Who owns IPO?
Renaissance IPO ETF · Renaissance
55 institutions reported holding IPO, worth $52.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IPO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tradition Wealth Management, LLC | Edina, MN | $8.3M | 139,827 | +1,499 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $8.1M | 136,597 | +122,343 shares |
| Goldman Sachs Group Inc. | New York, NY | $6.4M | 107,341 | −621 shares |
| LPL Financial LLC | Fort Mill, SC | $6.0M | 101,769 | +13,394 shares |
| Cetera Investment Advisers | Schaumburg, IL | $4.0M | 66,728 | −5,077 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $3.4M | 57,191 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.5M | 41,430 | +19,042 shares |
| Arax Advisory Partners | New York, NY | $2.0M | 33,938 | New position |
| Citadel Advisors LLC | Miami, FL | $1.8M | 30,506 | +12,607 shares |
| SFI Advisors, LLC | Montclair, NJ | $1.2M | 20,468 | −1,147 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IPO?
55 institutional managers reported holding IPO in Form 13F filings for June 30, 2026, worth $52.9M in total. The largest reported position was held by Tradition Wealth Management, LLC, at $8.3M.
Did institutions buy or sell IPO last quarter?
Reported 13F value rose 108.6% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IPO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.