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Renaissance IPO ETF (IPO) Institutional Ownership

Renaissance IPO ETF logo
$57.57 -0.43 (-0.74%)
As of 07/10/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Renaissance IPO ETF (NYSEARCA:IPO)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$15.88M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.45M
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Skip Chart & View Institutional Buying and Selling Data

IPO Institutional Buying and Selling by Quarter

Renaissance IPO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Hudson Value Partners LLC3,910$232K0.1%N/A0.126%
7/9/2026 Key Client Fiduciary Advisors LLC3,860$229K0.1%N/A0.125%
6/3/2026Parallel Advisors LLC996$42K0.0%+295.2%0.034%
5/18/2026Royal Bank of Canada14,254$597K0.0%-82.0%0.492%
5/13/2026Cetera Investment Advisers71,805$3.01M0.0%+8.7%2.476%
5/7/2026Parallel Advisors LLC996$42K0.0%+295.2%0.034%
5/5/2026Wealthfront Advisers LLC6,314$264K0.0%+5.1%0.218%
5/5/2026NFSG Corp1,000$42K0.0%N/A0.034%
4/20/2026Kestra Private Wealth Services LLC12,895$540K0.0%-5.9%0.445%
2/25/2026Tempo Wealth LLC5,424$248K0.0%N/A0.181%
2/17/2026Cetera Investment Advisers66,037$3.02M0.0%-3.2%2.201%
2/17/2026Osaic Holdings Inc.12,436$568K0.0%-11.4%0.415%
2/17/2026Royal Bank of Canada79,277$3.62M0.0%+1,019.4%2.643%
2/13/2026Stifel Financial Corp6,198$283K0.0%N/A0.207%
2/12/2026StoneX Group Inc.6,169$282K0.0%-6.3%0.206%
2/11/2026LPL Financial LLC120,359$5.49M0.0%-24.9%4.012%
2/11/2026Tradition Wealth Management LLC135,498$6.19M0.4%-0.7%4.517%
2/11/2026SFI Advisors LLC54,098$2.47M1.6%-11.0%1.803%
2/10/2026Goldman Sachs Group Inc.137,196$6.26M0.0%+15.9%4.573%
2/10/2026Winthrop Capital Management LLC1,500$68K0.0%+117.4%0.050%
2/9/2026Jefferies Financial Group Inc.7,532$344K0.0%+3.2%0.251%
2/6/2026HighTower Advisors LLC7,225$330K0.0%+7.5%0.241%
1/30/2026Wealthfront Advisers LLC6,006$274K0.0%+8.0%0.200%
1/29/2026Kestra Private Wealth Services LLC13,703$626K0.0%+16.6%0.457%
1/28/2026 Key Client Fiduciary Advisors LLC4,924$225K0.1%-9.7%0.164%
1/1/2026JPMorgan Chase & Co.8,554$424K0.0%N/A0.259%
11/18/2025Advisory Services Network LLC2,048$101K0.0%N/A0.062%
11/17/2025Kestra Private Wealth Services LLC11,756$583K0.0%N/A0.356%
11/14/2025Raymond James Financial Inc.9,849$488K0.0%+7.1%0.298%
11/14/2025Tower Research Capital LLC TRC 22,127$1.10M0.0%+7,375.3%0.671%
11/14/2025Two Sigma Investments LP71,700$3.55M0.0%N/A2.173%
11/13/2025UBS Group AG18,144$899K0.0%+21.5%0.550%
11/13/2025Winthrop Capital Management LLC690$34K0.0%N/A0.021%
11/13/2025Jefferies Financial Group Inc.7,300$362K0.0%+18.2%0.221%
11/12/2025Group One Trading LLC500$25K0.0%-95.9%0.015%
11/12/2025Lansing Street Advisors5,280$262K0.1%N/A0.160%
11/7/2025JPMorgan Chase & Co.8,554$424K0.0%N/A0.259%
11/6/2025Wealthfront Advisers LLC5,560$276K0.0%-5.0%0.168%
10/31/2025B. Riley Wealth Advisors Inc.4,853$241K0.0%N/A0.143%
10/30/2025Twin Peaks Wealth Advisors LLC5,049$250K0.1%-5.6%0.149%
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10/29/2025SFI Advisors LLC60,816$3.01M1.9%-4.0%1.789%
10/28/2025Gerber LLC4,071$202K0.1%-15.2%0.120%
10/27/2025Belvedere Trading LLC4,100$203K0.0%-33.9%0.121%
10/22/2025Geneos Wealth Management Inc.37,503$1.86M0.0%N/A1.072%
10/15/2025Private Trust Co. NA911$45K0.0%N/A0.026%
10/14/2025 Key Client Fiduciary Advisors LLC5,452$270K0.1%N/A0.156%
9/4/2025Osaic Holdings Inc.12,548$564K0.0%+7.0%0.392%
8/14/2025Raymond James Financial Inc.9,199$413K0.0%-9.5%0.287%
8/14/2025Certuity LLC4,892$220K0.0%N/A0.153%
8/13/2025StoneX Group Inc.7,195$323K0.0%-3.6%0.225%
8/13/2025Twin Peaks Wealth Advisors LLC5,347$240K0.1%N/A0.167%
8/12/2025Jefferies Financial Group Inc.6,175$278K0.0%N/A0.193%
8/11/2025SFI Advisors LLC63,321$2.85M2.0%-9.5%1.979%
8/8/2025Cetera Investment Advisers68,570$3.08M0.0%+2.3%2.143%
7/21/2025NTV Asset Management LLC21,071$947K0.1%-6.6%0.639%
7/18/2025PFG Investments LLC5,117$230K0.0%N/A0.160%
6/27/2025Goldman Sachs Group Inc.102,965$3.87M0.0%-11.3%3.120%
5/19/2025Jane Street Group LLC13,530$508K0.0%-57.8%0.416%
5/16/2025Goldman Sachs Group Inc.102,965$3.87M0.0%-11.3%3.168%
5/15/2025Royal Bank of Canada11,820$444K0.0%+185.0%0.364%
5/14/2025Flow Traders U.S. LLC29,278$1.10M0.0%N/A0.901%
5/14/2025Tradition Wealth Management LLC137,380$5.16M0.5%+5.1%4.227%
5/13/2025SFI Advisors LLC69,943$2.63M1.9%+2.1%2.152%
5/7/2025LPL Financial LLC67,023$2.52M0.0%+126.0%2.001%
4/29/2025Burke & Herbert Bank & Trust Co.6,105$229K0.1%+7.7%0.182%
4/29/2025OneDigital Investment Advisors LLC5,664$213K0.0%-13.5%0.169%
4/28/2025Lansing Street Advisors6,346$238K0.1%-49.5%0.189%
4/22/2025Runnymede Capital Advisors Inc.991$37K0.0%-34.4%0.030%
4/17/2025Dynamic Advisor Solutions LLC11,112$417K0.0%-5.5%0.317%
2/18/2025Orion Capital Management LLC1,500$65K0.0%N/A0.033%
2/17/2025Cetera Investment Advisers66,934$2.92M0.0%-4.2%1.487%
2/14/2025Jane Street Group LLC32,055$1.40M0.0%-20.4%0.712%
2/14/2025OneDigital Investment Advisors LLC6,545$285K0.0%N/A0.145%
2/14/2025Tower Research Capital LLC TRC14,832$646K0.0%N/A0.330%
2/14/2025Tradition Wealth Management LLC130,657$5.69M0.5%-2.3%2.903%
2/13/2025Raymond James Financial Inc.9,661$421K0.0%N/A0.215%
2/11/2025Runnymede Capital Advisors Inc.1,511$66K0.1%N/A0.034%
2/10/2025Gerber LLC4,797$209K0.2%-10.7%0.107%
2/7/2025HighTower Advisors LLC6,050$264K0.0%+11.5%0.134%
2/6/2025Raymond James Financial Inc.9,661$421K0.0%N/A0.215%
2/5/2025Oppenheimer & Co. Inc.6,061$264K0.0%+25.9%0.135%
2/4/2025Twin Peaks Wealth Advisors LLC6,320$275K0.1%+11.9%0.140%
2/3/2025Ieq Capital LLC4,948$216K0.0%-40.0%0.110%
1/31/2025NTV Asset Management LLC22,570$983K0.1%+17.4%0.502%
1/29/2025Certuity LLC4,892$213K0.0%N/A0.109%
1/23/2025Synergy Asset Management LLC86,884$3.81M0.3%+144.1%1.931%
1/22/2025PFG Investments LLC5,273$230K0.0%+11.1%0.117%
1/21/2025Dynamic Advisor Solutions LLC11,762$512K0.0%-2.1%0.261%
11/15/2024Jane Street Group LLC40,280$1.73M0.0%+44.8%0.895%
11/15/2024HighTower Advisors LLC5,426$233K0.0%-65.5%0.121%
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11/14/2024Tradition Wealth Management LLC133,726$5.73M0.5%+1.0%2.972%
11/6/2024Oppenheimer & Co. Inc.4,816$207K0.0%N/A0.107%
10/29/2024Lansing Street Advisors12,553$538K0.2%-14.4%0.279%
10/24/2024PFG Investments LLC4,747$204K0.0%-79.4%0.105%
10/22/2024International Assets Investment Management LLC3,945$169K0.0%+4,188.0%0.088%
10/8/2024Dynamic Advisor Solutions LLC12,012$515K0.0%+14.5%0.267%
8/22/2024Cetera Investment Advisers67,574$2.72M0.0%+17.0%1.502%
8/15/2024Main Management ETF Advisors LLC365,660$14.74M0.7%+0.8%8.126%
8/7/2024Ashton Thomas Private Wealth LLC1,000$40K0.0%N/A0.022%
8/7/2024PFG Investments LLC23,095$931K0.1%-9.3%0.513%


IPO Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Renaissance IPO ETF. The most heavily invested institutionals were Main Management ETF Advisors LLC ($14.74M), Goldman Sachs Group Inc. ($6.26M), Tradition Wealth Management LLC ($6.19M), LPL Financial LLC ($5.49M), Synergy Asset Management LLC ($3.81M), Two Sigma Investments LP ($3.55M), and Cetera Investment Advisers ($3.01M).Learn more on Renaissance IPO ETF's institutional investors.

Of the 44 institutional investors that purchased Renaissance IPO ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Royal Bank of Canada ($79.87K), Two Sigma Investments LP ($71.70K), Synergy Asset Management LLC ($51.29K), Geneos Wealth Management Inc. ($37.50K), LPL Financial LLC ($37.37K), Tower Research Capital LLC TRC ($36.66K), and Flow Traders U.S. LLC ($29.28K).

Institutional investors have bought a total of 330,915 shares in the last 24 months. This purchase volume represents approximately $15.88M in transactions.

Of the 16 institutional investors that sold Renaissance IPO ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($65.02K), LPL Financial LLC ($39.98K), SFI Advisors LLC ($15.85K), Group One Trading LLC ($11.80K), Cetera Investment Advisers ($2.21K), Belvedere Trading LLC ($2.10K), and Osaic Holdings Inc. ($1.60K).

Institutional investors have sold a total of 145,359 shares in the last 24 months. This volume of shares sold represents approximately $6.45M in transactions.


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This page (NYSEARCA:IPO) was last updated on 7/12/2026 by MarketBeat.com Staff.
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