Filing Research | TPG - TPG INC Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	401.3KSH	$16.3M
2	Pictet North America Advisors SA	Shares	263.2KSH	$10.7M
3	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	131.3KSH	$5.3M
4	Y-Intercept (Hong Kong) Ltd	Shares	83.3KSH	$3.4M
5	Milestones Administradora de Recursos Ltda.	Shares	75.6KSH	$3.1M
6	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	72.8KSH	$3.0M
7	Police & Firemen's Retirement System of New Jersey	Shares	65.1KSH	$2.6M
8	ABN AMRO INVESTMENT SOLUTIONS	Shares	37.2KSH	$1.5M
9	Oak Thistle LLC	Shares	25.3KSH	$1.0M
10	Apollon Wealth Management, LLC	Shares	22.4KSH	$909.8K
11	Fearless Solutions, LLC dba Best Invest	Shares	17.6KSH	$714.5K
12	Prospera Financial Services Inc	Shares	17.5KSH	$710.9K
13	Farther Finance Advisors, LLC	Shares	8.3KSH	$335.9K
14	QRG CAPITAL MANAGEMENT, INC.	Shares	8.1KSH	$330.2K
15	Portman Square Capital LLP	CALL	7.5KSH	$304.1K
16	Flower City Capital	Shares	7.2KSH	$290.3K
17	INSPIRION WEALTH ADVISORS, LLC	Shares	6.1KSH	$247.1K
18	Hennion & Walsh Asset Management, Inc.	Shares	5.4KSH	$219.9K
19	BARRETT & COMPANY, INC.	Shares	3.8KSH	$152.1K
20	Catalyst Capital Advisors LLC	Shares	3.4KSH	$137.9K
21	SIGNATUREFD, LLC	Shares	3.3KSH	$135.2K
22	Mirae Asset Global Investments Co., Ltd.	Shares	3.3KSH	$134.2K
23	Atlantic Edge Private Wealth Management, LLC	Shares	2.2KSH	$90.2K
24	Tema ETFs LLC	Shares	1.5KSH	$60.6K
25	GAMMA Investing LLC	Shares	1.0KSH	$40.7K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	800SH	$32.4K
27	Versant Capital Management, Inc	Shares	581SH	$23.6K
28	MassMutual Private Wealth & Trust, FSB	Shares	391SH	$15.9K
29	EverSource Wealth Advisors, LLC	Shares	341SH	$13.8K
30	Owl Creek Wealth Partners LLC	Shares	170SH	$6.9K
31	LRI Investments, LLC	Shares	129SH	$5.2K
32	Beaird Harris Wealth Management, LLC	Shares	120SH	$4.9K
33	Sachetta, LLC	Shares	75SH	$3.0K
34	ELEVATION WEALTH PARTNERS, LLC	Shares	53SH	$2.1K
35	Bogart Wealth, LLC	Shares	51SH	$2.1K
36	CoreCap Advisors, LLC	Shares	45SH	$1.8K
37	Handelsbanken Fonder AB	Shares	43.6KSH	$1.8K
38	Retirement Wealth Solutions LLC	Shares	39SH	$1.6K
39	Physician Wealth Advisors, Inc.	Shares	35SH	$1.4K
40	Dynamic Wealth Strategies, LLC	Shares	31SH	$1.3K
41	FINANCIAL CONSULATE, INC	Shares	24SH	$974
42	JFS WEALTH ADVISORS, LLC	Shares	22SH	$893
43	Fortitude Family Office, LLC	Shares	22SH	$892
44	Cromwell Holdings LLC	Shares	21SH	$852
45	DiNuzzo Private Wealth, Inc.	Shares	19SH	$771
46	Davis Capital Management	Shares	17SH	$689
47	IFP Advisors, Inc	Shares	17SH	$689
48	Key FInancial Inc	Shares	13SH	$527
49	SJS Investment Consulting Inc.	Shares	10SH	$406
50	Creative Capital Management Investments LLC	Shares	9SH	$365

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Manager changes2026-06-30 vs 2026-03-31

50 / 66 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+322.7K	+$13.1M	$16.3M
2	Milestones Administradora de Recursos Ltda. new	Shares	+75.6K	+$3.1M	$3.1M
3	Fearless Solutions, LLC dba Best Invest new	Shares	+17.6K	+$714.5K	$714.5K
4	Prospera Financial Services Inc new	Shares	+17.5K	+$710.9K	$710.9K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+6.2K	+$255.6K	$2.6M
6	BARRETT & COMPANY, INC. added	Shares	+3.4K	+$137.9K	$152.1K
7	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.1K	+$130.4K	$5.3M
8	Farther Finance Advisors, LLC added	Shares	+2.9K	+$124.3K	$335.9K
9	Apollon Wealth Management, LLC added	Shares	+2.5K	+$103.7K	$909.8K
10	Atlantic Edge Private Wealth Management, LLC new	Shares	+2.2K	+$90.2K	$90.2K
11	Pictet North America Advisors SA unchanged	Shares	0	+$10.5K	$10.7M
12	QRG CAPITAL MANAGEMENT, INC. added	Shares	+237	+$9.8K	$330.2K
13	SIGNATUREFD, LLC added	Shares	+123	+$5.1K	$135.2K
14	Beaird Harris Wealth Management, LLC new	Shares	+120	+$4.9K	$4.9K
15	Sachetta, LLC new	Shares	+75	+$3.0K	$3.0K
16	MassMutual Private Wealth & Trust, FSB added	Shares	+60	+$2.4K	$15.9K
17	Physician Wealth Advisors, Inc. new	Shares	+35	+$1.4K	$1.4K
18	Retirement Wealth Solutions LLC added	Shares	+29	+$1.2K	$1.6K
19	Bogart Wealth, LLC added	Shares	+22	+$893	$2.1K
20	Cromwell Holdings LLC new	Shares	+21	+$852	$852
21	DiNuzzo Private Wealth, Inc. added	Shares	+18	+$730	$771
22	Dynamic Wealth Strategies, LLC added	Shares	+17	+$690	$1.3K
23	Owl Creek Wealth Partners LLC added	Shares	+15	+$614	$6.9K
24	Key FInancial Inc new	Shares	+13	+$527	$527
25	FINANCIAL CONSULATE, INC added	Shares	+12	+$487	$974
26	Creative Capital Management Investments LLC new	Shares	+9	+$365	$365
27	Flower City Capital unchanged	Shares	0	+$286	$290.3K
28	Davis Capital Management added	Shares	+7	+$284	$689
29	Fortitude Family Office, LLC added	Shares	+7	+$284	$892
30	Activest Wealth Management added	Shares	+6	+$243	$243
31	JFS WEALTH ADVISORS, LLC added	Shares	+5	+$204	$893
32	Catalyst Capital Advisors LLC unchanged	Shares	0	+$136	$137.9K
33	LRI Investments, LLC added	Shares	+3	+$127	$5.2K
34	1015 Capital Partners, LLC added	Shares	+3	+$121	$162
35	Hughes Financial Services, LLC added	Shares	+1	+$41	$122
36	CX Institutional added	Shares	+544	+$22	$27
37	CoreCap Advisors, LLC unchanged	Shares	0	+$2	$1.8K
38	Handelsbanken Fonder AB unchanged	Shares	0	+$2	$1.8K
39	Crewe Advisors LLC unchanged	Shares	0	$0	$203
40	GHP Investment Advisors, Inc. unchanged	Shares	0	$0	$122
41	TFC Financial Management, Inc. unchanged	Shares	0	$0	$41
42	INSPIRION WEALTH ADVISORS, LLC unchanged	Shares	0	-$61	$247.1K
43	Sound Income Strategies, LLC exited	Shares	-2	-$93	$0
44	AMALGAMATED BANK trimmed	Shares	-3.8K	-$153	$266
45	AdvisorNet Financial, Inc exited	Shares	-4	-$162	$0
46	Walsh & Associates, LLC exited	Shares	-6	-$243	$0
47	IFP Advisors, Inc trimmed	Shares	-7	-$283	$689
48	SJS Investment Consulting Inc. trimmed	Shares	-12	-$486	$406
49	Vermillion Wealth Management, Inc. exited	Shares	-12	-$486	$0
50	GAMMA Investing LLC trimmed	Shares	-23	-$892	$40.7K

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