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RUNN · Running Oak Efficient Growth ETF · Holdings ETF

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$32.68 -0.15 (-0.45%) At close · Oct 2
Volume · Oct 2 70.8K Avg daily vol (3M) 70.91K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 42
Total Value: $179,811,645
Total Shares: 5,550,428

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 42 13F filers · Δ vs Mar 31, 2026
Top Holder
23.7%
Sep 2023 → Jun 2026 · range 19.7% – 35.9%
+3.1 pts
Top 5
62.0%
Sep 2023 → Jun 2026 · range 50.4% – 93.8%
+9.6 pts
Top 10
79.2%
Sep 2023 → Jun 2026 · range 69.8% – 100.0%
+5.3 pts
HHI
1,057
Sep 2023 → Jun 2026 · range 783 – 2,525
Broadly held+222

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
15
Decreased
16
Sold Out
11
Unchanged
5
Holder count: -5
Institutional value: -12.2%
Shares held: -12.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MML INVESTORS SERVICES, LLC +49,337 386,968
Tradition Wealth Management, LLC +37,431 520,567
LAUREL OAK WEALTH MANAGEMENT, LLC +37,397 139,884
BOYUM WEALTH ARCHITECTS LLC +32,039 437,177
Focus Partners Wealth +16,596 777,098

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Mutual Advisors, LLC −106,761 266,497
SYKON CAPITAL LLC −58,162 8,424
UNITED CAPITAL FINANCIAL ADVISORS, LLC −48,153 241,237
MBL Wealth, LLC −35,215 160,923
ENVESTNET ASSET MANAGEMENT INC −27,358 14,202

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CARY STREET PARTNERS FINANCIAL LLC 56,801 $1,840,125
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 47,050 $1,524,231
CITADEL ADVISORS LLC 27,905 $904,010
ELEVATION POINT WEALTH PARTNERS, LLC 11,438 $370,545
HUNTINGTON NATIONAL BANK 3,714 $120,319

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Financial Designs Corp 286,716 $9,235,122
GeoWealth Management, LLC 253,490 $8,164,912
Thrivent Financial for Lutherans 130,696 $4,209,718
Belpointe Asset Management LLC 50,162 $1,615,718
Arete Wealth Advisors, LLC 39,920 $1,285,823
Filter: New 6 Increased 15 Reduced 16 Sold out 11 Unchanged 5
Showing 42 of 42
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
ROYAL BANK OF CANADA $42,679,752 23.74% 1,317,439
Focus Partners Wealth $25,174,866 14.00% 777,098
Tradition Wealth Management, LLC $16,864,288 9.38% 520,567
BOYUM WEALTH ARCHITECTS LLC $14,162,786 7.88% 437,177
MML INVESTORS SERVICES, LLC $12,536,215 6.97% 386,968
Mutual Advisors, LLC $8,633,436 4.80% 266,497
UNITED CAPITAL FINANCIAL ADVISORS, LLC $7,815,113 4.35% 241,237
MBL Wealth, LLC $5,213,261 2.90% 160,923
Ted Buchan & Co $4,807,048 2.67% 148,384
LAUREL OAK WEALTH MANAGEMENT, LLC $4,531,682 2.52% 139,884
CAHILL FINANCIAL ADVISORS INC $4,493,908 2.50% 138,718
Ausdal Financial Partners, Inc. $4,270,699 2.38% 131,828
Freedom Financial Partners LLC $4,237,105 2.36% 130,791
LPL Financial LLC $4,102,337 2.28% 126,631
Capital Management Associates, Inc $3,767,266 2.10% 116,288
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,225,637 1.79% 99,569
UBS Group AG $2,152,195 1.20% 66,434
CARY STREET PARTNERS FINANCIAL LLC $1,840,125 1.02% 56,801
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,524,231 0.85% 47,050
BlackDiamond Wealth Management, LLC $1,213,100 0.67% 37,446
CITADEL ADVISORS LLC $904,010 0.50% 27,905
MGO ONE SEVEN LLC $562,038 0.31% 17,349
Osbon Capital Management LLC $536,250 0.30% 16,553
AQR CAPITAL MANAGEMENT LLC $517,007 0.29% 15,959
IHT Wealth Management, LLC $478,035 0.27% 14,756
ENVESTNET ASSET MANAGEMENT INC $460,087 0.26% 14,202
Jacobi Capital Management LLC $456,168 0.25% 14,081
GREAT VALLEY ADVISOR GROUP, INC. $413,956 0.23% 12,778
Pinnacle Bancorp, Inc. $372,554 0.21% 11,500
ELEVATION POINT WEALTH PARTNERS, LLC $370,545 0.21% 11,438
SYKON CAPITAL LLC $272,903 0.15% 8,424
Lifeworks Advisors, LLC $269,729 0.15% 8,326
FLAGSHIP HARBOR ADVISORS, LLC $223,111 0.12% 6,887
Integrated Wealth Concepts LLC $213,457 0.12% 6,589
FIFTH THIRD BANCORP $209,245 0.12% 6,459
HUNTINGTON NATIONAL BANK $120,319 0.07% 3,714
Steward Partners Investment Advisory, LLC $117,791 0.07% 3,636
JPMORGAN CHASE & CO $33,076 0.02% 1,021
Quent Capital, LLC $23,098 0.01% 713
MORGAN STANLEY $6,252 0.00% 193
Financial Perspectives, Inc $5,345 0.00% 165
NBC SECURITIES, INC. $1,619 0.00% 50