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STNC HENNESSY FDS TR

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SUSTAINABLE ETF (fund)

20 managers (20 13F filers) reported a position in STNC shares at 2025-03-31, 1,247,683 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
20
13F filers
20
New
2
Added
2
Reduced
6
Sold out
4
Shares held by filers
1,247,683

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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…596,038$17.8M0.67%-56,76013F-HRTimeline
STANCE CAPITAL LLC481,143$14.3M10.61%+1,31813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,236$1.92M<0.01%-2,35513F-HRTimeline
GTS SECURITIES LLC32,621$973K0.04%-1,89713F-HRTimeline
LPL Financial LLC19,271$575K<0.01%-63813F-HRTimeline
Cedar Mountain Advisors, LLC15,204$453K0.1%-3,20013F-HRTimeline
Mesirow Financial Investment Management…8,255$246K<0.01%new13F-HRTimeline
Cetera Investment Advisers7,405$221K<0.01%-2,39413F-HRTimeline
Modern Wealth Management, LLC7,118$212K0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY5,394$161K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC3,694$110K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC2,248$67K0.04%013F-HR/ATimeline
UBS Group AGin group UBS Group AG2,021$60.3K<0.01%+41313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,006$26.6K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.656$19.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC634$19K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC530$15.8K<0.01%013F-HR/ATimeline
NewEdge Advisors, LLC163$4.86K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…46$1.37K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.