STNC · Stance Equity ESG Large Cap Core ETF ETF
$36.73
+0.28 (+0.76%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 13
Total Value: $21,280,966
Total Shares: 552,566
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 13 13F filers · Δ vs Mar 31, 2026Top Holder
80.7%
+38.8 pts
Top 5
94.5%
+2.7 pts
Top 10
99.7%
+2.0 pts
HHI
6,566
Highly concentrated+3,167
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
2
Decreased
4
Sold Out
10
Unchanged
6
Holder count:
-9
Institutional value:
-43.2%
Shares held:
-49.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small STANCE CAPITAL LLC | +5,121 | 445,763 | |
| Mega LPL Financial LLC | +1,570 | 19,241 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid GTS SECURITIES LLC | −12,270 | 9,796 | |
| Mega MORGAN STANLEY | −1,703 | 3,380 | |
| Large HRT FINANCIAL LP | −1,127 | 6,309 | |
| Large OSAIC HOLDINGS, INC. | −29 | 407 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid IHT Wealth Management, LLC | 5,670 | $218,368 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Robertson Stephens Wealth Management, LLC | 462,380 | $15,703,349 | |
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60,690 | $2,061,153 | |
| Mid Mesirow Financial Investment Management, Inc. | 10,000 | $339,620 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 6,000 | $203,772 | |
| Small NBC SECURITIES, INC. | 4,880 | $165,734 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small STANCE CAPITAL LLC | $17,167,669 | 80.67% | 445,763 | Shares | 2026-08-14 | |
| Mega BlackRock, Inc. | $1,056,257 | 4.96% | 27,426 | Shares | 2026-08-07 | |
| Mega LPL Financial LLC | $741,028 | 3.48% | 19,241 | Shares | 2026-08-07 | |
| Mid Ausdal Financial Partners, Inc. | $660,921 | 3.11% | 17,161 | Shares | 2026-08-14 | |
| Large Cetera Investment Advisers | $480,449 | 2.26% | 12,475 | Shares | 2026-08-12 | |
| Mid GTS SECURITIES LLC Broker-Dealer | $377,273 | 1.77% | 9,796 | Shares | 2026-08-14 | |
| Large HRT FINANCIAL LP | $242,978 | 1.14% | 6,309 | Shares | 2026-08-14 | |
| Mid IHT Wealth Management, LLC | $218,368 | 1.03% | 5,670 | Shares | 2026-08-14 | |
| Mega FMR LLC | $142,267 | 0.67% | 3,694 | Shares | 2026-08-13 | |
| Mega MORGAN STANLEY | $130,173 | 0.61% | 3,380 | Shares | 2026-08-13 | |
| Mid Geneos Wealth Management Inc. | $25,264 | 0.12% | 656 | Shares | 2026-08-06 | |
| Mid Arax Advisory Partners | $22,645 | 0.11% | 588 | Shares | 2026-08-10 | |
| Large OSAIC HOLDINGS, INC. | $15,674 | 0.07% | 407 | Shares | 2026-08-14 |