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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-14,299-68.5%6,589$213.46KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+27,90527,905$904.01KQ2 2026Sep 02, 2026
United Capital Financial Advisors, LlcSell-48,153-16.6%241,237$7.82MQ2 2026Aug 17, 2026
Mutual Advisors, LlcSell-106,761-28.6%266,497$8.63MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+8,062+0.6%1,317,439$42.68MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-1,139-0.9%131,828$4.27MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-830-5.3%14,756$478.04KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+25+0.2%15,959$517.01KQ2 2026Aug 14, 2026
Osbon Capital Management LlcSell-5,957-26.5%16,553$536.27KQ2 2026Aug 13, 2026
Huntington National BankBuy+3,7143,714$120.32KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+2,258+163.9%3,636$117.79KQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,249+3.5%66,434$2.15MQ2 2026Aug 13, 2026
Sykon Capital LlcSell-58,162-87.3%8,424$272.90KQ2 2026Aug 12, 2026
Focus Partners WealthBuy+16,596+2.2%777,098$25.17MQ2 2026Aug 12, 2026
Elevation Point Wealth Partners, LlcBuy+11,43811,438$370.54KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+1,0211,021$32.96KQ2 2026Aug 12, 2026
Tradition Wealth Management, LlcBuy+37,431+7.7%520,567$16.86MQ2 2026Aug 11, 2026
Blackdiamond Wealth Management, LlcSell-20,426-35.3%37,446$1.33MQ2 2026Aug 11, 2026
Cahill Financial Advisors IncBuy+4,982+3.7%138,718$4.49MQ2 2026Aug 11, 2026
Great Valley Advisor Group, Inc.Sell-238-1.8%12,778$413.99KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+49,337+14.6%386,968$12.54MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+13,329+11.8%126,631$4.10MQ2 2026Aug 07, 2026
Quent Capital, LlcBuy+713713$23.10KQ2 2026Aug 07, 2026
Freedom Financial Partners LlcBuy+2,068+1.6%130,791$4.24MQ2 2026Aug 06, 2026
Fifth Third BancorpSell-335-4.9%6,459$209.23KQ2 2026Aug 05, 2026
Envestnet Asset Management IncSell-27,358-65.8%14,202$460.09KQ2 2026Aug 03, 2026
Jacobi Capital Management LlcBuy+368+2.7%14,081$456.16KQ2 2026Jul 31, 2026
Mgo One Seven LlcSell-80-0.5%17,349$562.04KQ2 2026Jul 31, 2026
Ted Buchan & CoSell-3,163-2.1%148,384$4.81MQ2 2026Jul 23, 2026
Capital Management Associates, IncBuy+1,989+1.7%116,288$3.77MQ2 2026Jul 22, 2026
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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.