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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
Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
MOS
27
MGO One Seven
Ohio
$1.38M
BIG
28
Brookwood Investment Group
Arizona
$983K
OCM
29
Osbon Capital Management
Massachusetts
$803K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$660K
IWC
31
Integrated Wealth Concepts
Massachusetts
$647K
FHA
32
Flagship Harbor Advisors
Massachusetts
$553K
AQR Capital Management
33
AQR Capital Management
Connecticut
$529K
GVAG
34
Great Valley Advisor Group
Delaware
$506K
Citadel Advisors
35
Citadel Advisors
Florida
$494K
IWM
36
IHT Wealth Management
Illinois
$489K
JCM
37
Jacobi Capital Management
Pennsylvania
$486K
AWM
38
Accurate Wealth Management
Florida
$483K
PB
39
Pinnacle Bancorp
Nebraska
$383K
MGWM
40
Marks Group Wealth Management
Minnesota
$325K
LA
41
Lifeworks Advisors
Michigan
$278K
SC
42
Soundwatch Capital
Connecticut
$230K
Comerica Bank
43
Comerica Bank
Texas
$188K
MCM
44
MidAtlantic Capital Management
Virginia
$128K
Bank of America
45
Bank of America
North Carolina
$59.2K
Wells Fargo
46
Wells Fargo
California
$16.7K
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