Institutional Ownership Renaissance Cap Greenwich Fds (IPO)
This table provides information about the institutional ownership of Renaissance Cap Greenwich Fds (IPO). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 725,191 shares, which have been reported (via 13F filing form) to have a value of $35.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
4,801
shares
|
$235,777
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,541
shares
|
$223,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
4,500
shares
|
$220,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,090
shares
|
$102,639
0.0% of portfolio
|
Q2 2025
Reduced 97.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,003
shares
|
$98,367
0.0% of portfolio
|
Q1 2020
Reduced 20.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,800
shares
|
$88,398
0.0% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$73,665
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
500
shares
|
$24,555
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
490
shares
|
$24,063
0.0% of portfolio
|
Q2 2025
Reduced 27.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
450
shares
|
$22,099
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
325
shares
|
$15,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
310
shares
|
$15,224
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
296
shares
|
$14,536
0.0% of portfolio
|
Q2 2025
Reduced 99.01%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
286
shares
|
$14,045
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
285
shares
|
$13,996
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
275
shares
|
$13,505
0.0% of portfolio
|
Q2 2025
Added 1000.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
275
shares
|
$13,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
250
shares
|
$12,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
244
shares
|
$11,982
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
210
shares
|
$10,313
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
201
shares
|
$9,871
0.0% of portfolio
|
Q1 2025
Added 302.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$9,822
0.0% of portfolio
|
Q2 2023
Reduced 74.36%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
163
shares
|
$8,004
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$7,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
128
shares
|
$6,286
0.0% of portfolio
|
Q2 2025
Reduced 73.33%
|