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Strategic Trust Running Oak Efficient Growth ETF
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Overview Fund Activity

58 hedge funds and large institutions have $319M invested in Strategic Trust Running Oak Efficient Growth ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
26
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Boulay Financial Advisors
Minnesota
+$114M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$9.31M
3
AF
Apexium Financial
Texas
+$4.42M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.84M
5
SC
Sykon Capital
New York
+$2.61M

Top Sellers

1
CMAI
Capital Management Associates Inc
Minnesota
-$3.44M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.95M
3
AI
Atria Investments
North Carolina
-$1.63M
4
Mariner
Mariner
Kansas
-$1.6M
5
MGWM
Marks Group Wealth Management
Minnesota
-$582K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1
Boulay Financial Advisors
Minnesota
$114M +$114M +3,377,504 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$42.2M +$2.84M +83,885 +7%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$27.1M +$9.31M +275,227 +52%
MA
4
Mutual Advisors
Nebraska
$15.5M -$521K -14,830 -3%
TWM
5
Tradition Wealth Management
Minnesota
$15M +$460K +13,595 +3%
HWA
6
Heritage Wealth Architects
Minnesota
$9.07M +$285K +8,433 +3%
FD
7
Financial Designs
California
$8.31M +$343K +10,143 +4%
GM
8
GeoWealth Management
Illinois
$8.31M +$355K +10,500 +4%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.94M +$149K +4,414 +2%
MW
10
MBL Wealth
North Carolina
$6.94M +$979K +28,926 +16%
AF
11
Apexium Financial
Texas
$6.77M +$4.42M +130,577 +188%
TBC
12
Ted Buchan & Co
California
$4.71M +$332K +9,820 +8%
CFA
13
Cahill Financial Advisors
Minnesota
$4.15M +$255K +7,537 +7%
AFP
14
Ausdal Financial Partners
Iowa
$4.13M +$292K +8,623 +8%
FFP
15
Freedom Financial Partners
Minnesota
$3.86M +$207K +6,109 +6%
CMAI
16
Capital Management Associates Inc
Minnesota
$3.66M -$3.44M -101,518 -48%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.12M -$1.95M -57,560 -38%
LPL Financial
18
LPL Financial
California
$3M +$341K +10,069 +13%
AC
19
AlphaCore Capital
California
$2.9M +$4.74K +140 +0.2%
SC
20
Sykon Capital
New York
$2.61M +$2.61M +77,040 New
BWM
21
BlackDiamond Wealth Management
New York
$2.24M -$39.1K -1,146 -2%
FW
22
FullCircle Wealth
Texas
$2.18M +$30.6K +899 +1%
JCM
23
J2 Capital Management
Michigan
$2.06M +$1.44M +42,618 +233%
UBS Group
24
UBS Group
Switzerland
$2.02M +$212K +6,272 +12%
BAM
25
Belpointe Asset Management
Nevada
$1.72M -$54.1K -1,600 -3%
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