13FBOX
RENAISSANCE IPO ETF · 13F Institutional Holdings
Options Calculator Rankings
R

RENAISSANCE IPO ETF

IPO
Institutions
58
Combined AUM (Q2 2026)
$71.2M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+563,374
26 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-63,820
21 · 8 Exit · ≈
⚖️ Net
+499,554
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$71.2M
Institutions
58
New Buys
11
Adds
15
Reduces
13
Exits
8
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#26$18.5M311,591$1.7M39,500+272,091+688.84%Add
Tradition Wealth Management, LLC
0.51%0.41%#2$8.3M139,827$5.8M138,328+1,499+1.08%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#29$8.1M136,597$597,00014,254+122,343+858.31%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#38$6.4M107,341$4.5M107,962-621-0.58%Reduce
LPL Financial LLC
<0.01%<0.01%#27$6.0M101,769$3.7M88,375+13,394+15.16%Add
Cetera Investment Advisers
<0.01%<0.01%#20$4.0M66,728$3.0M71,805-5,077-7.07%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#42$3.4M57,706$1.2M28,499+29,207+102.48%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#44$2.8M47,300$213,0025,086+42,214+830.00%Add
Arax Advisory Partners
0.01%#11$2.0M33,938$00+33,938New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#22$1.2M20,715$938,00022,388-1,673-7.47%Reduce
SFI Advisors, LLC
1.05%0.95%#1$1.2M20,468$905,23621,615-1,147-5.31%Reduce
UBS Group AG
<0.01%<0.01%#48$788,20613,265$718,41017,154-3,889-22.67%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#15$774,12913,028$540,04412,895+133+1.03%Add
NTV ASSET MANAGEMENT LLC
0.07%0.06%#5$706,27211,886$525,01212,536-650-5.19%Reduce
Jefferies Financial Group Inc.
<0.01%<0.01%#18$603,94510,164$426,00310,172-8-0.08%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#37$599,12710,082$421,90910,074+8+0.08%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#47$539,4369,078$426,24610,178-1,100-10.81%Reduce
Tower Research Capital LLC (TRC)
0.01%<0.01%#13$484,5118,154$83,2991,989+6,165+309.95%Add
Wealthfront Advisers LLC
<0.01%<0.01%#34$440,8967,420$264,4306,314+1,106+17.52%Add
NewEdge Wealth, LLC
<0.01%#19$383,2596,450$00+6,450New Buy
HighTower Advisors, LLC
<0.01%<0.01%#43$345,1985,809$302,6447,226-1,417-19.61%Reduce
Elm3 Financial Group, LLC
0.22%#3$328,3565,526$00+5,526New Buy
Tempo Wealth, LLC
0.05%0.04%#9$322,6945,431$227,3215,428+3+0.06%Add
StoneX Group Inc.
0.01%#12$306,1395,152$00+5,152New Buy
TWIN PEAKS WEALTH ADVISORS, LLC
0.07%0.05%#6$302,2105,086$213,0025,08600.00%Unchanged
IEQ CAPITAL, LLC
<0.01%<0.01%#28$294,0104,948$207,2224,94800.00%Unchanged
GERBER, LLC
0.11%#4$238,2614,010$00+4,010New Buy
Sanctuary Advisors, LLC
<0.01%#32$232,7743,917$00+3,917New Buy
Hudson Value Partners, LLC
0.06%#8$232,3323,910$00+3,910New Buy
Key Client Fiduciary Advisors, LLC
0.07%#7$229,3533,860$00+3,860New Buy
HRT FINANCIAL LP
<0.01%#41$218,7253,681$00+3,681New Buy
MML INVESTORS SERVICES, LLC
<0.01%#40$214,8983,617$00+3,617New Buy
MORGAN STANLEY
<0.01%<0.01%#54$138,0402,323$150,5773,038-715-23.54%Reduce
Winthrop Capital Management, LLC
0.03%0.02%#10$114,6211,929$59,0001,400+529+37.79%Add
Parallel Advisors, LLC
<0.01%<0.01%#31$73,1461,231$41,712996+235+23.59%Add
MCF Advisors LLC
<0.01%<0.01%#23$59,5991,003$42,0061,00300.00%Unchanged
NFSG Corp
0.01%0.01%#16$59,4201,000$41,8801,00000.00%Unchanged
FMR LLC
<0.01%<0.01%#57$29,240492$18,670446+46+10.31%Add
Provenance Wealth Advisors, LLC
<0.01%<0.01%#24$19,312325$13,61132500.00%Unchanged
Saranac Partners Ltd
0.01%#17$18,242307$00+307New Buy
HOLLENCREST CAPITAL MANAGEMENT
<0.01%<0.01%#30$17,826300$12,56430000.00%Unchanged
SIMA Wealth Partners, LLC
0.01%0.01%#14$14,868250$10,47925000.00%Unchanged
SIGNATUREFD, LLC
<0.01%<0.01%#46$12,554211$8,84321100.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#45$11,884200$26,007621-421-67.79%Reduce
Aventura Private Wealth, LLC
<0.01%<0.01%#21$10,696180$7,53818000.00%Unchanged
Crewe Advisors LLC
<0.01%<0.01%#36$9,805165$6,91116500.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#35$5,942100$4,18810000.00%Unchanged
Activest Wealth Management
<0.01%<0.01%#39$2,67445$1,8854500.00%Unchanged
Dogwood Wealth Management LLC
<0.01%<0.01%#33$2,67445$10,219244-199-81.56%Reduce
VANGUARD ADVISERS INC
<0.01%<0.01%#53$2,33939$2536+33+550.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow