Who Owns HENNESSY FDS TR (STNC)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $42.2M of HENNESSY FDS TR (STNC) in SEC 13F filings for 2026-06-30. Largest institutional holders: STANCE CAPITAL LLC ($17.2M), Robertson Stephens Wealth Management, LLC ($17.0M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.3M), BlackRock, Inc. ($1.1M), LPL Financial LLC ($741,023). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | STANCE CAPITAL LLC | $17.2M | 445,763 | Added |
| 2 | Robertson Stephens Wealth Management, LLC | $17.0M | 440,133 | Trimmed |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 60,690 | Hold |
| 4 | BlackRock, Inc. | $1.1M | 27,426 | Hold |
| 5 | LPL Financial LLC | $741,023 | 19,241 | Added |
| 6 | Ausdal Financial Partners, Inc. | $660,916 | 17,161 | Hold |
| 7 | Cedar Mountain Advisors, LLC | $585,547 | 15,204 | Hold |
| 8 | Cetera Investment Advisers | $480,464 | 12,475 | Hold |
| 9 | Mesirow Financial Investment Management, Inc. | $385,133 | 10,000 | Hold |
| 10 | GTS SECURITIES LLC | $377,273 | 9,796 | Trimmed |
| 11 | HRT FINANCIAL LP | $242,000 | 6,309 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $231,080 | 6,000 | Hold |
| 13 | IHT Wealth Management, LLC | $218,367 | 5,670 | New |
| 14 | Mayflower Financial Advisors, LLC | $205,465 | 5,335 | New |
| 15 | NBC SECURITIES, INC. | $187,976 | 4,880 | Hold |
| 16 | FMR LLC | $142,266 | 3,694 | Hold |
| 17 | MORGAN STANLEY | $130,173 | 3,380 | Trimmed |
| 18 | HORIZON FINANCIAL SERVICES, LLC | $86,577 | 2,248 | Hold |
| 19 | HARBOUR INVESTMENTS, INC. | $26,651 | 692 | Hold |
| 20 | Geneos Wealth Management Inc. | $25,263 | 656 | Hold |
| 21 | Arax Advisory Partners | $22,658 | 588 | Hold |
| 22 | OSAIC HOLDINGS, INC. | $15,699 | 407 | Trimmed |
| 23 | UBS Group AG | $0 | 0 | Exited |
| 24 | Golden State Wealth Management, LLC | $0 | 0 | Exited |
| 25 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30