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Disclosery

RUNN STRATEGIC TRUST

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RUNNING GWTH ETF (fund)

50 managers (50 13F filers) reported a position in RUNN shares at 2025-12-31, 9,472,167 shares in all. 8 filers opened a position and 12 filers sold out during the quarter.

Managers
50
13F filers
50
New
8
Added
19
Reduced
14
Sold out
12
Shares held by filers
9,472,167

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Boulay Financial Advisors, LLC3,204,936$107M12.56%-152,44513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,346,566$44.9M0.01%+69,77413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth823,160$27.4M0.03%new13F-HRTimelineGroup
Tradition Wealth Management, LLC459,169$15.3M1.1%+9,22413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC375,647$13.1M6.12%+64,85213F-HRTimeline
Mutual Advisors, LLC373,072$12.4M0.27%-76,33813F-HRTimeline
Financial Designs Corp287,120$9.57M5.42%+19,73013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…273,532$9.13M0.06%new13F-HRTimelineGroup
GeoWealth Management, LLC245,293$8.18M0.3%-6,61613F-HRTimeline
MML INVESTORS SERVICES, LLC228,965$7.63M0.02%-13313F-HRTimeline
MBL Wealth, LLC214,575$7.15M0.57%+2,99213F-HRTimeline
Ted Buchan & Co140,148$4.67M1.72%+17,47613F-HRTimeline
Ausdal Financial Partners, Inc.130,674$4.36M0.2%+6,60813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC127,940$4.27M0.47%+6,08513F-HRTimeline
Freedom Financial Partners LLC124,997$4.17M1.52%+5,25013F-HRTimeline
Capital Management Associates, Inc115,819$3.86M0.85%+8,07813F-HRTimeline
LPL Financial LLC110,473$3.68M<0.01%+7,61913F-HRTimeline
J2 Capital Management Inc88,476$2.95M2.15%+26,39313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY85,733$2.86M<0.01%+72,45113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…85,644$2.86M<0.01%+20,32313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG83,680$2.79M<0.01%-14,24913F-HRTimelineGroup
BlackDiamond Wealth Management, LLC56,754$1.98M0.96%-6,86913F-HRTimeline
SYKON CAPITAL LLC59,062$1.97M0.63%-11,55813F-HRTimeline
Pursuit Wealth Management LLC49,752$1.66M1.43%13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC46,570$1.55M0.26%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,808$1.53M<0.01%-44,33613F-HRTimelineGroup
MGO ONE SEVEN LLC41,351$1.38M0.03%+6,82513F-HRTimeline
Brookwood Investment Group LLC29,484$983K0.12%+2,03113F-HRTimeline
Osbon Capital Management LLC24,074$803K0.75%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,784$660K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC19,394$647K0.01%-11,56113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,590$553K0.03%+47613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,875$529K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,168$506K0.01%-2,27413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,812$494K<0.01%-3,77313F-HRTimelineGroup
IHT Wealth Management, LLC14,656$489K0.01%+1,50213F-HRTimeline
Jacobi Capital Management LLC14,578$486K0.03%013F-HRTimeline
Accurate Wealth Management, LLC13,897$483K0.06%-5,70813F-HRTimeline
Pinnacle Bancorp, Inc.11,500$383K0.11%013F-HRTimeline
Marks Group Wealth Management, Inc9,738$325K0.03%-1,99613F-HRTimeline
Lifeworks Advisors, LLC8,326$278K0.04%013F-HRTimeline
Soundwatch Capital LLC6,887$230K0.04%new13F-HRTimeline
COMERICA BANK5,634$188K<0.01%+2,46913F-HRTimeline
MidAtlantic Capital Management, Inc.3,853$128K0.08%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,777$59.2K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN500$16.7K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…479$16K<0.01%013F-HRTimeline
Financial Perspectives, Inc165$5.49K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.50$1.67K<0.01%013F-HRTimeline
NewEdge Advisors, LLC30$1K<0.01%-9,67513F-HRTimeline