RUNN icon

Strategic Trust Running Oak Efficient Growth ETF
RUNN

Overview Fund Activity

42 hedge funds and large institutions have $127M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tradition Wealth Management
Minnesota
$10.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$26.6M
3
GM
3
GeoWealth Management
Illinois
$7.27M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.4M
5
AI
5
Atria Investments
North Carolina
$2.79M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
BWM
3
BlackDiamond Wealth Management
New York
$2.28M
4
JCM
4
Jacobi Capital Management
Pennsylvania
$411K
5
FFA
5
Founders Financial Alliance
North Carolina
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.6M +$7.47M +228,054 +39%
MA
2
Mutual Advisors
Nebraska
$14.4M +$1.98M +58,950 +16%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$12.1M +$11.5K +351 +0.1%
TWM
4
Tradition Wealth Management
Minnesota
$10.9M +$9.54M +291,000 +696%
KAS
5
Kestra Advisory Services
Texas
$7.29M +$102K +3,124 +1%
GM
6
GeoWealth Management
Illinois
$7.27M +$7.27M +221,955 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.4M +$3.8M +116,056 +635%
TW
8
Transform Wealth
Colorado
$4.27M +$2.23M +68,195 +110%
TBC
9
Ted Buchan & Co
California
$3.92M +$97.5K +2,977 +3%
CFA
10
Cahill Financial Advisors
Minnesota
$3.49M +$387K +11,824 +12%
FFP
11
Freedom Financial Partners
Minnesota
$3.35M +$3.35M +102,187 New
CMAI
12
Capital Management Associates Inc
Minnesota
$3.31M +$395K +12,048 +14%
AI
13
Atria Investments
North Carolina
$2.79M +$2.79M +85,275 New
MW
14
MBL Wealth
North Carolina
$2.76M +$856K +26,129 +45%
Mariner
15
Mariner
Kansas
$2.74M +$2.74M +83,584 New
BWM
16
BlackDiamond Wealth Management
New York
$2.28M -$13.1K -401 -0.6%
FW
17
FullCircle Wealth
Texas
$2.21M +$756K +22,433 +52%
LPL Financial
18
LPL Financial
California
$2.13M +$985K +30,058 +86%
JCM
19
J2 Capital Management
Michigan
$1.92M +$1.92M +58,615 New
GVAG
20
Great Valley Advisor Group
Delaware
$1.63M +$544K +16,606 +50%
OMC
21
Old Mission Capital
Illinois
$838K +$456K +13,901 +119%
RIA
22
Regal Investment Advisors
Michigan
$832K +$832K +25,393 New
UBS Group
23
UBS Group
Switzerland
$775K +$775K +23,640 New
MML Investors Services
24
MML Investors Services
Massachusetts
$615K +$269K +8,211 +78%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$439K +$439K +13,389 New
1
2