Hennessy Sustainable ETFSTNCETF
13F holders, Q4 2024 (December 31)21holders +3
2new positions
1sold out
$30.34avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding Hennessy Sustainable ETF (STNC) in their 13F filings, up 3 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Robertson Stephens Wealth Management, LLC ($19.8M), Stance Capital LLC ($14.6M) and Wealth Enhancement Advisory Services, LLC ($2.0M).
- Company
- Hennessy Sustainable ETF
- CUSIP
- 42588P692
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $20K |
| Exits | 1 | $211K |
All 13F filers, Q3 2024 → Q4 2024: 3,311 shares bought and 29,666 shares sold, net −26,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Robertson Stephens Wealth Management, LLC | 0.71% | Reduce -3.3% | 652,798 | $19.8M |
| Stance Capital LLC | 9.02% | — | 479,825 | $14.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 66,591 | $2.0M |
| GTS Securities LLC | 0.05% | Add +3.0% | 34,518 | $1.0M |
| LPL Financial LLC | 0.00% | No change | 19,909 | $604K |
| Cedar Mountain Advisors, LLC | 0.12% | No change | 18,404 | $558K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 12,058 | $366K |
| Cetera Investment Advisers | 0.00% | Reduce -6.5% | 9,799 | $297K |
| Modern Wealth Management, LLC | 0.01% | No change | 7,118 | $216K |
| Morgan Stanley | 0.00% | No change | 5,394 | $164K |
| FMR LLC | 0.00% | Reduce -7.1% | 3,694 | $112K |
| Horizon Financial Services, LLC | 0.04% | No change | 2,248 | $68K |
| UBS Group AG | 0.00% | Add +6891.3% | 1,608 | $49K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,006 | $31K |
| Geneos Wealth Management Inc. | 0.00% | New | 656 | $20K |
| Cwm, LLC | 0.00% | Add +0.5% | 634 | $19K |
| Golden State Wealth Management, LLC | 0.00% | — | 530 | $16K |
| Osaic Holdings, Inc. | 0.00% | No change | 474 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 163 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 43 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 10 | $303 |
"% of holder's portfolio" is STNC's weight in each manager's 13F, not the share of Hennessy Sustainable ETF the manager owns.