STNC Institutional Ownership & Shareholders
HENNESSY STANCE ESG ETF (STNC) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Stance Capital Llc is currently the largest disclosed institutional shareholder of STNC tracked by InsiderSet, reporting ownership valued at approximately $17.17M in its June 30, 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 $16.64M, representing an estimated loss of -3.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed STNC value among the investors covered in this analysis. Major shareholders include Stance Capital Llc, Robertson Stephens Wealth Management, 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
$39.96M
Largest Holder
Stance Capital Llc
Largest Position
$17.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stance Capital Llc | 5.23% | 445,763 | $17,167,547 | $16,635,073 | -$532,474 | -3.10% | |
| Robertson Stephens Wealth Management, Llc | 0.37% | 435,908 | $15,426,252 | $16,267,302 | +$841,050 | +5.45% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 60,279 | $2,185,439 | $2,249,504 | +$64,065 | +2.93% | |
| Blackrock, Inc. | 0.00% | 27,426 | $1,056,249 | $1,023,489 | -$32,760 | -3.10% | |
| Lpl Financial Llc | 0.00% | 19,241 | $741,023 | $718,039 | -$22,984 | -3.10% | |
| Ausdal Financial Partners, Inc. | 0.03% | 17,161 | $660,916 | $640,418 | -$20,498 | -3.10% | |
| Cetera Investment Advisers | 0.00% | 12,475 | $480,464 | $465,545 | -$14,919 | -3.11% | |
| Mesirow Financial Investment Management, Inc. | 0.01% | 10,000 | $385,133 | $373,182 | -$11,951 | -3.10% | |
| Gts Securities Llc | 0.01% | 9,796 | $377,273 | $365,569 | -$11,704 | -3.10% | |
| Hrt Financial Lp | 0.00% | 6,309 | $242,000 | $235,441 | -$6,559 | -2.71% | |
| Iht Wealth Management, Llc | 0.00% | 5,670 | $218,367 | $211,594 | -$6,773 | -3.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,000 | $212,330 | $223,909 | +$11,579 | +5.45% | |
| Mayflower Financial Advisors, Llc | 0.02% | 5,335 | $205,465 | $199,093 | -$6,372 | -3.10% | |
| Nbc Securities, Inc. | 0.01% | 4,375 | $154,826 | $163,267 | +$8,441 | +5.45% | |
| Fmr Llc | 0.00% | 3,694 | $142,266 | $137,853 | -$4,413 | -3.10% | |
| Morgan Stanley | 0.00% | 3,380 | $130,173 | $126,136 | -$4,037 | -3.10% | |
| Horizon Financial Services, Llc | 0.03% | 2,248 | $86,577 | $83,891 | -$2,686 | -3.10% | |
| Geneos Wealth Management Inc. | 0.00% | 656 | $25,263 | $24,481 | -$782 | -3.10% | |
| Arax Advisory Partners | 0.00% | 588 | $22,658 | $21,943 | -$715 | -3.16% | |
| Cwm, Llc | 0.00% | 638 | $21,652 | $23,809 | +$2,157 | +9.96% | |
| Osaic Holdings, Inc. | 0.00% | 407 | $15,699 | $15,189 | -$510 | -3.25% | |
| Jnba Financial Advisors | 0.00% | 0 | $3 | — | — | — |
Frequently asked questions about STNC
Who are the largest institutional holders of STNC?
The largest institutional holders of STNC reported in the latest SEC Form 13F filings include Stance Capital Llc, Robertson Stephens Wealth Management, Llc, Wealth Enhancement Advisory Services, Llc, Blackrock, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported STNC position.
What is STNC institutional ownership?
This page tracks STNC positions reported by institutional investment managers through SEC Form 13F. HENNESSY STANCE ESG ETF (STNC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STNC?
InsiderSet currently tracks 22 institutional managers reporting STNC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of STNC shareholders.
How much STNC stock do institutions own?
Institutional investment managers disclosed approximately $39.96M in STNC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STNC institutional ownership last updated?
The latest STNC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional STNC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its STNC position after the reporting date.
Are institutions buying or selling STNC?
Institutional buying and selling can be analyzed by comparing STNC positions across consecutive 13F reporting periods. InsiderSet's STNC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STNC ownership changes.
How has STNC institutional ownership changed over time?
InsiderSet tracks STNC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.