Running Oak Efficient GR ETFRUNNETF
13F holders, Q4 2025 (December 31)50holders −3
8new positions
12sold out
2famous investors
$33.41avg. 13F price*
At the end of Q4 2025, 50 institutions reported holding Running Oak Efficient GR ETF (RUNN) in their 13F filings, down 3 from Q3 2025. 8 opened new positions and 12 sold out. The largest holders were Boulay Financial Advisors, LLC ($106.9M), Royal Bank of Canada ($44.9M) and Focus Partners Wealth ($27.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Running Oak Efficient GR ETF
- Filed as
- STRATEGIC TRUST (Q4 2025)
- CUSIP
- 48817R870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $38.2M |
| Exits | 12 | $33.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,495,526 shares bought and 1,335,228 shares sold, net +160,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Boulay Financial Advisors, LLC | 12.56% | Reduce -4.5% | 3,204,936 | $106.9M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 1,346,566 | $44.9M |
| Focus Partners Wealth | 0.03% | New | 823,160 | $27.4M |
| Tradition Wealth Management, LLC | 1.10% | Add +2.0% | 459,169 | $15.3M |
| Boyum Wealth Architects LLC | 6.12% | Add +20.9% | 375,647 | $13.1M |
| Mutual Advisors, LLC | 0.27% | Reduce -17.0% | 373,072 | $12.4M |
| Financial Designs Corp | 5.42% | Add +7.4% | 287,120 | $9.6M |
| United Capital Financial Advisors, LLC | 0.06% | New | 273,532 | $9.1M |
| GeoWealth Management, LLC | 0.30% | Reduce -2.6% | 245,293 | $8.2M |
| MML Investors Services, LLC | 0.02% | Reduce -0.1% | 228,965 | $7.6M |
| MBL Wealth, LLC | 0.57% | Add +1.4% | 214,575 | $7.2M |
| Ted Buchan & Co | 1.72% | Add +14.3% | 140,148 | $4.7M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +5.3% | 130,674 | $4.4M |
| Cahill Financial Advisors Inc. | 0.47% | Add +5.0% | 127,940 | $4.3M |
| Freedom Financial Partners LLC | 1.52% | Add +4.4% | 124,997 | $4.2M |
| Capital Management Associates, Inc | 0.85% | Add +7.5% | 115,819 | $3.9M |
| LPL Financial LLC | 0.00% | Add +7.4% | 110,473 | $3.7M |
| J2 Capital Management Inc | 2.15% | Add +42.5% | 88,476 | $2.9M |
| Morgan Stanley | 0.00% | Add +545.5% | 85,733 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +31.1% | 85,644 | $2.9M |
| UBS Group AG | 0.00% | Reduce -14.6% | 83,680 | $2.8M |
| BlackDiamond Wealth Management, LLC | 0.96% | Reduce -10.8% | 56,754 | $2.0M |
| Sykon Capital LLC | 0.63% | Reduce -16.4% | 59,062 | $2.0M |
| Pursuit Wealth Management LLC | 1.43% | — | 49,752 | $1.7M |
| Laurel Oak Wealth Management, LLC | 0.26% | — | 46,570 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.2% | 45,808 | $1.5M |
| Mgo One Seven LLC | 0.03% | Add +19.8% | 41,351 | $1.4M |
| Brookwood Investment Group LLC | 0.12% | Add +7.4% | 29,484 | $983K |
| Osbon Capital Management LLC | 0.75% | — | 24,074 | $803K |
| Susquehanna International Group, LLP | 0.00% | New | 19,784 | $660K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -37.4% | 19,394 | $647K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +3.0% | 16,590 | $553K |
| AQR Capital Management | 0.00% | New | 15,875 | $529K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -13.0% | 15,168 | $506K |
| Citadel Advisors | 0.00% | Reduce -20.3% | 14,812 | $494K |
| IHT Wealth Management, LLC | 0.01% | Add +11.4% | 14,656 | $489K |
| Jacobi Capital Management LLC | 0.03% | No change | 14,578 | $486K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -29.1% | 13,897 | $483K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 11,500 | $383K |
| Marks Group Wealth Management, Inc | 0.03% | Reduce -17.0% | 9,738 | $325K |
| Lifeworks Advisors, LLC | 0.04% | No change | 8,326 | $278K |
| Soundwatch Capital LLC | 0.04% | New | 6,887 | $230K |
| Comerica Bank | 0.00% | Add +78.0% | 5,634 | $188K |
| MidAtlantic Capital Management, Inc. | 0.08% | New | 3,853 | $128K |
| Bank of America Corp. | 0.00% | New | 1,777 | $59K |
| Wells Fargo & Company | 0.00% | New | 500 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 479 | $16K |
| Financial Perspectives, Inc | 0.00% | No change | 165 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 50 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -99.7% | 30 | $1K |
"% of holder's portfolio" is RUNN's weight in each manager's 13F, not the share of Running Oak Efficient GR ETF the manager owns.