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Strategic Trust Running Oak Efficient Growth ETF
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Overview Fund Activity

35 hedge funds and large institutions have $79.9M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$12.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.6M
3
MW
3
MBL Wealth
North Carolina
$1.94M
4
TBC
4
Ted Buchan & Co
California
$3.9M
5
GVAG
5
Great Valley Advisor Group
Delaware
$1.1M

Top Sellers

1
BWM
1
BlackDiamond Wealth Management
New York
$2.47M
2
FW
2
FullCircle Wealth
Texas
$1.44M
3
LA
3
Lifeworks Advisors
Michigan
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
NA
5
NewEdge Advisors
Louisiana
$33
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.6M +$10.1M +303,034 +107%
MA
2
Mutual Advisors
Nebraska
$12.3M +$505K +15,141 +4%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$12.3M +$12.3M +367,871 New
KAS
4
Kestra Advisory Services
Texas
$7.33M +$168K +5,021 +2%
TBC
5
Ted Buchan & Co
California
$3.9M +$1.62M +48,505 +71%
CFA
6
Cahill Financial Advisors
Minnesota
$3.17M +$558K +16,680 +21%
CMAI
7
Capital Management Associates Inc
Minnesota
$2.98M +$332K +9,938 +13%
BWM
8
BlackDiamond Wealth Management
New York
$2.47M -$531K -15,056 -18%
TW
9
Transform Wealth
Colorado
$2.07M -$158K -4,736 -7%
MW
10
MBL Wealth
North Carolina
$1.94M +$1.94M +58,000 New
FW
11
FullCircle Wealth
Texas
$1.44M -$341K -10,196 -19%
TWM
12
Tradition Wealth Management
Minnesota
$1.4M +$1.06M +31,792 +317%
ASFA
13
All Season Financial Advisors
Colorado
$1.26M +$607K +18,145 +92%
LPL Financial
14
LPL Financial
California
$1.17M +$598K +17,891 +105%
GVAG
15
Great Valley Advisor Group
Delaware
$1.1M +$1.1M +33,022 New
Citadel Advisors
16
Citadel Advisors
Florida
$936K +$936K +27,995 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$769K – – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$611K +$250K +7,484 +69%
JCM
19
Jacobi Capital Management
Pennsylvania
$430K – – –
FFA
20
Founders Financial Alliance
North Carolina
$423K +$5.02K +150 +1%
OMC
21
Old Mission Capital
Illinois
$390K +$390K +11,681 New
MML Investors Services
22
MML Investors Services
Massachusetts
$353K +$7.53K +225 +2%
WWP
23
WR Wealth Planners
Missouri
$343K +$24.6K +735 +8%
MGWM
24
Marks Group Wealth Management
Minnesota
$263K +$26.7K +800 +11%
SWM
25
SeaCrest Wealth Management
New York
$242K +$10.7K +320 +5%
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