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Strategic Trust Running Oak Efficient Growth ETF

47 hedge funds and large institutions have $205M invested in Strategic Trust Running Oak Efficient Growth ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
$42.2M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$24.5M
TWM
3
Tradition Wealth Management
Minnesota
$15.6M
HWA
4
Heritage Wealth Architects
Minnesota
$13.4M
MA
5
Mutual Advisors
Nebraska
$12M
MML Investors Services
6
MML Investors Services
Massachusetts
$10.9M
UCFA
7
United Capital Financial Advisors
Texas
$9.31M
FD
8
Financial Designs
California
$9.24M
GM
9
GeoWealth Management
Illinois
$8.16M
MW
10
MBL Wealth
North Carolina
$6.32M
TBC
11
Ted Buchan & Co
California
$4.88M
CFA
12
Cahill Financial Advisors
Minnesota
$4.31M
AFP
13
Ausdal Financial Partners
Iowa
$4.28M
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$4.21M
FFP
15
Freedom Financial Partners
Minnesota
$4.15M
CMAI
16
Capital Management Associates Inc
Minnesota
$3.68M
LPL Financial
17
LPL Financial
California
$3.65M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.35M
LOWM
19
Laurel Oak Wealth Management
New Jersey
$3.3M
SC
20
Sykon Capital
New York
$2.14M
UBS Group
21
UBS Group
Switzerland
$2.07M
BWM
22
BlackDiamond Wealth Management
New York
$1.86M
BAM
23
Belpointe Asset Management
Nevada
$1.62M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.34M
AWA
25
Arete Wealth Advisors
Illinois
$1.29M