Public ownership evidence

Strategic Trust Running Oak Efficient Growth ETF (RUNN) Ownership Disclosures

Read RUNN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Strategic Trust Running Oak Efficient Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
UNITED CAPITAL FINANCIAL ADVISORS, LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
241,237
Value (USD)
$7,816,085
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001463217-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read RUNN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read RUNN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18241,237$7,816,085None
Mutual Advisors, LLC2026-06-302026-08-15266,497$8,633,424None
Lifeworks Advisors, LLC2026-06-302026-08-158,326$269,728None
Ausdal Financial Partners, Inc.2026-06-302026-08-15131,828$4,270,685None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1515,959$517,006None
ROYAL BANK OF CANADA2026-06-302026-08-15795$26,000None
ROYAL BANK OF CANADA2026-06-302026-08-159,931$322,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,305,963$42,308,000None
ROYAL BANK OF CANADA2026-06-302026-08-15750$24,000None
CITADEL ADVISORS LLC2026-06-302026-08-1527,905$904,008None
IHT Wealth Management, LLC2026-06-302026-08-1514,756$478,035None
Osbon Capital Management LLC2026-06-302026-08-1416,553$536,267None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,636$117,792None
UBS Group AG2026-06-302026-08-1466,434$2,152,196None
MORGAN STANLEY2026-06-302026-08-14193$6,252None
HUNTINGTON NATIONAL BANK2026-06-302026-08-143,714$120,319None
SYKON CAPITAL LLC2026-06-302026-08-138,424$272,903None
ELEVATION POINT WEALTH PARTNERS, LLC2026-06-302026-08-1311,438$370,544None
Integrated Wealth Concepts LLC2026-06-302026-08-136,589$213,456None
Focus Partners Wealth2026-06-302026-08-13777,098$25,174,789None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1399,569$3,225,627None
JPMORGAN CHASE & CO2026-06-302026-08-131,021$32,956None
BlackDiamond Wealth Management, LLC2026-06-302026-08-1237,446$1,327,834None
Tradition Wealth Management, LLC2026-06-302026-08-12520,567$16,864,245None
CAHILL FINANCIAL ADVISORS INC2026-06-302026-08-12138,718$4,493,899None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1112,778$413,985None
Quent Capital, LLC2026-06-302026-08-08713$23,098None
LPL Financial LLC2026-06-302026-08-08126,631$4,102,330None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08386,968$12,536,184None
Freedom Financial Partners LLC2026-06-302026-08-07130,791$4,237,106None
FIFTH THIRD BANCORP2026-06-302026-08-066,459$209,234None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0414,202$460,087None
Jacobi Capital Management LLC2026-06-302026-08-0114,081$456,160None
MGO ONE SEVEN LLC2026-06-302026-08-0117,349$562,037None
Pinnacle Bancorp, Inc.2026-06-302026-07-2911,500$372,553None
Financial Perspectives, Inc2026-06-302026-07-25165$5,334None
Ted Buchan & Co2026-06-302026-07-24148,384$4,807,033None
Capital Management Associates, Inc2026-06-302026-07-23116,288$3,767,254None
FLAGSHIP HARBOR ADVISORS, LLC2026-06-302026-07-236,887$223,103None
LAUREL OAK WEALTH MANAGEMENT, LLC2026-06-302026-07-22139,884$4,531,684None
LANARK FINANCIAL, INC.2026-06-302026-07-2250$1,619None
CARY STREET PARTNERS FINANCIAL LLC2026-06-302026-07-1856,801$1,840,108None
BOYUM WEALTH ARCHITECTS LLC2026-06-302026-07-16437,177$14,559,608None
MBL Wealth, LLC2026-06-302026-07-16160,923$5,213,246None
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-06-302026-07-1647,050$1,554,770None

90-day public filing window, up to 50 source positions.

UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Mutual Advisors, LLC ↗Lifeworks Advisors, LLC ↗Ausdal Financial Partners, Inc. ↗AQR CAPITAL MANAGEMENT LLC ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.