13F Insight
DOSSIER · 13F Holders · Q1 2026
RUNN

STRATEGIC TRUST

53 institutions still hold STRATEGIC TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48817R870·53 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$195M
visible holders
Holders
53
filers reporting
Concentration
21.68%
ROYAL BANK OF CANADA #1
top holder share
AI Holders Summary · Q1 2026

53 institutions reported RUNN in Q1 2026. ROYAL BANK OF CANADA leads at 21.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ROYAL BANK OF CANADA
CIK 0001000275
$42M1.3M0.01%Q1 202602
Focus Partners Wealth
CIK 0001542153
$27M823K0.03%Q4 202503
Tradition Wealth Management, LLC
CIK 0001843010
$16M483K1.11%Q1 202604
BOYUM WEALTH ARCHITECTS LLC
CIK 0002068635
$15M437K5.80%Q2 202605
Mutual Advisors, LLC
CIK 0001694080
$12M373K0.26%Q1 202606
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M338K0.03%Q1 202607
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$9M289K0.06%Q1 202608
Apexium Financial, LP
CIK 0001765285
$8M242K0.40%Q3 202509
GeoWealth Management, LLC
CIK 0001593387
$8M253K0.29%Q1 202610
MBL Wealth, LLC
CIK 0001845785
$5M161K0.36%Q2 202611
Ted Buchan & Co
CIK 0002033413
$5M148K1.57%Q2 202612
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$5M140K0.66%Q2 202613
CAHILL FINANCIAL ADVISORS INC
CIK 0001600327
$4M134K0.47%Q1 202614
Ausdal Financial Partners, Inc.
CIK 0001667146
$4M133K0.19%Q1 202615
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$4M131K0.01%Q1 202616
Freedom Financial Partners LLC
CIK 0002054598
$4M129K1.48%Q1 202617
Transform Wealth, LLC
CIK 0001682266
$4M119K0.23%Q1 202518
Capital Management Associates, Inc
CIK 0002008851
$4M116K0.76%Q2 202619
LPL Financial LLC
CIK 0001403438
$4M113K0.00%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3M104K0.00%Q1 2026
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