IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Hennessy Sustainable ETF (STNC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Robertson Stephens Wealth Management, LLC
DECREASED
Shares435,908 from 440,133
Change-4,225 (-1%)
Value$15.4M (-$1.5M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares60,279 from 60,690
Change-411 (-1%)
Value$2.2M (-$77.7K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$353.9K (-$31.2K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$212.3K (-$18.8K)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares4,375 from 4,880
Change-505 (-10%)
Value$154.8K (-$33.2K)
Filed 2026-10-26
Horizon Financial Services, LLC
UNCHANGED
Shares2,248 from 2,248
Change0 (0%)
Value$79.6K (-$7.0K)
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares0 from 0
Change0
Value$3 ($0)
Filed 2026-11-03
Stance Capital LLC
N/A
Shares— from 445,763
Change-445,763 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 27,426
Change-27,426 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 19,241
Change-19,241 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,161
Change-17,161 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 656
Change-656 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 588
Change-588 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 407
Change-407 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 173
Change-173 (-100%)
Value—
Status
Robertson Stephens Wealth Management, LLC
DECREASED435,908440,133-4,225-1%$17.0M$15.4M-$1.5M2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED60,27960,690-411-1%$2.3M$2.2M-$77.7K2026-10-13
Mesirow Financial Investment Management, Inc.
UNCHANGED10,00010,00000%$385.1K$353.9K-$31.2K2026-11-05
Commonwealth Equity Services, LLC
UNCHANGED6,0006,00000%$231.1K$212.3K-$18.8K2026-11-02
Lanark Financial, Inc.
DECREASED4,3754,880-505-10%$188.0K$154.8K-$33.2K2026-10-26
Horizon Financial Services, LLC
UNCHANGED2,2482,24800%$86.6K$79.6K-$7.0K2026-11-04
Jnba Financial Advisors
UNCHANGED000—$3$3$02026-11-03
Stance Capital LLC
N/A—445,763-445,763-100%$17.2M———
BlackRock, Inc.
N/A—27,426-27,426-100%$1.1M———
LPL Financial LLC
N/A—19,241-19,241-100%$741.0K———
Ausdal Financial Partners, Inc.
N/A—17,161-17,161-100%$660.9K———
Cetera Investment Advisers
N/A—12,475-12,475-100%$480.5K———
GTS Securities LLC
N/A—9,796-9,796-100%$377.3K———
HRT Financial LP
N/A—6,309-6,309-100%$242.0K———
IHT Wealth Management, LLC
N/A—5,670-5,670-100%$218.4K———
Mayflower Financial Advisors, LLC
N/A—5,335-5,335-100%$205.5K———
FMR LLC
N/A—3,694-3,694-100%$142.3K———
Morgan Stanley
N/A—3,380-3,380-100%$130.2K———
Geneos Wealth Management Inc.
N/A—656-656-100%$25.3K———
Arax Advisory Partners
N/A—588-588-100%$22.7K———
Osaic Holdings, Inc.
N/A—407-407-100%$15.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—173-173-100%$6.7K———
Showing 22 of 22 institutions