Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategic Trust (RUNN)

46 + Investors. Track Smart Money conviction in RUNN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
3Q ▼
Buyers last Q
54%

Smart Money Signals — RUNN

Based on 46 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their RUNN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
46 funds currently hold this stock — 79% of the 3.0-year high of 58 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold RUNN compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

28 buying24 selling
Last quarter: 28 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 3 → 11 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 26% new

■ 26% conviction (2yr+) ■ 48% medium ■ 26% new
Of the 46 current holders: 12 (26%) held >2 years, 22 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

18 → 9 → 3 → 11 → 8 new funds/Q
New funds entering each quarter: 9 → 3 → 11 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 20% veterans, 46% new entrants

■ 20% veterans ■ 35% 1-2yr ■ 46% new
Of 46 current holders: 9 (20%) held 2+ years, 16 held 1–2 years, 21 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
9 of 46 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RUNN

In 2026 Q1, 28 hedge funds were net buyers of RUNN (8 opened a new position, 20 added to an existing one), while 24 reduced or exited (14 trimmed, 10 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 27% of total institutional value in RUNN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 46.

Hedge Fund Ownership: RUNN

How many hedge funds hold RUNN — quarterly history vs. share price
Quarterly hedge fund ownership of RUNN vs. share price

Market Analysis: RUNN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RUNN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Strategic Trust (RUNN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RUNN has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
RUNN
-0.9%
SPY
+15.9%

RUNN outperformed SPY by -16.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
RUNN
-0.7%
SPY
+2.0%

Since the filing became public, RUNN outperformed SPY by -2.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: RUNN
46 + Investors

Track Smart Money conviction in RUNN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 46 48 -4.17%
13F Shares 6M 9M -31.88%
Total Value $201M $312M -35.58%
New Positions 8 11 -3
Increased Positions 20 16 +4
Closed Positions 10 14 -4
Reduced Positions 14 15 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RUNN

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

46 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RUNN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RUNN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boyum Wealth Architects LLC 5.58% 405,138 $13.4M
2 Financial Designs Corp 5.14% 286,716 $9.2M
3 Ted Buchan & Co 1.77% 151,547 $4.9M
4 Freedom Financial Partners LLC 1.48% 128,723 $4.1M
5 Tradition Wealth Management, LLC 1.11% 483,136 $15.6M
6 BlackDiamond Wealth Management, LLC 0.90% 57,872 $1.9M
7 Capital Management Associates, Inc 0.83% 114,299 $3.7M
8 Sykon Capital LLC 0.71% 66,586 $2.1M
9 Osbon Capital Management LLC 0.59% 22,510 $725K
10 Laurel Oak Wealth Management, LLC 0.55% 102,487 $3.3M
11 MBL Wealth, LLC 0.48% 196,138 $6.3M
12 Cahill Financial Advisors Inc 0.47% 133,736 $4.3M
13 GeoWealth Management, LLC 0.29% 253,490 $8.2M
14 Mutual Advisors, LLC 0.26% 373,258 $12.0M
15 Ausdal Financial Partners, Inc. 0.19% 132,967 $4.3M
16 Tactive Advisors, LLC 0.12% 12,874 $415K
17 Pinnacle Bancorp, Inc. 0.11% 11,500 $370K
18 Arete Wealth Advisors, LLC 0.10% 39,920 $1.3M
19 Belpointe Asset Management LLC 0.06% 50,162 $1.6M
20 United Capital Financial Advisors, LLC 0.06% 289,390 $9.3M
21 Lifeworks Advisors, LLC 0.03% 8,326 $268K
22 Marks Group Wealth Management, Inc 0.03% 10,851 $350K
23 Mml Investors Services, LLC 0.03% 337,631 $10.9M
24 Accurate Wealth Management, LLC 0.03% 7,119 $234K
25 Focus Partners Wealth 0.03% 760,502 $24.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Strategic Trust (RUNN)

What does the Smart Money Trend signal show for RUNN?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their RUNN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RUNN?

Slight buying edge — 54% buying: Last quarter: 28 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RUNN holders?

Strong quality — 27% AUM from major funds: 9 of 46 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RUNN?

Mixed — 26% long-term, 26% new: Of the 46 current holders: 12 (26%) held >2 years, 22 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Strategic Trust (RUNN) following the 2026 Q1 hedge fund 13F filings?

As of today, RUNN has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.7%. Since the quarter end (March 31, 2026), RUNN has gained -0.9% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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