Hennessy Sustainable ETFSTNCETF
13F holders, Q1 2025 (March 31)19holders −2
2new positions
4sold out
$29.82avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding Hennessy Sustainable ETF (STNC) in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 4 sold out. The largest holders were Robertson Stephens Wealth Management, LLC ($17.8M), Stance Capital LLC ($14.3M) and Wealth Enhancement Advisory Services, LLC ($1.9M).
- Company
- Hennessy Sustainable ETF
- CUSIP
- 42588P692
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $248K |
| Exits | 4 | $382K |
All 13F filers, Q4 2024 → Q1 2025: 10,032 shares bought and 79,829 shares sold, net −69,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Robertson Stephens Wealth Management, LLC | 0.67% | Reduce -8.7% | 596,038 | $17.8M |
| Stance Capital LLC | 10.61% | Add +0.3% | 481,143 | $14.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.5% | 64,236 | $1.9M |
| GTS Securities LLC | 0.04% | Reduce -5.5% | 32,621 | $973K |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 19,271 | $575K |
| Cedar Mountain Advisors, LLC | 0.10% | Reduce -17.4% | 15,204 | $453K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 8,255 | $246K |
| Cetera Investment Advisers | 0.00% | Reduce -24.4% | 7,405 | $221K |
| Modern Wealth Management, LLC | 0.01% | No change | 7,118 | $212K |
| Morgan Stanley | 0.00% | No change | 5,394 | $161K |
| FMR LLC | 0.00% | No change | 3,694 | $110K |
| Horizon Financial Services, LLC | 0.04% | No change | 2,248 | $67K |
| UBS Group AG | 0.00% | Add +25.7% | 2,021 | $60K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,006 | $27K |
| Geneos Wealth Management Inc. | 0.00% | No change | 656 | $20K |
| Cwm, LLC | 0.00% | No change | 634 | $19K |
| Golden State Wealth Management, LLC | 0.00% | No change | 530 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 163 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 46 | $1K |
"% of holder's portfolio" is STNC's weight in each manager's 13F, not the share of Hennessy Sustainable ETF the manager owns.