Renaissance Ipo ETFIPOETF
13F holders, Q4 2024 (December 31)68holders +10
12new positions
6sold out
1famous investor
$43.59avg. 13F price*
At the end of Q4 2024, 68 institutions reported holding Renaissance Ipo ETF (IPO) in their 13F filings, up 10 from Q3 2024. 12 opened new positions and 6 sold out. The largest holders were Tradition Wealth Management, LLC ($5.7M), Goldman Sachs Group Inc. ($5.1M) and Synergy Asset Management, LLC ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Renaissance Ipo ETF
- CUSIP
- 759937204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.2M |
| Exits | 6 | $511K |
All 13F filers, Q3 2024 → Q4 2024: 157,528 shares bought and 54,894 shares sold, net +102,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Tradition Wealth Management, LLC | 0.50% | Reduce -2.3% | 130,657 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 116,114 | $5.1M |
| Synergy Asset Management, LLC | 0.29% | Add +144.1% | 86,884 | $3.8M |
| Morgan Stanley | 0.00% | Add +87.6% | 73,957 | $3.2M |
| SFI Advisors, LLC | 2.10% | Reduce -0.5% | 68,504 | $3.0M |
| Cetera Investment Advisers | 0.01% | Reduce -4.2% | 66,934 | $2.9M |
| Citadel Advisors | 0.00% | Add +51.4% | 59,089 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -20.4% | 32,055 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 29,654 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +128.4% | 27,428 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.1% | 26,018 | $1.1M |
| NTV Asset Management LLC | 0.13% | Add +17.4% | 22,570 | $983K |
| UBS Group AG | 0.00% | Reduce -1.2% | 19,018 | $829K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -3.8% | 17,373 | $757K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 14,832 | $646K |
| Lansing Street Advisors | 0.19% | Add +0.1% | 12,563 | $547K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.1% | 11,762 | $512K |
| Raymond James Financial Inc. | 0.00% | — | 9,661 | $421K |
| Lakeridge Wealth Management LLC | 0.18% | No change | 7,950 | $346K |
| StoneX Group Inc. | 0.02% | Reduce -1.1% | 7,402 | $323K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.8% | 6,572 | $286K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,545 | $285K |
| Twin Peaks Wealth Advisors, LLC | 0.12% | Add +11.9% | 6,320 | $275K |
| Oppenheimer & Co. Inc. | 0.00% | Add +25.9% | 6,061 | $264K |
| HighTower Advisors, LLC | 0.00% | Add +11.5% | 6,050 | $264K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 5,670 | $247K |
| Wealthfront Advisers LLC | 0.00% | Add +3.9% | 5,607 | $244K |
| PFG Investments, LLC | 0.01% | Add +11.1% | 5,273 | $230K |
| Ieq Capital, LLC | 0.00% | Reduce -40.0% | 4,948 | $216K |
| Certuity, LLC | 0.02% | New | 4,892 | $213K |
| Gerber, LLC | 0.15% | Reduce -10.7% | 4,797 | $209K |
| Royal Bank of Canada | 0.00% | Reduce -58.5% | 4,148 | $180K |
| Bank of America Corp. | 0.00% | No change | 1,800 | $78K |
| Runnymede Capital Advisors, Inc. | 0.06% | — | 1,511 | $66K |
| Orion Capital Management LLC | 0.03% | New | 1,500 | $65K |
| Larson Financial Group LLC | 0.00% | Reduce -4.1% | 671 | $29K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 480 | $21K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 325 | $14K |
| National Bank of Canada | 0.00% | No change | 310 | $14K |
| North Star Investment Management Corp. | 0.00% | Reduce -33.3% | 300 | $13K |
| Nvwm, LLC | 0.00% | No change | 285 | $12K |
| Simplex Trading, LLC | 0.00% | Add +214.9% | 296 | $12K |
| SIMA Wealth Partners, LLC | 0.01% | Add +400.0% | 250 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 250 | $11K |
| Dogwood Wealth Management LLC | 0.01% | No change | 244 | $11K |
| Signaturefd, LLC | 0.00% | No change | 210 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $9K |
| Crewe Advisors LLC | 0.00% | New | 160 | $7K |
| Citigroup Inc. | 0.00% | Reduce -96.0% | 150 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 100 | $4K |
| MAI Capital Management | 0.00% | New | 100 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 100 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 88 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 76 | $3K |
| Investors Research Corp | 0.00% | No change | 58 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 50 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 50 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 50 | $2K |
| Cwm, LLC | 0.00% | No change | 36 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 37 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -50.0% | 25 | $1K |
| FMR LLC | 0.00% | Reduce -78.0% | 24 | $1K |
| Putney Financial Group LLC | 0.00% | — | 10 | $436 |
| Global Financial Private Client, LLC | 0.00% | New | 10 | $436 |
| Dunhill Financial, LLC | 0.00% | No change | 7 | $294 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 2 | $87 |
| Bogart Wealth, LLC | 0.00% | New | 2 | $87 |
| Wells Fargo & Company | 0.00% | No change | 1 | $39 |
"% of holder's portfolio" is IPO's weight in each manager's 13F, not the share of Renaissance Ipo ETF the manager owns.