13F Insight
DOSSIER · 13F Holders · Q1 2026
STNC

HENNESSY FDS TR

24 institutions still hold HENNESSY FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 42588P692·24 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$38M
visible holders
Holders
24
filers reporting
Concentration
41.64%
Robertson Stephens Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

24 institutions reported STNC in Q1 2026. Robertson Stephens Wealth Management, LLC leads at 41.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$16M462K0.44%Q1 202602
STANCE CAPITAL LLC
CIK 0002056334
$15M441K7.26%Q1 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M61K0.00%Q2 202604
BlackRock, Inc.
CIK 0002012383
$931K27K0.00%Q1 202605
GTS SECURITIES LLC
CIK 0001452765· Market maker
$749K22K0.03%Q1 202606
LPL Financial LLC
CIK 0001403438
$600K18K0.00%Q1 202607
Ausdal Financial Partners, Inc.
CIK 0001667146
$583K17K0.03%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$424K12K0.00%Q1 202609
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$385K10K0.01%Q2 202610
Mayflower Financial Advisors, LLC
CIK 0001852930
$205K5K0.02%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$204K6K0.00%Q1 202612
NBC SECURITIES, INC.
CIK 0000791540
$188K5K0.01%Q2 202613
MORGAN STANLEY
CIK 0000895421
$173K5K0.00%Q1 202614
FMR LLC
CIK 0000315066
$125K4K0.00%Q1 202615
HORIZON FINANCIAL SERVICES, LLC
CIK 0001674020
$87K2K0.03%Q2 202616
CIBC Private Wealth Group LLC
CIK 0001298088
$33K1K0.00%Q4 202517
WELLS FARGO & COMPANY/MN
CIK 0000072971
$25K7480.00%Q1 202618
Geneos Wealth Management Inc.
CIK 0001764754
$22K6560.00%Q1 202619
CWM, LLC
CIK 0001535847
$22K6380.00%Q1 202620
Arax Advisory Partners
CIK 0001586767
$20K5880.00%Q1 2026
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