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Strategic Trust Running Oak Efficient Growth ETF

55 hedge funds and large institutions have $182M invested in Strategic Trust Running Oak Efficient Growth ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

43% more capital invested

Capital invested by funds: $127M → $182M (+$54.3M)

31% more funds holding

Funds holding: 4255 (+13)

9.31% more ownership

Funds ownership: 48.55%57.86% (+9.3%)

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
22
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$37.7M +$11.6M +350,560 +43%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$17M +$5.21M +156,976 +43%
MA
3
Mutual Advisors
Nebraska
$14.4M +$932K +28,070 +7%
TWM
4
Tradition Wealth Management
Minnesota
$13.9M +$3.18M +95,814 +29%
HWA
5
Heritage Wealth Architects
Minnesota
$8.42M +$8.62M +259,510 New
FD
6
Financial Designs
California
$7.64M +$7.82M +235,472 New
GM
7
GeoWealth Management
Illinois
$7.62M +$436K +13,130 +6%
MML Investors Services
8
MML Investors Services
Massachusetts
$7.46M +$7.02M +211,388 +1,127%
CMAI
9
Capital Management Associates Inc
Minnesota
$6.8M +$3.61M +108,595 +107%
MW
10
MBL Wealth
North Carolina
$5.72M +$3.06M +92,120 +109%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.86M +$513K +15,447 +11%
TBC
12
Ted Buchan & Co
California
$4.19M +$323K +9,734 +8%
TW
13
Transform Wealth
Colorado
$3.86M -$375K -11,287 -9%
CFA
14
Cahill Financial Advisors
Minnesota
$3.73M +$279K +8,408 +8%
AFP
15
Ausdal Financial Partners
Iowa
$3.68M +$3.77M +113,500 New
FFP
16
Freedom Financial Partners
Minnesota
$3.5M +$194K +5,836 +6%
AC
17
AlphaCore Capital
California
$2.77M +$2.84M +85,424 New
AI
18
Atria Investments
North Carolina
$2.57M -$199K -6,000 -7%
LPL Financial
19
LPL Financial
California
$2.55M +$449K +13,527 +21%
Mariner
20
Mariner
Kansas
$2.53M -$186K -5,600 -7%
AF
21
Apexium Financial
Texas
$2.25M +$2.31M +69,511 New
BWM
22
BlackDiamond Wealth Management
New York
$2.17M -$97.5K -2,937 -4%
FW
23
FullCircle Wealth
Texas
$1.99M -$75.6K -2,276 -3%
UBS Group
24
UBS Group
Switzerland
$1.73M +$988K +29,754 +126%
BAM
25
Belpointe Asset Management
Nevada
$1.7M +$1.75M +52,567 New

RUNN Hedge Fund Activity: Q1 2025 in Review

55 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q1 2025, worth a combined $182M — up 43% from $127M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RUNN positions and 4 closed out — a net gain of 14 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.6M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $7.29M sold.

  • 55 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q1 2025, up from 42 in Q4 2024.
  • Funds reported $182M of Strategic Trust Running Oak Efficient Growth ETF stock for Q1 2025, up 43% quarter-over-quarter.
  • 18 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q1 2025 and 4 closed out, a net change of +14 holders.
  • The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $11.6M added.
  • The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $7.29M sold.

Based on aggregated 13F filings for Q1 2025.