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Strategic Trust Running Oak Efficient Growth ETF

15 hedge funds and large institutions have $27.4M invested in Strategic Trust Running Oak Efficient Growth ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
1
Mutual Advisors
Nebraska
$7.58M +$2.3M +81,814 +43%
MGWM
2
Marks Group Wealth Management
Minnesota
$5.97M +$144K +5,134 +2%
TWM
3
TMD Wealth Management
Arizona
$4.21M +$4.21M +150,009 New
BWM
4
BlackDiamond Wealth Management
New York
$2.32M +$50.3K +1,749 +2%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.88M +$837K +29,800 +80%
CMAI
6
Capital Management Associates Inc
Minnesota
$1.52M +$1.52M +54,236 New
AF
7
Advisornet Financial
Minnesota
$1.46M +$1.46M +51,981 New
TW
8
Transform Wealth
Colorado
$1.15M -$48.4K -1,723 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$639K +$639K +22,756 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$321K +$98.3K +3,501 +44%
LPL Financial
11
LPL Financial
California
$266K +$266K +9,482 New
MCM
12
MidAtlantic Capital Management
Virginia
$56K +$56K +1,995 New
Osaic Holdings
13
Osaic Holdings
Arizona
$5.7K -$37K -1,316 -87%
SPIA
14
Steward Partners Investment Advisory
New York
$3.82K +$3.82K +136 New
TRCT
15
Tower Research Capital (TRC)
New York
$1.77K +$1.66K +59 +1,475%
Citadel Advisors
16
Citadel Advisors
Florida
-$412K -16,210 Closed
PAIM
17
Punch & Associates Investment Management
Minnesota
-$211K -8,285 Closed
WWP
18
WR Wealth Planners
Missouri
-$73.6K -2,895 Closed
UBS Group
19
UBS Group
Switzerland
-$2.75K -108 Closed