TRINITY CAPITAL INC (TRIN) Institutional Shareholders
TRINITY CAPITAL INC (TRIN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $311.05M in TRIN holdings during the latest filing period.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of TRIN tracked by InsiderSet, reporting ownership valued at approximately $22.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.28M, representing an estimated loss of -1.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed TRIN value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Panoramic Investment Advisors, Llc, Melia Wealth Llc, and several other long-term asset managers with concentrated positions in TRINITY CAPITAL INC (TRIN).
This page ranks the largest institutional TRIN 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
159
Total Reported Value
$311.05M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$22.72M
Insider Transactions (90d)
12
Latest Filing Quarter
Q2 2026
New Institutional Positions
164
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 1.02% | 1,269,744 | $22,715,724 | $22,284,007 | -$431,717 | -1.90% | |
| Panoramic Investment Advisors, Llc | 9.24% | 1,297,480 | $19,085,934 | $22,770,774 | +$3,684,840 | +19.31% | |
| Melia Wealth Llc | 9.24% | 1,297,372 | $19,084,346 | $22,768,879 | +$3,684,533 | +19.31% | |
| Union Bancaire Privee, Ubp Sa | 0.18% | 5,973 | $16,461,375 | $104,826 | -$16,356,549 | -99.36% | |
| Ubs Group Ag | 0.00% | 1,039,070 | $15,284,720 | $18,235,679 | +$2,950,959 | +19.31% | |
| Invesco Ltd. | 0.00% | 951,481 | $13,996,286 | $16,698,492 | +$2,702,206 | +19.31% | |
| Emerald Advisers, Llc | 0.36% | 766,190 | $11,270,655 | $13,446,635 | +$2,175,980 | +19.31% | |
| Franklin Resources Inc | 0.00% | 740,810 | $10,897,315 | $13,001,216 | +$2,103,901 | +19.31% | |
| Eagle Point Credit Management Llc | 13.99% | 727,439 | $10,700,628 | $12,766,554 | +$2,065,926 | +19.31% | |
| Rockefeller Capital Management L.P. | 0.02% | 643,608 | $9,467,488 | $11,295,320 | +$1,827,832 | +19.31% | |
| Two Sigma Investments, Lp | 0.01% | 559,447 | $8,229,465 | $9,818,295 | +$1,588,830 | +19.31% | |
| Emerald Mutual Fund Advisers Trust | 0.39% | 549,260 | $8,079,615 | $9,639,513 | +$1,559,898 | +19.31% | |
| Ares Management Llc | 0.53% | 545,723 | $8,027,585 | $9,577,439 | +$1,549,854 | +19.31% | |
| Morgan Stanley | 0.00% | 532,846 | $7,838,170 | $9,351,447 | +$1,513,277 | +19.31% | |
| Stifel Financial Corp | 0.01% | 433,724 | $6,380,078 | $7,611,856 | +$1,231,778 | +19.31% | |
| Hennion & Walsh Asset Management, Inc. | 0.18% | 346,192 | $6,193,375 | $6,075,670 | -$117,705 | -1.90% | |
| Lpl Financial Llc | 0.00% | 420,751 | $6,189,247 | $7,384,180 | +$1,194,933 | +19.31% | |
| Ameriprise Financial Inc | 0.00% | 349,932 | $5,146,123 | $6,141,307 | +$995,184 | +19.34% | |
| D. E. Shaw & Co., Inc. | 0.00% | 330,935 | $4,868,054 | $5,807,909 | +$939,855 | +19.31% | |
| Kennedy Capital Management Llc | 0.10% | 330,599 | $4,863,104 | $5,802,012 | +$938,908 | +19.31% | |
| Advisors Asset Management, Inc. | 0.08% | 326,532 | $4,803,286 | $5,730,637 | +$927,351 | +19.31% | |
| Blackrock, Inc. | 0.00% | 293,724 | $4,320,680 | $5,154,856 | +$834,176 | +19.31% | |
| Group One Trading Llc | 0.14% | 287,142 | $4,223,859 | $5,039,342 | +$815,483 | +19.31% | |
| Balyasny Asset Management L.P. | 0.01% | 242,655 | $3,569,455 | $4,258,595 | +$689,140 | +19.31% | |
| Susquehanna International Group, Llp | 0.00% | 234,825 | $3,454,276 | $4,121,179 | +$666,903 | +19.31% | |
| Qube Research & Technologies Ltd | 0.00% | 218,075 | $3,207,883 | $3,827,216 | +$619,333 | +19.31% | |
| Millennium Management Llc | 0.00% | 196,600 | $2,891,986 | $3,450,330 | +$558,344 | +19.31% | |
| Bank Of America Corp | 0.00% | 190,166 | $2,797,342 | $3,337,413 | +$540,071 | +19.31% | |
| Schonfeld Strategic Advisors Llc | 0.02% | 178,753 | $2,629,455 | $3,137,115 | +$507,660 | +19.31% | |
| Smh Capital Advisors Inc | 7.64% | 2,517 | $2,516,930 | $44,173 | -$2,472,757 | -98.24% | |
| Raymond James Financial Inc | 0.00% | 146,971 | $2,161,949 | $2,579,341 | +$417,392 | +19.31% | |
| Mercer Global Advisors Inc | 0.00% | 146,885 | $2,160,681 | $2,577,832 | +$417,151 | +19.31% | |
| Sovereign'S Capital Management, Llc | 1.50% | 138,896 | $2,043,400 | $2,437,625 | +$394,225 | +19.29% | |
| Independent Financial Group, Llc | 0.04% | 113,135 | $2,023,983 | $1,985,519 | -$38,464 | -1.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 102,121 | $1,826,940 | $1,792,224 | -$34,716 | -1.90% | |
| Legacy Capital Wealth Partners, Llc | 0.32% | 105,499 | $1,551,884 | $1,851,507 | +$299,623 | +19.31% | |
| Awm Capital, Llc | 0.12% | 85,694 | $1,533,066 | $1,503,930 | -$29,136 | -1.90% | |
| Mutual Advisors, Llc | 0.03% | 101,099 | $1,487,159 | $1,774,287 | +$287,128 | +19.31% | |
| Corient Private Wealth Llc | 0.00% | 100,977 | $1,485,373 | $1,772,146 | +$286,773 | +19.31% | |
| Chicago Partners Investment Group Llc | 0.03% | 84,459 | $1,474,650 | $1,482,255 | +$7,605 | +0.52% | |
| Canton Hathaway, Llc | 0.29% | 98,715 | $1,452,098 | $1,732,448 | +$280,350 | +19.31% | |
| Wells Fargo & Company/Mn | 0.00% | 93,449 | $1,374,638 | $1,640,030 | +$265,392 | +19.31% | |
| State Street Corp | 0.00% | 90,268 | $1,327,842 | $1,584,203 | +$256,361 | +19.31% | |
| Envestnet Asset Management Inc | 0.00% | 74,075 | $1,325,196 | $1,300,016 | -$25,180 | -1.90% | |
| Naviter Wealth, Llc | 0.16% | 86,490 | $1,272,268 | $1,517,900 | +$245,632 | +19.31% | |
| Catalyst Capital Advisors Llc | 0.02% | 70,337 | $1,258,329 | $1,234,414 | -$23,915 | -1.90% | |
| Denali Advisors Llc | 0.14% | 84,441 | $1,242,127 | $1,481,940 | +$239,813 | +19.31% | |
| Cetera Investment Advisers | 0.00% | 79,711 | $1,172,544 | $1,398,928 | +$226,384 | +19.31% | |
| Beacon Pointe Advisors, Llc | 0.01% | 75,322 | $1,107,987 | $1,321,901 | +$213,914 | +19.31% | |
| &Partners | 0.01% | 72,075 | $1,061,694 | $1,264,916 | +$203,222 | +19.14% |
Frequently asked questions about TRIN
Who owns the most TRIN stock?
The largest holders of TRIN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TRINITY CAPITAL INC (TRIN).
Is TRIN widely held by superinvestors?
Many widely followed stocks like TRIN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TRIN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.