Among active 13F managers last quarter, 4 opened and 9 added, while 7 reduced; the largest holder to move was Two Sigma Investments, LP (+12%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
64 tracked 13F filers disclose a position in TPVG as of the latest SEC 13F filings, a combined $16.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments, LP | 851K | $4.2M | ▲+12% Added · +93K sh | Q1 2026 | |
| 2 | Marshall Wace, LLP | 397K | $2.0M | ▲+1.5% Added · +6K sh | Q1 2026 | |
| 3 | Legal & General Group Plc | 312K | $1.6M | ▲+9.3% Added · +27K sh | Q1 2026 | |
| 4 | UBS Group AG | 208K | $1.0M | ▲+638% Added · +179K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | 154K | $754K | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 6 | Morgan Stanley | 141K | $701K | ▲+63% Added · +54K sh | Q1 2026 | |
| 7 | Wells Fargo & Company | 112K | $560K | ▲+62% Added · +43K sh | Q1 2026 | |
| 8 | Millennium Management LLC | 83K | $415K | ▲+197% Added · +55K sh | Q1 2026 | |
| 9 | Kovack Advisors, Inc. | 79K | $402K | ▲+19% Added · +13K sh | Q2 2026 | |
| 10 | Bank Of America Corp | 68K | $340K | ▼−4.8% Reduced · −3K sh | Q1 2026 | |
| 11 | LPL Financial LLC | 67K | $336K | ▼−1.3% Reduced · −881 sh | Q1 2026 | |
| 12 | Samalin Investment Counsel, LLC | 62K | $303K | ▼−38% Reduced · −38K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | 54K | $271K | ▲+16% Added · +7K sh | Q1 2026 | |
| 14 | Virtus Investment Advisers, LLC | 53K | $262K | ▼−22% Reduced · −15K sh | Q2 2026 | |
| 15 | Eagle Global Advisors LLC | 41K | $200K | ▼−8.3% Reduced · −4K sh | Q2 2026 | |
| 16 | Ethos Financial Group, LLC | 40K | $194K | ▼−7.3% Reduced · −3K sh | Q2 2026 | |
| 17 | Arax Advisory Partners | 40K | $198K | ▲New +40K sh | Q2 2026 | |
| 18 | Prospera Financial Services Inc | 40K | $195K | ▲+14% Added · +5K sh | Q2 2026 | |
| 19 | U.S. Capital Wealth Advisors, LLC | 36K | $179K | ▲+7.5% Added · +3K sh | Q1 2026 | |
| 20 | Closed-End Fund Advisors, Inc. | 34K | $166K | ▼−3.8% Reduced · −1K sh | Q2 2026 | |
| 21 | Cresset Asset Management, LLC | 33K | $161K | ▲+4.6% Added · +1K sh | Q2 2026 | |
| 22 | Meridian Wealth Management, LLC | 30K | $150K | —Held | Q1 2026 | |
| 23 | Susquehanna International Group, LLP | 30K | $148K | ▼−79% Reduced · −112K sh | Q1 2026 | |
| 24 | &Partners | 24K | $117K | ▲New +24K sh | Q2 2026 | |
| 25 | Norden Group LLC | 23K | $113K | ▼−82% Reduced · −107K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in TPVG and 9 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 32 funds | $14.8B |
| Microsoft CorpMSFT | 32 funds | $9.9B |
| Amazon.com IncAMZN | 32 funds | $8.8B |
| Nvidia CorpNVDA | 31 funds | $18.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 31 funds | $2.7B |
| Eli Lilly & CoLLY | 31 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 30 funds | $7.1B |
| Micron Technology IncMU | 30 funds | $3.1B |
| Johnson & JohnsonJNJ | 30 funds | $2.3B |
| Walmart IncWMT | 30 funds | $1.8B |
| RTX CorpRTX | 30 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 29 funds | $4.7B |
Ranked by how many of TPVG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TPVG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 12, 2026 | Labe James | Chief Executive Officer, Director | Buy (P) | 24K | $159K |
| Jan 12, 2026 | Srivastava Sajal | President and CIO, Director | Buy (P) | 24K | $159K |
| Jan 9, 2026 | Labe James | Chief Executive Officer, Director | Buy (P) | 16K | $105K |
| Jan 9, 2026 | Srivastava Sajal | President and CIO, Director | Buy (P) | 16K | $105K |
| Jan 8, 2026 | Labe James | Chief Executive Officer, Director | Buy (P) | 17K | $111K |
| Jan 8, 2026 | Srivastava Sajal | President and CIO, Director | Buy (P) | 17K | $111K |
| Jan 7, 2026 | Labe James | Chief Executive Officer, Director | Buy (P) | 31K | $199K |
| Jan 7, 2026 | Srivastava Sajal | President and CIO, Director | Buy (P) | 31K | $199K |
| Jan 6, 2026 | Labe James | Chief Executive Officer, Director | Buy (P) | 34K | $225K |
| Jan 6, 2026 | Srivastava Sajal | President and CIO, Director | Buy (P) | 34K | $225K |
| Jan 5, 2026 | Labe James | Chief Executive Officer, Director | Buy (P) | 40K | $268K |
| Jan 5, 2026 | Srivastava Sajal | President and CIO, Director | Buy (P) | 40K | $268K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 21 | 16 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for TPVG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TPVG/capital-change-brief"
Use Arkolith's capital_change_brief for TPVG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TPVG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.