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Strategic Trust Running Oak Efficient Growth ETF

50 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 11 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.04% less ownership

Funds ownership: 86.5%86.46% (-0.04%)

3% less capital invested

Capital invested by funds: $325M → $316M (-$8.57M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

6% less funds holding

Funds holding: 5350 (-3)

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
19
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.53M -$1.49M -44,336 -49%
MOS
27
MGO One Seven
Ohio
$1.38M +$229K +6,825 +20%
BIG
28
Brookwood Investment Group
Arizona
$983K +$68.2K +2,031 +7%
OCM
29
Osbon Capital Management
Massachusetts
$803K +$808K +24,074 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$660K +$664K +19,784 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$647K -$388K -11,561 -37%
FHA
32
Flagship Harbor Advisors
Massachusetts
$553K +$16K +476 +3%
AQR Capital Management
33
AQR Capital Management
Connecticut
$529K +$533K +15,875 New
GVAG
34
Great Valley Advisor Group
Delaware
$506K -$76.3K -2,274 -13%
Citadel Advisors
35
Citadel Advisors
Florida
$494K -$127K -3,773 -20%
IWM
36
IHT Wealth Management
Illinois
$489K +$50.4K +1,502 +11%
JCM
37
Jacobi Capital Management
Pennsylvania
$486K
AWM
38
Accurate Wealth Management
Florida
$483K -$192K -5,708 -29%
PB
39
Pinnacle Bancorp
Nebraska
$383K
MGWM
40
Marks Group Wealth Management
Minnesota
$325K -$67K -1,996 -17%
LA
41
Lifeworks Advisors
Michigan
$278K
SC
42
Soundwatch Capital
Connecticut
$230K +$231K +6,887 New
Comerica Bank
43
Comerica Bank
Texas
$188K +$82.9K +2,469 +78%
MCM
44
MidAtlantic Capital Management
Virginia
$128K +$129K +3,853 New
Bank of America
45
Bank of America
North Carolina
$59.2K +$59.7K +1,777 New
Wells Fargo
46
Wells Fargo
California
$16.7K +$16.8K +500 New
SPIA
47
Steward Partners Investment Advisory
New York
$16K
FP
48
Financial Perspectives
Minnesota
$5.49K
NS
49
NBC Securities
Alabama
$1.67K
NA
50
NewEdge Advisors
Louisiana
$1K -$325K -9,675 -100%

RUNN Hedge Fund Activity: Q4 2025 in Review

50 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q4 2025, worth a combined $316M — down 2.6% from $325M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RUNN and 11 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 19 added.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $27.6M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $27.8M sold.

  • 50 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q4 2025, down from 53 in Q3 2025.
  • Funds reported $316M of Strategic Trust Running Oak Efficient Growth ETF stock for Q4 2025, down 2.6% quarter-over-quarter.
  • 11 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q4 2025 and 12 closed out, a net change of -1 holder.
  • The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $27.6M added.
  • The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2025.