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Strategic Trust Running Oak Efficient Growth ETF

53 hedge funds and large institutions have $325M invested in Strategic Trust Running Oak Efficient Growth ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

2% more capital invested

Capital invested by funds: $319M → $325M (+$5.76M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.65% less ownership

Funds ownership: 87.15%86.5% (-0.65%)

9% less funds holding

Funds holding: 5853 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
28
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Boulay Financial Advisors
Minnesota
$115M -$690K -20,123 -0.6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$43.8M +$1M +29,262 +2%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$27.8M +$372K +10,836 +1%
TWM
4
Tradition Wealth Management
Minnesota
$15.4M +$264K +7,708 +2%
MA
5
Mutual Advisors
Nebraska
$15.3M +$253K +7,367 +2%
HWA
6
Heritage Wealth Architects
Minnesota
$10.7M +$1.47M +42,852 +16%
FD
7
Financial Designs
California
$8.85M +$747K +21,775 +9%
GM
8
GeoWealth Management
Illinois
$8.63M +$217K +6,324 +3%
AF
9
Apexium Financial
Texas
$8.3M +$1.45M +42,208 +21%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.85M -$187K -5,461 -2%
MW
11
MBL Wealth
North Carolina
$7.25M +$220K +6,408 +3%
AFP
12
Ausdal Financial Partners
Iowa
$4.25M +$66.7K +1,943 +2%
TBC
13
Ted Buchan & Co
California
$4.2M -$564K -16,455 -12%
CFA
14
Cahill Financial Advisors
Minnesota
$4.18M -$23.7K -692 -0.6%
FFP
15
Freedom Financial Partners
Minnesota
$4.1M +$193K +5,615 +5%
CMAI
16
Capital Management Associates Inc
Minnesota
$3.69M -$13.6K -395 -0.4%
LPL Financial
17
LPL Financial
California
$3.52M +$488K +14,237 +16%
UBS Group
18
UBS Group
Switzerland
$3.36M +$1.31M +38,263 +64%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.09M -$71.3K -2,080 -2%
SC
20
Sykon Capital
New York
$2.42M -$220K -6,420 -8%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$496K +14,459 +28%
BWM
22
BlackDiamond Wealth Management
New York
$2.18M -$65.5K -1,910 -3%
FW
23
FullCircle Wealth
Texas
$2.14M +$24.1K +704 +1%
JCM
24
J2 Capital Management
Michigan
$2.13M +$41.3K +1,203 +2%
BAM
25
Belpointe Asset Management
Nevada
$1.71M -$38K -1,109 -2%

RUNN Hedge Fund Activity: Q3 2025 in Review

53 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q3 2025, worth a combined $325M — up 1.8% from $319M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RUNN and 4 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 28 added.

The largest buyer was Heritage Wealth Architects, adding an estimated $1.47M. The largest seller was AlphaCore Capital, exiting entirely with an estimated $2.9M sold.

  • 53 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q3 2025, down from 58 in Q2 2025.
  • Funds reported $325M of Strategic Trust Running Oak Efficient Growth ETF stock for Q3 2025, up 1.8% quarter-over-quarter.
  • 4 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q3 2025 and 9 closed out, a net change of -5 holders.
  • The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q3 2025 was Heritage Wealth Architects, an estimated $1.47M added.
  • The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q3 2025 was AlphaCore Capital, an estimated $2.9M sold.

Based on aggregated 13F filings for Q3 2025.