Who owns Trinity Capital Inc. (TRIN)
Which tracked institutional funds hold TRIN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TRIN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
32 tracked funds added or opened TRIN while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
TRIN’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, 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 TRIN 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 2025-Q4 and 2026-Q1, across 164 tracked filers holding TRIN, 103 increased or opened the position and 66 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 TRIN between the 2025-Q4 and 2026-Q1 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.
New buyers 9
- PANORAMIC INVESTMENT ADVISORS, LLC$19M
- D. E. Shaw & Co., Inc.$5M
- BALYASNY ASSET MANAGEMENT L.P.$4M
- Schonfeld Strategic Advisors LLC$3M
- &PARTNERS$1M
- Uniting Wealth Partners, LLC$765K
Full exits 9
- MARSHALL WACE, LLP$7M
- Faithward Advisors, LLC$3M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- Brevan Howard Capital Management LP$2M
- NORTHERN TRUST CORP$2M
- TUDOR INVESTMENT CORP ET AL$1M
Largest adds
- GROUP ONE TRADING LLC$4M
- MORGAN STANLEY$3M
- TWO SIGMA INVESTMENTS, LP$3M
- Sound Income Strategies, LLC$2M
- PRICE T ROWE ASSOCIATES INC /MD/$2M
- Melia Wealth LLC$2M
Largest trims
- Union Bancaire Privee, UBP SA$61M
- Closed-End Fund Advisors, Inc.$5M
- Rockefeller Capital Management L.P.$5M
- VAN ECK ASSOCIATES CORP$3M
- BlackRock, Inc.$3M
- Qube Research & Technologies Ltd$3M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP trimmed | 1,545,449 | $23M | 6.5% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC new | 1,297,480 | $19M | 5.5% | 2026-Q1 |
| Melia Wealth LLC added | 1,297,372 | $19M | 5.5% | 2026-Q1 |
| Sound Income Strategies, LLC added | 1,160,453 | $17M | 4.9% | 2026-Q1 |
| UBS Group AG added | 1,039,070 | $15M | 4.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 951,481 | $14M | 4.0% | 2026-Q1 |
| EMERALD ADVISERS, LLC trimmed | 766,190 | $11M | 3.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 740,810 | $11M | 3.1% | 2026-Q1 |
| Eagle Point Credit Management LLC | 727,439 | $11M | 3.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 668,126 | $10M | 2.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 643,608 | $9M | 2.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 559,447 | $8M | 2.4% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 549,260 | $8M | 2.3% | 2026-Q1 |
| ARES MANAGEMENT LLC | 545,723 | $8M | 2.3% | 2026-Q1 |
| MORGAN STANLEY added | 532,846 | $8M | 2.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 433,724 | $6M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 420,751 | $6M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 349,932 | $5M | 1.5% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 338,878 | $5M | 1.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 330,935 | $5M | 1.4% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 330,599 | $5M | 1.4% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 326,532 | $5M | 1.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 293,724 | $4M | 1.2% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 287,142 | $4M | 1.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 242,655 | $4M | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 234,825 | $3M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 218,075 | $3M | 0.9% | 2026-Q1 |
| AWM CAPITAL, LLC added | 201,633 | $3M | 0.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 196,600 | $3M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 190,166 | $3M | 0.8% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 178,753 | $3M | 0.8% | 2026-Q1 |
| SMH CAPITAL ADVISORS INC trimmed | 2,517 | $3M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 146,971 | $2M | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 146,885 | $2M | 0.6% | 2026-Q1 |
| Sovereign's Capital Management, LLC added | 138,896 | $2M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 115,406 | $2M | 0.5% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 105,499 | $2M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 101,099 | $1M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 100,977 | $1M | 0.4% | 2026-Q1 |
| Canton Hathaway, LLC added | 98,715 | $1M | 0.4% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 87,900 | $1M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 93,449 | $1M | 0.4% | 2026-Q1 |
| STATE STREET CORP added | 90,268 | $1M | 0.4% | 2026-Q1 |
| Naviter Wealth, LLC added | 86,490 | $1M | 0.4% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 84,441 | $1M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 79,711 | $1M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 75,322 | $1M | 0.3% | 2026-Q1 |
| &PARTNERS new | 72,075 | $1M | 0.3% | 2026-Q1 |
| Catalyst Capital Advisors LLC | 70,337 | $1M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 64,244 | $945K | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 64,230 | $945K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 63,711 | $937K | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 63,426 | $933K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 55,847 | $822K | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 55,455 | $816K | 0.2% | 2026-Q1 |
| EntryPoint Capital, LLC added | 54,410 | $800K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 52,305 | $769K | 0.2% | 2026-Q1 |
| Uniting Wealth Partners, LLC new | 52,000 | $765K | 0.2% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 51,166 | $753K | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 48,650 | $716K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 48,020 | $706K | 0.2% | 2026-Q1 |
| Bramshill Investments, LLC added | 47,706 | $702K | 0.2% | 2026-Q1 |
| Aquatic Capital Management LLC added | 44,392 | $653K | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 43,942 | $646K | 0.2% | 2026-Q1 |
| Bison Wealth, LLC | 37,438 | $630K | 0.2% | 2026-Q1 |
| FIRST FINANCIAL BANK - TRUST DIVISION added | 42,623 | $627K | 0.2% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 41,824 | $615K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 40,439 | $595K | 0.2% | 2026-Q1 |
| Forum Financial Management, LP added | 40,000 | $588K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 38,751 | $570K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 38,553 | $567K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 38,410 | $565K | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 36,660 | $539K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 35,550 | $523K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 34,814 | $512K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 34,277 | $504K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP trimmed | 33,187 | $488K | 0.1% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC added | 32,740 | $482K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 30,355 | $447K | 0.1% | 2026-Q1 |
| Round Rock Advisors, LLC added | 580,619 | $8M | 2.3% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 445,222 | $7M | 1.9% | 2025-Q4 stale |
| GraniteShares Advisors LLC added | 212,465 | $3M | 0.9% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 210,981 | $3M | 0.9% | 2025-Q2 stale |
| Faithward Advisors, LLC trimmed | 195,040 | $3M | 0.8% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 174,636 | $3M | 0.8% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 151,828 | $2M | 0.6% | 2025-Q2 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 136,762 | $2M | 0.6% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 130,801 | $2M | 0.6% | 2025-Q1 stale |
| Brevan Howard Capital Management LP added | 124,537 | $2M | 0.5% | 2025-Q4 stale |
| NORTHERN TRUST CORP trimmed | 112,373 | $2M | 0.5% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL | 79,029 | $1M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 62,773 | $972K | 0.3% | 2025-Q3 stale |
| Verition Fund Management LLC added | 42,460 | $622K | 0.2% | 2025-Q4 stale |
| Aigen Investment Management, LP trimmed | 37,382 | $548K | 0.2% | 2025-Q4 stale |
| Virtu Financial LLC added | 34,593 | $507K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd trimmed | 32,502 | $493K | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 32,300 | $473K | 0.1% | 2025-Q4 stale |
| ALLIANCEBERNSTEIN L.P. trimmed | 29,000 | $440K | 0.1% | 2025-Q1 stale |
| ALPS ADVISORS INC added | 28,616 | $419K | 0.1% | 2025-Q4 stale |
| Whipplewood Advisors, LLC new | 28,327 | $415K | 0.1% | 2025-Q4 stale |
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.
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.