# HENNESSY FDS TR (STNC)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/STNC/

- Reporting holders: 23
- Reported value: $42.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [STANCE CAPITAL LLC](https://holderbook.com/funds/2056334-stance-capital-llc/) | $17.2M | 445,763 | 5.2% | 7 |
| [Robertson Stephens Wealth Management, LLC](https://holderbook.com/funds/1767307-robertson-stephens-wealth-management-llc/) | $17.0M | 440,133 | 0.4% | 15 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $2.3M | 60,690 | 0.0% | 10 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $1.1M | 27,426 | 0.0% | 5 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $741.0K | 19,241 | 0.0% | 10 |
| [Ausdal Financial Partners, Inc.](https://holderbook.com/funds/1667146-ausdal-financial-partners-inc/) | $660.9K | 17,161 | 0.0% | 2 |
| [Cedar Mountain Advisors, LLC](https://holderbook.com/funds/1798986-cedar-mountain-advisors-llc/) | $585.5K | 15,204 | 0.1% | 4 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $480.5K | 12,475 | 0.0% | 10 |
| [Mesirow Financial Investment Management, Inc.](https://holderbook.com/funds/1469475-mesirow-financial-investment-management-inc/) | $385.1K | 10,000 | 0.0% | 6 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $377.3K | 9,796 | 0.0% | 11 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $242.0K | 6,309 | 0.0% | 2 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $231.1K | 6,000 | 0.0% | 2 |
| [IHT Wealth Management, LLC](https://holderbook.com/funds/1697490-iht-wealth-management-llc/) | $218.4K | 5,670 | 0.0% | 1 |
| [Mayflower Financial Advisors, LLC](https://holderbook.com/funds/1852930-mayflower-financial-advisors-llc/) | $205.5K | 5,335 | 0.0% | 1 |
| [LANARK FINANCIAL, INC.](https://holderbook.com/funds/791540-lanark-financial-inc/) | $188.0K | 4,880 | 0.0% | 5 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $142.3K | 3,694 | 0.0% | 10 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $130.2K | 3,380 | 0.0% | 10 |
| [HORIZON FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1674020-horizon-financial-services-llc/) | $86.6K | 2,248 | 0.0% | 10 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $26.7K | 692 | 0.0% | 2 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $25.3K | 656 | 0.0% | 7 |
| [Arax Advisory Partners](https://holderbook.com/funds/1586767-arax-advisory-partners/) | $22.7K | 588 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $15.7K | 407 | 0.0% | 5 |
| [JNBA Financial Advisors](https://holderbook.com/funds/1569118-jnba-financial-advisors/) | $3 | 0 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 23 | $42.2M |
| Q1 2026 | 24 | $38.1M |
| Q4 2025 | 21 | $34.3M |
| Q3 2025 | 21 | $41.7M |
| Q2 2025 | 23 | $78.9M |
| Q1 2025 | 20 | $37.4M |
| Q4 2024 | 22 | $40.0M |
| Q3 2024 | 19 | $27.2M |
| Q2 2024 | 21 | $32.0M |
| Q1 2024 | 24 | $35.6M |
| Q4 2023 | 12 | $24.0M |
| Q3 2023 | 5 | $20.6M |