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Running OAK Efficient GR ETF (RUNN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
NEW
Shares1,728,445
Change+1,728,445
Value$56.2M
Filed 2026-10-08
Boyum Wealth Architects LLC
INCREASED
Shares440,864 from 437,177
Change+3,687 (+1%)
Value$14.4M (-$150.5K)
Filed 2026-10-06
Ted Buchan & Co
DECREASED
Shares136,991 from 148,384
Change-11,393 (-8%)
Value$4.5M (-$354.8K)
Filed 2026-10-23
Freedom Financial Partners LLC
INCREASED
Shares135,460 from 130,791
Change+4,669 (+4%)
Value$4.4M (+$165.4K)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares124,989 from 126,631
Change-1,642 (-1%)
Value$4.1M (-$40.2K)
Filed 2026-11-06
Capital Management Associates, Inc
INCREASED
Shares120,480 from 116,288
Change+4,192 (+4%)
Value$3.9M (+$148.4K)
Filed 2026-10-20
MBL Wealth, LLC
DECREASED
Shares90,299 from 160,923
Change-70,624 (-44%)
Value$2.9M (-$2.3M)
Filed 2026-10-22
Paladin Wealth, LLC
NEW
Shares67,554
Change+67,554
Value$2.2M
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares59,470 from 47,050
Change+12,420 (+26%)
Value$2.0M (+$417.1K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares16,699 from 17,349
Change-650 (-4%)
Value$542.7K (-$19.3K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED
Shares15,540 from 139,884
Change-124,344 (-89%)
Value$505.0K (-$4.0M)
Filed 2026-10-19
Jacobi Capital Management LLC
UNCHANGED
Shares14,081 from 14,081
Change0 (0%)
Value$457.6K (+$1.5K)
Filed 2026-11-05
Accredited Investors Inc.
NEW
Shares12,529
Change+12,529
Value$407.2K
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$373.8K (+$1.2K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
DECREASED
Shares6,443 from 6,887
Change-444 (-6%)
Value$209.4K (-$13.7K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares5,125 from 6,459
Change-1,334 (-21%)
Value$166.6K (-$42.7K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
NEW
Shares1,384
Change+1,384
Value$45.0K
Filed 2026-11-05
Financial Perspectives, Inc
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$5.4K (+$17)
Filed 2026-11-03
Downshift Financial, LLC
NEW
Shares112
Change+112
Value$3.6K
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares49 from 50
Change-1 (-2%)
Value$1.6K (-$26)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 11,438
Change-11,438 (-100%)
Value$0 (-$370.5K)
Filed 2026-11-05
Royal Bank of Canada
N/A
Shares— from 1,317,439
Change-1,317,439 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 777,098
Change-777,098 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 520,567
Change-520,567 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 386,968
Change-386,968 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 266,497
Change-266,497 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 241,237
Change-241,237 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 138,718
Change-138,718 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 131,828
Change-131,828 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 99,569
Change-99,569 (-100%)
Value—
UBS Group AG
N/A
Shares— from 66,434
Change-66,434 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 56,801
Change-56,801 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 37,446
Change-37,446 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,905
Change-27,905 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 16,553
Change-16,553 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,959
Change-15,959 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,202
Change-14,202 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 12,778
Change-12,778 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 8,424
Change-8,424 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 8,326
Change-8,326 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,589
Change-6,589 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 193
Change-193 (-100%)
Value—
Status
Gradient Investments LLC
NEW1,728,445—+1,728,445——$56.2M—2026-10-08
Boyum Wealth Architects LLC
INCREASED440,864437,177+3,687+1%$14.6M$14.4M-$150.5K2026-10-06
Ted Buchan & Co
DECREASED136,991148,384-11,393-8%$4.8M$4.5M-$354.8K2026-10-23
Freedom Financial Partners LLC
INCREASED135,460130,791+4,669+4%$4.2M$4.4M+$165.4K2026-10-19
LPL Financial LLC
DECREASED124,989126,631-1,642-1%$4.1M$4.1M-$40.2K2026-11-06
Capital Management Associates, Inc
INCREASED120,480116,288+4,192+4%$3.8M$3.9M+$148.4K2026-10-20
MBL Wealth, LLC
DECREASED90,299160,923-70,624-44%$5.2M$2.9M-$2.3M2026-10-22
Paladin Wealth, LLC
NEW67,554—+67,554——$2.2M—2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED59,47047,050+12,420+26%$1.6M$2.0M+$417.1K2026-10-13
MGO One Seven LLC
DECREASED16,69917,349-650-4%$562.0K$542.7K-$19.3K2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED15,540139,884-124,344-89%$4.5M$505.0K-$4.0M2026-10-19
Jacobi Capital Management LLC
UNCHANGED14,08114,08100%$456.2K$457.6K+$1.5K2026-11-05
Accredited Investors Inc.
NEW12,529—+12,529——$407.2K—2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED11,50011,50000%$372.6K$373.8K+$1.2K2026-10-21
Flagship Harbor Advisors, LLC
DECREASED6,4436,887-444-6%$223.1K$209.4K-$13.7K2026-10-26
Fifth Third Bancorp
DECREASED5,1256,459-1,334-21%$209.2K$166.6K-$42.7K2026-11-05
MidAtlantic Capital Management, Inc.
NEW1,384—+1,384——$45.0K—2026-11-05
Financial Perspectives, Inc
UNCHANGED16516500%$5.3K$5.4K+$172026-11-03
Downshift Financial, LLC
NEW112—+112——$3.6K—2026-10-13
Lanark Financial, Inc.
DECREASED4950-1-2%$1.6K$1.6K-$262026-10-26
Elevation Point Wealth Partners, LLC
CLOSED011,438-11,438-100%$370.5K$0-$370.5K2026-11-05
Royal Bank of Canada
N/A—1,317,439-1,317,439-100%$42.7M———
Focus Partners Wealth
N/A—777,098-777,098-100%$25.2M———
Tradition Wealth Management, LLC
N/A—520,567-520,567-100%$16.9M———
MML Investors Services, LLC
N/A—386,968-386,968-100%$12.5M———
Mutual Advisors, LLC
N/A—266,497-266,497-100%$8.6M———
United Capital Financial Advisors, LLC
N/A—241,237-241,237-100%$7.8M———
Cahill Financial Advisors Inc
N/A—138,718-138,718-100%$4.5M———
Ausdal Financial Partners, Inc.
N/A—131,828-131,828-100%$4.3M———
Northwestern Mutual Wealth Management Co
N/A—99,569-99,569-100%$3.2M———
UBS Group AG
N/A—66,434-66,434-100%$2.2M———
Cary Street Partners Financial LLC
N/A—56,801-56,801-100%$1.8M———
BlackDiamond Wealth Management, LLC
N/A—37,446-37,446-100%$1.3M———
Citadel Advisors LLC
N/A—27,905-27,905-100%$904.0K———
Osbon Capital Management LLC
N/A—16,553-16,553-100%$536.3K———
AQR Capital Management LLC
N/A—15,959-15,959-100%$517.0K———
IHT Wealth Management, LLC
N/A—14,756-14,756-100%$478.0K———
Envestnet Asset Management Inc
N/A—14,202-14,202-100%$460.1K———
Great Valley Advisor Group, Inc.
N/A—12,778-12,778-100%$414.0K———
Sykon Capital LLC
N/A—8,424-8,424-100%$272.9K———
Lifeworks Advisors, LLC
N/A—8,326-8,326-100%$269.7K———
Integrated Wealth Concepts LLC
N/A—6,589-6,589-100%$213.5K———
Huntington National Bank
N/A—3,714-3,714-100%$120.3K———
Steward Partners Investment Advisory, LLC
N/A—3,636-3,636-100%$117.8K———
JPMorgan Chase & Co
N/A—1,021-1,021-100%$33.0K———
Quent Capital, LLC
N/A—713-713-100%$23.1K———
Morgan Stanley
N/A—193-193-100%$6.3K———
Showing 47 of 47 institutions