RUNNING OAK EFFICIENT GR ETF RUNN
$33.27
+1.7% 52w: $31.47 – $35.10
Latest 13F among current holders filed 1 month ago (May 20, 2026)
Price — last 12 months
research preview data31.4733.2935.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
47
-3 QoQ
13F value
$205.0M
-35.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RUNN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | Bank broker | 1.3M | $42.2M | 0.0% | -2.8% |
| Focus Partners Wealth | Wealth advisor | 760.5K | $24.5M | 0.0% | -7.6% |
| Tradition Wealth Management, LLC | Wealth advisor | 483.1K | $15.6M | 1.1% | +5.2% |
| BOYUM WEALTH ARCHITECTS LLC | Wealth advisor | 405.1K | $13.4M | 5.6% | +7.9% |
| Mutual Advisors, LLC | Wealth advisor | 373.3K | $12.0M | 0.3% | 0.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 337.6K | $10.9M | 0.0% | +47.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 289.4K | $9.3M | 0.1% | +5.8% |
| Financial Designs Corp | Wealth advisor | 286.7K | $9.2M | 5.1% | -0.1% |
| GeoWealth Management, LLC | Wealth advisor | 253.5K | $8.2M | 0.3% | +3.3% |
| MBL Wealth, LLC | Wealth advisor | 196.1K | $6.3M | 0.5% | -8.6% |
| Ted Buchan & Co | Wealth advisor | 151.5K | $4.9M | 1.8% | +8.1% |
| CAHILL FINANCIAL ADVISORS INC | Wealth advisor | 133.7K | $4.3M | 0.5% | +4.5% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 133.0K | $4.3M | 0.2% | +1.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 130.7K | $4.2M | 0.0% | New |
| Freedom Financial Partners LLC | Wealth advisor | 128.7K | $4.1M | 1.5% | +3.0% |
| Capital Management Associates, Inc | Wealth advisor | 114.3K | $3.7M | 0.8% | -1.3% |
| LPL Financial LLC | Bank broker | 113.3K | $3.6M | 0.0% | +2.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 103.9K | $3.3M | 0.0% | +21.3% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Wealth advisor | 102.5K | $3.3M | 0.6% | +120.1% |
| SYKON CAPITAL LLC | Wealth advisor | 66.6K | $2.1M | 0.7% | +12.7% |
| UBS Group AG | Bank broker | 64.2K | $2.1M | 0.0% | -23.3% |
| BlackDiamond Wealth Management, LLC | Wealth advisor | 57.9K | $1.9M | 0.9% | +2.0% |
| Belpointe Asset Management LLC | Wealth advisor | 50.2K | $1.6M | 0.1% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 41.6K | $1.3M | 0.0% | -9.3% |
| Arete Wealth Advisors, LLC | Wealth advisor | 39.9K | $1.3M | 0.1% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 24.6K | $792K | 0.0% | New |
| Osbon Capital Management LLC | Wealth advisor | 22.5K | $725K | 0.6% | -6.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 20.9K | $673K | 0.0% | +7.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 17.4K | $561K | 0.0% | -57.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 15.9K | $513K | 0.0% | +0.4% |
| IHT Wealth Management, LLC | Wealth advisor | 15.6K | $502K | 0.0% | +6.3% |
| Jacobi Capital Management LLC | Wealth advisor | 13.7K | $442K | 0.0% | -5.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 13.0K | $420K | 0.0% | -14.2% |
| Tactive Advisors, LLC | Wealth advisor | 12.9K | $415K | 0.1% | New |
| Pinnacle Bancorp, Inc. | Other | 11.5K | $370K | 0.1% | Held |
| Marks Group Wealth Management, Inc | Other | 10.9K | $350K | 0.0% | +11.4% |
| JANE STREET GROUP, LLC | Market maker | 10.6K | $341K | 0.0% | New |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 8.7K | $282K | 0.0% | -47.3% |
| Lifeworks Advisors, LLC | Other | 8.3K | $268K | 0.0% | Held |
| Accurate Wealth Management, LLC | Other | 7.1K | $234K | 0.0% | -48.8% |
| CHOREO, LLC | Wealth advisor | 7.1K | $229K | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 6.8K | $219K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.4K | $44K | 0.0% | +187.7% |
| JPMORGAN CHASE & CO | Bank broker | 400 | $13K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 193 | $6K | 0.0% | -99.8% |
| Financial Perspectives, Inc | Wealth advisor | 165 | $5K | 0.0% | Held |
| NBC SECURITIES, INC. | Diversified mechanical | 50 | $2K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.