Who Owns HENNESSY FDS TR (STNC)? -- Institutional Holders (2026-03-31)
26 institutions reported holding $38.0M of HENNESSY FDS TR (STNC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Robertson Stephens Wealth Management, LLC ($15.7M), STANCE CAPITAL LLC ($15.0M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.1M), BlackRock, Inc. ($931,442), GTS SECURITIES LLC ($749,405). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Robertson Stephens Wealth Management, LLC | $15.7M | 462,380 | Added |
| 2 | STANCE CAPITAL LLC | $15.0M | 440,642 | Trimmed |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 60,690 | Trimmed |
| 4 | BlackRock, Inc. | $931,442 | 27,426 | Trimmed |
| 5 | GTS SECURITIES LLC | $749,405 | 22,066 | Trimmed |
| 6 | LPL Financial LLC | $600,142 | 17,671 | Added |
| 7 | Ausdal Financial Partners, Inc. | $582,822 | 17,161 | New |
| 8 | Cedar Mountain Advisors, LLC | $516,358 | 15,204 | Hold |
| 9 | Cetera Investment Advisers | $423,691 | 12,475 | Hold |
| 10 | Mesirow Financial Investment Management, Inc. | $339,625 | 10,000 | Added |
| 11 | HRT FINANCIAL LP | $252,000 | 7,436 | New |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $203,770 | 6,000 | New |
| 13 | MORGAN STANLEY | $172,629 | 5,083 | Hold |
| 14 | NBC SECURITIES, INC. | $165,765 | 4,880 | Hold |
| 15 | FMR LLC | $125,456 | 3,694 | Hold |
| 16 | HORIZON FINANCIAL SERVICES, LLC | $76,347 | 2,248 | Hold |
| 17 | WELLS FARGO & COMPANY/MN | $25,404 | 748 | New |
| 18 | HARBOUR INVESTMENTS, INC. | $23,502 | 692 | New |
| 19 | Geneos Wealth Management Inc. | $22,278 | 656 | Hold |
| 20 | CWM, LLC | $21,652 | 638 | Hold |
| 21 | Arax Advisory Partners | $19,981 | 588 | New |
| 22 | Golden State Wealth Management, LLC | $17,728 | 522 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $14,829 | 436 | Trimmed |
| 24 | UBS Group AG | $2,377 | 70 | Trimmed |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31