Go Pro
→ How Elon’s Empire Ends (and how to profit) (From Chaikin Analytics) (Ad)tc pixel Free IPO Stock Alerts

Renaissance IPO ETF (IPO) Institutional Ownership

Renaissance IPO ETF logo
$53.59 +0.72 (+1.36%)
Closing price 04:10 PM Eastern
Extended Trading
$53.59 0.00 (0.00%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Renaissance IPO ETF (NYSEARCA:IPO)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$14.81M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.03M
Get IPO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Renaissance IPO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IPO Institutional Buying and Selling by Quarter

Renaissance IPO ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026Hudson Value Partners LLC3,910$232K0.1%N/A0.126%
7/9/2026Key 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%
1/28/2026Key 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%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
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%
10/14/2025Key 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%
They're not buying gold. They're buying this. (Ad)

Bank of America raised its stake in a small gold company by 139%. Jane Street increased its position by 159%, and Millennium by 122%. Kopernik Global made it their largest holding, owning roughly 8% of the company. It holds rights to an 88 million ounce deposit with existing roads, power, and permits that never expire. Market cap sits near $4 billion against a deposit worth hundreds of billions at current gold prices.tc pixel

See the name, ticker, and full file now
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, 47 institutional investors and hedge funds held shares of Renaissance IPO ETF. The most heavily invested institutionals were 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), Cetera Investment Advisers ($3.01M), and SFI Advisors LLC ($2.47M).Learn more on Renaissance IPO ETF's institutional investors.

Of the 42 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 307,050 shares in the last 24 months. This purchase volume represents approximately $14.81M in transactions.

Of the 14 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), Group One Trading LLC ($11.80K), SFI Advisors LLC ($9.22K), Cetera Investment Advisers ($2.21K), Belvedere Trading LLC ($2.10K), and Osaic Holdings Inc. ($1.60K).

Institutional investors have sold a total of 136,002 shares in the last 24 months. This volume of shares sold represents approximately $6.03M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IPO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.
National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...
American Hartford Gold | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
WATCH THIS BEFORE DECEMBER 8th!!
James Altucher says a quiet government filing could reveal Elon Musk's biggest move yet, and almost nobody has...
Paradigm Press | Sponsoredtc pixel
How Elon’s Empire Ends (and how to profit)
Marc Chaikin, the 60 year Wall Street veteran whose Chaikin Money Flow indicator sits on every Bloomberg termi...
Chaikin Analytics | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel