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Strategic Trust Running Oak Efficient Growth ETF
RUNN

53 hedge funds and large institutions have $325M invested in Strategic Trust Running Oak Efficient Growth ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

2% more capital invested

Capital invested by funds: $319M → $325M (+$5.76M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.65% less ownership

Funds ownership: 87.15% → 86.5% (-0.65%)

9% less funds holding

Funds holding: 58 → 53 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
28
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWA
Heritage Wealth Architects
Minnesota
+$1.47M
2
AF
Apexium Financial
Texas
+$1.45M
3
UBS Group
UBS Group
Switzerland
+$1.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1M
5
FD
Financial Designs
California
+$747K

Top Sellers

Rank Fund Capital Flow
1
AC
AlphaCore Capital
California
-$2.9M
2
NA
NewEdge Advisors
Louisiana
-$1.24M
3
BFA
Boulay Financial Advisors
Minnesota
-$690K
4
TBC
Ted Buchan & Co
California
-$564K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
26
MGO One Seven
Ohio
$1.18M +$130K +3,802 +12%
AI
27
Atria Investments
North Carolina
$1.11M +$41.8K +1,219 +4%
Mariner
28
Mariner
Kansas
$1.1M +$48K +1,400 +5%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.06M -$232K -6,753 -18%
BIG
30
Brookwood Investment Group
Arizona
$941K +$38.5K +1,121 +4%
Jane Street
31
Jane Street
New York
$729K +$422K +12,296 +137%
AWM
32
Accurate Wealth Management
Florida
$667K -$41K -1,196 -6%
Citadel Advisors
33
Citadel Advisors
Florida
$637K -$56.5K -1,647 -8%
GVAG
34
Great Valley Advisor Group
Delaware
$598K -$617 -18 -0.1%
FHA
35
Flagship Harbor Advisors
Massachusetts
$552K +$132K +3,858 +31%
JCM
36
Jacobi Capital Management
Pennsylvania
$500K -$13.8K -402 -3%
Morgan Stanley
37
Morgan Stanley
New York
$455K +$456K +13,282 New
IWM
38
IHT Wealth Management
Illinois
$451K +$22K +640 +5%
MGWM
39
Marks Group Wealth Management
Minnesota
$402K +$12K +349 +3%
PB
40
Pinnacle Bancorp
Nebraska
$394K +$17.2K +500 +5%
SWM
41
SeaCrest Wealth Management
New York
$383K +$62.6K +1,824 +20%
HF
42
HRT Financial
New York
$378K +$379K +11,050 New
NA
43
NewEdge Advisors
Louisiana
$333K -$1.24M -36,053 -79%
OMC
44
Old Mission Capital
Illinois
$331K +$18.7K +546 +6%
FFA
45
Founders Financial Alliance
North Carolina
$288K – – –
LA
46
Lifeworks Advisors
Michigan
$285K – – –
Comerica Bank
47
Comerica Bank
Texas
$108K +$109K +3,165 New
SPIA
48
Steward Partners Investment Advisory
New York
$16.4K -$53.7K -1,566 -77%
PS
49
Principal Securities
Iowa
$9.77K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$9K +$1.27K +37 +16%
1
2
3

RUNN Hedge Fund Activity: Q3 2025 in Review

53 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q3 2025, worth a combined $325M — up 1.8% from $319M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RUNN and 4 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 28 added.

The largest buyer was Heritage Wealth Architects, adding an estimated $1.47M. The largest seller was AlphaCore Capital, exiting entirely with an estimated $2.9M sold.

  • 53 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q3 2025, down from 58 in Q2 2025.
  • Funds reported $325M of Strategic Trust Running Oak Efficient Growth ETF stock for Q3 2025, up 1.8% quarter-over-quarter.
  • 4 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q3 2025 and 9 closed out, a net change of -5 holders.
  • The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q3 2025 was Heritage Wealth Architects, an estimated $1.47M added.
  • The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q3 2025 was AlphaCore Capital, an estimated $2.9M sold.

Based on aggregated 13F filings for Q3 2025.