Renaissance IPO ETF (IPO)

CUSIP: 759937204 | NYSE | 344 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Cambridge Investment Research Advisors, Inc.20,657

0.0% of portfolio$1.1K

SFI Advisors, LLC20,304

0.9% of portfolio$1.1M

Kestra Private Wealth Services, LLC12,952

0.0% of portfolio$681.5K

NTV Asset Management LLC11,686

0.1% of portfolio$614.9K

Elm3 Financial Group, LLC6,396

0.2% of portfolio$336.6K

Schear Investment Advisers, LLC5,431

0.0% of portfolio$285.8K

Tempo Wealth, LLC5,431

0.0% of portfolio$285.8K

StoneX Group Inc.4,879

0.0% of portfolio$255.4K

Gerber, LLC4,010

0.1% of portfolio$211.0K

Key Client Fiduciary Advisors, LLC3,954

0.1% of portfolio$208.1K

Winthrop Capital Management, LLC2,485

0.0% of portfolio$130.8K

0.0% of portfolio$52.6K

Parallel Advisors, LLC687

0.0% of portfolio$36.2K

Provenance Wealth Advisors, LLC325

0.0% of portfolio$17.1K

Farther Finance Advisors, LLC300

0.0% of portfolio$15.8K

Sima Wealth Partners, LLC250

0.0% of portfolio$13.2K

Signaturefd, LLC211

0.0% of portfolio$11.1K

IFP Advisors, Inc200

0.0% of portfolio$10.5K

Fifth Third Bancorp100

0.0% of portfolio$5.3K

Blue Bell Private Wealth Management, LLC100

0.0% of portfolio$5.3K

Blue Trust, Inc.18

0.0% of portfolio$926

Ascentis Independent Advisors15

0.0% of portfolio$795

Putney Financial Group LLC10

0.0% of portfolio$526

				Style	Turnover	Location	Filed
Cambridge Investment Research Advisors, Inc.	20,657	$1.1K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
SFI Advisors, LLC	20,304	$1.1M	0.9%	ETF	Low	Montclair, NJ	2026-10-30
Kestra Private Wealth Services, LLC	12,952	$681.5K	0.0%	Growth	Low	Austin, TX	2026-10-30
NTV Asset Management LLC	11,686	$614.9K	0.1%	Growth	Low	Charleston, WV	2026-10-23
Elm3 Financial Group, LLC	6,396	$336.6K	0.2%	Growth	Medium	Alpharetta, GA	2026-10-07
Schear Investment Advisers, LLC	5,431	$285.8K	0.0%	Agg Growth	Medium	Cincinnati, OH	2026-10-14
Tempo Wealth, LLC	5,431	$285.8K	0.0%	Agg Growth	Low	Independence, OH	2026-10-14
StoneX Group Inc.	4,879	$255.4K	0.0%	ETF	Medium	New York, NY	2026-11-03
Gerber, LLC	4,010	$211.0K	0.1%	ETF	Low	Columbus, OH	2026-10-21
Key Client Fiduciary Advisors, LLC	3,954	$208.1K	0.1%	Value	Medium	Fairfield, NJ	2026-10-19
Winthrop Capital Management, LLC	2,485	$130.8K	0.0%	ETF	Low	Carmel, IN	2026-11-05
Nfsg Corp	1,000	$52.6K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Parallel Advisors, LLC	687	$36.2K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Provenance Wealth Advisors, LLC	325	$17.1K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Farther Finance Advisors, LLC	300	$15.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Sima Wealth Partners, LLC	250	$13.2K	0.0%	ETF	Very Low	Richmond, VA	2026-10-19
Signaturefd, LLC	211	$11.1K	0.0%	Index	Low	Atlanta, GA	2026-10-23
IFP Advisors, Inc	200	$10.5K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Fifth Third Bancorp	100	$5.3K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Blue Bell Private Wealth Management, LLC	100	$5.3K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Blue Trust, Inc.	18	$926	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Ascentis Independent Advisors	15	$795	0.0%	ETF	Low	Dallas, TX	2026-11-03
Putney Financial Group LLC	10	$526	0.0%	Growth	Low	San Rafael, CA	2026-10-30