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Who owns IPOWhat IPO owns — n/a

Who owns Renaissance IPO ETF?

Institutional ownership of IPO from SEC Form 13F filings across 45 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

45

13F holders

$47.1M

value, 2026 filers

23.6%

of shares outstanding (839,882 sh)

7

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IPO's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Tradition Wealth Management, LLC139,827$8.3M0.5%3.9%+1.1%
2ROYAL BANK OF CANADA136,597$8.1M0.0%3.8%+858.3%
3GOLDMAN SACHS GROUP INC107,341$6.4M0.0%3%-0.6%
4LPL Financial LLC101,769$6.0M0.0%2.9%+15.2%
5Cetera Investment Advisers66,728$4.0M0.0%1.9%-7.1%
6SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW57,191$3.4M0.0%1.6%new
7Cambridge Investment Research Advisors, Inc.41,430$2,4620.0%1.2%+85.1%
8Arax Advisory PartnersNEW33,938$2.0M0.0%1%new
9CITADEL ADVISORS LLC30,506$1.8M0.0%0.9%+70.4%
10SFI Advisors, LLC20,468$1.2M1.0%0.6%-5.3%
11UBS Group AG13,265$788,2060.0%0.4%-22.7%
12KESTRA PRIVATE WEALTH SERVICES, LLC13,028$774,1290.0%0.4%+1.0%
13OSAIC HOLDINGS, INC.10,082$599,1270.0%0.3%+0.1%
14RAYMOND JAMES FINANCIAL INC9,078$539,4360.0%0.3%-10.8%
15Tower Research Capital LLC (TRC)8,154$484,5110.0%0.2%+310.0%
16Wealthfront Advisers LLC7,420$440,8960.0%0.2%+17.5%
17NewEdge Wealth, LLCNEW6,450$383,2590.0%0.2%new
18HighTower Advisors, LLC5,809$345,1980.0%0.2%-19.6%
19StoneX Group Inc.NEW5,152$306,1390.0%0.1%new
20IEQ CAPITAL, LLC4,948$294,0100.0%0.1%0.0%
21Sanctuary Advisors, LLCNEW3,917$232,7740.0%0.1%new
22HRT FINANCIAL LPNEW3,681$2180.0%0.1%new
23MML INVESTORS SERVICES, LLCNEW3,617$214,8980.0%0.1%new
24MORGAN STANLEY2,323$138,0400.0%0.1%-2.5%
25Winthrop Capital Management, LLC1,929$1150.0%0.1%+37.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.