Who owns HENNESSY FDS TR?

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Analyze quarterly positions in Hennessy Fds Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Hennessy Fds Tr stock

Who bought or sold HENNESSY FDS TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Stance Capital 470k $15M -1% Sep 2025
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BlackRock 205k $6.8M -52% Dec 2025
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Robertson Stephens Wealth Management 193k $6.4M -10% Dec 2025
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Wealth Enhancement Advisory Services 61k $2.1M 0% Dec 2025
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Gts Securities 52k $1.7M 86% Dec 2025
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LPL Financial 16k $515k -2% Dec 2025
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Cetera Investment Advisers 13k $413k -2% Dec 2025
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Susquehanna International 7.5k $249k 100% Dec 2025
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Mesirow Financial Investment Management International Equity 6.6k $217k -34% Dec 2025
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O'shaughnessy Asset Management 6.1k $202k 100% Dec 2025
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Nbc Securities 4.9k $162k 1% Dec 2025
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FMR 3.7k $121k 0% Sep 2025
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Horizon Financial Services 2.2k $75k 0% Dec 2025
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Royal Bank of Canada 1.6k $52k 100% Sep 2025
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Atlantic Trust 1.0k $33k 0% Dec 2025
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Geneos Wealth Management 656.00 $22k 0% Dec 2025
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CWM 638.00 $21k 1% Dec 2025
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Golden State Wealth Management 530.00 $18k 0% Dec 2025
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Advisor Group Holdings 476.00 $16k 0% Dec 2025
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UBS Group 138.00 $4.6k -97% Dec 2025
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Who sold out of Hennessy Fds Tr?

Fund or Company Name Date Sold Shares Held Valued At
Sontag Advisory Sep 2025 976.00 $32k