Who Owns Renaissance IPO ETF (IPO)?Hedge Fund & Institutional Holders

$42.50+0.04 (+0.09%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.185600050003001e+87T

% of Float Held

QoQ Change in Holders

+14 / -7

Price History

$32.60$37.91$43.21$48.52$53.82Sep 24Jun 25Mar 26

IPO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SFI Advisors, LLCNew Position+54K+$2.5M
NTV ASSET MANAGEMENT LLCNew Position+20K+$916K
Fulcrum Equity ManagementNew Position+16K+$809K
Wealthfront Advisers LLCNew Position+6K+$274K
TWIN PEAKS WEALTH ADVISORS, LLCNew Position+5K+$231K
Noble Wealth Management PBCNew Position+2K+$75K
Winthrop Capital Management, LLCIncreased+810+$34K
NVWM, LLCNew Position+285+$13K
SIGNATUREFD, LLCNew Position+211+$9K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+100+$4K
CWM, LLCNew Position+32+$1K
HOLLENCREST CAPITAL MANAGEMENTNew Position+300+$0
Bogart Wealth, LLCNew Position+2+$0
Physician Wealth Advisors, Inc.New Position+10+$0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+17+$0

IPO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-40K-$7.9B
Tradition Wealth Management, LLCDecreased-998-$6.8B
TWO SIGMA INVESTMENTS, LPClosed Position-72K-$3.6B
Cetera Investment AdvisersDecreased-2K-$3.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-34K-$2.3B
CITADEL ADVISORS LLCClosed Position-34K-$1.7B
Tower Research Capital LLC (TRC)Closed Position-22K-$1.1B
JANE STREET GROUP, LLCClosed Position-22K-$1.1B
UBS Group AGDecreased-253-$898.4M
OSAIC HOLDINGS, INC.Decreased-2K-$698.7M
Steward Partners Investment Advisory, LLCClosed Position-10K-$488.3M
RAYMOND JAMES FINANCIAL INCDecreased-977-$488.1M
JPMORGAN CHASE & COClosed Position-9K-$423.9M
StoneX Group Inc.Decreased-414-$326.2M
BURKE & HERBERT BANK & TRUST COClosed Position-6K-$302.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Tradition Wealth Management, LLC135,498$6.2M0.44%Share
2GOLDMAN SACHS GROUP INC137,196$6.0M0.00%Share
3LPL Financial LLC120,359$5.0M0.00%Share
4Cetera Investment Advisers66,037$3.0M0.00%Share
5SFI Advisors, LLC54,098$2.5M1.58%Share
6ROYAL BANK OF CANADA49,777$2.0M0.00%Share
7ROYAL BANK OF CANADA29,500$1.0M0.00%Share
8SUSQUEHANNA INTERNATIONAL GROUP, LLP33,200$1.0M0.00%Call
9NTV ASSET MANAGEMENT LLC20,070$916K0.10%Share
10Fulcrum Equity Management16,342$809K0.82%Share
11UBS Group AG17,072$779K0.00%Share
12KESTRA PRIVATE WEALTH SERVICES, LLC13,703$625K0.01%Share
13Wealthfront Advisers LLC6,006$274K0.00%Share
14TWIN PEAKS WEALTH ADVISORS, LLC5,086$231K0.07%Share
15Key Client Fiduciary Advisors, LLC4,924$224K0.08%Share
16Winthrop Capital Management, LLC1,500$68K0.02%Share
17Noble Wealth Management PBC800$39K0.02%Share
18UBS Group AG819$37K0.00%Share
19Noble Wealth Management PBC800$36K0.02%Share
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO209$28K0.00%Share
21GROUP ONE TRADING LLC500$22K0.00%Share
22Provenance Wealth Advisors, LLC325$14K0.00%Share
23NVWM, LLC285$13K0.00%Share
24Dogwood Wealth Management LLC244$11K0.00%Share
25SIGNATUREFD, LLC211$9K0.00%Share
26Crewe Advisors LLC164$7K0.00%Share
27BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$4K0.00%Share
28CWM, LLC32$1K0.00%Share
29ORG Partners LLC800$00.00%Share
30MORGAN STANLEY1,744$00.00%Share
31MORGAN STANLEY10$00.00%Share
32Ancora Advisors LLC3$00.00%Share
33Bogart Wealth, LLC2$00.00%Share
34INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC17$00.00%Share
35Physician Wealth Advisors, Inc.10$00.00%Share
36WELLS FARGO & COMPANY/MN96$00.00%Share
37RAYMOND JAMES FINANCIAL INC595$00.00%Share
38RAYMOND JAMES FINANCIAL INC8,277$00.00%Share
39OSAIC HOLDINGS, INC.703$00.00%Share
40OSAIC HOLDINGS, INC.11,733$00.00%Share
41SageView Advisory Group, LLC42$00.00%Share
42STIFEL FINANCIAL CORP6,010$00.00%Share
43STIFEL FINANCIAL CORP188$00.00%Share
44Jefferies Financial Group Inc.7,532$00.00%Share
45HighTower Advisors, LLC7,225$00.00%Share
46IFP Advisors, Inc200$00.00%Share
47HOLLENCREST CAPITAL MANAGEMENT300$00.00%Share
48Federation des caisses Desjardins du Quebec128$00.00%Share
49Wilmington Savings Fund Society, FSB250$00.00%Share
50StoneX Group Inc.6,169$00.00%Share

IPO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202551$29.8M+2
Q3 202549$41.0B-8
Q2 202557$24.9B+0
Q1 202557$28.4B-3
Q4 202460$4.8T+18
Q3 202442$21.3T-3
Q2 202445$19.6T-1
Q1 202446$12.0T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold IPO (Renaissance IPO ETF). The largest holder is Tradition Wealth Management, LLC with $6.2M in shares. This quarter, 14 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own IPO?

As of Q4 2025, 50 institutional investors report holding IPO (Renaissance IPO ETF) in their 13F filings.

Who is the largest institutional holder of IPO?

The largest institutional holder of IPO is Tradition Wealth Management, LLC with $6.2M in shares.

Is institutional ownership of IPO increasing or decreasing?

This quarter, 14 institutions opened new positions in IPO and 7 closed their positions.