RUNN

Running Oak Efficient Growth ETF
$32.53-0.46 (-1.40%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.204936133423382e+236B

Total Value

$1.068524400027e+143T

% of Float

—

Price History

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

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Boulay Financial Advisors, LLC3,204,936$106.9M12.56%Share
2ROYAL BANK OF CANADA1,334,233$44.0M0.01%Share
3Focus Partners Wealth823,160$27.0M0.03%Share
4Tradition Wealth Management, LLC459,169$15.3M1.10%Share
5BOYUM WEALTH ARCHITECTS LLC375,647$13.1M6.12%Share
6Mutual Advisors, LLC373,072$12.4M0.27%Share
7Financial Designs Corp287,120$9.6M5.42%Share
8UNITED CAPITAL FINANCIAL ADVISORS, LLC273,532$9.0M0.05%Share
9GeoWealth Management, LLC245,293$8.0M0.29%Share
10MBL Wealth, LLC214,575$7.2M0.57%Share
11MML INVESTORS SERVICES, LLC228,965$7.0M0.02%Share
12Ausdal Financial Partners, Inc.130,674$4.4M0.20%Share
13CAHILL FINANCIAL ADVISORS INC127,940$4.3M0.47%Share
14Freedom Financial Partners LLC124,997$4.2M1.52%Share
15Ted Buchan & Co140,148$4.0M1.47%Share
16Capital Management Associates, Inc115,819$3.9M0.85%Share
17LPL Financial LLC110,473$3.0M0.00%Share
18J2 Capital Management Inc88,476$2.9M2.15%Share
19UBS Group AG83,680$2.8M0.00%Share
20MORGAN STANLEY68,904$2.0M0.00%Share
21BlackDiamond Wealth Management, LLC56,754$2.0M0.96%Share
22SYKON CAPITAL LLC59,062$2.0M0.63%Share
23Pursuit Wealth Management LLC49,752$1.7M1.42%Share
24LAUREL OAK WEALTH MANAGEMENT, LLC46,570$1.6M0.26%Share
25MGO ONE SEVEN LLC41,351$1.4M0.03%Share
26ENVESTNET ASSET MANAGEMENT INC45,808$1.0M0.00%Share
27Brookwood Investment Group LLC29,484$982K0.12%Share
28FLAGSHIP HARBOR ADVISORS, LLC16,590$553K0.03%Share
29Jacobi Capital Management LLC14,578$486K0.03%Share
30Accurate Wealth Management, LLC13,897$482K0.06%Share
31Pinnacle Bancorp, Inc.11,500$383K0.11%Share
32Lifeworks Advisors, LLC8,326$277K0.04%Share
33Soundwatch Capital LLC6,887$229K0.04%Share
34COMERICA BANK5,634$187K0.00%Share
35MidAtlantic Capital Management, Inc.3,853$128K0.08%Share
36Financial Perspectives, Inc165$5K0.00%Share
37NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50$2K0.00%Share
38NBC SECURITIES, INC.50$1K0.00%Share
39WELLS FARGO & COMPANY/MN500$00.00%Share
40NewEdge Advisors, LLC30$00.00%Share
41IHT Wealth Management, LLC14,656$00.00%Share
42ROYAL BANK OF CANADA750$00.00%Share
43ROYAL BANK OF CANADA10,756$00.00%Share
44ROYAL BANK OF CANADA827$00.00%Share
45CITADEL ADVISORS LLC14,812$00.00%Share
46BANK OF AMERICA CORP /DE/1,777$00.00%Share
47Integrated Wealth Concepts LLC19,394$00.00%Share
48Marks Group Wealth Management, Inc9,738$00.00%Share
49MORGAN STANLEY16,829$00.00%Share
50SUSQUEHANNA INTERNATIONAL GROUP, LLP19,784$00.00%Share