Strategic Trust Running Oak Efficient Growth
RUNN • NASDAQ
Strategic Trust Running Oak Efficient Growth is an exchange-traded fund on NASDAQ. As of Q3 2025, 53 institutional investors hold shares in this ETF, with total holdings valued at $325.0M. Boulay Financial Advisors, LLC is the largest holder with a position valued at $115.1M.
Overview
Overview of institutional ownership in RUNN as of Q3 2025
All Institutions
- Institutions
- 53
- Value Held
- $325.0M
- Shares Held
- 9.5M
- Avg Position
- $6.1M
- Median Position
- $1.1M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $636.9K
- Shares Held
- 18.6K
- Avg Position
- $636.9K
- Median Position
- $636.9K
Biggest Investors
Institutions with the largest positions in RUNN as of Q3 2025
| Institution | Position Value |
|---|---|
 Boulay Financial Advisors, LLC RIA/Wealth | $115.1M 16.15% of portfolio |
R ROYAL BANK OF CANADA Institution | $43.8M 0.01% of portfolio |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $27.8M 0.11% of portfolio |
 Tradition Wealth Management, LLC RIA/Wealth | $15.4M 1.16% of portfolio |
 Mutual Advisors, LLC RIA/Wealth | $15.3M 0.34% of portfolio |
 Heritage Wealth Architects, Inc. RIA/Wealth | $10.7M 6.61% of portfolio |
 Financial Designs Corp RIA/Wealth | $8.8M 5.38% of portfolio |
 GeoWealth Management, LLC RIA/Wealth | $8.6M 0.32% of portfolio |
 Apexium Financial, LP RIA/Wealth | $8.3M 0.40% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $7.9M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RUNN in Q3 2025
- Traded
- +$2.8M
- Buyers
- 32
- Sellers
- 25
- Total Bought
- +$10.5M
- Total Sold
- −$7.7M
- Avg Position
- $5.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Heritage Wealth Architects, Inc. RIA/Wealth | +$1.5M +42.9K shares |
Apexium Financial, LP RIA/Wealth | +$1.4M +42.2K shares |
 UBS Group AG Institution | +$1.3M +38.3K shares |
R ROYAL BANK OF CANADA Institution | +$1.0M +29.3K shares |
Financial Designs Corp RIA/Wealth | +$720.3K +21.8K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$495.5K +14.5K shares |
L LPL Financial LLC Institution | +$487.9K +14.2K shares |
 MORGAN STANLEY RIA/Wealth | +$455.2K +13.3K shares |
J JANE STREET GROUP, LLC Institution | +$421.4K +12.3K shares |
H HRT FINANCIAL LLC Institution | +$378.7K +11.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 AlphaCore Capital LLC Real Assets | −$2.9M −85.6K shares |
 Goss Wealth Management LLC RIA/Wealth | −$1.2M −36.1K shares |
Boulay Financial Advisors, LLC RIA/Wealth | −$689.6K −20.1K shares |
 Ted Buchan & Co RIA/Wealth | −$563.9K −16.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$403.7K −11.9K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | −$387.0K −11.4K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | −$231.4K −6.8K shares |
 SYKON CAPITAL LLC RIA/Wealth | −$220.0K −6.4K shares |
Soundwatch Capital LLC ETF Provider | −$218.4K −5.6K shares |
 Cannon Advisors, Inc. RIA/Wealth | −$215.2K −6.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RUNN in Q3 2025
- New Positions
- 4
- New Value
- $946.5K
- Exited Positions
- 9
- Exited Value
- $4.2M
New Positions
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $455.2K 13.3K shares |
H HRT FINANCIAL LLC Institution | $378.7K 11.1K shares |
C COMERICA BANK Institution | $108.5K 3.2K shares |
A Advisory Services Network, LLC RIA/Wealth | $4.2K 123.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
AlphaCore Capital LLC Real Assets | $2.9M 85.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $403.7K 11.9K shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $387.0K 11.4K shares |
Soundwatch Capital LLC ETF Provider | $218.4K 5.6K shares |
Cannon Advisors, Inc. RIA/Wealth | $215.2K 6.4K shares |
P PRIVATE TRUST CO NA Institution | $33.8K 1.0K shares |
A Advisor Group Holdings, Inc. Institution | $15.6K 462.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $2.1K 61.0 shares |
 JNBA Financial Advisors RIA/Wealth | $1.5K 44.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in RUNN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RUNN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Boulay Financial Advisors, LLC RIA/Wealth | 16.15% $115.1M |
Heritage Wealth Architects, Inc. RIA/Wealth | 6.61% $10.7M |
Financial Designs Corp RIA/Wealth | 5.38% $8.8M |
Ted Buchan & Co RIA/Wealth | 1.65% $4.2M |
 J2 Capital Management Inc RIA/Wealth | 1.60% $2.1M |
 Freedom Financial Partners LLC RIA/Wealth | 1.56% $4.1M |
 BlackDiamond Wealth Management Inc. RIA/Wealth | 1.23% $2.2M |
Tradition Wealth Management, LLC RIA/Wealth | 1.16% $15.4M |
C Capital Management Associates, Inc RIA/Wealth | 1.00% $3.7M |
SYKON CAPITAL LLC RIA/Wealth | 0.81% $2.4M |
Hedge Fund Spotlight
Discover hedge funds investing in RUNN
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Strategic Trust Running Oak Efficient Growth
- Market Value
- $636.9K
- Shares Held
- 18.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
