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Strategic Trust Running Oak Efficient Growth ETF
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Overview Fund Activity

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
Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.75%
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
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.4M
2
FD
Financial Designs
California
+$7.64M
3
MML Investors Services
MML Investors Services
Massachusetts
+$6.86M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$5.09M
5
AFP
Ausdal Financial Partners
Iowa
+$3.68M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$7.29M
2
JCM
J2 Capital Management
Michigan
-$1.31M
3
GVAG
Great Valley Advisor Group
Delaware
-$1.02M
4
OMC
Old Mission Capital
Illinois
-$838K
5
RIA
Regal Investment Advisors
Michigan
-$832K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$37.7M +$11.4M +350,560 +43%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$17M +$5.09M +156,976 +43%
MA
3
Mutual Advisors
Nebraska
$14.4M +$885K +28,070 +7%
TWM
4
Tradition Wealth Management
Minnesota
$13.9M +$3.11M +95,814 +29%
HWA
5
Heritage Wealth Architects
Minnesota
$8.42M +$8.42M +259,510 New
FD
6
Financial Designs
California
$7.64M +$7.64M +235,472 New
GM
7
GeoWealth Management
Illinois
$7.62M +$426K +13,130 +6%
MML Investors Services
8
MML Investors Services
Massachusetts
$7.46M +$6.86M +211,388 +1,127%
CMAI
9
Capital Management Associates Inc
Minnesota
$6.8M +$3.52M +108,595 +107%
MW
10
MBL Wealth
North Carolina
$5.72M +$2.99M +92,120 +109%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.86M +$501K +15,447 +11%
TBC
12
Ted Buchan & Co
California
$4.19M +$316K +9,734 +8%
TW
13
Transform Wealth
Colorado
$3.86M -$366K -11,287 -9%
CFA
14
Cahill Financial Advisors
Minnesota
$3.73M +$273K +8,408 +8%
AFP
15
Ausdal Financial Partners
Iowa
$3.68M +$3.68M +113,500 New
FFP
16
Freedom Financial Partners
Minnesota
$3.5M +$189K +5,836 +6%
AC
17
AlphaCore Capital
California
$2.77M +$2.77M +85,424 New
AI
18
Atria Investments
North Carolina
$2.57M -$195K -6,000 -7%
LPL Financial
19
LPL Financial
California
$2.55M +$439K +13,527 +21%
Mariner
20
Mariner
Kansas
$2.53M -$182K -5,600 -7%
AF
21
Apexium Financial
Texas
$2.25M +$2.25M +69,511 New
BWM
22
BlackDiamond Wealth Management
New York
$2.17M -$95.7K -2,937 -4%
FW
23
FullCircle Wealth
Texas
$1.99M -$71.6K -2,276 -3%
UBS Group
24
UBS Group
Switzerland
$1.73M +$965K +29,754 +126%
BAM
25
Belpointe Asset Management
Nevada
$1.7M +$1.7M +52,567 New
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