MML Investors Services
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MML Investors Services’s Renaissance IPO ETF IPO Stock Holding History

MML Investors Services’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,465
Closed -$271K – 3098
2025
Q3 		$271K Buy
+5,465
New +$265K ﹤0.01% 2597
2024
Q2 		– Sell
-9,070
Closed -$377K – 2519
2024
Q1 		$377K Sell
9,070
-16,222
-64% -$609K ﹤0.01% 1960
2023
Q4 		$954K Sell
25,292
-8,601
-25% -$285K ﹤0.01% 1402
2023
Q3 		$1.08M Buy
33,893
+2,544
+8% +$84.4K 0.01% 1180
2023
Q2 		$1.02M Buy
31,349
+1,897
+6% +$56.2K 0.01% 1219
2023
Q1 		$862K Buy
29,452
+746
+3% +$20.7K 0.01% 1142
2022
Q4 		$710K Buy
28,706
+6,421
+29% +$173K ﹤0.01% 1321
2022
Q3 		$633K Buy
22,285
+1,754
+9% +$56.7K ﹤0.01% 1313
2022
Q2 		$618K Sell
20,531
-11,718
-36% -$396K ﹤0.01% 1301
2022
Q1 		$1.42M Buy
32,249
+2,955
+10% +$134K 0.01% 939
2021
Q4 		$1.69M Buy
29,294
+3,247
+12% +$206K 0.01% 828
2021
Q3 		$1.68M Buy
26,047
+752
+3% +$49K 0.01% 796
2021
Q2 		$1.68M Buy
25,295
+5,827
+30% +$361K 0.01% 779
2021
Q1 		$1.21M Buy
19,468
+4,554
+31% +$308K 0.01% 840
2020
Q4 		$962K Buy
+14,914
New +$880K 0.01% 854

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services's IPO Position: Q4 2025 in Review

MML Investors Services sold out of Renaissance IPO ETF (IPO) in Q4 2025, closing a stake of 5,465 shares — an estimated $271K sold.

MML Investors Services first reported a position in IPO in Q4 2020 and held it in 15 quarters. The position peaked at $1.69M in Q4 2021. 50 funds tracked by Wall St. Rank hold IPO as of Q4 2025.

  • MML Investors Services reported no remaining Renaissance IPO ETF position as of Q4 2025 after selling out during the quarter.
  • MML Investors Services sold 5,465 Renaissance IPO ETF shares in Q4 2025, an estimated $271K.
  • MML Investors Services first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 15 quarters.
  • MML Investors Services's Renaissance IPO ETF position peaked at $1.69M in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2025.

Based on MML Investors Services's 13F filing for Q4 2025, filed 13 Feb 2026.