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 $27.83M 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 $5.79M in its March 31, 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 $7.70M, representing an estimated gain of +33.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed IPO value among the investors covered in this analysis. Major shareholders include Tradition Wealth Management, Llc, Goldman Sachs Group Inc, Lpl Financial Llc, 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
57
Total Reported Value
$27.83M
Largest Holder
Tradition Wealth Management, Llc
Largest Position
$5.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
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 | 0.41% | 138,328 | $5,793,197 | $7,704,870 | +$1,911,673 | +33.00% | |
| Goldman Sachs Group Inc | 0.00% | 107,962 | $4,521,429 | $6,013,483 | +$1,492,054 | +33.00% | |
| Lpl Financial Llc | 0.00% | 88,375 | $3,701,153 | $4,922,488 | +$1,221,335 | +33.00% | |
| Cetera Investment Advisers | 0.00% | 71,805 | $3,007,198 | $3,999,539 | +$992,341 | +33.00% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 43,528 | $1,822,953 | $2,424,510 | +$601,557 | +33.00% | |
| Sfi Advisors, Llc | 1.05% | 20,468 | $1,216,209 | $1,140,068 | -$76,141 | -6.26% | |
| Kestra Private Wealth Services, Llc | 0.01% | 13,028 | $774,129 | $725,660 | -$48,469 | -6.26% | |
| Citadel Advisors Llc | 0.00% | 17,899 | $749,610 | $996,974 | +$247,364 | +33.00% | |
| Ubs Group Ag | 0.00% | 17,154 | $718,410 | $955,478 | +$237,068 | +33.00% | |
| Royal Bank Of Canada | 0.00% | 14,254 | $597,000 | $793,948 | +$196,948 | +32.99% | |
| Ntv Asset Management Llc | 0.06% | 12,536 | $525,012 | $698,255 | +$173,243 | +33.00% | |
| Raymond James Financial Inc | 0.00% | 10,178 | $426,246 | $566,915 | +$140,669 | +33.00% | |
| Jefferies Financial Group Inc. | 0.01% | 10,172 | $426,003 | $566,580 | +$140,577 | +33.00% | |
| Osaic Holdings, Inc. | 0.00% | 10,074 | $421,909 | $561,122 | +$139,213 | +33.00% | |
| Elm3 Financial Group, Llc | 0.22% | 5,526 | $328,356 | $307,798 | -$20,558 | -6.26% | |
| Tempo Wealth, Llc | 0.05% | 5,431 | $322,694 | $302,507 | -$20,187 | -6.26% | |
| Hightower Advisors, Llc | 0.00% | 7,226 | $302,644 | $402,488 | +$99,844 | +32.99% | |
| Wealthfront Advisers Llc | 0.00% | 6,314 | $264,430 | $351,690 | +$87,260 | +33.00% | |
| Gerber, Llc | 0.11% | 4,010 | $238,261 | $223,357 | -$14,904 | -6.26% | |
| Hudson Value Partners, Llc | 0.06% | 3,910 | $232,332 | $217,787 | -$14,545 | -6.26% | |
| Key Client Fiduciary Advisors, Llc | 0.07% | 3,860 | $229,353 | $215,002 | -$14,351 | -6.26% | |
| Jane Street Group, Llc | 0.00% | 5,086 | $213,002 | $283,290 | +$70,288 | +33.00% | |
| Twin Peaks Wealth Advisors, Llc | 0.05% | 5,086 | $213,002 | $283,290 | +$70,288 | +33.00% | |
| Ieq Capital, Llc | 0.00% | 4,948 | $207,222 | $275,604 | +$68,382 | +33.00% | |
| Morgan Stanley | 0.00% | 2,382 | $99,764 | $132,677 | +$32,913 | +32.99% | |
| Advisory Services Network, Llc | 0.00% | 2,152 | $90,126 | $119,866 | +$29,740 | +33.00% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,989 | $83,299 | $110,787 | +$27,488 | +33.00% | |
| Mcf Advisors Llc | 0.00% | 1,003 | $42,006 | $55,867 | +$13,861 | +33.00% | |
| Nfsg Corp | 0.01% | 1,000 | $41,880 | $55,700 | +$13,820 | +33.00% | |
| Parallel Advisors, Llc | 0.00% | 996 | $41,712 | $55,477 | +$13,765 | +33.00% | |
| Western Wealth Management, Llc | 0.00% | 572 | $23,963 | $31,860 | +$7,897 | +32.96% | |
| Larson Financial Group Llc | 0.00% | 492 | $20,589 | $27,404 | +$6,815 | +33.10% | |
| Provenance Wealth Advisors, Llc | 0.00% | 325 | $19,312 | $18,103 | -$1,210 | -6.26% | |
| Fmr Llc | 0.00% | 446 | $18,670 | $24,842 | +$6,172 | +33.06% | |
| Sima Wealth Partners, Llc | 0.01% | 250 | $14,868 | $13,925 | -$943 | -6.34% | |
| Hollencrest Capital Management | 0.00% | 300 | $12,564 | $16,710 | +$4,146 | +33.00% | |
| Signaturefd, Llc | 0.00% | 211 | $12,554 | $11,753 | -$801 | -6.38% | |
| Ifp Advisors, Inc | 0.00% | 200 | $11,884 | $11,140 | -$744 | -6.26% | |
| Aventura Private Wealth, Llc | 0.00% | 180 | $10,696 | $10,026 | -$670 | -6.26% | |
| Crewe Advisors Llc | 0.00% | 165 | $9,805 | $9,191 | -$615 | -6.27% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 100 | $4,188 | $5,570 | +$1,382 | +33.00% | |
| Mai Capital Management | 0.00% | 100 | $4,188 | $5,570 | +$1,382 | +33.00% | |
| Wells Fargo & Company/Mn | 0.00% | 97 | $4,065 | $5,403 | +$1,338 | +32.91% | |
| Activest Wealth Management | 0.00% | 45 | $2,674 | $2,507 | -$168 | -6.26% | |
| Dogwood Wealth Management Llc | 0.00% | 45 | $2,674 | $2,507 | -$168 | -6.26% | |
| Medallion Wealth Advisors, Llc | 0.00% | 50 | $2,181 | $2,785 | +$604 | +27.69% | |
| Cwm, Llc | 0.00% | 32 | $1,340 | $1,782 | +$442 | +33.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 20,715 | $1,231 | $1,153,826 | +$1,152,595 | +93630.75% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 28 | $1,173 | $1,560 | +$387 | +32.96% | |
| International Assets Investment Management, Llc | 0.00% | 17 | $993 | $947 | -$46 | -4.64% |
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.