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Strategic Trust Running Oak Efficient Growth ETF
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Overview Fund Activity

29 hedge funds and large institutions have $55.6M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$10.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.61M
3
TBC
3
Ted Buchan & Co
California
$2.08M
4
CFA
4
Cahill Financial Advisors
Minnesota
$2.38M
5
CMAI
5
Capital Management Associates Inc
Minnesota
$2.41M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$702K
2
Jane Street
2
Jane Street
New York
$0
3
TW
3
Transform Wealth
Colorado
$2.04M
4
LA
4
Lifeworks Advisors
Michigan
$254K
5
MGWM
5
Marks Group Wealth Management
Minnesota
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1
Mutual Advisors
Nebraska
$11.3M +$79.3K +2,492 +0.7%
TWM
2
TMD Wealth Management
Arizona
$10.7M +$3.22M +105,625 +43%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.61M +$3.09M +101,106 +56%
KAS
4
Kestra Advisory Services
Texas
$6.54M +$108K +3,523 +2%
BWM
5
BlackDiamond Wealth Management
New York
$2.65M +$227K +7,268 +9%
CMAI
6
Capital Management Associates Inc
Minnesota
$2.41M +$610K +19,990 +34%
CFA
7
Cahill Financial Advisors
Minnesota
$2.38M +$1.16M +38,153 +96%
TBC
8
Ted Buchan & Co
California
$2.08M +$1.64M +53,788 +376%
TW
9
Transform Wealth
Colorado
$2.04M -$201K -6,596 -9%
FW
10
FullCircle Wealth
Texas
$1.66M +$1.66M +53,238 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$702K -$1.69M -55,500 -71%
ASFA
12
All Season Financial Advisors
Colorado
$601K +$601K +19,680 New
LPL Financial
13
LPL Financial
California
$521K +$124K +4,050 +31%
JCM
14
Jacobi Capital Management
Pennsylvania
$392K +$51.9K +1,700 +15%
FFA
15
Founders Financial Alliance
North Carolina
$382K +$107K +3,500 +39%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$330K -$2.53K -83 -0.8%
MML Investors Services
17
MML Investors Services
Massachusetts
$315K +$7.39K +242 +2%
TWM
18
Tradition Wealth Management
Minnesota
$306K +$306K +10,036 New
WWP
19
WR Wealth Planners
Missouri
$291K +$111K +3,625 +61%
LA
20
Lifeworks Advisors
Michigan
$254K -$29.8K -977 -11%
MGWM
21
Marks Group Wealth Management
Minnesota
$215K -$14.7K -482 -6%
SWM
22
SeaCrest Wealth Management
New York
$211K +$211K +6,917 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$201K +$201K +6,572 New
NA
24
NewEdge Advisors
Louisiana
$172K +$9.1K +298 +6%
PB
25
Pinnacle Bancorp
Nebraska
$168K +$61.1K +2,000 +57%
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