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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osbon Capital Management Llc | Buy | +24,074 | — | 24,074 | $802.64K | Q4 2025 | Mar 16, 2026 |
| Cahill Financial Advisors Inc | Buy | +127,940 | — | 127,940 | $4.27M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +30 | — | 30 | $1.00K | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +1,346,566 | — | 1,346,566 | $44.90M | Q4 2025 | Feb 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +273,532 | — | 273,532 | $9.13M | Q4 2025 | Feb 17, 2026 |
| Geowealth Management, Llc | Buy | +245,293 | — | 245,293 | $8.18M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +19,784 | — | 19,784 | $659.60K | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +15,875 | — | 15,875 | $529.27K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +14,812 | — | 14,812 | $493.83K | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +14,656 | — | 14,656 | $488.63K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +1,777 | — | 1,777 | $59.24K | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | Buy | +823,160 | — | 823,160 | $27.44M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +228,965 | — | 228,965 | $7.63M | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +130,674 | — | 130,674 | $4.36M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +85,733 | — | 85,733 | $2.86M | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +19,394 | — | 19,394 | $646.59K | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management Llc | Buy | +14,578 | — | 14,578 | $486.04K | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, Llc | Buy | +8,326 | — | 8,326 | $277.59K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +500 | — | 500 | $16.67K | Q4 2025 | Feb 13, 2026 |
| Boulay Financial Advisors, Llc | Buy | +3,204,936 | — | 3,204,936 | $106.85M | Q4 2025 | Feb 12, 2026 |
| Sykon Capital Llc | Buy | +59,062 | — | 59,062 | $1.97M | Q4 2025 | Feb 12, 2026 |
| Laurel Oak Wealth Management, Llc | Buy | +46,570 | — | 46,570 | $1.55M | Q4 2025 | Feb 12, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +15,168 | — | 15,168 | $505.70K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +479 | — | 479 | $15.97K | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, Llc | Buy | +459,169 | — | 459,169 | $15.31M | Q4 2025 | Feb 11, 2026 |
| Ted Buchan & Co | Buy | +140,148 | — | 140,148 | $4.67M | Q4 2025 | Feb 11, 2026 |
| Lpl Financial Llc | Buy | +110,473 | — | 110,473 | $3.68M | Q4 2025 | Feb 11, 2026 |
| Marks Group Wealth Management, Inc | Buy | +9,738 | — | 9,738 | $324.67K | Q4 2025 | Feb 11, 2026 |
| Blackdiamond Wealth Management, Llc | Buy | +56,754 | — | 56,754 | $1.98M | Q4 2025 | Feb 10, 2026 |
| Envestnet Asset Management Inc | Buy | +45,808 | — | 45,808 | $1.53M | Q4 2025 | Feb 10, 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.