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

STRATEGIC TRUST

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

CUSIP 48817R870·55 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.1%
vs prior quarter
13F value held
$198M
67.0% inst. owned
of float
Holders
55
-70 QoQ
filers reporting
Activity
+30 / −8
+927 added · −683 reduced
this quarter
Concentration
21.28%
ROYAL BANK OF CANADA #1
top holder share
AI Holders Summary · Q1 2026

55 institutions reported RUNN in Q1 2026. ROYAL BANK OF CANADA leads at 21.3% of the visible book. -70 net institutions QoQ — distribution reading.

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
$13M405K5.58%Q1 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
Financial Designs Corp
CIK 0001561383
$9M287K5.14%Q1 202609
Apexium Financial, LP
CIK 0001765285
$8M242K0.40%Q3 202510
GeoWealth Management, LLC
CIK 0001593387
$8M253K0.29%Q1 202611
MBL Wealth, LLC
CIK 0001845785
$6M196K0.48%Q1 202612
Ted Buchan & Co
CIK 0002033413
$5M152K1.77%Q1 202613
CAHILL FINANCIAL ADVISORS INC
CIK 0001600327
$4M134K0.47%Q1 202614
Ausdal Financial Partners, Inc.
CIK 0001667146
$4M133K0.19%Q1 202615
Freedom Financial Partners LLC
CIK 0002054598
$4M129K1.48%Q1 202616
Transform Wealth, LLC
CIK 0001682266
$4M119K0.23%Q1 202517
Capital Management Associates, Inc
CIK 0002008851
$4M114K0.83%Q1 202618
LPL Financial LLC
CIK 0001403438
$4M113K0.00%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3M104K0.00%Q1 202620
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$3M102K0.55%Q1 2026
Page 1 of 3
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