RENAISSANCE CAP GREENWICH FD shareholder history

Current and past RENAISSANCE CAP GREENWICH FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.01%Q4 2013Q3 202349
Citadel Advisors 1320.00%0.00%0.00%Q4 2014Q3 202344
Cutler Group LLC / CA 1030.00%0.00%0.03%Q2 2019Q3 202341
ROYAL BANK OF CANADA 2440.00%0.00%0.00%Q2 2014Q3 202335
UBS Group AG 1710.00%0.00%0.00%Q4 2014Q3 202331
JANE STREET GROUP, LLC 910.00%0.00%0.01%Q1 2014Q3 202230
BANK OF AMERICA CORP /DE/ 2410.00%0.00%0.00%Q4 2014Q3 202330
MORGAN STANLEY 2210.00%0.00%0.00%Q3 2014Q3 202327
LPL Financial LLC 1830.00%0.00%0.01%Q3 2014Q3 202326
Patriot Financial Group Insurance Agency, LLC 23230.00%0.01%0.03%Q4 2016Q2 202223
Geneos Wealth Management Inc. 23230.00%0.00%0.00%Q2 2017Q4 202223
LADENBURG THALMANN FINANCIAL SERVICES INC. 11100.00%0.00%0.00%Q4 2013Q4 201921
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.02%Q4 2014Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
Winslow, Evans & Crocker, Inc. 1450.00%0.01%0.03%Q1 2014Q1 202019
Patten Group, Inc. 1540.00%0.02%0.12%Q2 2015Q3 202119
IFP Advisors, Inc 17170.00%0.00%0.01%Q3 2019Q3 202317
American Portfolios Advisors 17170.00%0.02%0.09%Q3 2018Q3 202217
PNC FINANCIAL SERVICES GROUP, INC. 1310.00%0.00%0.00%Q1 2019Q3 202316
CWM, LLC 1020.00%0.00%0.00%Q1 2019Q3 202316
Stevard, LLC 1050.19%0.53%1.02%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q3 2020Q1 202214
Advisor Group, Inc. 1220.00%0.00%0.00%Q2 2016Q4 201914
NTV ASSET MANAGEMENT LLC 14140.13%0.41%0.96%Q2 2020Q3 202314
SIMPLEX TRADING, LLC 1010.00%0.00%0.00%Q2 2019Q2 202314
Cambridge Investment Research Advisors, Inc. 910.00%0.01%0.04%Q3 2019Q3 202313
Tower Research Capital LLC (TRC) 1210.00%0.03%0.09%Q3 2016Q3 202313
GOLDMAN SACHS GROUP INC 11110.00%0.00%0.01%Q1 2021Q3 202313
ENVESTNET ASSET MANAGEMENT INC 1210.00%0.00%0.00%Q2 2020Q3 202313
CITIGROUP INC 1210.00%0.00%0.00%Q4 2013Q3 202313
STIFEL FINANCIAL CORP 1030.00%0.00%0.00%Q2 2019Q4 202213
Sandy Spring Bank 12120.00%0.00%0.00%Q4 2020Q3 202312
North Star Investment Management Corp. 12120.00%0.00%0.00%Q4 2020Q3 202312
Larson Financial Group LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Hudson Value Partners, LLC 12120.17%0.33%0.54%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.39%0.53%0.62%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 740.00%0.00%0.01%Q1 2019Q1 202211
Allworth Financial LP 920.00%0.00%0.00%Q2 2020Q3 202311
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q4 2013Q1 202111
Virtu KCG Holdings LLC 810.01%0.01%0.02%Q4 2013Q4 201611
Jaffetilchin Investment Partners, LLC 11110.03%0.37%1.86%Q3 2020Q1 202311
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.00%0.00%0.00%Q4 2020Q2 202311
Cetera Advisors LLC 650.01%0.01%0.04%Q4 2020Q3 202311
SUMMIT FINANCIAL GROUP, INC. 11110.14%0.34%0.58%Q2 2020Q4 202211
Creative Planning 610.00%0.00%0.00%Q4 2013Q2 202311
Joseph P. Lucia & Associates, LLC 520.01%0.04%0.07%Q2 2019Q2 202211
Southland Equity Partners LLC 730.08%0.15%0.28%Q1 2021Q3 202310
Orion Capital Management LLC 910.03%0.04%0.06%Q1 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 640.00%0.00%0.00%Q1 2014Q1 202210
Investors Research Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
Global Retirement Partners, LLC 640.00%0.00%0.01%Q4 2020Q2 202310
Wagner Wealth Management, LLC 420.00%0.00%0.02%Q4 2017Q3 202210
US BANCORP \DE\ 990.00%0.00%0.00%Q3 2020Q3 20229
NEXT Financial Group, Inc 630.00%0.02%0.04%Q2 2019Q4 20219
FMR LLC 510.00%0.00%0.00%Q3 2019Q1 20239
Sargent Bickham Lagudis LLC 990.00%0.00%0.00%Q4 2020Q4 20229
Janney Montgomery Scott LLC 710.00%0.00%0.02%Q1 2018Q1 20229
COMMONWEALTH EQUITY SERVICES, LLC 990.00%0.00%0.01%Q3 2020Q3 20229
Gradient Investments LLC 990.00%0.00%0.00%Q4 2019Q4 20219
FIRST MANHATTAN CO. LLC. 990.00%0.00%0.00%Q3 2021Q3 20239
IEQ CAPITAL, LLC 630.01%0.01%0.02%Q2 2021Q3 20239
SFI Advisors, LLC 880.61%1.17%1.87%Q4 2021Q3 20238
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.00%Q3 2020Q2 20228
PERSONAL CFO SOLUTIONS, LLC 880.05%0.18%0.25%Q4 2020Q3 20228
Castleview Partners, LLC 710.00%0.01%0.04%Q2 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
CERTUITY, LLC 880.06%0.10%0.14%Q3 2020Q2 20228
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 710.00%0.00%0.00%Q4 2020Q2 20238
LAKE STREET PRIVATE WEALTH, LLC 880.10%0.18%0.23%Q1 2020Q4 20218
Cetera Advisor Networks LLC 710.00%0.00%0.01%Q2 2020Q2 20228
AdvisorNet Financial, Inc 880.00%0.00%0.00%Q1 2021Q4 20228
BNP PARIBAS FINANCIAL MARKETS 770.00%0.00%0.00%Q1 2021Q3 20227
OPTIMUM INVESTMENT ADVISORS 610.00%0.01%0.02%Q4 2013Q3 20207
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q4 2019Q2 20217
PIN OAK INVESTMENT ADVISORS INC 770.02%0.03%0.04%Q4 2020Q2 20227
APPLETON PARTNERS INC/MA 610.02%0.03%0.03%Q3 2020Q2 20237
HAP Trading, LLC 410.02%0.09%0.27%Q1 2020Q2 20217
Field & Main Bank 770.15%0.23%0.26%Q4 2013Q2 20157
GROUP ONE TRADING, L.P. 410.00%0.00%0.00%Q4 2020Q3 20237
TUDOR INVESTMENT CORP ET AL 330.00%0.01%0.01%Q1 2022Q3 20236
Qube Research & Technologies Ltd 510.00%0.01%0.02%Q2 2021Q3 20236
Main Management ETF Advisors, LLC 660.48%0.64%0.70%Q2 2022Q3 20236
Western Wealth Management, LLC 330.01%0.03%0.03%Q4 2020Q2 20226
HighTower Advisors, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Sigma Planning Corp 660.01%0.01%0.01%Q4 2020Q1 20226
MONEY CONCEPTS CAPITAL CORP 510.00%0.01%0.02%Q1 2021Q4 20226
MSI Financial Services Inc 660.00%0.00%0.00%Q4 2014Q1 20166
Cetera Investment Advisers 660.00%0.01%0.01%Q1 2021Q2 20226
Main Management LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Belpointe Asset Management LLC 420.00%0.02%0.04%Q3 2020Q1 20236
Advisory Services Network, LLC 420.00%0.01%0.04%Q3 2020Q1 20236
HARBOR INVESTMENT ADVISORY, LLC 660.01%0.02%0.02%Q3 2020Q4 20216
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.00%0.05%0.08%Q2 2020Q2 20215
Csenge Advisory Group 550.02%0.05%0.09%Q1 2021Q1 20225
HC FINANCIAL ADVISORS INC 550.00%0.00%0.00%Q2 2021Q2 20225
YHB Investment Advisors, Inc. 550.03%0.05%0.06%Q1 2021Q1 20225
Banque Cantonale Vaudoise 550.00%0.02%0.02%Q4 2020Q4 20215
Private Advisor Group, LLC 550.00%0.01%0.01%Q1 2021Q1 20225
Realta Investment Advisors 320.00%0.03%0.06%Q2 2019Q2 20215
MOSELEY INVESTMENT MANAGEMENT INC 550.12%0.18%0.21%Q4 2020Q4 20215
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
HSBC HOLDINGS PLC 550.00%0.01%0.01%Q1 2021Q1 20225
Capital Advisory Group Advisory Services, LLC 410.00%0.02%0.04%Q4 2020Q1 20225
Ameliora Wealth Management Ltd. 550.01%0.02%0.02%Q3 2022Q3 20235
Executive Wealth Management, LLC 550.03%0.03%0.04%Q4 2020Q4 20215
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.01%0.01%Q4 2013Q4 20145
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 550.06%0.09%0.13%Q4 2020Q4 20215
Kestra Advisory Services, LLC 550.00%0.01%0.01%Q4 2020Q4 20215
BREWIN DOLPHIN LTD 550.01%0.01%0.01%Q3 2020Q3 20215
BARCLAYS PLC 550.00%0.00%0.00%Q2 2021Q2 20225
Arete Wealth Advisors, LLC 310.02%0.08%0.16%Q2 2020Q4 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.07%0.10%0.15%Q3 2020Q2 20214
Lindbrook Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
PEAK6 Investments LLC 110.00%0.01%0.01%Q1 2021Q3 20214
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Summit X, LLC 310.01%0.08%0.10%Q3 2020Q3 20214
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q1 2023Q4 20234
Total Clarity Wealth Management, Inc. 210.00%0.01%0.01%Q1 2021Q2 20224
Renaissance Technologies 310.00%0.00%0.00%Q4 2020Q2 20224
Charter Oak Capital Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Retirement Group, LLC 440.00%0.01%0.01%Q1 2021Q4 20214
Parallel Advisors, LLC 210.00%0.00%0.01%Q3 2019Q1 20224
Clarus Wealth Advisors 440.01%0.01%0.02%Q2 2018Q1 20194
StoneX Group Inc. 330.04%0.04%0.04%Q2 2021Q4 20213
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q2 2021Q4 20213
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q1 2022Q1 20233
BB&T SECURITIES, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Aristides Capital LLC 330.23%0.52%0.78%Q3 2021Q1 20223
Old West Investment Management, LLC 330.25%0.26%0.28%Q4 2020Q2 20213
Activest Wealth Management 210.00%0.02%0.03%Q1 2022Q3 20233
Houlihan Financial Resource Group, Ltd. 210.20%0.54%0.84%Q3 2020Q4 20223
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q1 2021Q3 20213
Virtu Financial LLC 330.04%0.05%0.06%Q4 2017Q2 20183
KINGS POINT CAPITAL MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Belvedere Trading LLC 330.17%0.20%0.22%Q3 2020Q1 20213
FLOW TRADERS U.S. LLC 210.02%0.03%0.04%Q3 2021Q2 20223
AMERICAN INTERNATIONAL GROUP, INC. 330.00%0.00%0.00%Q3 2015Q1 20163
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q3 2020Q1 20213
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q3 2020Q1 20213
GRAYHAWK INVESTMENT STRATEGIES INC. 330.00%0.00%0.00%Q2 2022Q4 20223
Ironwood Financial, llc 330.00%0.00%0.00%Q1 2021Q3 20213
Lee Financial Group Hawaii, Inc. 220.44%3.06%5.67%Q4 2020Q1 20212
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q4 2020Q1 20212
CENTAURUS FINANCIAL, INC. 220.03%0.04%0.04%Q1 2019Q2 20192
ProVise Management Group, LLC 220.02%0.02%0.03%Q1 2021Q2 20212
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q2 2020Q3 20202
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.04%0.04%0.04%Q4 2020Q1 20212
G&S Capital LLC 220.63%0.64%0.64%Q4 2020Q1 20212
IBEX WEALTH ADVISORS 220.33%0.45%0.58%Q4 2020Q1 20212
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q4 2018Q1 20192
Mutual Advisors, LLC 220.04%0.05%0.05%Q4 2020Q1 20212
HOLDERNESS INVESTMENTS CO 220.08%0.08%0.08%Q1 2021Q2 20212
Redhawk Wealth Advisors, Inc. 110.14%0.99%1.84%Q2 2020Q2 20212
Savior LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Secure Asset Management, LLC 220.16%0.16%0.17%Q3 2020Q4 20202
SYCOMORE ASSET MANAGEMENT 220.04%0.22%0.41%Q4 2020Q1 20212
Rehmann Capital Advisory Group 220.00%0.00%0.00%Q2 2019Q3 20192
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q1 2021Q2 20212
Legend Financial Advisors, Inc. 220.26%1.66%3.05%Q4 2020Q1 20212
HRT FINANCIAL LP 220.01%0.02%0.04%Q1 2021Q2 20212
Synergy Asset Management, LLC 110.90%1.05%1.20%Q2 2022Q2 20232
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20212
TWO SIGMA ADVISERS, LP 220.00%0.00%0.00%Q2 2023Q3 20232
WJ Wealth Management, LLC 220.64%0.65%0.66%Q4 2020Q1 20212
WFG Advisors, LP 220.00%0.00%0.00%Q1 2017Q2 20172
Portfolio Strategies, Inc. 222.04%3.80%5.57%Q4 2020Q1 20212
Beacon Capital Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Ahrens Investment Partners LLC 220.00%0.01%0.02%Q4 2021Q1 20222
Wealthfront Advisers LLC 110.00%0.00%0.00%Q4 2021Q1 20232
Laurel Wealth Advisors LLC 220.00%0.00%0.00%Q4 2020Q1 20212
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.01%0.02%0.02%Q4 2022Q1 20232
Jordan Park Group LLC 220.04%0.08%0.11%Q1 2021Q2 20212
Fort Point Capital Partners LLC 220.03%0.03%0.04%Q3 2021Q4 20212
Regal Investment Advisors LLC 220.02%0.08%0.15%Q2 2021Q3 20212
MILLENNIUM MANAGEMENT LLC 110.01%0.01%0.01%Q3 2021Q3 20212
J.Safra Asset Management Corp 110.17%0.24%0.32%Q1 2021Q3 20212
Aspire Private Capital, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
MANCHESTER FINANCIAL INC 220.00%0.00%0.00%Q4 2020Q1 20212
Apeiron RIA LLC 220.15%0.18%0.20%Q3 2022Q4 20222
Concord Wealth Partners 220.02%0.03%0.03%Q1 2021Q2 20212
Sowell Financial Services LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Hilltop Holdings Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Simplicity Solutions, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 111.77%1.77%1.77%Q2 2019Q2 20191
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Ausdal Financial Partners, Inc. 110.92%0.92%0.92%Q2 2022Q2 20221
Watchman Group, Inc. 110.28%0.28%0.28%Q3 2022Q3 20221
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Pinz Capital Management, LP 110.31%0.31%0.31%Q4 2021Q4 20211
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Power Corp of Canada 110.00%0.00%0.00%Q1 2022Q1 20221
PEDDOCK CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Global Trust Asset Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Princeton Global Asset Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Dynamic Advisor Solutions LLC 110.01%0.01%0.01%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Glassman Wealth Services 110.00%0.00%0.00%Q4 2020Q4 20201
Certified Advisory Corp 110.01%0.01%0.01%Q1 2021Q1 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CMC Financial Group 112.72%2.72%2.72%Q2 2021Q2 20211
TMD Wealth Management, LLC 112.07%2.07%2.07%Q4 2021Q4 20211
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Vontobel Holding Ltd. 110.00%0.00%0.00%Q1 2021Q1 20211
TREMBLANT CAPITAL GROUP 110.09%0.09%0.09%Q4 2020Q4 20201
Missouri Trust & Investment Co 110.00%0.00%0.00%Q4 2021Q4 20211
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
GeoWealth Management, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
SkyView Investment Advisors, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Elevation Capital Advisory, LLC 118.94%8.94%8.94%Q2 2021Q2 20211
BECK CAPITAL MANAGEMENT, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
MYDA Advisors LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
WealthCare Investment Partners, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
Empowered Funds, LLC 111.86%1.86%1.86%Q2 2021Q2 20211
DCM Advisors, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Belmont Global Advisors, Inc. 110.44%0.44%0.44%Q4 2013Q4 20131
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q4 2020Q4 20201
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2023Q2 20231
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2020Q3 20201
AlphaStar Capital Management, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
QP WEALTH MANAGEMENT, LLC 110.48%0.48%0.48%Q4 2019Q4 20191
NIEMANN CAPITAL MANAGEMENT INC 110.33%0.33%0.33%Q2 2020Q2 20201
Lansing Street Advisors 110.04%0.04%0.04%Q2 2023Q2 20231
High Net Worth Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SG Americas Securities, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2020Q4 20201
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q2 2014Q2 20141
Fulcrum Equity Management 110.12%0.12%0.12%Q2 2020Q2 20201
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
First Allied Advisory Services, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
FormulaFolio Investments, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2014Q4 20141
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
New England Private Wealth Advisors LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
FIRST NATIONAL BANK SIOUX FALLS 110.24%0.24%0.24%Q3 2023Q3 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Financial Advocates Investment Management 110.02%0.02%0.02%Q3 2022Q3 20221
Worth Asset Management, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
National Wealth Management Group, LLC 110.44%0.44%0.44%Q4 2021Q4 20211
AE Wealth Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Merriman Wealth Management, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
PRW Wealth Management LLC 110.09%0.09%0.09%Q2 2021Q2 20211
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
VitalStone Financial, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2019Q3 20191
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This page lists all the filers that currently own RENAISSANCE CAP GREENWICH FD or have owned RENAISSANCE CAP GREENWICH FD in the past.