Renaissance Ipo ETFIPOETF
13F holders, Q4 2025 (December 31)50holders −20
3new positions
26sold out
$45.65avg. 13F price*
At the end of Q4 2025, 50 institutions reported holding Renaissance Ipo ETF (IPO) in their 13F filings, down 20 from Q3 2025. 3 opened new positions and 26 sold out. The largest holders were Goldman Sachs Group Inc. ($6.3M), Tradition Wealth Management, LLC ($6.2M) and LPL Financial LLC ($5.5M).
- Company
- Renaissance Ipo ETF
- CUSIP
- 759937204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $286K |
| Exits | 26 | $13.0M |
All 13F filers, Q3 2025 → Q4 2025: 101,653 shares bought and 353,503 shares sold, net −251,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Goldman Sachs Group Inc. | 0.00% | Add +15.9% | 137,196 | $6.3M |
| Tradition Wealth Management, LLC | 0.44% | Reduce -0.7% | 135,498 | $6.2M |
| LPL Financial LLC | 0.00% | Reduce -24.9% | 120,359 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +1019.4% | 79,277 | $3.6M |
| Cetera Investment Advisers | 0.00% | Reduce -3.2% | 66,037 | $3.0M |
| SFI Advisors, LLC | 1.58% | Reduce -11.1% | 54,098 | $2.5M |
| NTV Asset Management LLC | 0.10% | Reduce -4.8% | 20,070 | $916K |
| UBS Group AG | 0.00% | Reduce -1.4% | 17,891 | $817K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +16.6% | 13,703 | $626K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.4% | 12,436 | $568K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.3% | 11,312 | $516K |
| Raymond James Financial Inc. | 0.00% | Reduce -9.9% | 8,872 | $405K |
| Jefferies Financial Group Inc. | 0.00% | Add +3.2% | 7,532 | $344K |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 7,225 | $330K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 6,535 | $298K |
| Stifel Financial Corp. | 0.00% | New | 6,198 | $283K |
| StoneX Group Inc. | 0.01% | Reduce -6.3% | 6,169 | $282K |
| Wealthfront Advisers LLC | 0.00% | Add +8.0% | 6,006 | $274K |
| Tempo Wealth, LLC | 0.04% | — | 5,424 | $248K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Add +0.7% | 5,086 | $232K |
| Ieq Capital, LLC | 0.00% | No change | 4,948 | $226K |
| Key Client Fiduciary Advisors, LLC | 0.08% | Reduce -9.7% | 4,924 | $225K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -18.2% | 4,634 | $212K |
| Bank of America Corp. | 0.00% | No change | 1,800 | $82K |
| Morgan Stanley | 0.00% | Reduce -42.3% | 1,754 | $80K |
| Winthrop Capital Management, LLC | 0.02% | Add +117.4% | 1,500 | $68K |
| Noble Wealth Management PBC | 0.02% | No change | 800 | $37K |
| Group One Trading LLC | 0.00% | No change | 500 | $23K |
| Larson Financial Group LLC | 0.00% | No change | 491 | $22K |
| FMR LLC | 0.00% | Reduce -2.0% | 440 | $20K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 325 | $15K |
| Hollencrest Capital Management | 0.00% | No change | 300 | $14K |
| Nvwm, LLC | 0.00% | No change | 285 | $13K |
| Parallel Advisors, LLC | 0.00% | Add +12500.0% | 252 | $12K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 250 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 250 | $11K |
| Dogwood Wealth Management LLC | 0.00% | No change | 244 | $11K |
| Signaturefd, LLC | 0.00% | No change | 211 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 164 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 128 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 100 | $5K |
| MAI Capital Management | 0.00% | Reduce -76.5% | 100 | $5K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 96 | $4K |
| SageView Advisory Group, LLC | 0.00% | New | 42 | $2K |
| Cwm, LLC | 0.00% | No change | 32 | $1K |
| International Assets Investment Management, LLC | 0.00% | New | 17 | $776 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 10 | $457 |
| Ancora Advisors LLC | 0.00% | No change | 3 | $138 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $91 |
"% of holder's portfolio" is IPO's weight in each manager's 13F, not the share of Renaissance Ipo ETF the manager owns.