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Disclosery

IPO RENAISSANCE CAP GREENWICH FD

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IPO ETF (fund)

50 managers (50 13F filers) reported a position in IPO shares at 2025-12-31, 751,726 shares in all. 3 filers opened a position and 26 filers sold out during the quarter.

Managers
50
13F filers
50
New
3
Added
11
Reduced
15
Sold out
26
Shares held by filers
751,726

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC137,196$6.26M<0.01%+18,83913F-HR/ATimelineGroup
Tradition Wealth Management, LLC135,498$6.19M0.44%-99813F-HRTimeline
LPL Financial LLC120,359$5.49M<0.01%-39,98013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,277$3.62M<0.01%+72,19513F-HRTimelineGroup
Cetera Investment Advisers66,037$3.01M<0.01%-2,20713F-HRTimeline
SFI Advisors, LLC54,098$2.47M1.58%-6,71813F-HRTimeline
NTV Asset Management LLC20,070$916K0.1%-1,00113F-HRTimeline
UBS Group AGin group UBS Group AG17,891$817K<0.01%-25313F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,703$626K0.01%+1,94713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,436$568K<0.01%-1,60213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,312$516K<0.01%-34,47513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,872$405K<0.01%-97713F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,532$344K<0.01%+23213F-HRTimelineGroup
HighTower Advisors, LLC7,225$330K<0.01%+50713F-HRTimeline
Cambridge Investment Research Advisors,…6,535$298K<0.01%+3713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,198$283K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.6,169$282K0.01%-41413F-HRTimelineGroup
Wealthfront Advisers LLC6,006$274K<0.01%+44613F-HRTimeline
Tempo Wealth, LLC5,424$248K0.04%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,086$232K0.07%+3713F-HRTimeline
IEQ CAPITAL, LLC4,948$226K<0.01%013F-HRTimeline
Key Client Fiduciary Advisors, LLC4,924$225K0.08%-52813F-HRTimeline
OneDigital Investment Advisors LLC4,634$212K<0.01%-1,03013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,800$82.2K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,754$80.1K<0.01%-1,28413F-HR/ATimelineGroup
Winthrop Capital Management, LLC1,500$68K0.02%+81013F-HRTimeline
Noble Wealth Management PBC800$36.5K0.02%013F-HRTimeline
GROUP ONE TRADING LLC500$22.8K<0.01%013F-HRTimeline
Larson Financial Group LLC491$22.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC440$20.1K<0.01%-913F-HRTimelineGroup
Provenance Wealth Advisors, LLC325$14.8K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT300$13.7K<0.01%013F-HRTimeline
NVWM, LLC285$13K<0.01%013F-HRTimeline
Parallel Advisors, LLC252$11.5K<0.01%+25013F-HRTimeline
SIMA Wealth Partners, LLC250$11.4K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB250$11.4K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC244$11.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC211$9.63K<0.01%013F-HRTimeline
IFP Advisors, Inc200$9.13K<0.01%013F-HRTimeline
Crewe Advisors LLC164$7.49K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…128$5.84K<0.01%013F-HRTimeline
MAI Capital Management100$4.57K<0.01%-32513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$4.57K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN96$4.4K<0.01%+9613F-HRTimelineGroup
SageView Advisory Group, LLC42$1.93K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC32$1K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17$776<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.10$457<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3$138<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC2$91<0.01%013F-HRTimeline