RUNN Institutional Ownership & Shareholders
RUNNING OAK EFFICIENT GR ETF (RUNN) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $229.39M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of RUNN tracked by InsiderSet, reporting ownership valued at approximately $56.17M in its September 30, 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 $60.42M, representing an estimated gain of +7.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed RUNN value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Royal Bank Of Canada, Focus Partners Wealth, 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
44
Total Reported Value
$229.39M
Largest Holder
Gradient Investments Llc
Largest Position
$56.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.80% | 1,728,445 | $56,174,634 | $60,417,449 | +$4,242,815 | +7.55% | |
| Royal Bank Of Canada | 0.01% | 1,317,439 | $42,680,000 | $46,050,817 | +$3,370,817 | +7.90% | |
| Focus Partners Wealth | 0.03% | 777,098 | $25,174,789 | $27,163,305 | +$1,988,516 | +7.90% | |
| Tradition Wealth Management, Llc | 1.03% | 520,567 | $16,864,245 | $18,196,315 | +$1,332,070 | +7.90% | |
| Boyum Wealth Architects Llc | 5.86% | 440,864 | $14,409,108 | $15,410,313 | +$1,001,205 | +6.95% | |
| Mml Investors Services, Llc | 0.03% | 386,968 | $12,536,184 | $13,526,389 | +$990,205 | +7.90% | |
| Mutual Advisors, Llc | 0.16% | 266,497 | $8,633,424 | $9,315,349 | +$681,925 | +7.90% | |
| United Capital Financial Advisors, Llc | 0.04% | 241,237 | $7,816,085 | $8,432,391 | +$616,306 | +7.89% | |
| Cahill Financial Advisors Inc | 0.43% | 138,718 | $4,493,899 | $4,848,860 | +$354,961 | +7.90% | |
| Ted Buchan & Co | 1.47% | 136,991 | $4,452,221 | $4,788,493 | +$336,272 | +7.55% | |
| Freedom Financial Partners Llc | 1.44% | 135,460 | $4,402,470 | $4,734,977 | +$332,507 | +7.55% | |
| Ausdal Financial Partners, Inc. | 0.17% | 131,828 | $4,270,685 | $4,608,021 | +$337,336 | +7.90% | |
| Lpl Financial Llc | 0.00% | 126,631 | $4,102,330 | $4,426,361 | +$324,031 | +7.90% | |
| Capital Management Associates, Inc | 0.78% | 120,480 | $3,915,612 | $4,211,354 | +$295,742 | +7.55% | |
| Mbl Wealth, Llc | 0.18% | 90,299 | $2,934,727 | $3,156,383 | +$221,656 | +7.55% | |
| Paladin Wealth, Llc | 1.19% | 67,554 | $2,195,496 | $2,361,337 | +$165,841 | +7.55% | |
| Ubs Group Ag | 0.00% | 66,434 | $2,152,196 | $2,322,187 | +$169,991 | +7.90% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 59,470 | $1,971,918 | $2,078,762 | +$106,844 | +5.42% | |
| Cary Street Partners Financial Llc | 0.04% | 56,801 | $1,840,108 | $1,985,468 | +$145,360 | +7.90% | |
| Blackdiamond Wealth Management, Llc | 0.54% | 37,446 | $1,327,834 | $1,308,917 | -$18,917 | -1.42% | |
| Citadel Advisors Llc | 0.00% | 27,905 | $904,008 | $975,414 | +$71,406 | +7.90% | |
| Mgo One Seven Llc | 0.01% | 16,699 | $542,719 | $583,710 | +$40,991 | +7.55% | |
| Osbon Capital Management Llc | 0.42% | 16,553 | $536,267 | $578,607 | +$42,340 | +7.90% | |
| Aqr Capital Management Llc | 0.00% | 15,959 | $517,006 | $557,844 | +$40,838 | +7.90% | |
| Laurel Oak Wealth Management, Llc | 0.07% | 15,540 | $505,040 | $543,198 | +$38,158 | +7.56% | |
| Iht Wealth Management, Llc | 0.01% | 14,756 | $478,035 | $515,793 | +$37,758 | +7.90% | |
| Envestnet Asset Management Inc | 0.00% | 14,202 | $460,087 | $496,428 | +$36,341 | +7.90% | |
| Jacobi Capital Management Llc | 0.02% | 14,081 | $456,160 | $492,199 | +$36,039 | +7.90% | |
| Great Valley Advisor Group, Inc. | 0.01% | 12,778 | $413,985 | $446,652 | +$32,667 | +7.89% | |
| Pinnacle Bancorp, Inc. | 0.10% | 11,500 | $373,751 | $401,980 | +$28,229 | +7.55% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 11,438 | $370,544 | $399,813 | +$29,269 | +7.90% | |
| Sykon Capital Llc | 0.08% | 8,424 | $272,903 | $294,459 | +$21,556 | +7.90% | |
| Lifeworks Advisors, Llc | 0.03% | 8,326 | $269,728 | $291,034 | +$21,306 | +7.90% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,589 | $213,457 | $230,317 | +$16,860 | +7.90% | |
| Flagship Harbor Advisors, Llc | 0.01% | 6,443 | $209,412 | $225,214 | +$15,802 | +7.55% | |
| Fifth Third Bancorp | 0.00% | 6,459 | $209,234 | $225,773 | +$16,539 | +7.90% | |
| Huntington National Bank | 0.00% | 3,714 | $120,319 | $129,822 | +$9,503 | +7.90% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,636 | $117,792 | $127,096 | +$9,304 | +7.90% | |
| Jpmorgan Chase & Co | 0.00% | 1,021 | $32,956 | $35,689 | +$2,733 | +8.29% | |
| Quent Capital, Llc | 0.00% | 713 | $23,098 | $24,923 | +$1,825 | +7.90% | |
| Morgan Stanley | 0.00% | 193 | $6,252 | $6,746 | +$494 | +7.91% | |
| Financial Perspectives, Inc | 0.00% | 165 | $5,334 | $5,768 | +$434 | +8.13% | |
| Downshift Financial, Llc | 0.00% | 112 | $3,640 | $3,915 | +$275 | +7.55% | |
| Nbc Securities, Inc. | 0.00% | 49 | $1,593 | $1,713 | +$120 | +7.52% |
Frequently asked questions about RUNN
Who are the largest institutional holders of RUNN?
The largest institutional holders of RUNN reported in the latest SEC Form 13F filings include Gradient Investments Llc, Royal Bank Of Canada, Focus Partners Wealth, Tradition Wealth Management, Llc, and Boyum Wealth Architects Llc. InsiderSet ranks institutional holders by their latest reported RUNN position.
What is RUNN institutional ownership?
This page tracks RUNN positions reported by institutional investment managers through SEC Form 13F. RUNNING OAK EFFICIENT GR ETF (RUNN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RUNN?
InsiderSet currently tracks 44 institutional managers reporting RUNN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RUNN shareholders.
How much RUNN stock do institutions own?
Institutional investment managers disclosed approximately $229.39M in RUNN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RUNN institutional ownership last updated?
The latest RUNN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RUNN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RUNN position after the reporting date.
Are institutions buying or selling RUNN?
Institutional buying and selling can be analyzed by comparing RUNN positions across consecutive 13F reporting periods. InsiderSet's RUNN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RUNN ownership changes.
How has RUNN institutional ownership changed over time?
InsiderSet tracks RUNN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.