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Strategic Trust Running Oak Efficient Growth ETF

50 hedge funds and large institutions have $316M invested in Strategic Trust Running Oak Efficient Growth ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.04% less ownership

Funds ownership: 86.5%86.46% (-0.04%)

3% less capital invested

Capital invested by funds: $325M → $316M (-$8.57M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

6% less funds holding

Funds holding: 5350 (-3)

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
19
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Boulay Financial Advisors
Minnesota
$107M -$5.12M -152,445 -5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$44.9M +$2.34M +69,774 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$27.4M +$27.6M +823,160 New
TWM
4
Tradition Wealth Management
Minnesota
$15.3M +$310K +9,224 +2%
HWA
5
Heritage Wealth Architects
Minnesota
$13.1M +$2.18M +64,852 +21%
MA
6
Mutual Advisors
Nebraska
$12.4M -$2.56M -76,338 -17%
FD
7
Financial Designs
California
$9.57M +$662K +19,730 +7%
UCFA
8
United Capital Financial Advisors
Texas
$9.13M +$9.18M +273,532 New
GM
9
GeoWealth Management
Illinois
$8.18M -$222K -6,616 -3%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.63M -$4.46K -133 -0.1%
MW
11
MBL Wealth
North Carolina
$7.15M +$100K +2,992 +1%
TBC
12
Ted Buchan & Co
California
$4.67M +$587K +17,476 +14%
AFP
13
Ausdal Financial Partners
Iowa
$4.36M +$222K +6,608 +5%
CFA
14
Cahill Financial Advisors
Minnesota
$4.27M +$204K +6,085 +5%
FFP
15
Freedom Financial Partners
Minnesota
$4.17M +$176K +5,250 +4%
CMAI
16
Capital Management Associates Inc
Minnesota
$3.86M +$271K +8,078 +7%
LPL Financial
17
LPL Financial
California
$3.68M +$256K +7,619 +7%
JCM
18
J2 Capital Management
Michigan
$2.95M +$886K +26,393 +43%
Morgan Stanley
19
Morgan Stanley
New York
$2.86M +$2.43M +72,451 +545%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.86M +$682K +20,323 +31%
UBS Group
21
UBS Group
Switzerland
$2.79M -$478K -14,249 -15%
BWM
22
BlackDiamond Wealth Management
New York
$1.98M -$231K -6,869 -11%
SC
23
Sykon Capital
New York
$1.97M -$388K -11,558 -16%
PWM
24
Pursuit Wealth Management
Florida
$1.66M +$1.67M +49,752 New
LOWM
25
Laurel Oak Wealth Management
New Jersey
$1.55M +$1.56M +46,570 New

RUNN Hedge Fund Activity: Q4 2025 in Review

50 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q4 2025, worth a combined $316M — down 2.6% from $325M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RUNN and 11 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 19 added.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $27.6M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $27.8M sold.

  • 50 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q4 2025, down from 53 in Q3 2025.
  • Funds reported $316M of Strategic Trust Running Oak Efficient Growth ETF stock for Q4 2025, down 2.6% quarter-over-quarter.
  • 11 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q4 2025 and 12 closed out, a net change of -1 holder.
  • The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $27.6M added.
  • The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2025.