Hennessy Fds Tr (STNC) institutional ownership

HENNESSY FDS TR · 13F, 2026Q2

Managers holding20
Shares held1,081,852
Reported value$41.6m
Quarter flows2 new, 2 added, 5 trimmed, 4 exited

Top 21 holders

ManagerSharesValue% of manager's 13F
STANCE CAPITAL LLC445,763$17.2m5.2%
Robertson Stephens Wealth Management, LLC440,133$17.0m0.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC60,690$2.3m0.0%
BlackRock, Inc.27,426$1.1m0.0%
LPL Financial LLC19,241$741,0230.0%
Ausdal Financial Partners, Inc.17,161$660,9160.0%
Cetera Investment Advisers12,475$480,4640.0%
Mesirow Financial Investment Management, Inc.10,000$385,1330.0%
GTS SECURITIES LLC9,796$377,2730.0%
HRT FINANCIAL LP6,309$242,0000.0%
COMMONWEALTH EQUITY SERVICES, LLC6,000$231,0800.0%
IHT Wealth Management, LLC5,670$218,3670.0%
Mayflower Financial Advisors, LLC5,335$205,4650.0%
LANARK FINANCIAL, INC.4,880$187,9760.0%
FMR LLC3,694$142,2660.0%
MORGAN STANLEY3,380$130,1730.0%
HORIZON FINANCIAL SERVICES, LLC2,248$86,5770.0%
Geneos Wealth Management Inc.656$25,2630.0%
Arax Advisory Partners588$22,6580.0%
OSAIC HOLDINGS, INC.407$15,6990.0%
JNBA Financial Advisors0$30.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("STNC"). STNC price history · All 13F data

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