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Disclosery

IPO RENAISSANCE CAP GREENWICH FD

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IPO ETF (fund)

55 managers (55 13F filers) reported a position in IPO shares at 2026-03-31, 648,388 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
55
13F filers
55
New
14
Added
16
Reduced
11
Sold out
10
Shares held by filers
648,388

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Tradition Wealth Management, LLC138,328$5.79M0.41%+2,83013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC107,962$4.52M<0.01%-29,23413F-HRTimelineGroup
LPL Financial LLC88,375$3.7M<0.01%-31,98413F-HRTimeline
Cetera Investment Advisers71,805$3.01M<0.01%+5,76813F-HRTimeline
U.S. Capital Wealth Advisors, LLC43,528$1.82M0.05%new13F-HRTimeline
Cambridge Investment Research Advisors,…22,388$938K<0.01%+15,85313F-HRTimeline
SFI Advisors, LLC21,615$905K0.95%-32,48313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,899$750K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,154$718K<0.01%-73713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,254$597K<0.01%-65,02313F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,895$540K0.01%-80813F-HRTimelineGroup
NTV Asset Management LLC12,536$525K0.06%-7,53413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,178$426K<0.01%+1,30613F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,172$426K0.01%+2,64013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,074$422K<0.01%-2,36213F-HRTimelineGroup
HighTower Advisors, LLC7,226$303K<0.01%+113F-HRTimeline
Wealthfront Advisers LLC6,314$264K<0.01%+30813F-HRTimeline
Tempo Wealth, LLC5,428$227K0.04%+413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,086$213K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC5,086$213K0.05%013F-HRTimeline
IEQ CAPITAL, LLC4,948$207K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,382$99.8K<0.01%+62813F-HRTimelineGroup
Advisory Services Network, LLC2,152$90.1K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,989$83.3K<0.01%new13F-HRTimelineGroup
Winthrop Capital Management, LLC1,400$59K0.02%-10013F-HRTimeline
MCF Advisors LLC1,003$42K<0.01%new13F-HRTimeline
NFSG Corp1,000$41.9K0.01%new13F-HRTimeline
Parallel Advisors, LLC996$41.7K<0.01%+74413F-HR/ATimeline
IFP Advisors, Inc621$26K<0.01%+42113F-HRTimeline
Larson Financial Group LLC492$20.6K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC446$18.7K<0.01%+613F-HRTimelineGroup
Provenance Wealth Advisors, LLC325$13.6K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC302$12.7K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT300$12.6K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC250$10.5K0.01%013F-HRTimeline
Dogwood Wealth Management LLC244$10.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC211$8.84K<0.01%013F-HRTimeline
Noble Wealth Management PBC200$8.38K<0.01%-60013F-HRTimeline
Aventura Private Wealth, LLC180$7.54K<0.01%new13F-HRTimeline
Crewe Advisors LLC165$6.91K<0.01%+113F-HRTimeline
MAI Capital Management100$4.19K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$4.19K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97$4.07K<0.01%+113F-HR/ATimelineGroup
Activest Wealth Management45$1.89K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC32$1.34K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…28$1.17K<0.01%-10013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17$714<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15$632<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC15$628<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.10$419<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC6$253<0.01%13F-HRTimelineGroup
Bogart Wealth, LLC4$168<0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3$127<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$42<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.6$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.