Skip to content
Disclosery

IPO RENAISSANCE CAP GREENWICH FD

Follow

IPO ETF (fund)

55 managers (55 13F filers) reported a position in IPO shares at 2026-06-30, 869,470 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
55
13F filers
55
New
11
Added
13
Reduced
13
Sold out
9
Shares held by filers
869,470

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Tradition Wealth Management, LLC139,827$8.31M0.51%+1,49913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA136,597$8.12M<0.01%+122,34313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC107,341$6.38M<0.01%-62113F-HRTimelineGroup
LPL Financial LLC101,769$6.05M<0.01%+13,39413F-HRTimeline
Cetera Investment Advisers66,728$3.97M<0.01%-5,07713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,191$3.4M<0.01%new13F-HRTimelineGroup
Arax Advisory Partners33,938$2.02M0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,506$1.81M<0.01%+12,60713F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,715$1.23M<0.01%-1,67313F-HR/ATimeline
SFI Advisors, LLC20,468$1.22M1.05%-1,14713F-HRTimeline
UBS Group AGin group UBS Group AG13,265$788K<0.01%-3,88913F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,028$774K0.01%+13313F-HRTimelineGroup
NTV Asset Management LLC11,886$706K0.07%-65013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,164$604K0.01%-813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,082$599K<0.01%+813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,078$539K<0.01%-1,10013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,154$485K0.01%+6,16513F-HRTimelineGroup
Wealthfront Advisers LLC7,420$441K<0.01%+1,10613F-HRTimeline
NewEdge Wealth, LLC6,450$383K<0.01%new13F-HRTimeline
HighTower Advisors, LLC5,809$345K<0.01%-1,41713F-HRTimeline
Elm3 Financial Group, LLC5,526$328K0.22%new13F-HRTimeline
Tempo Wealth, LLC5,431$323K0.05%+313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,152$306K0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC5,086$302K0.07%013F-HRTimeline
IEQ CAPITAL, LLC4,948$294K<0.01%013F-HRTimeline
GERBER, LLC4,010$238K0.11%new13F-HRTimeline
Sanctuary Advisors, LLC3,917$233K<0.01%new13F-HRTimeline
Hudson Value Partners, LLC3,910$232K0.06%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC3,860$229K0.07%new13F-HRTimeline
HRT FINANCIAL LP3,681$218K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC3,617$215K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,323$138K<0.01%-5913F-HRTimelineGroup
Winthrop Capital Management, LLC1,929$115K0.03%+52913F-HRTimeline
Parallel Advisors, LLC1,231$73.1K<0.01%+23513F-HRTimeline
MCF Advisors LLC1,003$59.6K<0.01%013F-HRTimeline
NFSG Corp1,000$59.4K0.01%013F-HRTimeline
FMR LLCin group FMR LLC492$29.2K<0.01%+4613F-HRTimelineGroup
Provenance Wealth Advisors, LLC325$19.3K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT300$17.8K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC250$14.9K0.01%013F-HRTimeline
SIGNATUREFD, LLC211$12.6K<0.01%013F-HRTimeline
IFP Advisors, Inc200$11.9K<0.01%-42113F-HRTimeline
Aventura Private Wealth, LLC180$10.7K<0.01%013F-HRTimeline
Crewe Advisors LLC165$9.8K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$5.94K<0.01%013F-HRTimeline
Activest Wealth Management45$2.67K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC45$2.67K<0.01%-19913F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC39$2.34K<0.01%+3313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…28$1.66K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17$993<0.01%013F-HRTimeline
IFG Advisory, LLC15$891<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.10$595<0.01%013F-HRTimeline
Bogart Wealth, LLC4$238<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3$180<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$33<0.01%-9613F-HRTimelineGroup