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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Boulay Financial Advisors, Llc, Royal Bank Of Canada, Focus Partners Wealth, Tradition Wealth Management, Llc, and United Capital Financial Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Osbon Capital Management LlcBuy+24,074—24,074$802.64KQ4 2025Mar 16, 2026
Cahill Financial Advisors IncBuy+127,940—127,940$4.27MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+30—30$1.00KQ4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+1,346,566—1,346,566$44.90MQ4 2025Feb 17, 2026
United Capital Financial Advisors, LlcBuy+273,532—273,532$9.13MQ4 2025Feb 17, 2026
Geowealth Management, LlcBuy+245,293—245,293$8.18MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+19,784—19,784$659.60KQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+15,875—15,875$529.27KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+14,812—14,812$493.83KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+14,656—14,656$488.63KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+1,777—1,777$59.24KQ4 2025Feb 17, 2026
Focus Partners WealthBuy+823,160—823,160$27.44MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+228,965—228,965$7.63MQ4 2025Feb 13, 2026
Ausdal Financial Partners, Inc.Buy+130,674—130,674$4.36MQ4 2025Feb 13, 2026
Morgan StanleyBuy+85,733—85,733$2.86MQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+19,394—19,394$646.59KQ4 2025Feb 13, 2026
Jacobi Capital Management LlcBuy+14,578—14,578$486.04KQ4 2025Feb 13, 2026
Lifeworks Advisors, LlcBuy+8,326—8,326$277.59KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+500—500$16.67KQ4 2025Feb 13, 2026
Boulay Financial Advisors, LlcBuy+3,204,936—3,204,936$106.85MQ4 2025Feb 12, 2026
Sykon Capital LlcBuy+59,062—59,062$1.97MQ4 2025Feb 12, 2026
Laurel Oak Wealth Management, LlcBuy+46,570—46,570$1.55MQ4 2025Feb 12, 2026
Great Valley Advisor Group, Inc.Buy+15,168—15,168$505.70KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+479—479$15.97KQ4 2025Feb 12, 2026
Tradition Wealth Management, LlcBuy+459,169—459,169$15.31MQ4 2025Feb 11, 2026
Ted Buchan & CoBuy+140,148—140,148$4.67MQ4 2025Feb 11, 2026
Lpl Financial LlcBuy+110,473—110,473$3.68MQ4 2025Feb 11, 2026
Marks Group Wealth Management, IncBuy+9,738—9,738$324.67KQ4 2025Feb 11, 2026
Blackdiamond Wealth Management, LlcBuy+56,754—56,754$1.98MQ4 2025Feb 10, 2026
Envestnet Asset Management IncBuy+45,808—45,808$1.53MQ4 2025Feb 10, 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.