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Renaissance IPO ETF (IPO) Institutional Ownership

Renaissance IPO ETF logo
$35.94 +0.29 (+0.81%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Renaissance IPO ETF (NYSEARCA:IPO)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$11.91M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.48M
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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
4/17/2025 Dynamic Advisor Solutions LLC11,112$417K0.0%-5.5%0.317%
2/18/2025Orion Capital Management LLC1,500$65K0.0%N/A0.033%
2/17/2025Cetera Investment Advisers66,934$2.92M0.0%-4.2%1.487%
2/14/2025Jane Street Group LLC32,055$1.40M0.0%-20.4%0.712%
2/14/2025OneDigital Investment Advisors LLC6,545$285K0.0%N/A0.145%
2/14/2025Tower Research Capital LLC TRC 14,832$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%
2/11/2025Runnymede Capital Advisors Inc.1,511$66K0.1%N/A0.034%
2/10/2025Gerber 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%
2/5/2025Oppenheimer & Co. Inc.6,061$264K0.0%+25.9%0.135%
2/4/2025 Twin Peaks Wealth Advisors LLC6,320$275K0.1%+11.9%0.140%
2/3/2025Ieq Capital LLC4,948$216K0.0%-40.0%0.110%
1/31/2025NTV Asset Management LLC22,570$983K0.1%+17.4%0.502%
1/29/2025Certuity LLC4,892$213K0.0%N/A0.109%
1/23/2025Synergy Asset Management LLC86,884$3.81M0.3%+144.1%1.931%
1/22/2025PFG 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%
11/6/2024Oppenheimer & Co. Inc.4,816$207K0.0%N/A0.107%
10/29/2024Lansing Street Advisors12,553$538K0.2%-14.4%0.279%
10/24/2024PFG Investments LLC4,747$204K0.0%-79.4%0.105%
10/22/2024International 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%
8/22/2024Cetera 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%
8/7/2024Ashton Thomas Private Wealth LLC1,000$40K0.0%N/A0.022%
8/7/2024PFG Investments LLC23,095$931K0.1%-9.3%0.513%
7/16/2024Burke & 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%
5/24/2024Cetera Investment Advisers57,740$2.40M0.0%N/A1.283%
5/7/2024NTV Asset Management LLC19,730$819K0.1%-3.9%0.438%
5/1/2024 Janney Montgomery Scott LLC10,658$443K0.0%N/A0.237%
4/23/2024Gerber LLC5,371$223K0.2%-48.2%0.114%
4/22/2024PFG Investments LLC25,460$1.06M0.1%N/A0.542%
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4/15/2024Brookstone Capital Management5,173$215K0.0%N/A0.110%
3/5/2024Gerber 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%
2/12/2024Hudson Value Partners LLC6,035$228K0.1%-42.3%0.090%
2/6/2024NTV 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%
1/24/2024International Assets Investment Management LLC3,469$131K0.0%+3,670.7%0.052%
1/19/2024Synergy Asset Management LLC110,084$4.15M0.7%N/A1.643%
1/17/2024 Twin Peaks Wealth Advisors LLC5,647$213K0.1%N/A0.084%
1/11/2024 Dynamic Advisor Solutions LLC8,788$308K0.0%+16.6%0.131%
11/16/2023Orion Capital Management LLC1,500$48K0.0%N/A0.022%
11/14/2023Tower Research Capital LLC TRC13,105$419K0.0%-2.6%0.196%
11/6/2023NTV Asset Management LLC23,230$743K0.1%-8.8%0.347%
10/30/2023SFI Advisors LLC59,979$1.92M1.9%+3.5%0.895%
10/24/2023Cambridge 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%
8/11/2023Lansing Street Advisors1,891$62K0.0%N/A0.028%
8/10/2023Cetera Advisors LLC17,848$584K0.0%+3.7%0.266%
8/3/2023AlphaStar Capital Management LLC16,184$529K0.1%N/A0.242%
8/2/2023Synergy Asset Management LLC111,024$3.63M0.9%N/A2.362%
7/31/2023LPL Financial LLC36,517$1.19M0.0%-20.4%0.777%
7/21/2023Creative Planning11,503$376K0.0%N/A0.245%
7/11/2023 Worth Asset Management LLC2,305$75K0.1%N/A0.049%
7/10/2023Appleton 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%
5/9/2023Hudson Value Partners LLC10,460$306K0.2%-8.1%0.223%
5/5/2023NTV Asset Management LLC25,340$742K0.1%-7.3%0.539%
5/2/2023Ieq Capital LLC7,958$233K0.0%N/A0.169%
4/28/2023Wealthfront Advisers LLC7,037$206K0.0%N/A0.150%
2/15/2023Main Management ETF Advisors LLC207,060$5.12M0.5%+5.1%4.226%
2/8/2023NTV Asset Management LLC27,340$676K0.1%-18.9%0.558%
2/8/2023Belpointe Asset Management LLC2,342$58K0.0%N/A0.048%
2/7/2023LPL Financial LLC51,643$1.28M0.0%-27.7%1.054%
2/7/2023Envestnet 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%
1/30/2023Hudson Value Partners LLC11,385$281K0.2%-11.0%0.232%
1/20/2023Apeiron RIA LLC16,331$404K0.2%+3.0%0.333%
1/9/2023Summit Financial Group Inc.14,555$360K0.1%-4.6%0.283%
12/13/2022Houlihan Financial Resource Group Ltd.34,150$941K0.6%N/A0.615%
11/15/2022Stevard LLC9,743$277K0.3%N/A0.179%
11/15/2022Financial Advocates Investment Management3,735$208K0.0%N/A0.067%
11/14/2022MML Investors Services LLC22,285$633K0.0%+8.5%0.402%
11/10/2022Tower Research Capital LLC TRC53,195$1.51M0.0%+700.6%0.958%
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11/8/2022IFP Advisors Inc9,735$288K0.0%+1,124.5%0.175%
11/8/2022Hudson Value Partners LLC12,785$363K0.2%-4.4%0.230%
11/7/2022 Ameliora Wealth Management Ltd.1,000$27K0.0%N/A0.018%
11/7/2022NTV Asset Management LLC33,710$957K0.2%-4.9%0.607%
11/1/2022Personal CFO Solutions LLC7,590$216K0.1%-36.7%0.142%
10/18/2022Apeiron RIA LLC15,853$436K0.2%N/A0.291%
10/17/2022Cambridge Investment Research Advisors Inc.9,548$271K0.0%-29.6%0.175%
8/17/2022Castleview Partners LLC2,000$51K0.0%+1,279.3%0.032%
8/13/2022Flow Traders U.S. LLC12,436$374K0.0%N/A0.201%
8/11/2022Cetera Advisors LLC14,285$430K0.0%N/A0.230%
(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, 37 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 ($5.69M), Synergy Asset Management LLC ($3.81M), Cetera Investment Advisers ($2.92M), Cetera Advisors LLC ($2.28M), SFI Advisors LLC ($2.25M), and Jane Street Group LLC ($1.40M).Learn more on IPO's institutional investors.

Which institutional investors have been buying Renaissance IPO ETF stock?

Of the 34 institutional investors that purchased Renaissance IPO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Synergy Asset Management LLC ($272.40K), Cetera Investment Advisers ($67.57K), Main Management ETF Advisors LLC ($66.01K), Cetera Advisors LLC ($37.53K), Tower Research Capital LLC TRC ($28.85K), PFG Investments LLC ($25.99K), and Raymond James Financial Inc. ($19.32K).

How much institutional buying is happening at Renaissance IPO ETF?

Institutional investors have bought a total of 694,304 shares in the last 24 months. This purchase volume represents approximately $25.81M in transactions.

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

Of the 16 institutional investors that sold Renaissance IPO ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PFG Investments LLC ($20.71K), HighTower Advisors LLC ($10.30K), LPL Financial LLC ($9.34K), Jane Street Group LLC ($8.23K), NTV Asset Management LLC ($7.75K), Gerber LLC ($5.58K), and Hudson Value Partners LLC ($5.35K).

How much institutional selling is happening at Renaissance IPO ETF?

Institutional investors have sold a total of 83,486 shares in the last 24 months. This volume of shares sold represents approximately $3.35M in transactions.



This page (NYSEARCA:IPO) was last updated on 4/19/2025 by MarketBeat.com Staff
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