Renaissance Ipo ETFIPOETF

13F holders, Q3 2025 (September 30)
70holders +10
20new positions
9sold out
1famous investor
$49.56avg. 13F price*

At the end of Q3 2025, 70 institutions reported holding Renaissance Ipo ETF (IPO) in their 13F filings, up 10 from Q2 2025. 20 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($7.9M), Tradition Wealth Management, LLC ($6.8M) and Goldman Sachs Group Inc. ($5.9M). 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

020406080 Q1 2024: 68Q1 2024Q2 2024: 65Q2 2024Q3 2024: 58Q3 2024Q4 2024: 68Q4 2024Q1 2025: 59Q1 2025Q2 2025: 60Q2 2025Q3 2025: 70Q3 2025Q4 2025: 50Q4 2025Q1 2026: 55Q1 2026Q2 2026: 55Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions20$10.1M
Exits9$778K

All 13F filers, Q2 2025 → Q3 2025: 369,866 shares bought and 54,709 shares sold, net +315,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

LPL Financial LLC 0.00% Add +155.6% 160,339 $7.9M
Tradition Wealth Management, LLC 0.50% Reduce -0.1% 136,496 $6.8M
Goldman Sachs Group Inc. 0.00% Add +14.9% 118,357 $5.9M
Two Sigma Investments, LP 0.01% New 71,700 $3.6M
Cetera Investment Advisers 0.00% Reduce -0.5% 68,244 $3.4M
SFI Advisors, LLC 1.92% Reduce -4.0% 60,816 $3.0M
Susquehanna International Group, LLP 0.00% Add +83.7% 45,787 $2.3M
Geneos Wealth Management Inc. 0.05% New 37,503 $1.9M
Citadel Advisors 0.00% Reduce -11.8% 33,758 $1.7M
Tower Research Capital LLC (TRC) 0.03% Add +7375.3% 22,127 $1.1M
Jane Street Group, LLC 0.00% New 21,978 $1.1M
NTV Asset Management LLC 0.11% No change 21,071 $1.0M
UBS Group AG 0.00% Add +21.5% 18,144 $899K
Fulcrum Equity Management 0.82% New 16,342 $810K
Osaic Holdings, Inc. 0.00% Add +11.9% 14,038 $699K
Kestra Private Wealth Services, LLC 0.01% New 11,756 $583K
Steward Partners Investment Advisory, LLC 0.00% New 9,852 $488K
Raymond James Financial Inc. 0.00% Add +7.1% 9,849 $488K
JPMorgan Chase & Co. 0.00% New 8,554 $424K
Jefferies Financial Group Inc. 0.00% Add +18.2% 7,300 $362K
Royal Bank of Canada 0.00% Reduce -79.5% 7,082 $351K
HighTower Advisors, LLC 0.00% Add +47.9% 6,718 $333K
StoneX Group Inc. 0.01% Reduce -8.5% 6,583 $326K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.5% 6,498 $322K
Burke & Herbert Bank & Trust Co. 0.07% No change 6,105 $303K
OneDigital Investment Advisors LLC 0.00% No change 5,664 $281K
Wealthfront Advisers LLC 0.00% Reduce -5.0% 5,560 $276K
MML Investors Services, LLC 0.00% New 5,465 $271K
Key Client Fiduciary Advisors, LLC 0.09% New 5,452 $270K
Lansing Street Advisors 0.07% New 5,280 $262K
Twin Peaks Wealth Advisors, LLC 0.09% Reduce -5.6% 5,049 $250K
Ieq Capital, LLC 0.00% No change 4,948 $245K
Certuity, LLC 0.02% No change 4,892 $242K
B. Riley Wealth Advisors, Inc. 0.01% New 4,853 $241K
Belvedere Trading LLC 0.02% Reduce -8.9% 4,100 $203K
Gerber, LLC 0.13% Reduce -15.2% 4,071 $202K
Morgan Stanley 0.00% Add +45.4% 3,038 $151K
Advisory Services Network, LLC 0.00% New 2,048 $101K
Bank of America Corp. 0.00% No change 1,800 $89K
Private Trust Co. NA 0.00% New 911 $45K
Noble Wealth Management PBC 0.02% — 800 $40K
Winthrop Capital Management, LLC 0.01% New 690 $34K
Group One Trading LLC 0.00% New 500 $25K
Larson Financial Group LLC 0.00% Add +0.2% 491 $24K
Northwestern Mutual Wealth Management Co. 0.00% New 475 $24K
North Star Investment Management Corp. 0.00% No change 450 $22K
FMR LLC 0.00% Reduce -2.4% 449 $22K
MAI Capital Management 0.00% Add +325.0% 425 $21K
Simplex Trading, LLC 0.00% Add +805.1% 353 $17K
Provenance Wealth Advisors, LLC 0.00% No change 325 $16K
National Bank of Canada 0.00% No change 310 $15K
Hollencrest Capital Management 0.00% No change 300 $15K
Farther Finance Advisors, LLC 0.00% New 300 $15K
Nvwm, LLC 0.00% No change 285 $14K
SIMA Wealth Partners, LLC 0.01% No change 250 $12K
Wilmington Savings Fund Society, FSB 0.00% No change 250 $12K
Dogwood Wealth Management LLC 0.01% No change 244 $12K
Principal Securities, Inc. 0.00% Reduce -18.2% 225 $11K
Signaturefd, LLC 0.00% Add +0.5% 211 $10K
IFP Advisors, Inc 0.00% No change 200 $10K
Crewe Advisors LLC 0.00% Add +0.6% 164 $8K
Federation des caisses Desjardins du Quebec 0.00% No change 128 $6K
Blue Bell Private Wealth Management, LLC 0.00% No change 100 $5K
Copia Wealth Management 0.00% New 43 $2K
Cwm, LLC 0.00% Reduce -11.1% 32 $2K
Physician Wealth Advisors, Inc. 0.00% No change 10 $496
Dunhill Financial, LLC 0.00% Add +16.7% 7 $335
Ancora Advisors LLC 0.00% New 3 $150
Parallel Advisors, LLC 0.00% No change 2 $99
Bogart Wealth, LLC 0.00% No change 2 $99

"% of holder's portfolio" is IPO's weight in each manager's 13F, not the share of Renaissance Ipo ETF the manager owns.