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