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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
136,647
shares
|
$6.71 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
102,965
shares
|
$5.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
68,570
shares
|
$3.37 Million
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
63,321
shares
|
$3.11 Million
2.07% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
62,735
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
38,262
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 46.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
34,581
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 192.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
27,386
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 133.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,920
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.38%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
21,071
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,373
shares
|
$853,188
0.03% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
14,933
shares
|
$733,359
0.0% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,337
shares
|
$507,650
0.01% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
9,199
shares
|
$451,762
0.0% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,527
shares
|
$418,760
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
7,195
shares
|
$353,346
0.02% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,275
shares
|
$308,165
0.0% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
6,175
shares
|
$303,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
6,105
shares
|
$299,816
0.06% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
5,851
shares
|
$287,342
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,664
shares
|
$278,159
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
5,347
shares
|
$262,591
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,117
shares
|
$251,295
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,948
shares
|
$242,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,892
shares
|
$240,246
0.02% of portfolio
|
Q2 2025
New holding
|