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 79 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
6,105
shares
|
$270,390
0.07% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,664
shares
|
$250,858
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
5,560
shares
|
$246,252
0.0% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,465
shares
|
$242,044
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,452
shares
|
$241,469
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
5,280
shares
|
$233,851
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
5,049
shares
|
$223,620
0.09% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,948
shares
|
$219,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,892
shares
|
$216,666
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,853
shares
|
$214,939
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
4,100
shares
|
$181,589
0.0% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
4,071
shares
|
$180,304
0.13% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,038
shares
|
$134,553
0.0% of portfolio
|
Q3 2025
Added 45.36%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,048
shares
|
$90,705
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,003
shares
|
$88,712
0.0% of portfolio
|
Q1 2020
Reduced 20.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,800
shares
|
$79,722
0.0% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
911
shares
|
$40,348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
690
shares
|
$30,560
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
500
shares
|
$22,145
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
500
shares
|
$22,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
491
shares
|
$21,746
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
475
shares
|
$21,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
450
shares
|
$19,930
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
425
shares
|
$18,823
0.0% of portfolio
|
Q3 2025
Added 325.0%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
353
shares
|
$15,634
0.0% of portfolio
|
Q3 2025
Added 805.13%
|
|