Running OAK Efficient GR ETF (RUNN)

CUSIP: 48817R870 | NYSE | 100 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Gradient Investments LLC1,728,445

0.8% of portfolio$56.2M

Boyum Wealth Architects LLC440,864

5.9% of portfolio$14.4M

Ted Buchan & Co136,991

1.5% of portfolio$4.5M

Freedom Financial Partners LLC135,460

1.4% of portfolio$4.4M

Capital Management Associates, Inc120,480

0.8% of portfolio$3.9M

MBL Wealth, LLC90,299

0.2% of portfolio$2.9M

Paladin Wealth, LLC67,554

1.2% of portfolio$2.2M

Wealth Enhancement Advisory Services, LLC59,470

0.0% of portfolio$2.0M

MGO One Seven LLC16,699

0.0% of portfolio$542.7K

Laurel OAK Wealth Management, LLC15,540

0.1% of portfolio$505.0K

Jacobi Capital Management LLC14,081

0.0% of portfolio$457.6K

Accredited Investors Inc.12,529

0.0% of portfolio$407.2K

Pinnacle Bancorp, Inc.11,500

0.1% of portfolio$373.8K

Flagship Harbor Advisors, LLC6,443

0.0% of portfolio$209.4K

Fifth Third Bancorp5,125

0.0% of portfolio$166.6K

MidAtlantic Capital Management, Inc.1,384

0.0% of portfolio$45.0K

Financial Perspectives, Inc165

0.0% of portfolio$5.4K

Downshift Financial, LLC112

0.0% of portfolio$3.6K

Lanark Financial, Inc.49

0.0% of portfolio$1.6K

				Style	Turnover	Location	Filed
Gradient Investments LLC	1,728,445	$56.2M	0.8%	Core	Medium	Arden Hills, MN	2026-10-08
Boyum Wealth Architects LLC	440,864	$14.4M	5.9%	ETF	Low	Bloomington, MN	2026-10-06
Ted Buchan & Co	136,991	$4.5M	1.5%	ETF	Low	San Diego, CA	2026-10-23
Freedom Financial Partners LLC	135,460	$4.4M	1.4%	ETF	Low	Oakdale, MN	2026-10-19
Capital Management Associates, Inc	120,480	$3.9M	0.8%	ETF	Low	Minneapolis, MN	2026-10-20
MBL Wealth, LLC	90,299	$2.9M	0.2%	ETF	Low	Charlotte, NC	2026-10-22
Paladin Wealth, LLC	67,554	$2.2M	1.2%	Core	Low	Arden Hills, MN	2026-10-23
Wealth Enhancement Advisory Services, LLC	59,470	$2.0M	0.0%	Core	Low	Plymouth, MN	2026-10-13
MGO One Seven LLC	16,699	$542.7K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Laurel OAK Wealth Management, LLC	15,540	$505.0K	0.1%	Growth	Low	Marlton, NJ	2026-10-19
Jacobi Capital Management LLC	14,081	$457.6K	0.0%	Core	Low	Pittston, PA	2026-11-05
Accredited Investors Inc.	12,529	$407.2K	0.0%	ETF	Low	Edina, MN	2026-11-03
Pinnacle Bancorp, Inc.	11,500	$373.8K	0.1%	Core	Very Low	Beatrice, NE	2026-10-21
Flagship Harbor Advisors, LLC	6,443	$209.4K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Fifth Third Bancorp	5,125	$166.6K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
MidAtlantic Capital Management, Inc.	1,384	$45.0K	0.0%	ETF	Very Low	Richmond, VA	2026-11-05
Financial Perspectives, Inc	165	$5.4K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
Downshift Financial, LLC	112	$3.6K	0.0%	ETF	Low	Boulder, CO	2026-10-13
Lanark Financial, Inc.	49	$1.6K	0.0%	Core	Medium	Birmingham, AL	2026-10-26