DOSSIER · 13F Holders · Q2 2026
RUNN

STRATEGIC TRUST

50 institutions still hold STRATEGIC TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48817R870·50 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$189M
visible holders
Holders
50
filers reporting
Concentration
22.60%
ROYAL BANK OF CANADA #1
top holder share
AI Holders Summary · Q2 2026

50 institutions reported RUNN in Q2 2026. ROYAL BANK OF CANADA leads at 22.6% 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
$43M1.3M0.01%Q2 2026
02
Focus Partners Wealth
CIK 0001542153
$25M777K0.03%Q2 2026
03
Tradition Wealth Management, LLC
CIK 0001843010
$17M521K1.03%Q2 2026
04
BOYUM WEALTH ARCHITECTS LLC
CIK 0002068635
$15M437K5.80%Q2 2026
05
MML INVESTORS SERVICES, LLC
CIK 0000701059
$13M387K0.03%Q2 2026
06
Mutual Advisors, LLC
CIK 0001694080
$12M373K0.26%Q1 2026
07
Apexium Financial, LP
CIK 0001765285
$8M242K0.40%Q3 2025
08
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$8M241K0.04%Q2 2026
09
MBL Wealth, LLC
CIK 0001845785
$5M161K0.36%Q2 2026
10
Ted Buchan & Co
CIK 0002033413
$5M148K1.57%Q2 2026
11
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$5M140K0.66%Q2 2026
12
CAHILL FINANCIAL ADVISORS INC
CIK 0001600327
$4M139K0.43%Q2 2026
13
Ausdal Financial Partners, Inc.
CIK 0001667146
$4M132K0.17%Q2 2026
14
Freedom Financial Partners LLC
CIK 0002054598
$4M131K1.38%Q2 2026
15
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$4M131K0.01%Q1 2026
16
LPL Financial LLC
CIK 0001403438
$4M127K0.00%Q2 2026
17
Transform Wealth, LLC
CIK 0001682266
$4M119K0.23%Q1 2025
18
Capital Management Associates, Inc
CIK 0002008851
$4M116K0.76%Q2 2026
19
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3M100K0.00%Q2 2026
20
UBS Group AG
CIK 0001610520
$2M66K0.00%Q2 2026
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