STRATEGIC TRUST (RUNN): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

STRATEGIC TRUST (RUNN)

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

Smart Money Signals — RUNN

Based on 43 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 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 — 83% of 2.8Y peak

83% of all-time peak

43 funds currently hold this stock — 83% of the 2.8-year high of 52 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 44% buying

23 buying29 selling

Last quarter: 29 funds reduced or exited vs 23 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new RUNN position: 16 → 9 → 3 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 30% entered in last year

■ 19% conviction (2yr+) ■ 51% medium ■ 30% new

Only 8 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

11 → 16 → 9 → 3 → 11 new funds/Q

New funds entering each quarter: 16 → 9 → 3 → 11. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

📊

Mixed cohorts — 14% veterans, 47% new entrants

■ 14% veterans ■ 40% 1-2yr ■ 47% new

Of 43 current holders: 6 (14%) held 2+ years, 17 held 1–2 years, 20 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds

9 of 43 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	43	46	-6.52%
13F Shares	9M	9M	-2.76%
Total Value	$287M	$303M	-5.21%
New Positions	11	3	+8
Increased Positions	12	22	-10
Closed Positions	14	9	+5
Reduced Positions	15	16	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-6.52%

13F Shares

-2.76%

Total Value

$287M

$303M

-5.21%

New Positions

Increased Positions

-10

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

43 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 14 institutional holders of RUNN — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Financial Designs Corp	5.14%	286,716	$9.2M
2	Freedom Financial Partners LLC	1.48%	128,723	$4.1M
3	Capital Management Associates, Inc	0.83%	114,299	$3.7M
4	SYKON CAPITAL LLC	0.71%	66,586	$2.1M
5	LAUREL OAK WEALTH MANAGEMENT, LLC	0.55%	102,487	$3.3M
6	MBL Wealth, LLC	0.48%	196,138	$6.3M
7	Tactive Advisors, LLC	0.12%	12,874	$415K
8	Pinnacle Bancorp, Inc.	0.11%	11,500	$370K
9	Belpointe Asset Management LLC	0.06%	50,162	$1.6M
10	Accurate Wealth Management, LLC	0.03%	7,119	$234K
11	FLAGSHIP HARBOR ADVISORS, LLC	0.01%	8,745	$282K
12	THRIVENT FINANCIAL FOR LUTHERANS	0.01%	130,696	$4K
13	FIFTH THIRD BANCORP	0.00%	6,794	$219K
14	NBC SECURITIES, INC.	0.00%	50	$2K

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 — 2 quarters in a row: For 2 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?

More sellers than buyers — 44% buying: Last quarter: 29 funds reduced or exited vs 23 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for RUNN holders?

Strong quality — 20% AUM from major funds: 9 of 43 holders rank in the top 100 by AUM, accounting for 20% 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?

Mostly new holders — 30% entered in last year: Only 8 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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STRATEGIC TRUST (RUNN)

Smart Money Signals — RUNN

Selling streak — 2 quarters in a row

High ownership — 83% of 2.8Y peak

Steady growth — +13% more funds vs a year ago

More sellers than buyers — 44% buying

More new buyers each quarter (+8 vs last Q)

Mostly new holders — 30% entered in last year

Saturation — most institutions already know this story

Mixed cohorts — 14% veterans, 47% new entrants

Strong quality — 20% AUM from major funds

Hedge Fund Ownership: RUNN

Market Analysis: RUNN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RUNN

Hedge Fund Positioning: RUNN

Statistics: RUNN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — STRATEGIC TRUST (RUNN)

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