Renaissance Ipo ETFIPOETF
13F holders, Q1 2025 (March 31)59holders −9
5new positions
12sold out
1famous investor
$37.55avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding Renaissance Ipo ETF (IPO) in their 13F filings, down 9 from Q4 2024. 5 opened new positions and 12 sold out. The largest holders were Tradition Wealth Management, LLC ($5.2M), Goldman Sachs Group Inc. ($3.9M) and Morgan Stanley ($2.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.1M |
| Exits | 12 | $5.2M |
All 13F filers, Q4 2024 → Q1 2025: 113,356 shares bought and 211,931 shares sold, net −98,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Tradition Wealth Management, LLC | 0.45% | Add +5.2% | 137,380 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.3% | 102,965 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 73,550 | $2.8M |
| SFI Advisors, LLC | 1.94% | Add +2.1% | 69,943 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 67,052 | $2.5M |
| LPL Financial LLC | 0.00% | Add +126.0% | 67,023 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +50.5% | 39,167 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +101.8% | 29,935 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 29,278 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -55.8% | 26,092 | $980K |
| NTV Asset Management LLC | 0.11% | Add +0.0% | 22,571 | $848K |
| UBS Group AG | 0.00% | Reduce -15.4% | 16,096 | $604K |
| Jane Street Group, LLC | 0.00% | Reduce -57.8% | 13,530 | $508K |
| Royal Bank of Canada | 0.00% | Add +185.0% | 11,820 | $444K |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.2% | 11,732 | $441K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.5% | 11,112 | $417K |
| Raymond James Financial Inc. | 0.00% | Add +5.3% | 10,169 | $382K |
| Lakeridge Wealth Management LLC | 0.15% | No change | 7,950 | $299K |
| StoneX Group Inc. | 0.02% | Add +0.8% | 7,460 | $280K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 6,694 | $251K |
| Lansing Street Advisors | 0.08% | Reduce -49.5% | 6,346 | $238K |
| Burke & Herbert Bank & Trust Co. | 0.06% | Add +7.7% | 6,105 | $229K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -2.3% | 5,921 | $222K |
| Wealthfront Advisers LLC | 0.00% | Add +3.9% | 5,824 | $219K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -13.5% | 5,664 | $213K |
| Bank of America Corp. | 0.00% | No change | 1,800 | $68K |
| Orion Capital Management LLC | 0.02% | No change | 1,500 | $56K |
| Runnymede Capital Advisors, Inc. | 0.04% | Reduce -34.4% | 991 | $37K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 672 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 480 | $18K |
| North Star Investment Management Corp. | 0.00% | Add +50.0% | 450 | $17K |
| FMR LLC | 0.00% | Add +1575.0% | 402 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 325 | $12K |
| National Bank of Canada | 0.00% | No change | 310 | $12K |
| Nvwm, LLC | 0.00% | No change | 285 | $11K |
| Glassman Wealth Services | 0.00% | New | 261 | $10K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 250 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 250 | $9K |
| Dogwood Wealth Management LLC | 0.00% | No change | 244 | $9K |
| Signaturefd, LLC | 0.00% | No change | 210 | $8K |
| JPMorgan Chase & Co. | 0.00% | Add +302.0% | 201 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $8K |
| Crewe Advisors LLC | 0.00% | Add +1.9% | 163 | $6K |
| Park Square Financial Group, LLC | 0.00% | New | 150 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 100 | $4K |
| MAI Capital Management | 0.00% | No change | 100 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 100 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 76 | $3K |
| Investors Research Corp | 0.00% | No change | 58 | $2K |
| US Bancorp \de | 0.00% | New | 50 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $1K |
| Cwm, LLC | 0.00% | No change | 36 | $1K |
| Truvestments Capital LLC | 0.00% | New | 20 | $751 |
| Putney Financial Group LLC | 0.00% | No change | 10 | $376 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -88.6% | 10 | $376 |
| Global Financial Private Client, LLC | 0.00% | No change | 10 | $376 |
| Dunhill Financial, LLC | 0.00% | No change | 7 | $253 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $75 |
| Wells Fargo & Company | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is IPO's weight in each manager's 13F, not the share of Renaissance Ipo ETF the manager owns.