RUNN icon

Strategic Trust Running Oak Efficient Growth ETF
RUNN

Overview Fund Activity

42 hedge funds and large institutions have $127M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
Tradition Wealth Management
Minnesota
$10.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.6M
3
GM
GeoWealth Management
Illinois
$7.27M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.4M
5
AI
Atria Investments
North Carolina
$2.79M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
3
BWM
BlackDiamond Wealth Management
New York
$2.28M
4
JCM
Jacobi Capital Management
Pennsylvania
$411K
5
FFA
Founders Financial Alliance
North Carolina
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
26
WR Wealth Planners
Missouri
$421K +$85.2K +2,600 +25%
JCM
27
Jacobi Capital Management
Pennsylvania
$411K -$9.73K -297 -2%
FHA
28
Flagship Harbor Advisors
Massachusetts
$410K +$410K +12,500 New
FFA
29
Founders Financial Alliance
North Carolina
$410K -$4.92K -150 -1%
NA
30
NewEdge Advisors
Louisiana
$377K +$376K +11,489 +1,148,900%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$354K +$354K +10,810 New
MGWM
32
Marks Group Wealth Management
Minnesota
$348K +$90.7K +2,767 +35%
PB
33
Pinnacle Bancorp
Nebraska
$328K +$115K +3,500 +54%
SWM
34
SeaCrest Wealth Management
New York
$271K +$34.3K +1,047 +14%
TFM
35
Trademark Financial Management
Minnesota
$258K +$59.5K +1,816 +30%
CA
36
Cannon Advisors
North Carolina
$200K +$200K +6,115 New
MCM
37
MidAtlantic Capital Management
Virginia
$160K -$786 -24 -0.5%
SPIA
38
Steward Partners Investment Advisory
New York
$73.9K +$9.83K +300 +15%
PTC
39
Private Trust Company
Ohio
$32.8K +$8.19K +250 +33%
Osaic Holdings
40
Osaic Holdings
Arizona
$19.5K +$4.33K +132 +29%
PS
41
Principal Securities
Iowa
$9.34K +$9.34K +285 New
FP
42
Financial Perspectives
Minnesota
$5.4K +$33 +1 +0.6%
Citadel Advisors
43
Citadel Advisors
Florida
– -$936K -27,995 Closed
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
– -$769K -23,000 Closed
NS
45
NBC Securities
Alabama
– -$1K -50 Closed
Bank of America
46
Bank of America
North Carolina
– -$201 -6 Closed
1
2