RUNNING OAK EFFICIENT GR ETF (RUNN) Institutional Shareholders
RUNNING OAK EFFICIENT GR ETF (RUNN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $185.51M in RUNN holdings during the latest filing period.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of RUNN tracked by InsiderSet, reporting ownership valued at approximately $42.18M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.50M, representing an estimated gain of +5.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed RUNN value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Focus Partners Wealth, Tradition Wealth Management, Llc, and several other long-term asset managers with concentrated positions in RUNNING OAK EFFICIENT GR ETF (RUNN).
This page ranks the largest institutional RUNN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$185.51M
Largest Holder
Royal Bank Of Canada
Largest Position
$42.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 0.01% | 1,309,377 | $42,176,000 | $44,500,880 | +$2,324,880 | +5.51% | |
| Focus Partners Wealth | 0.03% | 760,502 | $24,495,752 | $25,846,649 | +$1,350,897 | +5.51% | |
| Tradition Wealth Management, Llc | 1.11% | 483,136 | $15,561,807 | $16,420,005 | +$858,198 | +5.51% | |
| Boyum Wealth Architects Llc | 5.80% | 437,177 | $14,559,608 | $14,858,029 | +$298,421 | +2.05% | |
| Mutual Advisors, Llc | 0.26% | 373,258 | $12,022,630 | $12,685,658 | +$663,028 | +5.51% | |
| Mml Investors Services, Llc | 0.03% | 337,631 | $10,875,089 | $11,474,828 | +$599,739 | +5.51% | |
| United Capital Financial Advisors, Llc | 0.06% | 289,390 | $9,312,576 | $9,835,295 | +$522,719 | +5.61% | |
| Mbl Wealth, Llc | 0.36% | 160,923 | $5,213,246 | $5,469,177 | +$255,931 | +4.91% | |
| Ted Buchan & Co | 1.57% | 148,384 | $4,807,033 | $5,043,023 | +$235,990 | +4.91% | |
| Laurel Oak Wealth Management, Llc | 0.66% | 139,884 | $4,531,684 | $4,754,140 | +$222,456 | +4.91% | |
| Cahill Financial Advisors Inc | 0.47% | 133,736 | $4,307,641 | $4,545,192 | +$237,551 | +5.51% | |
| Ausdal Financial Partners, Inc. | 0.19% | 132,967 | $4,282,865 | $4,519,056 | +$236,191 | +5.51% | |
| Freedom Financial Partners Llc | 1.48% | 128,723 | $4,146,182 | $4,374,818 | +$228,636 | +5.51% | |
| Capital Management Associates, Inc | 0.76% | 116,288 | $3,767,254 | $3,952,199 | +$184,945 | +4.91% | |
| Lpl Financial Llc | 0.00% | 113,302 | $3,649,467 | $3,850,716 | +$201,249 | +5.51% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 103,913 | $3,347,038 | $3,531,618 | +$184,580 | +5.51% | |
| Sykon Capital Llc | 0.71% | 66,586 | $2,144,735 | $2,263,012 | +$118,277 | +5.51% | |
| Ubs Group Ag | 0.00% | 64,185 | $2,067,399 | $2,181,411 | +$114,012 | +5.51% | |
| Blackdiamond Wealth Management, Llc | 0.90% | 57,872 | $1,864,068 | $1,966,855 | +$102,787 | +5.51% | |
| Cary Street Partners Financial Llc | 0.04% | 56,801 | $1,840,108 | $1,930,456 | +$90,348 | +4.91% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 47,050 | $1,554,770 | $1,599,055 | +$44,285 | +2.85% | |
| Envestnet Asset Management Inc | 0.00% | 41,560 | $1,338,648 | $1,412,471 | +$73,823 | +5.51% | |
| Arete Wealth Advisors, Llc | 0.10% | 39,920 | $1,285,823 | $1,356,733 | +$70,910 | +5.51% | |
| Goldman Sachs Group Inc | 0.00% | 24,582 | $791,786 | $835,451 | +$43,665 | +5.51% | |
| Osbon Capital Management Llc | 0.59% | 22,510 | $725,037 | $765,032 | +$39,995 | +5.52% | |
| Integrated Wealth Concepts Llc | 0.01% | 20,888 | $672,800 | $709,906 | +$37,106 | +5.52% | |
| Mgo One Seven Llc | 0.01% | 17,349 | $562,037 | $589,628 | +$27,591 | +4.91% | |
| Aqr Capital Management Llc | 0.00% | 15,934 | $513,234 | $541,538 | +$28,304 | +5.51% | |
| Iht Wealth Management, Llc | 0.01% | 15,586 | $502,025 | $529,710 | +$27,685 | +5.51% | |
| Jacobi Capital Management Llc | 0.02% | 14,081 | $456,160 | $478,561 | +$22,401 | +4.91% | |
| Great Valley Advisor Group, Inc. | 0.01% | 13,016 | $419,686 | $442,366 | +$22,680 | +5.40% | |
| Pinnacle Bancorp, Inc. | 0.10% | 11,500 | $372,553 | $390,842 | +$18,289 | +4.91% | |
| Jane Street Group, Llc | 0.00% | 10,598 | $341,362 | $360,187 | +$18,825 | +5.51% | |
| Lifeworks Advisors, Llc | 0.03% | 8,326 | $268,180 | $282,970 | +$14,790 | +5.51% | |
| Choreo, Llc | 0.00% | 7,111 | $229,060 | $241,677 | +$12,617 | +5.51% | |
| Flagship Harbor Advisors, Llc | 0.01% | 6,887 | $223,103 | $234,064 | +$10,961 | +4.91% | |
| Fifth Third Bancorp | 0.00% | 6,794 | $218,823 | $230,903 | +$12,080 | +5.52% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,378 | $44,385 | $46,833 | +$2,448 | +5.52% | |
| Morgan Stanley | 0.00% | 193 | $6,217 | $6,559 | +$342 | +5.51% | |
| Financial Perspectives, Inc | 0.00% | 165 | $5,334 | $5,608 | +$274 | +5.13% | |
| Thrivent Financial For Lutherans | 0.01% | 130,696 | $4,210 | $4,441,873 | +$4,437,663 | +105407.68% | |
| Nbc Securities, Inc. | 0.00% | 50 | $1,619 | $1,699 | +$80 | +4.96% |
Frequently asked questions about RUNN
Who owns the most RUNN stock?
The largest holders of RUNN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for RUNNING OAK EFFICIENT GR ETF (RUNN).
Is RUNN widely held by superinvestors?
Many widely followed stocks like RUNN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RUNN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.