
Hennessy Stance ESG is an exchange-traded fund on ARCA. As of Q3 2025, 21 institutional investors hold shares in this ETF, with total holdings valued at $41.7M. STANCE CAPITAL LLC is the largest holder with a position valued at $15.4M.
Overview of institutional ownership in STNC as of Q3 2025
Institutions with the largest positions in STNC as of Q3 2025
| Institution | Position Value |
|---|---|
STANCE CAPITAL LLC Long Only Manager | $15.4M 5.66% of portfolio |
B BlackRock, Inc. Institution | $13.9M 0.00% of portfolio |
R Robertson Stephens Wealth Management, LLC Institution | $7.0M 0.21% of portfolio |
$2.0M 0.00% of portfolio | |
G GTS SECURITIES LLC Institution | $918.1K 0.04% of portfolio |
L LPL Financial LLC Institution | $516.8K 0.00% of portfolio |
C Cedar Mountain Advisors, LLC RIA/Wealth | $496.7K 0.10% of portfolio |
Cetera Investment Advisers RIA/Wealth | $414.6K 0.00% of portfolio |
$325.4K 0.01% of portfolio | |
MORGAN STANLEY RIA/Wealth | $166.1K 0.00% of portfolio |
Institutional buying and selling activity for STNC in Q3 2025
| Institution | Net Bought |
|---|---|
G GTS SECURITIES LLC Institution | +$918.1K +-1.2M shares |
R ROYAL BANK OF CANADA Institution | +$52.2K +1.6K shares |
Sontag Advisory, LLC RIA/Wealth | +$31.9K +976.0 shares |
Cetera Investment Advisers RIA/Wealth | +$9.1K +279.0 shares |
| Institution | Net Sold |
|---|---|
R Robertson Stephens Wealth Management, LLC Institution | −$504.8K −15.5K shares |
Modern Wealth Management, LLC RIA/Wealth | −$219.7K −7.1K shares |
A Atlas Private Wealth Advisors RIA/Wealth | −$212.7K −6.9K shares |
STANCE CAPITAL LLC Long Only Manager | −$112.5K −3.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$95.6K −3.1K shares |
A Advisor Group Holdings, Inc. Institution | −$73.2K −2.2K shares |
L LPL Financial LLC Institution | −$60.9K −1.9K shares |
UBS Group AG Institution | −$54.4K −1.7K shares |
Abound Wealth Management RIA/Wealth | −$15.1K −490.0 shares |
Institutions that initiated new positions or completely exited STNC in Q3 2025
| Institution | Position Value |
|---|---|
Sontag Advisory, LLC RIA/Wealth | $31.9K 976.0 shares |
| Institution | Previous Position |
|---|---|
Modern Wealth Management, LLC RIA/Wealth | $219.7K 7.1K shares |
A Atlas Private Wealth Advisors RIA/Wealth | $212.7K 6.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $95.6K 3.1K shares |
Abound Wealth Management RIA/Wealth | $15.1K 490.0 shares |
Institutions with the largest Call and Put options positions in STNC as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with STNC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
STANCE CAPITAL LLC Long Only Manager | 5.66% $15.4M |
R Robertson Stephens Wealth Management, LLC Institution | 0.21% $7.0M |
C Cedar Mountain Advisors, LLC RIA/Wealth | 0.10% $496.7K |
G GTS SECURITIES LLC Institution | 0.04% $918.1K |
HORIZON FINANCIAL SERVICES, LLC RIA/Wealth | 0.04% $73.4K |
NBC SECURITIES, INC. RIA/Wealth | 0.01% $157.9K |
0.01% $325.4K | |
0.00% $2.0M | |
Golden State Wealth Management, LLC RIA/Wealth | 0.00% $17.3K |
Geneos Wealth Management Inc. RIA/Wealth | 0.00% $21.4K |
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