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Renaissance IPO ETF (IPO) Institutional Ownership

Renaissance IPO ETF logo
$49.11 +0.26 (+0.53%)
Closing price 08/8/2025 04:10 PM Eastern
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$49.16 +0.05 (+0.10%)
As of 08/8/2025 06:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Renaissance IPO ETF (NYSEARCA:IPO)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$9.58M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.18M
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IPO Institutional Buying and Selling by Quarter

Renaissance IPO ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cetera Investment Advisers68,570$3.08M0.0%+2.3%2.143%
7/21/2025 NTV Asset Management LLC21,071$947K0.1%-6.6%0.639%
7/18/2025 PFG 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%
4/29/2025 Burke & Herbert Bank & Trust Co.6,105$229K0.1%+7.7%0.182%
4/29/2025 OneDigital Investment Advisors LLC5,664$213K0.0%-13.5%0.169%
4/28/2025 Lansing Street Advisors6,346$238K0.1%-49.5%0.189%
4/22/2025 Runnymede Capital Advisors Inc.991$37K0.0%-34.4%0.030%
4/17/2025 Dynamic Advisor Solutions LLC11,112$417K0.0%-5.5%0.317%
2/18/2025 Orion Capital Management LLC1,500$65K0.0%N/A0.033%
2/17/2025 Cetera Investment Advisers66,934$2.92M0.0%-4.2%1.487%
2/14/2025Jane Street Group LLC32,055$1.40M0.0%-20.4%0.712%
2/14/2025 OneDigital 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%
2/11/2025 Runnymede Capital Advisors Inc.1,511$66K0.1%N/A0.034%
2/10/2025 Gerber 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%
2/5/2025 Oppenheimer & 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%
1/31/2025 NTV Asset Management LLC22,570$983K0.1%+17.4%0.502%
1/29/2025Certuity LLC4,892$213K0.0%N/A0.109%
1/23/2025 Synergy Asset Management LLC86,884$3.81M0.3%+144.1%1.931%
1/22/2025 PFG Investments LLC5,273$230K0.0%+11.1%0.117%
1/21/2025 Dynamic 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%
11/14/2024Tradition Wealth Management LLC133,726$5.73M0.5%+1.0%2.972%
11/6/2024 Oppenheimer & Co. Inc.4,816$207K0.0%N/A0.107%
10/29/2024 Lansing Street Advisors12,553$538K0.2%-14.4%0.279%
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10/24/2024 PFG Investments LLC4,747$204K0.0%-79.4%0.105%
10/22/2024 International Assets Investment Management LLC3,945$169K0.0%+4,188.0%0.088%
10/8/2024 Dynamic Advisor Solutions LLC12,012$515K0.0%+14.5%0.267%
8/22/2024 Cetera 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%
8/7/2024 Ashton Thomas Private Wealth LLC1,000$40K0.0%N/A0.022%
8/7/2024 PFG Investments LLC23,095$931K0.1%-9.3%0.513%
7/16/2024 Burke & Herbert Bank & Trust Co.5,670$229K0.1%N/A0.126%
7/15/2024 Dynamic Advisor Solutions LLC10,487$423K0.0%+12.0%0.233%
5/24/2024Cetera Advisors LLC54,995$2.28M0.0%+203.8%1.222%
5/24/2024 Cetera Investment Advisers57,740$2.40M0.0%N/A1.283%
5/7/2024 NTV Asset Management LLC19,730$819K0.1%-3.9%0.438%
5/1/2024 Janney Montgomery Scott LLC10,658$443K0.0%N/A0.237%
4/23/2024 Gerber LLC5,371$223K0.2%-48.2%0.114%
4/22/2024 PFG Investments LLC25,460$1.06M0.1%N/A0.542%
4/15/2024 Brookstone Capital Management5,173$215K0.0%N/A0.110%
3/5/2024 Gerber LLC10,371$391K0.4%N/A0.155%
2/13/2024Stevard LLC11,926$450K0.4%+32.4%0.178%
2/12/2024Tradition Wealth Management LLC146,892$5.54M0.6%+2.2%2.192%
2/12/2024 Hudson Value Partners LLC6,035$228K0.1%-42.3%0.090%
2/6/2024 NTV Asset Management LLC20,530$774K0.1%-11.6%0.306%
2/1/2024 First National Bank Sioux Falls10,190$384K0.2%-20.0%0.152%
1/30/2024SFI Advisors LLC59,536$2.25M1.9%-0.7%0.889%
1/24/2024 International Assets Investment Management LLC3,469$131K0.0%+3,670.7%0.052%
1/19/2024 Synergy Asset Management LLC110,084$4.15M0.7%N/A1.643%
1/17/2024Twin Peaks Wealth Advisors LLC5,647$213K0.1%N/A0.084%
1/11/2024 Dynamic Advisor Solutions LLC8,788$308K0.0%+16.6%0.131%
11/16/2023 Orion Capital Management LLC1,500$48K0.0%N/A0.022%
11/14/2023Tower Research Capital LLC TRC13,105$419K0.0%-2.6%0.196%
11/6/2023 NTV Asset Management LLC23,230$743K0.1%-8.8%0.347%
10/30/2023SFI Advisors LLC59,979$1.92M1.9%+3.5%0.895%
10/24/2023 Cambridge Investment Research Advisors Inc.7,599$243K0.0%-7.0%0.113%
10/12/2023 First National Bank Sioux Falls12,737$407K0.2%N/A0.190%
10/11/2023 Dynamic Advisor Solutions LLC7,538$241K0.0%N/A0.113%
8/18/2023SFI Advisors LLC57,974$1.90M1.8%+7.0%0.865%
8/11/2023 Lansing Street Advisors1,891$62K0.0%N/A0.028%
8/10/2023Cetera Advisors LLC17,848$584K0.0%+3.7%0.266%
8/3/2023 AlphaStar Capital Management LLC16,184$529K0.1%N/A0.242%
8/2/2023 Synergy Asset Management LLC111,024$3.63M0.9%N/A2.362%
7/31/2023LPL Financial LLC36,517$1.19M0.0%-20.4%0.777%
7/21/2023 Creative Planning11,503$376K0.0%N/A0.245%
7/11/2023 Worth Asset Management LLC2,305$75K0.1%N/A0.049%
7/10/2023 Appleton Partners Inc. MA6,434$210K0.0%N/A0.137%
5/12/2023Main Management ETF Advisors LLC270,250$7.91M0.7%+30.5%5.750%
5/12/2023Tradition Wealth Management LLC151,485$4.43M0.6%+0.7%3.223%
5/9/2023Tower Research Capital LLC TRC28,930$847K0.0%+94.1%0.616%
5/9/2023 Hudson Value Partners LLC10,460$306K0.2%-8.1%0.223%
5/5/2023 NTV Asset Management LLC25,340$742K0.1%-7.3%0.539%
5/2/2023Ieq Capital LLC7,958$233K0.0%N/A0.169%
4/28/2023 Wealthfront Advisers LLC7,037$206K0.0%N/A0.150%
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2/15/2023Main Management ETF Advisors LLC207,060$5.12M0.5%+5.1%4.226%
2/8/2023 NTV Asset Management LLC27,340$676K0.1%-18.9%0.558%
2/8/2023 Belpointe Asset Management LLC2,342$58K0.0%N/A0.048%
2/7/2023LPL Financial LLC51,643$1.28M0.0%-27.7%1.054%
2/7/2023 Envestnet Asset Management Inc.27,853$689K0.0%+26.9%0.568%
2/6/2023Arete Wealth Advisors LLC10,158$171.50B0.0%N/A0.207%
2/3/2023Tradition Wealth Management LLC150,457$3.72M0.5%+31.9%3.071%
1/30/2023 Hudson Value Partners LLC11,385$281K0.2%-11.0%0.232%
1/20/2023 Apeiron RIA LLC16,331$404K0.2%+3.0%0.333%
1/9/2023Summit Financial Group Inc.14,555$360K0.1%-4.6%0.283%
(Data available from 1/1/2016 forward)

IPO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IPO shares?

During the previous two years, 35 institutional investors and hedge funds held shares of Renaissance IPO ETF. The most heavily invested institutionals were Main Management ETF Advisors LLC ($14.74M), Tradition Wealth Management LLC ($5.16M), Goldman Sachs Group Inc. ($3.87M), Synergy Asset Management LLC ($3.81M), Cetera Investment Advisers ($3.08M), SFI Advisors LLC ($2.63M), and LPL Financial LLC ($2.52M).Learn more on Renaissance IPO ETF's institutional investors.

Which institutional investors have been buying Renaissance IPO ETF's stock?

Of the 31 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: Synergy Asset Management LLC ($161.37K), Cetera Investment Advisers ($69.09K), Cetera Advisors LLC ($37.53K), LPL Financial LLC ($37.37K), PFG Investments LLC ($31.10K), Flow Traders U.S. LLC ($29.28K), and Raymond James Financial Inc. ($19.32K).

How much institutional buying is happening at Renaissance IPO ETF?

Institutional investors have bought a total of 232,520 shares in the last 24 months. This purchase volume represents approximately $9.58M in transactions.

Which of Renaissance IPO ETF's major shareholders have been selling company stock?

Of the 13 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: Jane Street Group LLC ($26.75K), Goldman Sachs Group Inc. ($26.30K), PFG Investments LLC ($18.35K), HighTower Advisors LLC ($10.30K), Lansing Street Advisors ($8.33K), Ieq Capital LLC ($3.30K), and Tradition Wealth Management LLC ($3.07K).

How much institutional selling is happening at Renaissance IPO ETF?

Institutional investors have sold a total of 103,713 shares in the last 24 months. This volume of shares sold represents approximately $4.18M in transactions.



This page (NYSEARCA:IPO) was last updated on 8/10/2025 by MarketBeat.com Staff
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