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 |
|---|---|---|---|---|---|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
325
shares
|
$14,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
310
shares
|
$13,729
0.0% of portfolio
|
Q1 2024
Reduced 24.39%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$13,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
300
shares
|
$13,287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
286
shares
|
$12,666
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
285
shares
|
$12,622
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
275
shares
|
$12,179
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
250
shares
|
$11,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
244
shares
|
$10,806
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
225
shares
|
$9,965
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
211
shares
|
$9,345
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
200
shares
|
$8,858
0.0% of portfolio
|
Q2 2023
Reduced 74.36%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
164
shares
|
$7,263
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
128
shares
|
$5,669
0.0% of portfolio
|
Q2 2025
Reduced 73.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$4,429
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
43
shares
|
$1,904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
32
shares
|
$1,417
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$442
0.0% of portfolio
|
Q1 2025
Reduced 88.64%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
7
shares
|
$310
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3
shares
|
$132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3
shares
|
$132
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2
shares
|
$88
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$88
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|