Who Owns RENAISSANCE CAP GREENWICH FD (IPO)? -- Institutional Holders (2026-03-31)
65 institutions reported holding $29.3M of RENAISSANCE CAP GREENWICH FD (IPO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Tradition Wealth Management, LLC ($5.8M), GOLDMAN SACHS GROUP INC ($4.5M), LPL Financial LLC ($3.7M), Cetera Investment Advisers ($3.0M), U.S. Capital Wealth Advisors, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Tradition Wealth Management, LLC | $5.8M | 138,328 | Added |
| 2 | GOLDMAN SACHS GROUP INC | $4.5M | 107,962 | Trimmed |
| 3 | LPL Financial LLC | $3.7M | 88,375 | Trimmed |
| 4 | Cetera Investment Advisers | $3.0M | 71,805 | Added |
| 5 | U.S. Capital Wealth Advisors, LLC | $1.8M | 43,528 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 39,500 | Trimmed |
| 7 | CITADEL ADVISORS LLC | $1.2M | 28,499 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $938,000 | 22,388 | Added |
| 9 | SFI Advisors, LLC | $905,236 | 21,615 | Trimmed |
| 10 | UBS Group AG | $718,410 | 17,154 | Trimmed |
| 11 | Royal Bank of Canada | $597,000 | 14,254 | Trimmed |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $540,044 | 12,895 | Trimmed |
| 13 | NTV Asset Management LLC | $525,012 | 12,536 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $426,246 | 10,178 | Added |
| 15 | Jefferies Financial Group Inc. | $426,003 | 10,172 | Added |
| 16 | OSAIC HOLDINGS, INC. | $421,909 | 10,074 | Trimmed |
| 17 | HighTower Advisors, LLC | $302,644 | 7,226 | Added |
| 18 | Wealthfront Advisers LLC | $264,430 | 6,314 | Added |
| 19 | Tempo Wealth, LLC | $227,321 | 5,428 | Added |
| 20 | JANE STREET GROUP, LLC | $213,002 | 5,086 | New |
| 21 | TWIN PEAKS WEALTH ADVISORS, LLC | $213,002 | 5,086 | Hold |
| 22 | IEQ CAPITAL, LLC | $207,222 | 4,948 | Hold |
| 23 | MORGAN STANLEY | $99,764 | 2,382 | Added |
| 24 | Advisory Services Network, LLC | $90,126 | 2,152 | New |
| 25 | Tower Research Capital LLC (TRC) | $83,299 | 1,989 | New |
Source: SEC Form 13F filings · as of 2026-03-31