RUNN Institutional Ownership
Running Oak Efficient Growth ETF
1W: -0.4%
1M: -5.2%
3M: -1.8%
YTD: -2.5%
1Y: -4.7%
3Y: +29.7%
$32.68
-0.15 (-0.45%)
Weekly Expected Move ±1.8%
$32
$32
$33
$33
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RUNN
53
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
180M
Total Invested
6
New Positions
15
Increased
27
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 1,317,439 | $43M | +8,062 | +0.6% | 11Q | SEC ↗ |
| 2 | Focus Partners Wealth | 777,098 | $25M | +16,596 | +2.2% | 3Q | SEC ↗ |
| 3 | Tradition Wealth Management, LLC | 520,567 | $17M | +37,431 | +7.7% | 9Q | SEC ↗ |
| 4 | BOYUM WEALTH ARCHITECTS LLC | 437,177 | $14M | +32,039 | +7.9% | 6Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 386,968 | $13M | +49,337 | +14.6% | 10Q | SEC ↗ |
| 6 | Mutual Advisors, LLC | 266,497 | $9M | -106,761 | -28.6% | 13Q | SEC ↗ |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 241,237 | $8M | -48,153 | -16.6% | 3Q | SEC ↗ |
| 8 | MBL Wealth, LLC | 160,923 | $5M | -35,215 | -18.0% | 8Q | SEC ↗ |
| 9 | Ted Buchan & Co | 148,384 | $5M | -3,163 | -2.1% | 10Q | SEC ↗ |
| 10 | LAUREL OAK WEALTH MANAGEMENT, LLC | 139,884 | $5M | +37,397 | +36.5% | 3Q | SEC ↗ |
| 11 | CAHILL FINANCIAL ADVISORS INC | 138,718 | $5M | +4,982 | +3.7% | 10Q | SEC ↗ |
| 12 | Ausdal Financial Partners, Inc. | 131,828 | $4M | -1,139 | -0.9% | 6Q | SEC ↗ |
| 13 | Freedom Financial Partners LLC | 130,791 | $4M | +2,068 | +1.6% | 7Q | SEC ↗ |
| 14 | LPL Financial LLC | 126,631 | $4M | +13,329 | +11.8% | 11Q | SEC ↗ |
| 15 | Capital Management Associates, Inc | 116,288 | $4M | +1,989 | +1.7% | 11Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 99,569 | $3M | -4,344 | -4.2% | 7Q | SEC ↗ |
| 17 | UBS Group AG | 66,434 | $2M | +2,249 | +3.5% | 7Q | SEC ↗ |
| 18 | CARY STREET PARTNERS FINANCIAL LLC NEW | 56,801 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 47,050 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | BlackDiamond Wealth Management, LLC | 37,446 | $1M | -20,426 | -35.3% | 13Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC NEW | 27,905 | $912K | — | +0.0% | 1Q | SEC ↗ |
| 22 | MGO ONE SEVEN LLC | 17,349 | $567K | -80 | -0.5% | 6Q | SEC ↗ |
| 23 | Osbon Capital Management LLC | 16,553 | $541K | -5,957 | -26.5% | 3Q | SEC ↗ |
| 24 | AQR CAPITAL MANAGEMENT LLC | 15,959 | $522K | +25 | +0.2% | 3Q | SEC ↗ |
| 25 | IHT Wealth Management, LLC | 14,756 | $482K | -830 | -5.3% | 6Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 14,202 | $464K | -27,358 | -65.8% | 12Q | SEC ↗ |
| 27 | Jacobi Capital Management LLC | 14,081 | $460K | +368 | +2.7% | 10Q | SEC ↗ |
| 28 | GREAT VALLEY ADVISOR GROUP, INC. | 12,778 | $418K | -238 | -1.8% | 8Q | SEC ↗ |
| 29 | Pinnacle Bancorp, Inc. | 11,500 | $376K | — | +0.0% | 10Q | SEC ↗ |
| 30 | ELEVATION POINT WEALTH PARTNERS, LLC NEW | 11,438 | $374K | — | +0.0% | 1Q | SEC ↗ |
| 31 | SYKON CAPITAL LLC | 8,424 | $275K | -58,162 | -87.3% | 5Q | SEC ↗ |
| 32 | Lifeworks Advisors, LLC | 8,326 | $272K | — | +0.0% | 5Q | SEC ↗ |
| 33 | FLAGSHIP HARBOR ADVISORS, LLC | 6,887 | $225K | -1,858 | -21.2% | 7Q | SEC ↗ |
| 34 | Integrated Wealth Concepts LLC | 6,589 | $215K | -14,299 | -68.5% | 5Q | SEC ↗ |
| 35 | FIFTH THIRD BANCORP | 6,459 | $211K | -335 | -4.9% | 2Q | SEC ↗ |
| 36 | Steward Partners Investment Advisory, | 3,636 | $119K | +2,258 | +163.9% | 11Q | SEC ↗ |
| 37 | JPMORGAN CHASE & CO | 1,021 | $33K | +621 | +155.2% | 2Q | SEC ↗ |
| 38 | Quent Capital, LLC NEW | 713 | $23K | — | +0.0% | 1Q | SEC ↗ |
| 39 | MORGAN STANLEY | 193 | $6K | — | +0.0% | 4Q | SEC ↗ |
| 40 | Financial Perspectives, Inc | 165 | $5K | — | +0.0% | 9Q | SEC ↗ |
| 41 | LANARK FINANCIAL, INC. | 50 | $2K | — | +0.0% | 6Q | SEC ↗ |
| 42 | Accurate Wealth Management, LLC | 0 | $0K | -7,119 | -100.0% | 5Q | SEC ↗ |
| 43 | Soundwatch Capital LLC | 0 | $0K | -6,887 | -100.0% | 1Q | SEC ↗ |
| 44 | Boulay Financial Advisors, LLC | 0 | $0K | -3,204,936 | -100.0% | 3Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC | 0 | $0K | -10,598 | -100.0% | 1Q | SEC ↗ |
| 46 | Belpointe Asset Management LLC | 0 | $0K | -50,162 | -100.0% | 1Q | SEC ↗ |
| 47 | Marks Group Wealth Management, Inc | 0 | $0K | -10,851 | -100.0% | 11Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 0 | $0K | -500 | -100.0% | 1Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 0 | $0K | -1,777 | -100.0% | 1Q | SEC ↗ |
| 50 | MidAtlantic Capital Management, Inc. | 0 | $0K | -3,853 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 56,801 | $2M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 47,050 | $2M |
| CITADEL ADVISORS LLC | 27,905 | $912K |
| ELEVATION POINT WEALTH PARTNERS, LL | 11,438 | $374K |
| Quent Capital, LLC | 713 | $23K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Boulay Financial Advisors, LLC | 3,204,936 | $105M |
| Financial Designs Corp | 286,716 | $9M |
| GeoWealth Management, LLC | 253,490 | $8M |
| Thrivent Financial for Lutherans | 130,696 | $4M |
| J2 Capital Management Inc | 88,476 | $3M |
| Belpointe Asset Management LLC | 50,162 | $2M |
| Arete Wealth Advisors, LLC | 39,920 | $1M |
| Brookwood Investment Group LLC | 29,484 | $964K |
| GOLDMAN SACHS GROUP INC | 24,582 | $803K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,784 | $647K |
| Tactive Advisors, LLC | 12,874 | $421K |
| Marks Group Wealth Management, Inc | 10,851 | $355K |
| JANE STREET GROUP, LLC | 10,598 | $346K |
| Accurate Wealth Management, LLC | 7,119 | $233K |
| CHOREO, LLC | 7,111 | $232K |
| Soundwatch Capital LLC | 6,887 | $225K |
| MidAtlantic Capital Management, Inc | 3,853 | $126K |
| BANK OF AMERICA CORP /DE | 1,777 | $58K |
| WELLS FARGO & COMPANY/MN | 500 | $16K |
| NewEdge Advisors, LLC | 30 | $1K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +49,337 | +14.6% | 386,968 |
| Tradition Wealth Management, LLC | +37,431 | +7.7% | 520,567 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | +37,397 | +36.5% | 139,884 |
| BOYUM WEALTH ARCHITECTS LLC | +32,039 | +7.9% | 437,177 |
| Focus Partners Wealth | +16,596 | +2.2% | 777,098 |
| LPL Financial LLC | +13,329 | +11.8% | 126,631 |
| ROYAL BANK OF CANADA | +8,062 | +0.6% | 1,317,439 |
| CAHILL FINANCIAL ADVISORS INC | +4,982 | +3.7% | 138,718 |
| Steward Partners Investment Advisor | +2,258 | +163.9% | 3,636 |
| UBS Group AG | +2,249 | +3.5% | 66,434 |
| Freedom Financial Partners LLC | +2,068 | +1.6% | 130,791 |
| Capital Management Associates, Inc | +1,989 | +1.7% | 116,288 |
| JPMORGAN CHASE & CO | +621 | +155.2% | 1,021 |
| Jacobi Capital Management LLC | +368 | +2.7% | 14,081 |
| AQR CAPITAL MANAGEMENT LLC | +25 | +0.2% | 15,959 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mutual Advisors, LLC | -106,761 | -28.6% | 266,497 |
| SYKON CAPITAL LLC | -58,162 | -87.3% | 8,424 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -48,153 | -16.6% | 241,237 |
| MBL Wealth, LLC | -35,215 | -18.0% | 160,923 |
| ENVESTNET ASSET MANAGEMENT INC | -27,358 | -65.8% | 14,202 |
| BlackDiamond Wealth Management, LLC | -20,426 | -35.3% | 37,446 |
| Integrated Wealth Concepts LLC | -14,299 | -68.5% | 6,589 |
| Osbon Capital Management LLC | -5,957 | -26.5% | 16,553 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -4,344 | -4.2% | 99,569 |
| Ted Buchan & Co | -3,163 | -2.1% | 148,384 |
| FLAGSHIP HARBOR ADVISORS, LLC | -1,858 | -21.2% | 6,887 |
| Ausdal Financial Partners, Inc. | -1,139 | -0.9% | 131,828 |
| IHT Wealth Management, LLC | -830 | -5.3% | 14,756 |
| FIFTH THIRD BANCORP | -335 | -4.9% | 6,459 |
| GREAT VALLEY ADVISOR GROUP, INC. | -238 | -1.8% | 12,778 |
| MGO ONE SEVEN LLC | -80 | -0.5% | 17,349 |