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Renaissance IPO ETF (IPO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares20,657 from 20,715
Change-58 (0%)
Value$1.1K (-$1.2M)
Filed 2026-11-02
SFI Advisors, LLC
DECREASED
Shares20,304 from 20,468
Change-164 (-1%)
Value$1.1M (-$147.8K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
DECREASED
Shares12,952 from 13,028
Change-76 (-1%)
Value$681.5K (-$92.6K)
Filed 2026-11-06
NTV Asset Management LLC
DECREASED
Shares11,686 from 11,886
Change-200 (-2%)
Value$614.9K (-$91.4K)
Filed 2026-10-23
Elm3 Financial Group, LLC
INCREASED
Shares6,396 from 5,526
Change+870 (+16%)
Value$336.6K (+$8.2K)
Filed 2026-10-07
Schear Investment Advisers, LLC
NEW
Shares5,431
Change+5,431
Value$285.8K
Filed 2026-10-14
Tempo Wealth, LLC
UNCHANGED
Shares5,431 from 5,431
Change0 (0%)
Value$285.8K (-$36.9K)
Filed 2026-10-14
StoneX Group Inc.
DECREASED
Shares4,879 from 5,152
Change-273 (-5%)
Value$255.4K (-$50.8K)
Filed 2026-11-03
Gerber, LLC
UNCHANGED
Shares4,010 from 4,010
Change0 (0%)
Value$211.0K (-$27.3K)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED
Shares3,954 from 3,860
Change+94 (+2%)
Value$208.1K (-$21.3K)
Filed 2026-10-19
Winthrop Capital Management, LLC
INCREASED
Shares2,485 from 1,929
Change+556 (+29%)
Value$130.8K (+$15.8K)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$52.6K (-$6.8K)
Filed 2026-10-15
Parallel Advisors, LLC
DECREASED
Shares687 from 1,231
Change-544 (-44%)
Value$36.2K (-$37.0K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
NEW
Shares375
Change+375
Value$19.7K
Filed 2026-11-06
Provenance Wealth Advisors, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$17.1K (-$2.2K)
Filed 2026-10-30
Farther Finance Advisors, LLC
NEW
Shares300
Change+300
Value$15.8K
Filed 2026-10-08
Sima Wealth Partners, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.2K (-$1.7K)
Filed 2026-10-19
Signaturefd, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$11.1K (-$1.4K)
Filed 2026-10-23
IFP Advisors, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.5K (-$1.4K)
Filed 2026-10-16
Fifth Third Bancorp
NEW
Shares100
Change+100
Value$5.3K
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.3K (-$680)
Filed 2026-10-29
Blue Trust, Inc.
NEW
Shares18
Change+18
Value$926
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares15
Change+15
Value$795
Filed 2026-11-03
Putney Financial Group LLC
NEW
Shares10
Change+10
Value$526
Filed 2026-10-30
Jefferies Financial Group Inc.
CLOSED
Shares0 from 10,164
Change-10,164 (-100%)
Value$0 (-$603.9K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 1,003
Change-1,003 (-100%)
Value$0 (-$59.6K)
Filed 2026-10-28
Activest Wealth Management
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$993)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$595)
Filed 2026-10-20
Tradition Wealth Management, LLC
N/A
Shares— from 139,827
Change-139,827 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 136,597
Change-136,597 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 107,341
Change-107,341 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 101,769
Change-101,769 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 66,728
Change-66,728 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 57,191
Change-57,191 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 33,938
Change-33,938 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 30,506
Change-30,506 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,265
Change-13,265 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,078
Change-9,078 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,154
Change-8,154 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 7,420
Change-7,420 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,917
Change-3,917 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
FMR LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 300
Change-300 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 39
Change-39 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 28
Change-28 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3
Change-3 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED20,65720,715-580%$1.2M$1.1K-$1.2M2026-11-02
SFI Advisors, LLC
DECREASED20,30420,468-164-1%$1.2M$1.1M-$147.8K2026-10-30
Kestra Private Wealth Services, LLC
DECREASED12,95213,028-76-1%$774.1K$681.5K-$92.6K2026-11-06
NTV Asset Management LLC
DECREASED11,68611,886-200-2%$706.3K$614.9K-$91.4K2026-10-23
Elm3 Financial Group, LLC
INCREASED6,3965,526+870+16%$328.4K$336.6K+$8.2K2026-10-07
Schear Investment Advisers, LLC
NEW5,431—+5,431——$285.8K—2026-10-14
Tempo Wealth, LLC
UNCHANGED5,4315,43100%$322.7K$285.8K-$36.9K2026-10-14
StoneX Group Inc.
DECREASED4,8795,152-273-5%$306.1K$255.4K-$50.8K2026-11-03
Gerber, LLC
UNCHANGED4,0104,01000%$238.3K$211.0K-$27.3K2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED3,9543,860+94+2%$229.4K$208.1K-$21.3K2026-10-19
Winthrop Capital Management, LLC
INCREASED2,4851,929+556+29%$115.0K$130.8K+$15.8K2026-11-05
Nfsg Corp
UNCHANGED1,0001,00000%$59.4K$52.6K-$6.8K2026-10-15
Parallel Advisors, LLC
DECREASED6871,231-544-44%$73.1K$36.2K-$37.0K2026-11-03
PNC Financial Services Group, Inc.
NEW375—+375——$19.7K—2026-11-06
Provenance Wealth Advisors, LLC
UNCHANGED32532500%$19.3K$17.1K-$2.2K2026-10-30
Farther Finance Advisors, LLC
NEW300—+300——$15.8K—2026-10-08
Sima Wealth Partners, LLC
UNCHANGED25025000%$14.9K$13.2K-$1.7K2026-10-19
Signaturefd, LLC
UNCHANGED21121100%$12.6K$11.1K-$1.4K2026-10-23
IFP Advisors, Inc
UNCHANGED20020000%$11.9K$10.5K-$1.4K2026-10-16
Fifth Third Bancorp
NEW100—+100——$5.3K—2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED10010000%$5.9K$5.3K-$6802026-10-29
Blue Trust, Inc.
NEW18—+18——$926—2026-10-15
Ascentis Independent Advisors
NEW15—+15——$795—2026-11-03
Putney Financial Group LLC
NEW10—+10——$526—2026-10-30
Jefferies Financial Group Inc.
CLOSED010,164-10,164-100%$603.9K$0-$603.9K2026-11-05
MCF Advisors LLC
CLOSED01,003-1,003-100%$59.6K$0-$59.6K2026-10-28
Activest Wealth Management
CLOSED045-45-100%$2.7K$0-$2.7K2026-10-15
International Assets Investment Management, LLC
CLOSED017-17-100%$993$0-$9932026-11-02
Physician Wealth Advisors, Inc.
CLOSED010-10-100%$595$0-$5952026-10-20
Tradition Wealth Management, LLC
N/A—139,827-139,827-100%$8.3M———
Royal Bank of Canada
N/A—136,597-136,597-100%$8.1M———
Goldman Sachs Group Inc
N/A—107,341-107,341-100%$6.4M———
LPL Financial LLC
N/A—101,769-101,769-100%$6.0M———
Cetera Investment Advisers
N/A—66,728-66,728-100%$4.0M———
Susquehanna International Group, LLP
N/A—57,191-57,191-100%$3.4M———
Arax Advisory Partners
N/A—33,938-33,938-100%$2.0M———
Citadel Advisors LLC
N/A—30,506-30,506-100%$1.8M———
UBS Group AG
N/A—13,265-13,265-100%$788.2K———
Osaic Holdings, Inc.
N/A—10,082-10,082-100%$599.1K———
Raymond James Financial Inc
N/A—9,078-9,078-100%$539.4K———
Tower Research Capital LLC (TRC)
N/A—8,154-8,154-100%$484.5K———
Wealthfront Advisers LLC
N/A—7,420-7,420-100%$440.9K———
NewEdge Wealth, LLC
N/A—6,450-6,450-100%$383.3K———
HighTower Advisors, LLC
N/A—5,809-5,809-100%$345.2K———
Twin Peaks Wealth Advisors, LLC
N/A—5,086-5,086-100%$302.2K———
IEQ Capital, LLC
N/A—4,948-4,948-100%$294.0K———
Sanctuary Advisors, LLC
N/A—3,917-3,917-100%$232.8K———
Hudson Value Partners, LLC
N/A—3,910-3,910-100%$232.3K———
HRT Financial LP
N/A—3,681-3,681-100%$218.0K———
MML Investors Services, LLC
N/A—3,617-3,617-100%$214.9K———
Morgan Stanley
N/A—2,323-2,323-100%$138.0K———
FMR LLC
N/A—492-492-100%$29.2K———
Hollencrest Capital Management
N/A—300-300-100%$17.8K———
Aventura Private Wealth, LLC
N/A—180-180-100%$10.7K———
Crewe Advisors LLC
N/A—165-165-100%$9.8K———
Dogwood Wealth Management LLC
N/A—45-45-100%$2.7K———
Vanguard Advisers Inc
N/A—39-39-100%$2.3K———
Federation des caisses Desjardins du Quebec
N/A—28-28-100%$1.7K———
IFG Advisory, LLC
N/A—15-15-100%$891———
Bogart Wealth, LLC
N/A—4-4-100%$238———
Ancora Advisors LLCA
N/A—3-3-100%$180———
Wells Fargo & Company
N/A—1-1-100%$33———
Showing 62 of 62 institutions