Skip to content

STNC HENNESSY FDS TR

Follow

SUSTAINABLE ETF (fund)

22 managers (22 13F filers) reported a position in STNC shares at 2024-12-31, 1,317,480 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
22
13F filers
22
New
2
Added
4
Reduced
3
Sold out
1
Shares held by filers
1,317,480

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Robertson Stephens Wealth Management, L…652,798$19.8M0.71%-21,97813F-HRTimeline
STANCE CAPITAL LLC479,825$14.6M9.02%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,591$2.02M<0.01%013F-HR/ATimeline
GTS SECURITIES LLC34,518$1.05M0.05%+1,01313F-HRTimeline
LPL Financial LLC19,909$604K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC18,404$558K0.12%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,058$366K<0.01%+4413F-HRTimeline
Cetera Investment Advisers9,799$297K<0.01%-68313F-HRTimeline
Modern Wealth Management, LLC7,118$216K0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY5,394$164K<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC3,694$112K<0.01%-28113F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC2,248$68.2K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG1,608$48.8K<0.01%+1,58513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,006$30.7K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.656$19.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC634$19K<0.01%+313F-HRTimelineGroup
Golden State Wealth Management, LLC530$16.1K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.474$14.4K<0.01%013F-HR/ATimelineGroup
NewEdge Advisors, LLC163$4.95K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC43$1.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$303<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.