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Triplepoint Venture Growth B (TPVG)

CUSIP: 89677Y100 | NYSE | Financial Services · Asset Management | Micro Cap | 380 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DMichael Gontar
with Madera Ventures LLC, Robert Toan, TriplePoint Capital LLC, +2 more
3,020,7827.4%New 5%+ stakeDec 11, 2025No 13F filer matched
13DMichael Gontar3,020,782
7.4% of class · Dec 11, 2025New 5%+ stake
with Madera Ventures LLC, Robert Toan, TriplePoint Capital LLC, +2 more
No 13F filer matched

Institutional Holders — Q3 2026

Ritholtz Wealth Management131,689
0.0% of portfolio›$640.0K
LPL Financial LLC72,853
0.0% of portfolio›$354.1K
Arlington Capital Management Inc50,347
0.1% of portfolio›$244.7K
Prospera Financial Services Inc44,024
0.0% of portfolio›$199.4K
Eagle Global Advisors LLC41,045
0.0% of portfolio›$199.5K
Closed-End Fund Advisors, Inc.33,804
0.2% of portfolio›$164.3K
Samalin Investment Counsel, LLC33,596
0.1% of portfolio›$163.3K
Meridian Wealth Management, LLC30,000
0.0% of portfolio›$145.8K
D'Orazio & Associates, Inc.27,608
0.0% of portfolio›$134.2K
Norden Group LLC22,365
0.0% of portfolio›$108.7K
SMH Capital Advisors Inc19,494
0.4% of portfolio›$94.7K
Catalyst Capital Advisors LLC19,494
0.0% of portfolio›$94.7K
Imc-Chicago, LLC18,739
0.0% of portfolio›$91.1K
Kathmere Capital Management, LLC14,633
0.0% of portfolio›$71.1K
Attessa Capital LLC13,610
0.0% of portfolio›$66.1K
Kestra Advisory Services, LLC13,193
0.0% of portfolio›$64.1K
StoneX Group Inc.11,554
0.0% of portfolio›$58.8K
HUB Investment Partners, LLC10,782
0.0% of portfolio›$52.4K
Farmers & Merchants Investments Inc10,293
0.0% of portfolio›$50.0K
Summit Securities Group LLC5,000
0.0% of portfolio›$24.3K
Clearstead Advisors, LLC1,973
0.0% of portfolio›$9.6K
Accordant Advisory Group Inc1,400
0.0% of portfolio›$6.8K
GK Wealth Management LLC1,188
0.0% of portfolio›$5.8K
Farther Finance Advisors, LLC929
0.0% of portfolio›$4.5K
Financial Network Wealth Advisors LLC847
0.0% of portfolio›$4.1K
Nfsg Corp400
0.0% of portfolio›$1.9K
Simplex Trading, LLC367
0.0% of portfolio›$1.8K
Triumph Capital Management300
0.0% of portfolio›$1.5K
Root Financial Partners, LLC9
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Ritholtz Wealth Management
131,689$640.0K0.0%IndexLowNew York, NY2026-11-05
LPL Financial LLC
72,853$354.1K0.0%IndexVery LowFort Mill, SC2026-11-06
Arlington Capital Management Inc
50,347$244.7K0.1%GARPHighArlington Heights, IL2026-10-30
Prospera Financial Services Inc
44,024$199.4K0.0%CoreMediumDallas, TX2026-11-04
Eagle Global Advisors LLC
41,045$199.5K0.0%CoreLowHouston, TX2026-11-02
Closed-End Fund Advisors, Inc.
33,804$164.3K0.2%YieldMediumRichmond, VA2026-11-04
Samalin Investment Counsel, LLC
33,596$163.3K0.1%YieldMediumChappaqua, NY2026-10-23
Meridian Wealth Management, LLC
30,000$145.8K0.0%GrowthLowLexington, KY2026-11-05
D'Orazio & Associates, Inc.
27,608$134.2K0.0%ETFLowVienna, VA2026-11-04
Norden Group LLC
22,365$108.7K0.0%GrowthMediumProvo, UT2026-10-20
SMH Capital Advisors Inc
19,494$94.7K0.4%YieldMediumFort Worth, TX2026-10-29
Catalyst Capital Advisors LLC
19,494$94.7K0.0%ETFVery LowSan Juan, PR2026-11-02
Imc-Chicago, LLC
18,739$91.1K0.0%GARPVery HighChicago, IL2026-11-05
Kathmere Capital Management, LLC
14,633$71.1K0.0%ETFLowWayne, PA2026-10-20
Attessa Capital LLC
13,610$66.1K0.0%ETFVery LowTucson, AZ2026-10-09
Kestra Advisory Services, LLC
13,193$64.1K0.0%CoreLowAustin, TX2026-11-02
StoneX Group Inc.
11,554$58.8K0.0%ETFMediumNew York, NY2026-11-03
HUB Investment Partners, LLC
10,782$52.4K0.0%GrowthLowAustin, TX2026-11-03
Farmers & Merchants Investments Inc
10,293$50.0K0.0%CoreVery LowLincoln, NE2026-10-22
Summit Securities Group LLC
5,000$24.3K0.0%CoreVery HighNew York, NY2026-11-05
Clearstead Advisors, LLC
1,973$9.6K0.0%ETFLowCleveland, OH2026-11-06
Accordant Advisory Group Inc
1,400$6.8K0.0%ValueMediumAnnapolis, MD2026-10-29
GK Wealth Management LLC
1,188$5.8K0.0%GARPVery HighReno, NV2026-10-09
Farther Finance Advisors, LLC
929$4.5K0.0%IndexLowSan Francisco, CA2026-10-08
Financial Network Wealth Advisors LLC
847$4.1K0.0%ETFLowMurray, UT2026-10-28
Nfsg Corp
400$1.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Simplex Trading, LLC
367$1.8K0.0%CoreVery HighChicago, IL2026-11-04
Triumph Capital Management
300$1.5K0.0%ETFMediumDenver, CO2026-10-14
Root Financial Partners, LLC
9$450.0%ETFMediumEncinitas, CA2026-10-21