LPL Financial
RUNN icon

LPL Financial’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

LPL Financial’s Portfolio RUNN Stock Details RUNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.65M Buy
113,302
+2,829
+3% +$95.8K ﹤0.01% 2921
2025
Q4 		$3.68M Buy
110,473
+7,619
+7% +$256K ﹤0.01% 2822
2025
Q3 		$3.52M Buy
102,854
+14,237
+16% +$488K ﹤0.01% 2791
2025
Q2 		$3M Buy
88,617
+10,069
+13% +$326K ﹤0.01% 2753
2025
Q1 		$2.55M Buy
78,548
+13,527
+21% +$449K ﹤0.01% 2733
2024
Q4 		$2.13M Buy
65,021
+30,058
+86% +$1.02M ﹤0.01% 2800
2024
Q3 		$1.17M Buy
34,963
+17,891
+105% +$570K ﹤0.01% 3247
2024
Q2 		$521K Buy
17,072
+4,050
+31% +$123K ﹤0.01% 3839
2024
Q1 		$406K Buy
13,022
+3,540
+37% +$104K ﹤0.01% 3954
2023
Q4 		$266K Buy
+9,482
New +$249K ﹤0.01% 4189

Other funds holding RUNN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

LPL Financial's RUNN Position: Q1 2026 in Review

LPL Financial increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 2.6% in Q1 2026, buying an estimated $95.8K and bringing the position to 113,302 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

LPL Financial first reported a position in RUNN in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.68M in Q4 2025. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • LPL Financial held 113,302 shares of Strategic Trust Running Oak Efficient Growth ETF worth $3.65M as of Q1 2026.
  • LPL Financial bought 2,829 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $95.8K.
  • Strategic Trust Running Oak Efficient Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2921 holding.
  • LPL Financial first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • LPL Financial's Strategic Trust Running Oak Efficient Growth ETF position peaked at $3.68M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.