -13.85% | |
| Soa Wealth Advisors, Llc. | 0.00% | 3,000 | $14,730 | $12,690 | -$2,040 | -13.85% | |
| Aventura Private Wealth, Llc | 0.00% | 2,496 | $12,255 | $10,558 | -$1,697 | -13.85% | |
| Group One Trading Llc | 0.00% | 2,457 | $12,064 | $10,393 | -$1,671 | -13.85% | |
| Atlantic Union Bankshares Corp | 0.00% | 2,400 | $11,784 | $10,152 | -$1,632 | -13.85% | |
| Newedge Advisors, Llc | 0.00% | 2,000 | $9,820 | $8,460 | -$1,360 | -13.85% | |
| Simplex Trading, Llc | 0.00% | 1,416 | $6,952 | $5,990 | -$962 | -13.84% |
Frequently asked questions about TPVG
Who are the largest institutional holders of TPVG?
The largest institutional holders of TPVG reported in the latest SEC Form 13F filings include Advisors Asset Management, Inc., Two Sigma Investments, Lp, Marshall Wace, Llp, Legal & General Group Plc, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported TPVG position.
What is TPVG institutional ownership?
This page tracks TPVG positions reported by institutional investment managers through SEC Form 13F. TRIPLEPOINT VENTURE GROWTH B (TPVG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TPVG?
InsiderSet currently tracks 65 institutional managers reporting TPVG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TPVG shareholders.
How much TPVG stock do institutions own?
Institutional investment managers disclosed approximately $19.48M in TPVG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TPVG institutional ownership last updated?
The latest TPVG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TPVG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TPVG position after the reporting date.
Are institutions buying or selling TPVG?
Institutional buying and selling can be analyzed by comparing TPVG positions across consecutive 13F reporting periods. InsiderSet's TPVG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TPVG ownership changes.
How has TPVG institutional ownership changed over time?
InsiderSet tracks TPVG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.