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Strategic Trust Running Oak Efficient Growth ETF

47 hedge funds and large institutions have $205M invested in Strategic Trust Running Oak Efficient Growth ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

6% less funds holding

Funds holding: 5047 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

30.11% less ownership

Funds ownership: 86.46%56.35% (-30%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less capital invested

Capital invested by funds: $316M → $205M (-$111M)

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
9
Increased
20
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$42.2M -$1.26M -37,189 -3%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$24.5M -$2.12M -62,658 -8%
TWM
3
Tradition Wealth Management
Minnesota
$15.6M +$812K +23,967 +5%
HWA
4
Heritage Wealth Architects
Minnesota
$13.4M +$999K +29,491 +8%
MA
5
Mutual Advisors
Nebraska
$12M +$6.3K +186 +0%
MML Investors Services
6
MML Investors Services
Massachusetts
$10.9M +$3.68M +108,666 +47%
UCFA
7
United Capital Financial Advisors
Texas
$9.31M +$537K +15,858 +6%
FD
8
Financial Designs
California
$9.24M -$13.7K -404 -0.1%
GM
9
GeoWealth Management
Illinois
$8.16M +$278K +8,197 +3%
MW
10
MBL Wealth
North Carolina
$6.32M -$624K -18,437 -9%
TBC
11
Ted Buchan & Co
California
$4.88M +$386K +11,399 +8%
CFA
12
Cahill Financial Advisors
Minnesota
$4.31M +$196K +5,796 +5%
AFP
13
Ausdal Financial Partners
Iowa
$4.28M +$77.6K +2,293 +2%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$4.21M +$4.43M +130,696 New
FFP
15
Freedom Financial Partners
Minnesota
$4.15M +$126K +3,726 +3%
CMAI
16
Capital Management Associates Inc
Minnesota
$3.68M -$51.5K -1,520 -1%
LPL Financial
17
LPL Financial
California
$3.65M +$95.8K +2,829 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.35M +$619K +18,269 +21%
LOWM
19
Laurel Oak Wealth Management
New Jersey
$3.3M +$1.89M +55,917 +120%
SC
20
Sykon Capital
New York
$2.14M +$255K +7,524 +13%
UBS Group
21
UBS Group
Switzerland
$2.07M -$660K -19,495 -23%
BWM
22
BlackDiamond Wealth Management
New York
$1.86M +$37.9K +1,118 +2%
BAM
23
Belpointe Asset Management
Nevada
$1.62M +$1.7M +50,162 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.34M -$144K -4,248 -9%
AWA
25
Arete Wealth Advisors
Illinois
$1.29M +$1.35M +39,920 New

RUNN Hedge Fund Activity: Q1 2026 in Review

47 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q1 2026, worth a combined $205M — down 35% from $316M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RUNN and 9 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 20 added.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $4.43M. The largest seller was Boulay Financial Advisors, exiting entirely with an estimated $107M sold.

  • 47 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q1 2026, down from 50 in Q4 2025.
  • Funds reported $205M of Strategic Trust Running Oak Efficient Growth ETF stock for Q1 2026, down 35% quarter-over-quarter.
  • 9 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q1 2026 and 10 closed out, a net change of -1 holder.
  • The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q1 2026 was Thrivent Financial for Lutherans, an estimated $4.43M added.
  • The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q1 2026 was Boulay Financial Advisors, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2026.