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Strategic Trust Running Oak Efficient Growth ETF

58 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, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.78%
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
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$225K +6,647 +15%
NA
27
NewEdge Advisors
Louisiana
$1.55M +$1.08M +31,820 +228%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.28M +$1.28M +37,708 New
AI
29
Atria Investments
North Carolina
$1.06M -$1.63M -48,097 -61%
MOS
30
MGO One Seven
Ohio
$1.04M +$282K +8,342 +37%
Mariner
31
Mariner
Kansas
$1.04M -$1.6M -47,345 -61%
BIG
32
Brookwood Investment Group
Arizona
$891K +$53.5K +1,581 +6%
AWM
33
Accurate Wealth Management
Florida
$711K -$7.8K -228 -1%
Citadel Advisors
34
Citadel Advisors
Florida
$685K +$685K +20,232 New
GVAG
35
Great Valley Advisor Group
Delaware
$591K -$21.6K -639 -4%
JCM
36
Jacobi Capital Management
Pennsylvania
$507K -$18.4K -545 -4%
IWM
37
IHT Wealth Management
Illinois
$423K +$53K +1,566 +14%
FHA
38
Flagship Harbor Advisors
Massachusetts
$415K -$83K -2,452 -17%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$404K -$530K -15,663 -57%
MYIA
40
Mount Yale Investment Advisors
Colorado
$387K +$387K +11,438 New
MGWM
41
Marks Group Wealth Management
Minnesota
$385K -$582K -17,195 -60%
PB
42
Pinnacle Bancorp
Nebraska
$372K +$33.8K +1,000 +10%
SWM
43
SeaCrest Wealth Management
New York
$314K +$36.2K +1,070 +13%
OMC
44
Old Mission Capital
Illinois
$308K +$308K +9,099 New
Jane Street
45
Jane Street
New York
$304K -$344K -10,165 -53%
FFA
46
Founders Financial Alliance
North Carolina
$284K
LA
47
Lifeworks Advisors
Michigan
$282K +$282K +8,326 New
SC
48
Soundwatch Capital
Connecticut
$218K +$218K +5,610 New
CA
49
Cannon Advisors
North Carolina
$215K +$5.79K +171 +3%
SPIA
50
Steward Partners Investment Advisory
New York
$69.2K -$22K -649 -24%