Strategic Trust Running Oak Efficient Growth ETF
RUNN
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.
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: 3 → 3 (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: 53 → 50 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$27.6M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$9.18M |
| 3 |
Morgan Stanley
New York
|
+$2.43M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.34M |
| 5 |
HWA
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$27.8M |
| 2 |
BFA
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
-$5.12M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.56M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.71M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$27.8M | -811,261 | Closed |
|
|
BAM
52
Belpointe Asset Management
Reno,
Nevada
| – | -$1.71M | -49,858 | Closed |
|
|
AI
53
Atria Investments
Charlotte,
North Carolina
| – | -$1.11M | -32,397 | Closed |
|
54
Mariner
Overland Park,
Kansas
| – | -$1.1M | -32,039 | Closed |
|
55
Jane Street
New York
| – | -$729K | -21,280 | Closed |
|
|
SWM
56
SeaCrest Wealth Management
Purchase,
New York
| – | -$383K | -11,090 | Closed |
|
|
HF
57
HRT Financial
New York
| – | -$378K | -11,050 | Closed |
|
|
OMC
58
Old Mission Capital
Chicago,
Illinois
| – | -$331K | -9,645 | Closed |
|
|
FFA
59
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$288K | -8,400 | Closed |
|
|
PS
60
Principal Securities
Des Moines,
Iowa
| – | -$9.77K | -285 | Closed |
|
61
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$9K | -269 | Closed |
|
|
ASN
62
Advisory Services Network
Atlanta,
Georgia
| – | -$4.23K | -123 | Closed |
|
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.