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Business Summary
Filings
Ownership
Valuation
Ownership — TPVG
Institutional Holdings
Insider Transactions
US Institutional Ownership
7.1%
Institution
Shares
Value
Ownership %
Change
Filing Date
TWO SIGMA INVESTMENTS, LP
618.0K
$3.0M
1.52%
--
2026-06-30
MARSHALL WACE, LLP
337.7K
$1.0M
0.83%
-59.1K
2026-06-30
Legal & General Group Plc
325.6K
$1.0M
0.80%
+14.1K
2026-06-30
BlackRock, Inc.
153.7K
--
0.38%
-2.9K
2026-06-30
BANK OF AMERICA CORP /DE/
126.3K
--
0.31%
+58.1K
2026-06-30
MORGAN STANLEY
122.5K
--
0.30%
-18.0K
2026-06-30
WELLS FARGO & COMPANY/MN
116.0K
--
0.28%
+3.8K
2026-06-30
UBS Group AG
85.0K
--
0.21%
-122.6K
2026-06-30
Kovack Advisors, Inc.
79.2K
--
0.19%
+12.8K
2026-06-30
LPL Financial LLC
65.6K
--
0.16%
-1.8K
2026-06-30
Samalin Investment Counsel, LLC
61.7K
--
0.15%
-37.9K
2026-06-30
Cetera Investment Advisers
58.1K
--
0.14%
+3.8K
2026-06-30
CITADEL ADVISORS LLC
57.4K
--
0.14%
-4.2K
2026-06-30
Virtus Investment Advisers, LLC
53.3K
--
0.13%
-15.2K
2026-06-30
CANADA LIFE ASSURANCE Co
49.1K
--
0.12%
+5.0K
2026-06-30
EAGLE GLOBAL ADVISORS LLC
40.7K
--
0.10%
-3.7K
2026-06-30
Ethos Financial Group, LLC
40.4K
--
0.10%
-3.2K
2026-06-30
Arax Advisory Partners
40.3K
--
0.10%
--
2026-06-30
Prospera Financial Services Inc
39.8K
--
0.10%
+5.0K
2026-06-30
Closed-End Fund Advisors, Inc.
33.8K
--
0.08%
-1.3K
2026-06-30
Cresset Asset Management, LLC
32.8K
--
0.08%
+1.5K
2026-06-30
OSAIC HOLDINGS, INC.
32.0K
--
0.08%
+11.1K
2026-06-30
Meridian Wealth Management, LLC
30.0K
--
0.07%
--
2026-06-30
&PARTNERS
23.9K
--
0.06%
--
2026-06-30
NORDEN GROUP LLC
23.0K
--
0.06%
-106.8K
2026-06-30
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