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Strategic Trust Running Oak Efficient Growth ETF

49 hedge funds and large institutions have $316M invested in Strategic Trust Running Oak Efficient Growth ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Boulay Financial Advisors
Minnesota
$107M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$44.9M
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$27.4M
TWM
4
Tradition Wealth Management
Minnesota
$15.3M
HWA
5
Heritage Wealth Architects
Minnesota
$13.1M
MA
6
Mutual Advisors
Nebraska
$12.4M
FD
7
Financial Designs
California
$9.57M
UCFA
8
United Capital Financial Advisors
Texas
$9.13M
GM
9
GeoWealth Management
Illinois
$8.18M
MML Investors Services
10
MML Investors Services
Massachusetts
$7.63M
MW
11
MBL Wealth
North Carolina
$7.15M
TBC
12
Ted Buchan & Co
California
$4.67M
AFP
13
Ausdal Financial Partners
Iowa
$4.36M
CFA
14
Cahill Financial Advisors
Minnesota
$4.27M
FFP
15
Freedom Financial Partners
Minnesota
$4.17M
CMAI
16
Capital Management Associates Inc
Minnesota
$3.86M
LPL Financial
17
LPL Financial
California
$3.68M
JCM
18
J2 Capital Management
Michigan
$2.95M
Morgan Stanley
19
Morgan Stanley
New York
$2.86M
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.86M
UBS Group
21
UBS Group
Switzerland
$2.79M
BWM
22
BlackDiamond Wealth Management
New York
$1.98M
SC
23
Sykon Capital
New York
$1.97M
PWM
24
Pursuit Wealth Management
Florida
$1.66M
LOWM
25
Laurel Oak Wealth Management
New Jersey
$1.55M