IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Triplepoint Venture Growth B (TPVG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ritholtz Wealth Management
NEW
Shares131,689
Change+131,689
Value$640.0K
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares72,853 from 65,604
Change+7,249 (+11%)
Value$354.1K (+$32.0K)
Filed 2026-11-06
Arlington Capital Management Inc
NEW
Shares50,347
Change+50,347
Value$244.7K
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares44,024 from 39,760
Change+4,264 (+11%)
Value$199.4K (+$4.2K)
Filed 2026-11-04
Eagle Global Advisors LLC
INCREASED
Shares41,045 from 40,695
Change+350 (+1%)
Value$199.5K (-$333)
Filed 2026-11-02
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares33,804 from 33,804
Change0 (0%)
Value$164.3K (-$1.7K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
DECREASED
Shares33,596 from 61,743
Change-28,147 (-46%)
Value$163.3K (-$139.9K)
Filed 2026-10-23
Meridian Wealth Management, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$145.8K (-$1.5K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
NEW
Shares27,608
Change+27,608
Value$134.2K
Filed 2026-11-04
Norden Group LLC
DECREASED
Shares22,365 from 22,985
Change-620 (-3%)
Value$108.7K (-$4.2K)
Filed 2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED
Shares19,494 from 19,494
Change0 (0%)
Value$94.7K (-$975)
Filed 2026-11-02
SMH Capital Advisors Inc
UNCHANGED
Shares19,494 from 19,494
Change0 (0%)
Value$94.7K (-$975)
Filed 2026-10-29
Imc-Chicago, LLC
DECREASED
Shares18,739 from 21,431
Change-2,692 (-13%)
Value$91.1K (-$14.2K)
Filed 2026-11-05
Kathmere Capital Management, LLC
NEW
Shares14,633
Change+14,633
Value$71.1K
Filed 2026-10-20
Attessa Capital LLC
UNCHANGED
Shares13,610 from 13,610
Change0 (0%)
Value$66.1K (-$680)
Filed 2026-10-09
Kestra Advisory Services, LLC
NEW
Shares13,193
Change+13,193
Value$64.1K
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares11,554
Change+11,554
Value$58.8K
Filed 2026-11-03
HUB Investment Partners, LLC
UNCHANGED
Shares10,782 from 10,782
Change0 (0%)
Value$52.4K (-$539)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares10,293 from 10,293
Change0 (0%)
Value$50.0K (-$515)
Filed 2026-10-22
Summit Securities Group LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$24.3K (-$250)
Filed 2026-11-05
Clearstead Advisors, LLC
NEW
Shares1,973
Change+1,973
Value$9.6K
Filed 2026-11-06
Accordant Advisory Group Inc
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$6.8K (-$70)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares1,188
Change+1,188
Value$5.8K
Filed 2026-10-09
Farther Finance Advisors, LLC
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$4.5K (-$46)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$4.1K (-$43)
Filed 2026-10-28
Nfsg Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$1.9K (-$20)
Filed 2026-10-15
Simplex Trading, LLC
DECREASED
Shares367 from 1,416
Change-1,049 (-74%)
Value$1.8K (-$5.2K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$1.5K (-$15)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares9
Change+9
Value$45
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 7,185
Change-7,185 (-100%)
Value$0 (-$36.4K)
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$511)
Filed 2026-10-29
Citigroup Inc
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$29)
Filed 2026-11-04
Russell Investments Group, Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$5)
Filed 2026-11-06
Two Sigma Investments, LP
N/A
Shares— from 618,001
Change-618,001 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 337,655
Change-337,655 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 325,584
Change-325,584 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 153,663
Change-153,663 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 126,269
Change-126,269 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 122,506
Change-122,506 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 115,985
Change-115,985 (-100%)
Value—
UBS Group AG
N/A
Shares— from 84,998
Change-84,998 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 79,219
Change-79,219 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 58,077
Change-58,077 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 53,323
Change-53,323 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 49,091
Change-49,091 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 40,360
Change-40,360 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 40,300
Change-40,300 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 32,814
Change-32,814 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 32,014
Change-32,014 (-100%)
Value—
&partners
N/A
Shares— from 23,860
Change-23,860 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,865
Change-21,865 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 19,062
Change-19,062 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 16,434
Change-16,434 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,605
Change-15,605 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,659
Change-14,659 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,258
Change-13,258 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,873
Change-12,873 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,256
Change-12,256 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,341
Change-11,341 (-100%)
Value—
Avenir Corp
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,536
Change-5,536 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Status
Ritholtz Wealth Management
NEW131,689—+131,689——$640.0K—2026-11-05
LPL Financial LLC
INCREASED72,85365,604+7,249+11%$322.1K$354.1K+$32.0K2026-11-06
Arlington Capital Management Inc
NEW50,347—+50,347——$244.7K—2026-10-30
Prospera Financial Services Inc
INCREASED44,02439,760+4,264+11%$195.2K$199.4K+$4.2K2026-11-04
Eagle Global Advisors LLC
INCREASED41,04540,695+350+1%$199.8K$199.5K-$3332026-11-02
Closed-End Fund Advisors, Inc.
UNCHANGED33,80433,80400%$166.0K$164.3K-$1.7K2026-11-04
Samalin Investment Counsel, LLC
DECREASED33,59661,743-28,147-46%$303.2K$163.3K-$139.9K2026-10-23
Meridian Wealth Management, LLC
UNCHANGED30,00030,00000%$147.3K$145.8K-$1.5K2026-11-05
D'Orazio & Associates, Inc.
NEW27,608—+27,608——$134.2K—2026-11-04
Norden Group LLC
DECREASED22,36522,985-620-3%$112.9K$108.7K-$4.2K2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED19,49419,49400%$95.7K$94.7K-$9752026-11-02
SMH Capital Advisors Inc
UNCHANGED19,49419,49400%$95.7K$94.7K-$9752026-10-29
Imc-Chicago, LLC
DECREASED18,73921,431-2,692-13%$105.2K$91.1K-$14.2K2026-11-05
Kathmere Capital Management, LLC
NEW14,633—+14,633——$71.1K—2026-10-20
Attessa Capital LLC
UNCHANGED13,61013,61000%$66.8K$66.1K-$6802026-10-09
Kestra Advisory Services, LLC
NEW13,193—+13,193——$64.1K—2026-11-02
StoneX Group Inc.
NEW11,554—+11,554——$58.8K—2026-11-03
HUB Investment Partners, LLC
UNCHANGED10,78210,78200%$52.9K$52.4K-$5392026-11-03
Farmers & Merchants Investments Inc
UNCHANGED10,29310,29300%$50.5K$50.0K-$5152026-10-22
Summit Securities Group LLC
UNCHANGED5,0005,00000%$24.6K$24.3K-$2502026-11-05
Clearstead Advisors, LLC
NEW1,973—+1,973——$9.6K—2026-11-06
Accordant Advisory Group Inc
UNCHANGED1,4001,40000%$6.9K$6.8K-$702026-10-29
GK Wealth Management LLC
NEW1,188—+1,188——$5.8K—2026-10-09
Farther Finance Advisors, LLC
UNCHANGED92992900%$4.6K$4.5K-$462026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED84784700%$4.2K$4.1K-$432026-10-28
Nfsg Corp
UNCHANGED40040000%$2.0K$1.9K-$202026-10-15
Simplex Trading, LLC
DECREASED3671,416-1,049-74%$7.0K$1.8K-$5.2K2026-11-04
Triumph Capital Management
UNCHANGED30030000%$1.5K$1.5K-$152026-10-14
Root Financial Partners, LLC
NEW9—+9——$45—2026-10-21
International Assets Investment Management, LLC
CLOSED07,185-7,185-100%$36.4K$0-$36.4K2026-11-02
Caitong International Asset Management Co., Ltd
CLOSED0104-104-100%$511$0-$5112026-10-29
Citigroup Inc
CLOSED06-6-100%$29$0-$292026-11-04
Russell Investments Group, Ltd.
CLOSED01-1-100%$5$0-$52026-11-06
Two Sigma Investments, LP
N/A—618,001-618,001-100%$3.0M———
Marshall Wace, LLP
N/A—337,655-337,655-100%$1.7M———
Legal & General Group Plc
N/A—325,584-325,584-100%$1.6M———
BlackRock, Inc.
N/A—153,663-153,663-100%$754.5K———
Bank of America Corp
N/A—126,269-126,269-100%$620.0K———
Morgan Stanley
N/A—122,506-122,506-100%$601.5K———
Wells Fargo & Company
N/A—115,985-115,985-100%$569.5K———
UBS Group AG
N/A—84,998-84,998-100%$417.3K———
Kovack Advisors, Inc.
N/A—79,219-79,219-100%$401.6K———
Cetera Investment Advisers
N/A—58,077-58,077-100%$285.2K———
Virtus Investment Advisers, LLC
N/A—53,323-53,323-100%$261.8K———
Canada Life Assurance Co
N/A—49,091-49,091-100%$240.0K———
Ethos Financial Group, LLC
N/A—40,360-40,360-100%$194.4K———
Arax Advisory Partners
N/A—40,300-40,300-100%$197.9K———
Cresset Asset Management, LLC
N/A—32,814-32,814-100%$161.1K———
Osaic Holdings, Inc.
N/A—32,014-32,014-100%$157.2K———
&partners
N/A—23,860-23,860-100%$117.2K———
Envestnet Asset Management Inc
N/A—21,865-21,865-100%$107.4K———
O'shaughnessy Asset Management, LLC
N/A—19,062-19,062-100%$93.6K———
Millennium Management LLC
N/A—16,434-16,434-100%$80.7K———
Raymond James Financial Inc
N/A—15,605-15,605-100%$76.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,659-14,659-100%$72.0K———
Susquehanna International Group, LLP
N/A—13,806-13,806-100%$67.8K———
Ameriprise Financial Inc
N/A—13,258-13,258-100%$65.1K———
Royal Bank of Canada
N/A—12,873-12,873-100%$63.0K———
Private Advisor Group, LLC
N/A—12,256-12,256-100%$60.2K———
Tradition Wealth Management, LLC
N/A—11,341-11,341-100%$55.7K———
Avenir Corp
N/A—11,000-11,000-100%$54.0K———
BFC Planning, Inc.
N/A—5,536-5,536-100%$27.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,700-3,700-100%$18.2K———
SOA Wealth Advisors, Llc.
N/A—3,000-3,000-100%$14.7K———
Aventura Private Wealth, LLC
N/A—2,496-2,496-100%$12.3K———
Group One Trading LLC
N/A—2,457-2,457-100%$12.1K———
Atlantic Union Bankshares Corp
N/A—2,400-2,400-100%$11.8K———
NewEdge Advisors, LLC
N/A—2,000-2,000-100%$9.8K———
Nomura Asset Management Co LTD
N/A—1,236-1,236-100%$6.1K———
JPMorgan Chase & Co
N/A—1,133-1,133-100%$5.5K———
Elequin Capital, LP
N/A—1,034-1,034-100%$5.1K———
Rockefeller Capital Management L.P.
N/A—1,000-1,000-100%$4.9K———
Harbour Investments, Inc.
N/A—307-307-100%$1.5K———
Showing 73 of 73 institutions