Who owns Running Oak Efficient Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RUNN from SEC Form 13F filings across 42 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 42 institutions disclosed 5.6M shares of Running Oak Efficient Growth ETF worth $180.4M — about 57% of shares outstanding; the largest disclosed holder is ROYAL BANK OF CANADA. Source: SEC Form 13F filings, parsed by EvidInvest.
42
13F holders
$180.4M
value, 2026 filers
57%
of shares outstanding (5.6M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RUNN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 1.3M | $42.7M | 0.0% | 13.5% | +0.6% |
| 2 | Focus Partners Wealth | 777,098 | $25.2M | 0.0% | 8% | +2.2% |
| 3 | Tradition Wealth Management, LLC | 520,567 | $16.9M | 1.0% | 5.3% | +7.7% |
| 4 | BOYUM WEALTH ARCHITECTS LLC | 437,177 | $14.6M | 5.8% | 4.5% | +7.9% |
| 5 | MML INVESTORS SERVICES, LLC | 386,968 | $12.5M | 0.0% | 4% | +14.6% |
| 6 | Mutual Advisors, LLC | 266,497 | $8.6M | 0.2% | 2.7% | -28.6% |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 241,237 | $7.8M | 0.0% | 2.5% | -16.6% |
| 8 | MBL Wealth, LLC | 160,923 | $5.2M | 0.4% | 1.7% | -18.0% |
| 9 | Ted Buchan & Co | 148,384 | $4.8M | 1.6% | 1.5% | -2.1% |
| 10 | LAUREL OAK WEALTH MANAGEMENT, LLC | 139,884 | $4.5M | 0.7% | 1.4% | +36.5% |
| 11 | CAHILL FINANCIAL ADVISORS INC | 138,718 | $4.5M | 0.4% | 1.4% | +3.7% |
| 12 | Ausdal Financial Partners, Inc. | 131,828 | $4.3M | 0.2% | 1.4% | -0.9% |
| 13 | Freedom Financial Partners LLC | 130,791 | $4.2M | 1.4% | 1.3% | +1.6% |
| 14 | LPL Financial LLC | 126,631 | $4.1M | 0.0% | 1.3% | +11.8% |
| 15 | Capital Management Associates, Inc | 116,288 | $3.8M | 0.8% | 1.2% | +1.7% |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 99,569 | $3.2M | 0.0% | 1% | -4.2% |
| 17 | UBS Group AG | 66,434 | $2.2M | 0.0% | 0.7% | +3.5% |
| 18 | CARY STREET PARTNERS FINANCIAL LLCNEW | 56,801 | $1.8M | 0.0% | 0.6% | new |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 47,050 | $1.6M | 0.0% | 0.5% | new |
| 20 | BlackDiamond Wealth Management, LLC | 37,446 | $1.3M | 0.5% | 0.4% | -35.3% |
| 21 | CITADEL ADVISORS LLCNEW | 27,905 | $904,008 | 0.0% | 0.3% | new |
| 22 | MGO ONE SEVEN LLC | 17,349 | $562,037 | 0.0% | 0.2% | -0.5% |
| 23 | Osbon Capital Management LLC | 16,553 | $536,267 | 0.4% | 0.2% | -26.5% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 15,959 | $517,006 | 0.0% | 0.2% | +0.2% |
| 25 | IHT Wealth Management, LLC | 14,756 | $478,035 | 0.0% | 0.2% | -5.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.