Mutual Advisors’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Mutual Advisors’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	$12M	Buy	373,258 +186	+0%	+$6.3K	0.26%	65
2025 Q4	$12.4M	Sell	373,072 -76,338	-17%	-$2.56M	0.27%	63
2025 Q3	$15.3M	Buy	449,410 +7,367	+2%	+$253K	0.34%	48
2025 Q2	$15.5M	Sell	442,043 -14,830	-3%	-$481K	0.39%	39
2025 Q1	$14.4M	Buy	456,873 +28,070	+7%	+$932K	0.41%	38
2024 Q4	$14.4M	Buy	428,803 +58,950	+16%	+$2.01M	0.42%	35
2024 Q3	$12.3M	Buy	369,853 +15,141	+4%	+$483K	0.36%	47
2024 Q2	$11.3M	Buy	354,712 +2,492	+0.7%	+$75.7K	0.34%	51
2024 Q1	$11M	Buy	352,220 +82,160	+30%	+$2.42M	0.35%	43
2023 Q4	$7.58M	Buy	270,060 +81,814	+43%	+$2.15M	0.26%	69
2023 Q3	$4.79M	Buy	188,246 +87,857	+88%	+$2.32M	0.19%	112
2023 Q2	$2.67M	Buy	+100,389	New	+$2.59M	0.1%	196

Other funds holding RUNN

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

Mutual Advisors's RUNN Position: Q1 2026 in Review

Mutual Advisors increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 0.05% in Q1 2026, buying an estimated $6.3K and bringing the position to 373,258 shares worth $12M. The position accounts for 0.26% of the portfolio, ranked #65.

Mutual Advisors first reported a position in RUNN in Q2 2023 and has held it in 12 quarters since. The position peaked at $15.5M in Q2 2025. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

Mutual Advisors held 373,258 shares of Strategic Trust Running Oak Efficient Growth ETF worth $12M as of Q1 2026.
Mutual Advisors bought 186 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $6.3K.
Strategic Trust Running Oak Efficient Growth ETF made up 0.26% of Mutual Advisors's portfolio in Q1 2026, its #65 holding.
Mutual Advisors first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2023 and has held it in 12 quarters since.
Mutual Advisors's Strategic Trust Running Oak Efficient Growth ETF position peaked at $15.5M in Q2 2025.
47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.