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Strategic Trust Running Oak Efficient Growth ETF
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Overview Fund Activity

57 hedge funds and large institutions have $319M invested in Strategic Trust Running Oak Efficient Growth ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
26
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Boulay Financial Advisors
Minnesota
$114M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$27.1M
3
AF
3
Apexium Financial
Texas
$6.77M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.2M
5
SC
5
Sykon Capital
New York
$2.61M

Top Sellers

1
CMAI
1
Capital Management Associates Inc
Minnesota
$3.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.12M
3
AI
3
Atria Investments
North Carolina
$1.06M
4
Mariner
4
Mariner
Kansas
$1.04M
5
MGWM
5
Marks Group Wealth Management
Minnesota
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Boulay Financial Advisors
Minnesota
$114M 3,377,504 +3,377,504 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$42.2M 1,247,530 +83,885 +7%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$27.1M 800,425 +275,227 +52%
MA
4
Mutual Advisors
Nebraska
$15.5M 442,043 -14,830 -3%
TWM
5
Tradition Wealth Management
Minnesota
$15M 442,237 +13,595 +3%
HWA
6
Heritage Wealth Architects
Minnesota
$9.07M 267,943 +8,433 +3%
FD
7
Financial Designs
California
$8.31M 245,615 +10,143 +4%
GM
8
GeoWealth Management
Illinois
$8.31M 245,585 +10,500 +4%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.94M 234,559 +4,414 +2%
MW
10
MBL Wealth
North Carolina
$6.94M 205,175 +28,926 +16%
AF
11
Apexium Financial
Texas
$6.77M 200,088 +130,577 +188%
TBC
12
Ted Buchan & Co
California
$4.71M 139,127 +9,820 +8%
CFA
13
Cahill Financial Advisors
Minnesota
$4.15M 122,547 +7,537 +7%
AFP
14
Ausdal Financial Partners
Iowa
$4.13M 122,123 +8,623 +8%
FFP
15
Freedom Financial Partners
Minnesota
$3.86M 114,132 +6,109 +6%
CMAI
16
Capital Management Associates Inc
Minnesota
$3.66M 108,136 -101,518 -48%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.12M 92,224 -57,560 -38%
LPL Financial
18
LPL Financial
California
$3M 88,617 +10,069 +13%
AC
19
AlphaCore Capital
California
$2.9M 85,564 +140 +0.2%
SC
20
Sykon Capital
New York
$2.61M 77,040 +77,040 New
BWM
21
BlackDiamond Wealth Management
New York
$2.24M 65,533 -1,146 -2%
FW
22
FullCircle Wealth
Texas
$2.18M 64,098 +899 +1%
JCM
23
J2 Capital Management
Michigan
$2.06M 60,880 +42,618 +233%
UBS Group
24
UBS Group
Switzerland
$2.02M 59,666 +6,272 +12%
BAM
25
Belpointe Asset Management
Nevada
$1.72M 50,967 -1,600 -3%
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