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Hennessy Advisors Inc (HNNA)

CUSIP: 425885100 | NYSE | Financial Services · Asset Management | Micro Cap | 134 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP53,469
0.0% of portfolio›$536.3K
Net Worth Advisory Group18,453
0.0% of portfolio›$191.7K
Concurrent Investment Advisors, LLC10,851
0.0% of portfolio›$108.8K
Cambridge Investment Research Advisors, Inc.10,062
0.0% of portfolio›$101.0K
Next Level Wealth Planning, LLC2,553
0.0% of portfolio›$25.6K
MassMutual Private Wealth & Trust, FSB500
0.0% of portfolio›$5.0K
Fortitude Family Office, LLC240
0.0% of portfolio›$2.4K
Capital Advisors, Ltd. LLC54
0.0% of portfolio›$1
Farther Finance Advisors, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
53,469$536.3K0.0%IndexLowAustin, TX2026-11-04
Net Worth Advisory Group
18,453$191.7K0.0%GARPMediumSandy, UT2026-10-20
Concurrent Investment Advisors, LLC
10,851$108.8K0.0%GrowthMediumTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
10,062$101.0K0.0%ETFLowFairfield, IA2026-11-02
Next Level Wealth Planning, LLC
2,553$25.6K0.0%ETFVery LowMeridian, ID2026-10-29
MassMutual Private Wealth & Trust, FSB
500$5.0K0.0%CoreLowSpringfield, MA2026-10-05
Fortitude Family Office, LLC
240$2.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Capital Advisors, Ltd. LLC
54$10.0%ETFLowShaker Heights, OH2026-10-27
Farther Finance Advisors, LLC
0$00.0%IndexLowSan Francisco, CA2026-10-08