Who owns Renaissance IPO ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IPO from SEC Form 13F filings across 55 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.
As of the 2026-06-30 reporting period, 55 institutions disclosed 869,470 shares of Renaissance IPO ETF worth $51.7M — about 24.5% of shares outstanding; the largest disclosed holder is Tradition Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
55
13F holders
$51.7M
value, 2026 filers
24.5%
of shares outstanding (869,470 sh)
11
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tradition Wealth Management, LLC | 139,827 | $8.3M | 0.5% | 3.9% | +1.1% |
| 2 | ROYAL BANK OF CANADA | 136,597 | $8.1M | 0.0% | 3.8% | +858.3% |
| 3 | GOLDMAN SACHS GROUP INC | 107,341 | $6.4M | 0.0% | 3% | -0.6% |
| 4 | LPL Financial LLC | 101,769 | $6.0M | 0.0% | 2.9% | +15.2% |
| 5 | Cetera Investment Advisers | 66,728 | $4.0M | 0.0% | 1.9% | -7.1% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 57,191 | $3.4M | 0.0% | 1.6% | new |
| 7 | Arax Advisory PartnersNEW | 33,938 | $2.0M | 0.0% | 1% | new |
| 8 | CITADEL ADVISORS LLC | 30,506 | $1.8M | 0.0% | 0.9% | +70.4% |
| 9 | Cambridge Investment Research Advisors, Inc. | 20,715 | $1.2M | 0.0% | 0.6% | -7.5% |
| 10 | SFI Advisors, LLC | 20,468 | $1.2M | 1.0% | 0.6% | -5.3% |
| 11 | UBS Group AG | 13,265 | $788,206 | 0.0% | 0.4% | -22.7% |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | 13,028 | $774,129 | 0.0% | 0.4% | +1.0% |
| 13 | NTV Asset Management LLC | 11,886 | $706,272 | 0.1% | 0.3% | -5.2% |
| 14 | Jefferies Financial Group Inc. | 10,164 | $603,945 | 0.0% | 0.3% | -0.1% |
| 15 | OSAIC HOLDINGS, INC. | 10,082 | $599,127 | 0.0% | 0.3% | +0.1% |
| 16 | RAYMOND JAMES FINANCIAL INC | 9,078 | $539,436 | 0.0% | 0.3% | -10.8% |
| 17 | Tower Research Capital LLC (TRC) | 8,154 | $484,511 | 0.0% | 0.2% | +310.0% |
| 18 | Wealthfront Advisers LLC | 7,420 | $440,896 | 0.0% | 0.2% | +17.5% |
| 19 | NewEdge Wealth, LLCNEW | 6,450 | $383,259 | 0.0% | 0.2% | new |
| 20 | HighTower Advisors, LLC | 5,809 | $345,198 | 0.0% | 0.2% | -19.6% |
| 21 | Elm3 Financial Group, LLCNEW | 5,526 | $328,356 | 0.2% | 0.2% | new |
| 22 | Tempo Wealth, LLC | 5,431 | $322,694 | 0.0% | 0.2% | +0.1% |
| 23 | StoneX Group Inc.NEW | 5,152 | $306,139 | 0.0% | 0.1% | new |
| 24 | TWIN PEAKS WEALTH ADVISORS, LLC | 5,086 | $302,210 | 0.1% | 0.1% | 0.0% |
| 25 | IEQ CAPITAL, LLC | 4,948 | $294,010 | 0.0% | 0.1% | 0.0% |
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.