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STNC Institutional Ownership

Hennessy Sustainable ETF
1W: +0.4% 1M: -1.1% 3M: -3.1% YTD: +7.3% 1Y: +11.7% 3Y: +45.7% 5Y: +36.1%
$35.92
+0.10 (+0.28%)
 
Weekly Expected Move ±1.6%
$35 $35 $36 $36 $37
ETF NASDAQ · AUM $95.0M

Institutional Ownership — STNC

24
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
42M
Total Invested
3
New Positions
2
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (27 total)

# Holder Shares Value Change Change % Holding Period Filing
1 STANCE CAPITAL LLC 445,763 16M +5,121 +1.2% 7Q SEC ↗
2 Robertson Stephens Wealth Management, 440,133 16M -22,247 -4.8% 15Q SEC ↗
3 WEALTH ENHANCEMENT ADVISORY SERVICES, 60,690 2M — +0.0% 10Q SEC ↗
4 BlackRock, Inc. 27,426 985K — +0.0% 5Q SEC ↗
5 LPL Financial LLC 19,241 691K +1,570 +8.9% 10Q SEC ↗
6 Ausdal Financial Partners, Inc. 17,161 616K — +0.0% 2Q SEC ↗
7 Cetera Investment Advisers 12,475 448K — +0.0% 10Q SEC ↗
8 Mesirow Financial Investment Managemen 10,000 359K — +0.0% 6Q SEC ↗
9 GTS SECURITIES LLC 9,796 352K -12,270 -55.6% 11Q SEC ↗
10 HRT FINANCIAL LP 6,309 227K -1,127 -15.2% 2Q SEC ↗
11 COMMONWEALTH EQUITY SERVICES, LLC 6,000 216K — +0.0% 2Q SEC ↗
12 IHT Wealth Management, LLC NEW 5,670 204K — +0.0% 1Q SEC ↗
13 Mayflower Financial Advisors, LLC NEW 5,335 192K — +0.0% 1Q SEC ↗
14 LANARK FINANCIAL, INC. 4,880 175K — +0.0% 5Q SEC ↗
15 FMR LLC 3,694 133K — +0.0% 10Q SEC ↗
16 MORGAN STANLEY 3,380 121K -1,703 -33.5% 10Q SEC ↗
17 HORIZON FINANCIAL SERVICES, LLC 2,248 81K — +0.0% 10Q SEC ↗
18 Geneos Wealth Management Inc. 656 24K — +0.0% 7Q SEC ↗
19 CWM, LLC 638 23K — +0.0% 13Q SEC ↗
20 Arax Advisory Partners 588 21K — +0.0% 2Q SEC ↗
21 OSAIC HOLDINGS, INC. 407 15K -29 -6.7% 5Q SEC ↗
22 JNBA Financial Advisors NEW 0 0K — — 1Q SEC ↗
23 WELLS FARGO & COMPANY/MN 0 0K -748 -100.0% 1Q SEC ↗
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -7,523 -100.0% 1Q SEC ↗
25 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0 0K -6,081 -100.0% 1Q SEC ↗
26 UBS Group AG 0 0K -70 -100.0% 10Q SEC ↗
27 Golden State Wealth Management, LLC 0 0K -522 -100.0% 6Q SEC ↗

Recent Activity

New Positions (3)
Biggest Increases (2)
HolderAddedChange %Total Shares
STANCE CAPITAL LLC +5,121 +1.2% 445,763
LPL Financial LLC +1,570 +8.9% 19,241
Biggest Decreases (5)
HolderReducedChange %Total Shares
Robertson Stephens Wealth Managemen -22,247 -4.8% 440,133
GTS SECURITIES LLC -12,270 -55.6% 9,796
MORGAN STANLEY -1,703 -33.5% 3,380
HRT FINANCIAL LP -1,127 -15.2% 6,309
OSAIC HOLDINGS, INC. -29 -6.7% 407

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms