Who Owns RUNNING OAK EFFICIENT GR ETF (RUNN)? -- Institutional Holders (2026-06-30)

53 institutions reported holding $180.4M of RUNNING OAK EFFICIENT GR ETF (RUNN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Royal Bank of Canada ($42.7M), Focus Partners Wealth ($25.2M), Tradition Wealth Management, LLC ($16.9M), BOYUM WEALTH ARCHITECTS LLC ($14.6M), MML INVESTORS SERVICES, LLC ($12.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Royal Bank of Canada$42.7M1.3MAdded
2Focus Partners Wealth$25.2M777,098Added
3Tradition Wealth Management, LLC$16.9M520,567Added
4BOYUM WEALTH ARCHITECTS LLC$14.6M437,177Added
5MML INVESTORS SERVICES, LLC$12.5M386,968Added
6Mutual Advisors, LLC$8.6M266,497Trimmed
7UNITED CAPITAL FINANCIAL ADVISORS, LLC$7.8M241,237Trimmed
8MBL Wealth, LLC$5.2M160,923Trimmed
9Ted Buchan & Co$4.8M148,384Trimmed
10LAUREL OAK WEALTH MANAGEMENT, LLC$4.5M139,884Added
11CAHILL FINANCIAL ADVISORS INC$4.5M138,718Added
12Ausdal Financial Partners, Inc.$4.3M131,828Trimmed
13Freedom Financial Partners LLC$4.2M130,791Added
14LPL Financial LLC$4.1M126,631Added
15Capital Management Associates, Inc$3.8M116,288Added
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.2M99,569Trimmed
17UBS Group AG$2.2M66,434Added
18CARY STREET PARTNERS FINANCIAL LLC$1.8M56,801New
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.6M47,050New
20BlackDiamond Wealth Management, LLC$1.3M37,446Trimmed
21CITADEL ADVISORS LLC$904,00827,905New
22MGO ONE SEVEN LLC$562,03717,349Trimmed
23Osbon Capital Management LLC$536,26716,553Trimmed
24AQR CAPITAL MANAGEMENT LLC$517,00615,959Added
25IHT Wealth Management, LLC$478,03514,756Trimmed

Source: SEC Form 13F filings · as of 2026-06-30