HENNESSY STANCE ESG ETF (STNC) Top Institutional Shareholders
HENNESSY STANCE ESG ETF (STNC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $37.25M in STNC holdings during the latest filing period.
Robertson Stephens Wealth Management, Llc is currently the largest disclosed institutional shareholder of STNC tracked by InsiderSet, reporting ownership valued at approximately $15.70M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.23M, representing an estimated gain of +9.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed STNC value among the investors covered in this analysis. Major shareholders include Robertson Stephens Wealth Management, Llc, Stance Capital Llc, Wealth Enhancement Advisory Services, Llc, and several other long-term asset managers with concentrated positions in HENNESSY STANCE ESG ETF (STNC).
This page ranks the largest institutional STNC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
22
Total Reported Value
$37.25M
Largest Holder
Robertson Stephens Wealth Management, Llc
Largest Position
$15.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, Llc | 0.44% | 462,380 | $15,703,335 | $17,226,337 | +$1,523,002 | +9.70% | |
| Stance Capital Llc | 7.26% | 440,642 | $14,965,093 | $16,416,470 | +$1,451,377 | +9.70% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 60,690 | $2,087,445 | $2,261,055 | +$173,610 | +8.32% | |
| Blackrock, Inc. | 0.00% | 27,426 | $931,442 | $1,021,778 | +$90,336 | +9.70% | |
| Gts Securities Llc | 0.03% | 22,066 | $749,405 | $822,086 | +$72,681 | +9.70% | |
| Lpl Financial Llc | 0.00% | 17,671 | $600,142 | $658,347 | +$58,205 | +9.70% | |
| Ausdal Financial Partners, Inc. | 0.03% | 17,161 | $582,822 | $639,347 | +$56,525 | +9.70% | |
| Cetera Investment Advisers | 0.00% | 12,475 | $423,691 | $464,766 | +$41,075 | +9.69% | |
| Mesirow Financial Investment Management, Inc. | 0.01% | 10,000 | $339,625 | $372,558 | +$32,933 | +9.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,000 | $203,770 | $223,535 | +$19,765 | +9.70% | |
| Morgan Stanley | 0.00% | 5,083 | $172,629 | $189,371 | +$16,742 | +9.70% | |
| Nbc Securities, Inc. | 0.01% | 4,880 | $165,765 | $181,808 | +$16,043 | +9.68% | |
| Fmr Llc | 0.00% | 3,694 | $125,456 | $137,623 | +$12,167 | +9.70% | |
| Horizon Financial Services, Llc | 0.03% | 2,248 | $76,347 | $83,751 | +$7,404 | +9.70% | |
| Wells Fargo & Company/Mn | 0.00% | 748 | $25,404 | $27,867 | +$2,463 | +9.70% | |
| Geneos Wealth Management Inc. | 0.00% | 656 | $22,278 | $24,440 | +$2,162 | +9.70% | |
| Cwm, Llc | 0.00% | 638 | $21,652 | $23,769 | +$2,117 | +9.78% | |
| Arax Advisory Partners | 0.00% | 588 | $19,981 | $21,906 | +$1,925 | +9.64% | |
| Golden State Wealth Management, Llc | 0.00% | 522 | $17,728 | $19,448 | +$1,720 | +9.70% | |
| Osaic Holdings, Inc. | 0.00% | 436 | $14,829 | $16,244 | +$1,415 | +9.54% | |
| Ubs Group Ag | 0.00% | 70 | $2,377 | $2,608 | +$231 | +9.71% | |
| Hrt Financial Lp | 0.00% | 7,436 | $252 | $277,034 | +$276,782 | +109834.18% |
Frequently asked questions about STNC
Who owns the most STNC stock?
The largest holders of STNC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HENNESSY STANCE ESG ETF (STNC).
Is STNC widely held by superinvestors?
Many widely followed stocks like STNC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly STNC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.