RENAISSANCE IPO ETF (IPO) Institutional Shareholders
RENAISSANCE IPO ETF (IPO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $51.91M in IPO holdings during the latest filing period.
Tradition Wealth Management, Llc is currently the largest disclosed institutional shareholder of IPO tracked by InsiderSet, reporting ownership valued at approximately $8.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.35M, representing an estimated loss of -11.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed IPO value among the investors covered in this analysis. Major shareholders include Tradition Wealth Management, Llc, Royal Bank Of Canada, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in RENAISSANCE IPO ETF (IPO).
This page ranks the largest institutional IPO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
56
Total Reported Value
$51.91M
Largest Holder
Tradition Wealth Management, Llc
Largest Position
$8.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tradition Wealth Management, Llc | 0.51% | 139,827 | $8,308,548 | $7,347,909 | -$960,639 | -11.56% | |
| Royal Bank Of Canada | 0.00% | 136,597 | $8,117,000 | $7,178,172 | -$938,828 | -11.57% | |
| Goldman Sachs Group Inc | 0.00% | 107,341 | $6,378,174 | $5,640,770 | -$737,404 | -11.56% | |
| Lpl Financial Llc | 0.00% | 101,769 | $6,047,113 | $5,347,961 | -$699,152 | -11.56% | |
| Cetera Investment Advisers | 0.00% | 66,728 | $3,965,004 | $3,506,556 | -$458,448 | -11.56% | |
| Susquehanna International Group, Llp | 0.00% | 57,191 | $3,398,289 | $3,005,387 | -$392,902 | -11.56% | |
| Arax Advisory Partners | 0.01% | 33,938 | $2,016,596 | $1,783,442 | -$233,154 | -11.56% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 43,528 | $1,822,953 | $2,287,396 | +$464,443 | +25.48% | |
| Citadel Advisors Llc | 0.00% | 30,506 | $1,812,667 | $1,603,090 | -$209,577 | -11.56% | |
| Sfi Advisors, Llc | 1.05% | 20,468 | $1,216,209 | $1,075,593 | -$140,616 | -11.56% | |
| Ubs Group Ag | 0.00% | 13,265 | $788,206 | $697,076 | -$91,130 | -11.56% | |
| Kestra Private Wealth Services, Llc | 0.01% | 13,028 | $774,129 | $684,621 | -$89,508 | -11.56% | |
| Ntv Asset Management Llc | 0.07% | 11,886 | $706,272 | $624,609 | -$81,663 | -11.56% | |
| Jefferies Financial Group Inc. | 0.01% | 10,164 | $603,945 | $534,118 | -$69,827 | -11.56% | |
| Osaic Holdings, Inc. | 0.00% | 10,082 | $599,127 | $529,809 | -$69,318 | -11.57% | |
| Raymond James Financial Inc | 0.00% | 9,078 | $539,436 | $477,049 | -$62,387 | -11.57% | |
| Tower Research Capital Llc (Trc) | 0.01% | 8,154 | $484,511 | $428,493 | -$56,018 | -11.56% | |
| Wealthfront Advisers Llc | 0.00% | 7,420 | $440,896 | $389,921 | -$50,975 | -11.56% | |
| Newedge Wealth, Llc | 0.00% | 6,450 | $383,259 | $338,948 | -$44,312 | -11.56% | |
| Elm3 Financial Group, Llc | 0.22% | 5,526 | $328,356 | $290,391 | -$37,965 | -11.56% | |
| Tempo Wealth, Llc | 0.05% | 5,431 | $322,694 | $285,399 | -$37,295 | -11.56% | |
| Stonex Group Inc. | 0.01% | 5,152 | $306,139 | $270,738 | -$35,401 | -11.56% | |
| Twin Peaks Wealth Advisors, Llc | 0.07% | 5,086 | $302,210 | $267,269 | -$34,941 | -11.56% | |
| Ieq Capital, Llc | 0.00% | 4,948 | $294,010 | $260,017 | -$33,993 | -11.56% | |
| Gerber, Llc | 0.11% | 4,010 | $238,261 | $210,726 | -$27,536 | -11.56% | |
| Sanctuary Advisors, Llc | 0.00% | 3,917 | $232,774 | $205,838 | -$26,936 | -11.57% | |
| Hudson Value Partners, Llc | 0.06% | 3,910 | $232,332 | $205,471 | -$26,862 | -11.56% | |
| Key Client Fiduciary Advisors, Llc | 0.07% | 3,860 | $229,353 | $202,843 | -$26,510 | -11.56% | |
| Hrt Financial Lp | 0.00% | 3,681 | $218,000 | $193,437 | -$24,563 | -11.27% | |
| Mml Investors Services, Llc | 0.00% | 3,617 | $214,898 | $190,073 | -$24,825 | -11.55% | |
| Morgan Stanley | 0.00% | 2,323 | $138,040 | $122,074 | -$15,966 | -11.57% | |
| Winthrop Capital Management, Llc | 0.03% | 1,929 | $115,000 | $101,369 | -$13,631 | -11.85% | |
| Parallel Advisors, Llc | 0.00% | 1,231 | $73,146 | $64,689 | -$8,457 | -11.56% | |
| Mcf Advisors Llc | 0.00% | 1,003 | $59,599 | $52,708 | -$6,891 | -11.56% | |
| Nfsg Corp | 0.01% | 1,000 | $59,420 | $52,550 | -$6,870 | -11.56% | |
| Fmr Llc | 0.00% | 492 | $29,240 | $25,855 | -$3,385 | -11.58% | |
| Provenance Wealth Advisors, Llc | 0.00% | 325 | $19,312 | $17,079 | -$2,233 | -11.56% | |
| Hollencrest Capital Management | 0.00% | 300 | $17,826 | $15,765 | -$2,061 | -11.56% | |
| Sima Wealth Partners, Llc | 0.01% | 250 | $14,868 | $13,138 | -$1,731 | -11.64% | |
| Signaturefd, Llc | 0.00% | 211 | $12,554 | $11,088 | -$1,466 | -11.68% | |
| Ifp Advisors, Inc | 0.00% | 200 | $11,884 | $10,510 | -$1,374 | -11.56% | |
| Aventura Private Wealth, Llc | 0.00% | 180 | $10,696 | $9,459 | -$1,237 | -11.57% | |
| Crewe Advisors Llc | 0.00% | 165 | $9,805 | $8,671 | -$1,134 | -11.57% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 100 | $5,942 | $5,255 | -$687 | -11.56% | |
| Activest Wealth Management | 0.00% | 45 | $2,674 | $2,365 | -$309 | -11.57% | |
| Dogwood Wealth Management Llc | 0.00% | 45 | $2,674 | $2,365 | -$309 | -11.57% | |
| Vanguard Advisers Inc | 0.00% | 39 | $2,339 | $2,049 | -$290 | -12.38% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 28 | $1,664 | $1,471 | -$193 | -11.57% | |
| Cwm, Llc | 0.00% | 32 | $1,340 | $1,682 | +$342 | +25.49% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 20,715 | $1,231 | $1,088,573 | +$1,087,342 | +88330.00% |
Frequently asked questions about IPO
Who owns the most IPO stock?
The largest holders of IPO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for RENAISSANCE IPO ETF (IPO).
Is IPO widely held by superinvestors?
Many widely followed stocks like IPO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IPO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.