Who Owns Running Oak Efficient Growth ETF (RUNN)?Hedge Fund & Institutional Holders

$32.36+0.02 (+0.07%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0685200044000001e+221T

% of Float Held

—

QoQ Change in Holders

+11 / -5

Price History

$29.36$30.88$32.40$33.92$35.44Aug 24Jun 25Mar 26

RUNN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Focus Partners WealthNew Position+823K+$27.0B
Mutual Advisors, LLCNew Position+373K+$12.4B
UNITED CAPITAL FINANCIAL ADVISORS, LLCNew Position+274K+$9.0B
MBL Wealth, LLCNew Position+215K+$7.2B
Freedom Financial Partners LLCNew Position+125K+$4.2B
Capital Management Associates, IncNew Position+116K+$3.9B
BOYUM WEALTH ARCHITECTS LLCIncreased+65K+$2.4B
Brookwood Investment Group LLCNew Position+29K+$982.0M
J2 Capital Management IncIncreased+26K+$821.5M
Financial Designs CorpIncreased+20K+$726.6M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+17K+$553.0M
Accurate Wealth Management, LLCNew Position+14K+$482.0M
Pinnacle Bancorp, Inc.New Position+12K+$383.0M
ROYAL BANK OF CANADAIncreased+70K+$245.0M
MidAtlantic Capital Management, Inc.New Position+4K+$128.0M

RUNN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kovitz Investment Group Partners, LLCClosed Position-811K-$27.8B
Apexium Financial, LPClosed Position-242K-$8.3B
Boulay Financial Advisors, LLCDecreased-152K-$8.2B
MML INVESTORS SERVICES, LLCDecreased-133-$7.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-65K-$2.2B
Atria Investments, IncClosed Position-32K-$1.1B
Mariner, LLCClosed Position-32K-$1.1B
Integrated Wealth Concepts LLCDecreased-12K-$1.1B
JANE STREET GROUP, LLCClosed Position-21K-$729.2M
CITADEL ADVISORS LLCDecreased-4K-$636.9M
GeoWealth Management, LLCDecreased-7K-$632.6M
GREAT VALLEY ADVISOR GROUP, INC.Decreased-2K-$597.6M
UBS Group AGDecreased-14K-$566.9M
SYKON CAPITAL LLCDecreased-12K-$451.1M
NewEdge Advisors, LLCDecreased-10K-$332.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Boulay Financial Advisors, LLC3,204,936$106.9B12.56%Share
2ROYAL BANK OF CANADA1,334,233$44.0B0.01%Share
3Focus Partners Wealth823,160$27.0B0.03%Share
4Tradition Wealth Management, LLC459,169$15.3B1.10%Share
5BOYUM WEALTH ARCHITECTS LLC375,647$13.1B6.12%Share
6Mutual Advisors, LLC373,072$12.4B0.27%Share
7Financial Designs Corp287,120$9.6B5.42%Share
8UNITED CAPITAL FINANCIAL ADVISORS, LLC273,532$9.0B0.05%Share
9GeoWealth Management, LLC245,293$8.0B0.29%Share
10MBL Wealth, LLC214,575$7.2B0.57%Share
11Freedom Financial Partners LLC124,997$4.2B1.52%Share
12Ted Buchan & Co140,148$4.0B1.47%Share
13Capital Management Associates, Inc115,819$3.9B0.85%Share
14J2 Capital Management Inc88,476$2.9B2.15%Share
15UBS Group AG83,680$2.8B0.00%Share
16BlackDiamond Wealth Management, LLC56,754$2.0B0.96%Share
17SYKON CAPITAL LLC59,062$2.0B0.63%Share
18Brookwood Investment Group LLC29,484$982.0M0.12%Share
19FLAGSHIP HARBOR ADVISORS, LLC16,590$553.0M0.03%Share
20Jacobi Capital Management LLC14,578$486.0M0.03%Share
21Accurate Wealth Management, LLC13,897$482.0M0.06%Share
22Pinnacle Bancorp, Inc.11,500$383.0M0.11%Share
23Lifeworks Advisors, LLC8,326$277.0M0.04%Share
24COMERICA BANK5,634$187.0M0.00%Share
25MidAtlantic Capital Management, Inc.3,853$128.0M0.08%Share
26MML INVESTORS SERVICES, LLC228,965$7.0M0.02%Share
27Financial Perspectives, Inc165$5.0M0.00%Share
28Ausdal Financial Partners, Inc.130,674$4.4M0.20%Share
29CAHILL FINANCIAL ADVISORS INC127,940$4.3M0.47%Share
30LPL Financial LLC110,473$3.0M0.00%Share
31MORGAN STANLEY68,904$2.0M0.00%Share
32Pursuit Wealth Management LLC49,752$1.7M1.42%Share
33LAUREL OAK WEALTH MANAGEMENT, LLC46,570$1.6M0.26%Share
34MGO ONE SEVEN LLC41,351$1.4M0.03%Share
35ENVESTNET ASSET MANAGEMENT INC45,808$1.0M0.00%Share
36Soundwatch Capital LLC6,887$229K0.04%Share
37NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50$2K0.00%Share
38NBC SECURITIES, INC.50$1K0.00%Share
39WELLS FARGO & COMPANY/MN500$00.00%Share
40MORGAN STANLEY16,829$00.00%Share
41GREAT VALLEY ADVISOR GROUP, INC.15,168$00.00%Share
42Integrated Wealth Concepts LLC19,394$00.00%Share
43Steward Partners Investment Advisory, LLC479$00.00%Share
44IHT Wealth Management, LLC14,656$00.00%Share
45CITADEL ADVISORS LLC14,812$00.00%Share
46SUSQUEHANNA INTERNATIONAL GROUP, LLP19,784$00.00%Share
47Marks Group Wealth Management, Inc9,738$00.00%Share
48BANK OF AMERICA CORP /DE/1,777$00.00%Share
49AQR CAPITAL MANAGEMENT LLC15,875$00.00%Share
50NewEdge Advisors, LLC30$00.00%Share

RUNN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202549$277.6B+11
Q3 202538$278.2B-14
Q2 202552$296.8B-3
Q1 202555$185.8B+18
Q4 202437$114.3B+13
Q3 202424$2.2T+4
Q2 202420$351.4B+0
Q1 202420$1.1T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold RUNN (Running Oak Efficient Growth ETF). The largest holder is Boulay Financial Advisors, LLC with $106.9B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own RUNN?

As of Q4 2025, 50 institutional investors report holding RUNN (Running Oak Efficient Growth ETF) in their 13F filings.

Who is the largest institutional holder of RUNN?

The largest institutional holder of RUNN is Boulay Financial Advisors, LLC with $106.9B in shares.

Is institutional ownership of RUNN increasing or decreasing?

This quarter, 11 institutions opened new positions in RUNN and 5 closed their positions.