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Strategic Trust Running Oak Efficient Growth ETF
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Overview Fund Activity

26 hedge funds and large institutions have $45.3M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+11
Holders Change %
+73.33%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$6.57M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.64M
3
TWM
TMD Wealth Management
Arizona
$7.66M
4
MA
Mutual Advisors
Nebraska
$11M
5
CFA
Cahill Financial Advisors
Minnesota
$1.25M

Top Sellers

1
MGWM
Marks Group Wealth Management
Minnesota
$235K
2
AF
Advisornet Financial
Minnesota
$0
3
BWM
BlackDiamond Wealth Management
New York
$2.43M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1
Mutual Advisors
Nebraska
$11M +$2.56M +82,160 +30%
TWM
2
TMD Wealth Management
Arizona
$7.66M +$2.98M +95,624 +64%
KAS
3
Kestra Advisory Services
Texas
$6.57M +$6.57M +210,830 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.64M +$4.93M +158,135 +695%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.45M +$358K +11,500 +17%
BWM
6
BlackDiamond Wealth Management
New York
$2.43M -$83.5K -2,678 -3%
TW
7
Transform Wealth
Colorado
$2.29M +$1.01M +32,289 +79%
CMAI
8
Capital Management Associates Inc
Minnesota
$1.84M +$151K +4,847 +9%
CFA
9
Cahill Financial Advisors
Minnesota
$1.25M +$1.25M +39,945 New
Jane Street
10
Jane Street
New York
$707K +$707K +22,693 New
TBC
11
Ted Buchan & Co
California
$446K +$446K +14,303 New
LPL Financial
12
LPL Financial
California
$406K +$110K +3,540 +37%
JCM
13
Jacobi Capital Management
Pennsylvania
$348K +$348K +11,150 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$339K -$16.8K -540 -5%
MCM
15
MidAtlantic Capital Management
Virginia
$337K +$171K +2,057 +103%
MML Investors Services
16
MML Investors Services
Massachusetts
$314K +$314K +10,079 New
LA
17
Lifeworks Advisors
Michigan
$290K +$290K +9,303 New
FFA
18
Founders Financial Alliance
North Carolina
$281K +$281K +9,000 New
MGWM
19
Marks Group Wealth Management
Minnesota
$235K -$6.39M -205,003 -96%
WWP
20
WR Wealth Planners
Missouri
$184K +$184K +5,900 New
NA
21
NewEdge Advisors
Louisiana
$166K +$166K +5,331 New
PB
22
Pinnacle Bancorp
Nebraska
$109K +$109K +3,500 New
Osaic Holdings
23
Osaic Holdings
Arizona
$14.4K +$8.07K +259 +128%
UBS Group
24
UBS Group
Switzerland
$9.07K +$9.07K +291 New
TRCT
25
Tower Research Capital (TRC)
New York
$6.86K +$4.89K +157 +249%
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