Free Trial
→ Trump’s Great Society (From Porter & Company) (Ad) Buy IPO Stock  Free IPO Stock Alerts

Renaissance IPO ETF (IPO) Institutional Ownership

Renaissance IPO ETF logo
$37.67 -0.95 (-2.46%)
As of 03/28/2025 04:10 PM Eastern
Compare

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)
$12.13M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.46M
Get IPO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Renaissance IPO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IPO Institutional Buying and Selling by Quarter

Remove Ads

Renaissance IPO ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/14/2025 Jane Street Group LLC32,055$1.40M0.0%-20.4%0.712%
2/14/2025 OneDigital Investment Advisors LLC6,545$285K0.0%N/A0.145%
2/14/2025 Tower Research Capital LLC TRC 14,832$646K0.0%N/A0.330%
2/14/2025 Tradition Wealth Management LLC130,657$5.69M0.5%-2.3%2.903%
2/13/2025 Raymond 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%
2/7/2025 HighTower Advisors LLC6,050$264K0.0%+11.5%0.134%
2/6/2025 Raymond James Financial Inc.9,661$421K0.0%N/A0.215%
2/5/2025 Oppenheimer & Co. Inc.6,061$264K0.0%+25.9%0.135%
2/4/2025 Twin Peaks Wealth Advisors LLC6,320$275K0.1%+11.9%0.140%
2/3/2025 Ieq Capital LLC4,948$216K0.0%-40.0%0.110%
1/31/2025 NTV Asset Management LLC22,570$983K0.1%+17.4%0.502%
1/29/2025 Certuity 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%
11/15/2024 Jane Street Group LLC40,280$1.73M0.0%+44.8%0.895%
11/15/2024 HighTower Advisors LLC5,426$233K0.0%-65.5%0.121%
11/14/2024 Tradition 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%
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%
8/15/2024 Main 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%
A market crash is coming—here’s when (Ad)

The stock market cycle I've used to identify the most likely day of the next market crash is the exact same indicator that helped me call the bear market of 2018... the bull market in 2020... the bear market in 2022... the roaring bull markets in 2023 and 2024... and more. I'm convinced it has helped me identify the next big crash too. We are at an important juncture in the markets. Knowing what to do in the months to come is critical.

Click here to check out my full write-up.
3/5/2024 Gerber LLC10,371$391K0.4%N/A0.155%
2/13/2024 Stevard LLC11,926$450K0.4%+32.4%0.178%
2/12/2024 Tradition 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%
1/30/2024 SFI 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%
1/17/2024 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%
11/16/2023 Orion Capital Management LLC1,500$48K0.0%N/A0.022%
11/14/2023 Tower 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%
10/30/2023 SFI 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%
8/18/2023 SFI 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%
7/31/2023 LPL 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%
5/12/2023 Main Management ETF Advisors LLC270,250$7.91M0.7%+30.5%5.750%
5/12/2023 Tradition Wealth Management LLC151,485$4.43M0.6%+0.7%3.223%
5/9/2023 Tower 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%
5/2/2023 Ieq Capital LLC7,958$233K0.0%N/A0.169%
4/28/2023 Wealthfront Advisers LLC7,037$206K0.0%N/A0.150%
2/15/2023 Main 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%
2/7/2023 LPL 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%
2/6/2023 Arete Wealth Advisors LLC10,158$171.50B0.0%N/A0.207%
2/3/2023 Tradition 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%
12/13/2022 Houlihan Financial Resource Group Ltd.34,150$941K0.6%N/A0.615%
11/15/2022 Stevard LLC9,743$277K0.3%N/A0.179%
11/15/2022 Financial Advocates Investment Management3,735$208K0.0%N/A0.067%
11/14/2022 MML Investors Services LLC22,285$633K0.0%+8.5%0.402%
11/10/2022 Tower Research Capital LLC TRC53,195$1.51M0.0%+700.6%0.958%
11/8/2022 IFP Advisors Inc9,735$288K0.0%+1,124.5%0.175%
Do this Before Elon's Reveal on April 23rd (Ad)

Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
11/8/2022 Hudson Value Partners LLC12,785$363K0.2%-4.4%0.230%
11/7/2022 Ameliora Wealth Management Ltd.1,000$27K0.0%N/A0.018%
11/7/2022 NTV Asset Management LLC33,710$957K0.2%-4.9%0.607%
11/1/2022 Personal CFO Solutions LLC7,590$216K0.1%-36.7%0.142%
10/18/2022 Apeiron RIA LLC15,853$436K0.2%N/A0.291%
10/17/2022 Cambridge Investment Research Advisors Inc.9,548$271K0.0%-29.6%0.175%
8/17/2022 Castleview Partners LLC2,000$51K0.0%+1,279.3%0.032%
8/13/2022 Flow Traders U.S. LLC12,436$374K0.0%N/A0.201%
8/11/2022Cetera Advisors LLC14,285$430K0.0%N/A0.230%
8/11/2022 SFI Advisors LLC28,686$863K1.0%+22.3%0.463%
(Data available from 1/1/2016 forward)

Remove Ads

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 82,836 shares in the last 24 months. This volume of shares sold represents approximately $3.33M in transactions.


Related Companies

This page (NYSEARCA:IPO) was last updated on 3/29/2025 by MarketBeat.com Staff
From Our Partners
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Ex CIA predicts 40% “double crash” – April 11
The scientists here don’t study deadly viruses… directed energy weapons… or even weather control technology… ...
Paradigm Press | Sponsored
Urgent Bitcoin alert for RIGHT NOW
Former billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 4...
Brownstone Research | Sponsored