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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 2025-09-30, 1,262,400 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
20
13F filers
20
New
2
Added
1
Reduced
6
Sold out
5
Shares held by filers
1,262,400

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
STANCE CAPITAL LLC469,998$15.4M5.63%-3,44513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.424,278$13.9M<0.01%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…214,517$7.01M0.21%-15,45113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,758$1.98M<0.01%013F-HRTimeline
GTS SECURITIES LLC28,101$918K0.04%-1,238,41313F-HRTimeline
LPL Financial LLC15,820$517K<0.01%-1,86313F-HRTimeline
Cetera Investment Advisers12,689$415K<0.01%+27913F-HRTimeline
Mesirow Financial Investment Management…9,959$325K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,083$166K<0.01%013F-HR/ATimelineGroup
LANARK FINANCIAL, INC.4,832$158K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG4,548$149K<0.01%-1,66513F-HRTimelineGroup
FMR LLCin group FMR LLC3,694$121K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC2,248$73.4K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,599$52K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,006$32.9K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC976$31.9K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.656$21.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC634$21K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC530$17.3K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.474$15.5K<0.01%-2,24213F-HRTimelineGroup