Filing Research | TRIPLEPOINT VENTURE GROWTH B Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Prospera Financial Services Inc	Shares	39.8KSH	$195.2K
2	Catalyst Capital Advisors LLC	Shares	19.5KSH	$95.7K
3	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	14.7KSH	$72.0K
4	Attessa Capital LLC	Shares	13.6KSH	$66.8K
5	FARMERS & MERCHANTS INVESTMENTS INC	Shares	10.3KSH	$50.5K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	7.2KSH	$36.4K
7	SOA Wealth Advisors, LLC.	Shares	3.0KSH	$14.7K
8	Aventura Private Wealth, LLC	Shares	2.5KSH	$12.3K
9	Farther Finance Advisors, LLC	Shares	929SH	$4.6K
10	Triumph Capital Management	Shares	300SH	$1.5K

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

11 / 11 loaded

#		Instrument
1	Catalyst Capital Advisors LLC new	Shares	+19.5K	+$95.7K	$95.7K
2	Attessa Capital LLC new	Shares	+13.6K	+$66.8K	$66.8K
3	Prospera Financial Services Inc added	Shares	+5.0K	+$21.5K	$195.2K
4	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+2.4K	+$11.0K	$72.0K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.2K	$36.4K
6	Triumph Capital Management unchanged	Shares	0	-$24	$1.5K
7	Farther Finance Advisors, LLC trimmed	Shares	-22	-$99	$4.6K
8	Aventura Private Wealth, LLC unchanged	Shares	0	-$200	$12.3K
9	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$240	$14.7K
10	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$823	$50.5K
11	Sound Income Strategies, LLC exited	Shares	-2.4K	-$11.6K	$0

Filing Research | TRIPLEPOINT VENTURE GROWTH B Institutional Holdings