RUNNING OAK EFFICIENT GR ETF (RUNN) Institutional Ownership Changes & 13F Activity
RUNNING OAK EFFICIENT GR ETF (RUNN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mutual Advisors, Llc, Sykon Capital Llc, Mml Investors Services, Llc, United Capital Financial Advisors, Llc, and Tradition Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -14,299 | -68.5% | 6,589 | $213.46K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +27,905 | — | 27,905 | $904.01K | Q2 2026 | Sep 02, 2026 |
| United Capital Financial Advisors, Llc | Sell | -48,153 | -16.6% | 241,237 | $7.82M | Q2 2026 | Aug 17, 2026 |
| Mutual Advisors, Llc | Sell | -106,761 | -28.6% | 266,497 | $8.63M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +8,062 | +0.6% | 1,317,439 | $42.68M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -1,139 | -0.9% | 131,828 | $4.27M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -830 | -5.3% | 14,756 | $478.04K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +25 | +0.2% | 15,959 | $517.01K | Q2 2026 | Aug 14, 2026 |
| Osbon Capital Management Llc | Sell | -5,957 | -26.5% | 16,553 | $536.27K | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +3,714 | — | 3,714 | $120.32K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +2,258 | +163.9% | 3,636 | $117.79K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +2,249 | +3.5% | 66,434 | $2.15M | Q2 2026 | Aug 13, 2026 |
| Sykon Capital Llc | Sell | -58,162 | -87.3% | 8,424 | $272.90K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +16,596 | +2.2% | 777,098 | $25.17M | Q2 2026 | Aug 12, 2026 |
| Elevation Point Wealth Partners, Llc | Buy | +11,438 | — | 11,438 | $370.54K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,021 | — | 1,021 | $32.96K | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, Llc | Buy | +37,431 | +7.7% | 520,567 | $16.86M | Q2 2026 | Aug 11, 2026 |
| Blackdiamond Wealth Management, Llc | Sell | -20,426 | -35.3% | 37,446 | $1.33M | Q2 2026 | Aug 11, 2026 |
| Cahill Financial Advisors Inc | Buy | +4,982 | +3.7% | 138,718 | $4.49M | Q2 2026 | Aug 11, 2026 |
| Great Valley Advisor Group, Inc. | Sell | -238 | -1.8% | 12,778 | $413.99K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +49,337 | +14.6% | 386,968 | $12.54M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +13,329 | +11.8% | 126,631 | $4.10M | Q2 2026 | Aug 07, 2026 |
| Quent Capital, Llc | Buy | +713 | — | 713 | $23.10K | Q2 2026 | Aug 07, 2026 |
| Freedom Financial Partners Llc | Buy | +2,068 | +1.6% | 130,791 | $4.24M | Q2 2026 | Aug 06, 2026 |
| Fifth Third Bancorp | Sell | -335 | -4.9% | 6,459 | $209.23K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Sell | -27,358 | -65.8% | 14,202 | $460.09K | Q2 2026 | Aug 03, 2026 |
| Jacobi Capital Management Llc | Buy | +368 | +2.7% | 14,081 | $456.16K | Q2 2026 | Jul 31, 2026 |
| Mgo One Seven Llc | Sell | -80 | -0.5% | 17,349 | $562.04K | Q2 2026 | Jul 31, 2026 |
| Ted Buchan & Co | Sell | -3,163 | -2.1% | 148,384 | $4.81M | Q2 2026 | Jul 23, 2026 |
| Capital Management Associates, Inc | Buy | +1,989 | +1.7% | 116,288 | $3.77M | Q2 2026 | Jul 22, 2026 |
Frequently asked questions about RUNN activity
Which institutional owners are buying RUNN?
Institutional owners buying RUNN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RUNN activity?
"Buy" means an investor increased their reported position in RUNN compared to the prior reporting period. This reflects growing exposure to RUNNING OAK EFFICIENT GR ETF (RUNN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RUNN increasing?
Institutional interest in RUNN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.