Running Oak Efficient GR ETFRUNNETF
13F holders, Q1 2026 (March 31)47holders −3
9new positions
10sold out
1famous investor
$32.26avg. 13F price*
At the end of Q1 2026, 47 institutions reported holding Running Oak Efficient GR ETF (RUNN) in their 13F filings, down 3 from Q4 2025. 9 opened new positions and 10 sold out. The largest holders were Royal Bank of Canada ($42.2M), Focus Partners Wealth ($24.5M) and Tradition Wealth Management, LLC ($15.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Running Oak Efficient GR ETF
- Filed as
- STRATEGIC TRUST (Q1 2026)
- CUSIP
- 48817R870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.1M |
| Exits | 10 | $112.4M |
All 13F filers, Q4 2025 → Q1 2026: 582,868 shares bought and 3,643,156 shares sold, net −3,060,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Royal Bank of Canada | 0.01% | Reduce -2.8% | 1,309,377 | $42.2M |
| Focus Partners Wealth | 0.03% | Reduce -7.6% | 760,502 | $24.5M |
| Tradition Wealth Management, LLC | 1.11% | Add +5.2% | 483,136 | $15.6M |
| Boyum Wealth Architects LLC | 5.58% | Add +7.8% | 405,138 | $13.4M |
| Mutual Advisors, LLC | 0.26% | Add +0.1% | 373,258 | $12.0M |
| MML Investors Services, LLC | 0.03% | Add +47.5% | 337,631 | $10.9M |
| United Capital Financial Advisors, LLC | 0.06% | Add +5.8% | 289,390 | $9.3M |
| Financial Designs Corp | 5.14% | Reduce -0.1% | 286,716 | $9.2M |
| GeoWealth Management, LLC | 0.29% | Add +3.3% | 253,490 | $8.2M |
| MBL Wealth, LLC | 0.48% | Reduce -8.6% | 196,138 | $6.3M |
| Ted Buchan & Co | 1.77% | Add +8.1% | 151,547 | $4.9M |
| Cahill Financial Advisors Inc. | 0.47% | Add +4.5% | 133,736 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +1.8% | 132,967 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | New | 130,696 | $4.2M |
| Freedom Financial Partners LLC | 1.48% | Add +3.0% | 128,723 | $4.1M |
| Capital Management Associates, Inc | 0.83% | Reduce -1.3% | 114,299 | $3.7M |
| LPL Financial LLC | 0.00% | Add +2.6% | 113,302 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.3% | 103,913 | $3.3M |
| Laurel Oak Wealth Management, LLC | 0.55% | Add +120.1% | 102,487 | $3.3M |
| Sykon Capital LLC | 0.71% | Add +12.7% | 66,586 | $2.1M |
| UBS Group AG | 0.00% | Reduce -23.3% | 64,185 | $2.1M |
| BlackDiamond Wealth Management, LLC | 0.90% | Add +2.0% | 57,872 | $1.9M |
| Belpointe Asset Management LLC | 0.06% | New | 50,162 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 41,560 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | New | 39,920 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 24,582 | $792K |
| Osbon Capital Management LLC | 0.59% | Reduce -6.5% | 22,510 | $725K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.7% | 20,888 | $673K |
| Mgo One Seven LLC | 0.01% | Reduce -57.9% | 17,429 | $561K |
| AQR Capital Management | 0.00% | Add +0.4% | 15,934 | $513K |
| IHT Wealth Management, LLC | 0.01% | Add +6.3% | 15,586 | $502K |
| Jacobi Capital Management LLC | 0.02% | Reduce -5.9% | 13,713 | $442K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -14.2% | 13,016 | $420K |
| Tactive Advisors, LLC | 0.12% | New | 12,874 | $415K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 11,500 | $370K |
| Marks Group Wealth Management, Inc | 0.03% | Add +11.4% | 10,851 | $350K |
| Jane Street Group, LLC | 0.00% | New | 10,598 | $341K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -47.3% | 8,745 | $282K |
| Lifeworks Advisors, LLC | 0.03% | No change | 8,326 | $268K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -48.8% | 7,119 | $234K |
| Choreo, LLC | 0.00% | New | 7,111 | $229K |
| Fifth Third Bancorp | 0.00% | New | 6,794 | $219K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +187.7% | 1,378 | $44K |
| JPMorgan Chase & Co. | 0.00% | New | 400 | $13K |
| Morgan Stanley | 0.00% | Reduce -99.8% | 193 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 165 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 50 | $2K |
"% 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.