| 326K |
| $1.6M |
| +4.5% |
| 0.802% |
| 0.00% |
| 4 | BlackRock, Inc. | 154K | $754K | -1.8% | 0.379% | 0.00% |
| 5 | BANK OF AMERICA CORP /DE/ | 126K | $620K | +85.2% | 0.311% | 0.00% |
| 6 | MORGAN STANLEY | 123K | $602K | -12.8% | 0.302% | 0.00% |
| 7 | WELLS FARGO & COMPANY/MN | 116K | $569K | +3.4% | 0.286% | 0.00% |
| 8 | UBS Group AG | 85K | $417K | -59.1% | 0.209% | 0.00% |
| 9 | Kovack Advisors, Inc. | 79K | $402K | +19.4% | 0.195% | 0.02% |
| 10 | LPL Financial LLC | 66K | $322K | -2.6% | 0.162% | 0.00% |
| 11 | Samalin Investment Counsel, LLC | 62K | $303K | -38.0% | 0.152% | 0.09% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61K | $299K | +1.6% | 0.150% | 0.00% |
| 13 | Cetera Investment Advisers | 58K | $285K | +7.0% | 0.143% | 0.00% |
| 14 | CITADEL ADVISORS LLC | 57K | $282K | -6.8% | 0.141% | 0.00% |
| 15 | Virtus Investment Advisers, LLC | 53K | $262K | -22.2% | 0.131% | 0.06% |
| 16 | EAGLE GLOBAL ADVISORS LLC | 41K | $200K | -8.3% | 0.100% | 0.01% |
| 17 | Arax Advisory Partners | 40K | $198K | — | 0.099% | 0.00% |
| 18 | Prospera Financial Services Inc | 40K | $195K | +14.2% | 0.098% | 0.00% |
| 19 | Ethos Financial Group, LLC | 40K | $194K | -7.3% | 0.099% | 0.01% |
| 20 | Closed-End Fund Advisors, Inc. | 34K | $166K | -3.8% | 0.083% | 0.16% |
| 21 | Cresset Asset Management, LLC | 33K | $161K | +4.6% | 0.081% | 0.00% |
| 22 | OSAIC HOLDINGS, INC. | 32K | $157K | +52.8% | 0.079% | 0.00% |
| 23 | Meridian Wealth Management, LLC | 30K | $147K | 0.0% | 0.074% | 0.00% |
| 24 | &PARTNERS | 24K | $117K | — | 0.059% | 0.00% |
| 25 | NORDEN GROUP LLC | 23K | $113K | -82.3% | 0.057% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TPVG — a direct measure of their conviction.
| 10.51% |
| 1.72 pp |
| $29M |
| 17% |
| Q4 2024 | 84 | +5.0% | 12.23% | 1.84 pp | $35M | 8.8% |
| Q3 2024 | 80 | — | 14.07% | — | $38M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
10 institutions opened new positions in TPVG during Q2 2026, while 20 fully exited. 17 added to existing positions and 37 trimmed.
TPVG institutional ownership fell by 2.21 percentage points quarter-over-quarter, with a net change of -12 holders.
The top 10 institutions account for 69.0% of all reported 13F value in TPVG, and the top 25 account for 90.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
TriplePoint Venture Growth BDC Corp. (TPVG) Institutional Ownership