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STNC HENNESSY FDS TR

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SUSTAINABLE ETF (fund)

22 managers (22 13F filers) reported a position in STNC shares at 2026-03-31, 1,103,510 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
5
Added
3
Reduced
7
Sold out
2
Shares held by filers
1,103,510

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…462,380$15.7M0.44%+269,62413F-HRTimeline
STANCE CAPITAL LLC440,642$15M7.26%-22913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,690$2.09M<0.01%-6813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,426$931K<0.01%-177,23213F-HRTimelineGroup
GTS SECURITIES LLC22,066$749K0.03%-30,26313F-HRTimeline
LPL Financial LLC17,671$600K<0.01%+2,14413F-HRTimeline
Ausdal Financial Partners, Inc.17,161$583K0.03%new13F-HRTimeline
Cetera Investment Advisers12,475$424K<0.01%013F-HRTimeline
Mesirow Financial Investment Management…10,000$340K0.01%+3,44313F-HRTimeline
HRT FINANCIAL LP7,436$252K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,000$204K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,083$173K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.4,880$166K0.01%013F-HRTimeline
FMR LLCin group FMR LLC3,694$125K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC2,248$76.3K0.03%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN748$25.4K<0.01%new13F-HR/ATimelineGroup
Geneos Wealth Management Inc.656$22.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC638$21.7K<0.01%013F-HRTimelineGroup
Arax Advisory Partners588$20K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC522$17.7K<0.01%-813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.436$14.8K<0.01%-4013F-HRTimelineGroup
UBS Group AGin group UBS Group AG70$2.38K<0.01%-6813F-HRTimelineGroup