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Institutional Ownership · SEC Form 13F

Who owns TriplePoint Venture Growth BDC (TPVG)


Which tracked institutional funds hold TPVG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TPVG company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

62
Institutional holders
3M
Shares held (tracked funds)
7.0%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on TPVG is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 6 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

TPVG’s largest tracked holder by dollar value, TWO SIGMA ADVISERS, LP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TPVG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 62 tracked filers holding TPVG, 27 increased or opened the position and 43 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in TPVG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

Full exits 1

  • Schonfeld Strategic Advisors LLC$686K

Largest adds

  • BANK OF AMERICA CORP /DE/$280K

Largest trims

  • TWO SIGMA INVESTMENTS, LP$1M
  • UBS Group AG$619K
  • NORDEN GROUP LLC$535K
  • MILLENNIUM MANAGEMENT LLC$334K
  • MARSHALL WACE, LLP$322K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
TWO SIGMA INVESTMENTS, LP trimmed618,001$3M12.6%2026-Q2
MARSHALL WACE, LLP trimmed337,655$2M6.9%2026-Q2
Legal & General Group Plc added325,584$2M6.6%2026-Q2
BlackRock, Inc. trimmed153,663$754K3.1%2026-Q2
BANK OF AMERICA CORP /DE/ added126,269$620K2.6%2026-Q2
MORGAN STANLEY trimmed122,506$602K2.5%2026-Q2
WELLS FARGO & COMPANY/MN added115,985$569K2.4%2026-Q2
UBS Group AG trimmed84,998$417K1.7%2026-Q2
Kovack Advisors, Inc. added79,219$402K1.7%2026-Q2
LPL Financial LLC trimmed65,604$322K1.3%2026-Q2
Samalin Investment Counsel, LLC trimmed61,743$303K1.3%2026-Q2
Cetera Investment Advisers added58,077$285K1.2%2026-Q2
Virtus Investment Advisers, LLC trimmed53,323$262K1.1%2026-Q2
EAGLE GLOBAL ADVISORS LLC trimmed40,695$200K0.8%2026-Q2
Arax Advisory Partners new40,300$198K0.8%2026-Q2
Prospera Financial Services Inc added39,760$195K0.8%2026-Q2
Ethos Financial Group, LLC trimmed40,360$194K0.8%2026-Q2
Closed-End Fund Advisors, Inc. trimmed33,804$166K0.7%2026-Q2
Cresset Asset Management, LLC added32,814$161K0.7%2026-Q2
OSAIC HOLDINGS, INC. added32,014$157K0.7%2026-Q2
Meridian Wealth Management, LLC30,000$147K0.6%2026-Q2
&PARTNERS new23,860$117K0.5%2026-Q2
NORDEN GROUP LLC trimmed22,985$113K0.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC new21,865$107K0.4%2026-Q2
IMC-Chicago, LLC added21,431$105K0.4%2026-Q2
SMH CAPITAL ADVISORS INC new19,494$96K0.4%2026-Q2
Catalyst Capital Advisors LLC new19,494$96K0.4%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed19,062$94K0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed16,434$81K0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed15,605$77K0.3%2026-Q2
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added14,659$72K0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed13,806$68K0.3%2026-Q2
Attessa Capital LLC new13,610$67K0.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed13,258$65K0.3%2026-Q2
ROYAL BANK OF CANADA added12,873$63K0.3%2026-Q2
Private Advisor Group, LLC added12,256$60K0.2%2026-Q2
Tradition Wealth Management, LLC added11,341$56K0.2%2026-Q2
AVENIR CORP11,000$54K0.2%2026-Q2
HUB Investment Partners, LLC10,782$53K0.2%2026-Q2
FARMERS & MERCHANTS INVESTMENTS INC10,293$51K0.2%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC7,185$36K0.2%2026-Q2
SUMMIT SECURITIES GROUP LLC5,000$25K0.1%2026-Q2
SOA Wealth Advisors, LLC.3,000$15K0.1%2026-Q2
Aventura Private Wealth, LLC2,496$12K0.1%2026-Q2
GROUP ONE TRADING LLC trimmed2,457$12K0.1%2026-Q2
Atlantic Union Bankshares Corp2,400$12K0.0%2026-Q2
NewEdge Advisors, LLC new2,000$10K0.0%2026-Q2
SIMPLEX TRADING, LLC added1,416$7K0.0%2026-Q2
Accordant Advisory Group Inc1,400$7K0.0%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD trimmed1,236$6K0.0%2026-Q2
JPMORGAN CHASE & CO trimmed1,133$5K0.0%2026-Q2
Elequin Capital, LP new1,034$5K0.0%2026-Q2
Rockefeller Capital Management L.P.1,000$5K0.0%2026-Q2
TWO SIGMA ADVISERS, LP trimmed480,192$3M13.0%2025-Q4 stale (2 quarters behind)
CITADEL ADVISORS LLC added188,084$1M5.1%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC added162,387$1M4.4%2025-Q4 stale (2 quarters behind)
Schonfeld Strategic Advisors LLC added137,464$686K2.8%2026-Q1 stale (1 quarter behind)
Lido Advisors, LLC83,570$417K1.7%2026-Q1 stale (1 quarter behind)
Trexquant Investment LP trimmed83,323$416K1.7%2026-Q1 stale (1 quarter behind)
XTX Topco Ltd added54,137$354K1.5%2025-Q4 stale (2 quarters behind)
HRT FINANCIAL LP trimmed45,446$297K1.2%2025-Q4 stale (2 quarters behind)
Aquatic Capital Management LLC added41,137$237K1.0%2025-Q3 stale (3 quarters behind)
CANADA LIFE ASSURANCE Co trimmed44,055$221K0.9%2026-Q1 stale (1 quarter behind)
D. E. Shaw & Co., Inc. trimmed30,221$198K0.8%2025-Q4 stale (2 quarters behind)
OXFORD ASSET MANAGEMENT LLP added39,043$195K0.8%2026-Q1 stale (1 quarter behind)
Brevan Howard Capital Management LP trimmed28,170$184K0.8%2025-Q4 stale (2 quarters behind)
U.S. Capital Wealth Advisors, LLC added35,800$179K0.7%2026-Q1 stale (1 quarter behind)
Verition Fund Management LLC trimmed20,477$134K0.6%2025-Q4 stale (2 quarters behind)
Dynamic Technology Lab Private Ltd added26,379$132K0.5%2026-Q1 stale (1 quarter behind)
Squarepoint Ops LLC added18,428$121K0.5%2025-Q4 stale (2 quarters behind)
BLUEFIN CAPITAL MANAGEMENT, LLC new15,000$105K0.4%2025-Q2 stale (4 quarters behind)
Connor, Clark & Lunn Investment Management Ltd. trimmed16,710$96K0.4%2025-Q3 stale (3 quarters behind)
CFO4Life Group, LLC13,610$89K0.4%2025-Q4 stale (2 quarters behind)
AXQ CAPITAL, LP new10,981$72K0.3%2025-Q4 stale (2 quarters behind)
Cambridge Investment Research Advisors, Inc. trimmed11,852$68K0.3%2025-Q3 stale (3 quarters behind)
TWO SIGMA SECURITIES, LLC new11,501$66K0.3%2025-Q3 stale (3 quarters behind)
EverSource Wealth Advisors, LLC10,000$58K0.2%2025-Q3 stale (3 quarters behind)
NORTHERN TRUST CORP trimmed11,170$56K0.2%2026-Q1 stale (1 quarter behind)
COMMONWEALTH EQUITY SERVICES, LLC added11,126$56K0.2%2026-Q1 stale (1 quarter behind)
COMERICA BANK8,700$50K0.2%2025-Q3 stale (3 quarters behind)
Wilmington Savings Fund Society, FSB new8,000$40K0.2%2026-Q1 stale (1 quarter behind)
PNC FINANCIAL SERVICES GROUP, INC.6,204$31K0.1%2026-Q1 stale (1 quarter behind)
CIBC Private Wealth Group LLC4,430$29K0.1%2025-Q4 stale (2 quarters behind)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed3,000$20K0.1%2025-Q4 stale (2 quarters behind)
McIlrath & Eck, LLC trimmed2,917$19K0.1%2025-Q4 stale (2 quarters behind)
BNP PARIBAS FINANCIAL MARKETS trimmed2,704$19K0.1%2025-Q2 stale (4 quarters behind)
Red Tortoise LLC new2,351$16K0.1%2025-Q2 stale (4 quarters behind)
Osbon Capital Management LLC new3,208$16K0.1%2026-Q1 stale (1 quarter behind)
EASTERN BANK new2,500$14K0.1%2025-Q3 stale (3 quarters behind)
GPS Wealth Strategies Group, LLC2,327$13K0.1%2025-Q3 stale (3 quarters behind)
Allworth Financial LP new2,472$12K0.1%2026-Q1 stale (1 quarter behind)
FLAGSHIP HARBOR ADVISORS, LLC new1,788$12K0.0%2025-Q4 stale (2 quarters behind)
Sound Income Strategies, LLC trimmed2,371$12K0.0%2026-Q1 stale (1 quarter behind)
CENTRAL TRUST Co new2,000$10K0.0%2026-Q1 stale (1 quarter behind)
WINNOW WEALTH LLC new1,400$10K0.0%2025-Q2 stale (4 quarters behind)
Burk Holdings LLC new1,910$10K0.0%2026-Q1 stale (1 quarter behind)
PRINCIPAL SECURITIES, INC. new1,595$9K0.0%2025-Q3 stale (3 quarters behind)
Advisory Services Network, LLC trimmed1,722$9K0.0%2026-Q1 stale (1 quarter behind)
JONES FINANCIAL COMPANIES LLLP trimmed1,000$7K0.0%2025-Q2 stale (4 quarters behind)
Wealthspire Advisors, LLC new1,000$6K0.0%2025-Q3 stale (3 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership