13F Insight
DOSSIER · 13F Holders · Q2 2026
STNC

HENNESSY FDS TR

23 institutions still hold HENNESSY FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 42588P692·23 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$41M
visible holders
Holders
23
filers reporting
Concentration
41.48%
STANCE CAPITAL LLC #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported STNC in Q2 2026. STANCE CAPITAL LLC leads at 41.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
STANCE CAPITAL LLC
CIK 0002056334
$17M446K5.23%Q2 202602
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$17M440K0.42%Q2 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M61K0.00%Q2 202604
BlackRock, Inc.
CIK 0002012383
$1M27K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$741K19K0.00%Q2 202606
Ausdal Financial Partners, Inc.
CIK 0001667146
$661K17K0.03%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$480K12K0.00%Q2 202608
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$385K10K0.01%Q2 202609
GTS SECURITIES LLC
CIK 0001452765· Market maker
$377K10K0.01%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$231K6K0.00%Q2 202611
IHT Wealth Management, LLC
CIK 0001697490
$218K6K0.00%Q2 202612
Mayflower Financial Advisors, LLC
CIK 0001852930
$205K5K0.02%Q2 202613
NBC SECURITIES, INC.
CIK 0000791540
$188K5K0.01%Q2 202614
FMR LLC
CIK 0000315066
$142K4K0.00%Q2 202615
MORGAN STANLEY
CIK 0000895421
$130K3K0.00%Q2 202616
HORIZON FINANCIAL SERVICES, LLC
CIK 0001674020
$87K2K0.03%Q2 202617
CIBC Private Wealth Group LLC
CIK 0001298088
$33K1K0.00%Q4 202518
Geneos Wealth Management Inc.
CIK 0001764754
$25K6560.00%Q2 202619
Arax Advisory Partners
CIK 0001586767
$23K5880.00%Q2 202620
CWM, LLC
CIK 0001535847
$22K6380.00%Q1 2026
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