IPO

Renaissance IPO ETF

OtherPSERenaissance ETF
$57.16
$0.83 (+1.47%)
Delayed ≥20 min · Aug 14, 2026

Key Statistics

Net Assets (AUM)
$68.59M
Expense Ratio
See prospectus
Previous Close
$57.16
Day Range
- – -
52-Week Range
$39.30 – $60.33
Volume
9.75K
Avg Vol (50D)
69.73K
Beta
1.35

Historical Performance

1M
+3.10%
3M
+13.30%
6M
+34.10%
YTD
+25.37%
1Y
+13.67%
3Y
+76.85%
5Y
-11.26%

Total return including reinvested distributions, from adjusted closing prices.

Price History

Price history is being compiled for this fund.

Top Holdings

Kenvue Inc 9.96%
CoreWeave Inc 9.17%
ARM Holdings PLC 7.46%
Reddit Inc 6.86%
Medline Inc 5.58%
Astera Labs Inc 5.53%
Viking Holdings Ltd 4.89%
Circle Internet Group Inc 4.18%
American Healthcare REIT Inc 3.28%
Cava Group Inc 3.21%
State Street Global Advisors 2.80%
Rubrik Inc 2.79%
Kaspi.KZ JSC 2.63%
UL Solutions Inc 2.62%
Maplebear Inc 2.57%
StandardAero Inc 2.35%
BrightSpring Health Services Inc 2.17%
Amer Sports Inc 1.96%
Atmus Filtration Technologies Inc 1.84%
Tempus AI Inc 1.78%
ServiceTitan Inc 1.67%
Karman Holdings Inc 1.62%
Figma Inc 1.51%
Klaviyo Inc 1.06%
Waystar Holding Corp 1.05%

Top 25 holdings as of Mar 31, 2026 · source: SEC N-PORT. Full holdings & prospectus →

About IPO

TheFund seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Index. The Index, designedby IPO research firm Renaissance Capital LLC (the “Index Provider”), is a portfolio of companies that have recently completedan initial public offering (“IPO”) and are listed on a U.S. exchange. IPOs are a category of unseasoned equities under-representedin core equity indices. The Index is designed to capture approximately 80% of the total market capitalization of newly public companies,which are those companies that have gone public within the last three years and meet the Index Provider’s size, liquidity and freefloat criteria. At each quarterly rebalance, new IPOs that meet the Index Provider’s eligibility criteria are included and constituentcompanies that have been public for three years or that no longer meet the Index Provider’s continued eligibility criteria areremoved. Constituents are weighted by free float-adjusted market capitalization with individual weights capped at 10%. The Index hasbeen constructed using a transparent and rules-based methodology. TheFund normally invests at least 80% of its total assets in securities that comprise the Index. Depositary receipts representing securitiesthat comprise the Index may count towards compliance with the Fund’s 80% policy. The Fund may also invest up to 20% of its assetsin certain futures, options, and swap contracts, cash and cash equivalents, as well as in common stocks not included in the Index butwhich will help the Fund track the Index. Convertible securities and depositary receipts not included in the Index may be used by theFund in seeking performance that corresponds to its Index and in managing cash flows. TheIndex is comprised of common stocks, depositary receipts, real estate investment trusts (“REITs”) and partnership units.These securities may include IPOs of foreign companies that are listed on a U.S. exchange, as well as IPOs of companies which are locatedin countries categorized as emerging markets. TheFund’s 80% investment policy is non-fundamental and requires 60 days’ prior written notice to shareholders before it canbe changed. TheFund, using a “passive” or indexing investment approach, attempts to approximate the investment performance of the Indexby investing in a portfolio of securities that generally replicates the Index. Renaissance Capital LLC (the “Adviser”) expectsthat, over time, the correlation between the Fund’s performance before fees and expenses and that of the Index will be 95% or better.A figure of 100% would indicate perfect correlation. TheFund may concentrate its investments in a particular industry or group of industries to the extent that the Index concentrates in anindustry or group of industries. Information technology frequently represents a major sector in the Index. As of September 30, 2025,the Fund had significant exposure (i.e., 25% or more of its total assets) to the information technology sector. TheFund may lend securities to broker-dealers, banks and other institutions. When the Fund loans its portfolio securities, it will receive,at the inception of each loan, liquid collateral equal to at least 102% (for U.S.-listed securities) or 105% (for non-U.S.-listed securities)of the value of the portfolio securities being loaned.

IPO News

Data for IPO is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.