Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategic Trust (RUNN)

42 + 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
↓ -4
Streak
4Q ▼
Buyers last Q
44%

Smart Money Signals — RUNN

Based on 42 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 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 — 72% of 3.0Y peak

72% of all-time peak
42 funds currently hold this stock — 72% 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 — 28% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold RUNN compared to a year ago (-28% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

21 buying27 selling
Last quarter: 27 funds reduced or exited vs 21 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 11 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 29% new

■ 33% conviction (2yr+) ■ 38% medium ■ 29% new
Of the 42 current holders: 14 (33%) held >2 years, 16 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 — ~7 new funds/quarter

9 → 3 → 11 → 8 → 7 new funds/Q
New funds entering each quarter: 3 → 11 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 33% new entrants

■ 33% veterans ■ 33% 1-2yr ■ 33% new
Of 42 current holders: 14 (33%) held 2+ years, 14 held 1–2 years, 14 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
9 of 42 holders rank in the top 100 by AUM, accounting for 30% 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 Q2, 21 hedge funds were net buyers of RUNN (7 opened a new position, 14 added to an existing one), while 27 reduced or exited (16 trimmed, 11 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 30% of total institutional value in RUNN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 42.

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

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

Loading signal freshness…
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
1.7
/ 10
conviction
Hedge Fund Positioning: RUNN
42 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 46 -8.7%
13F Shares 6M 6M -12.68%
Total Value $180M $201M -10.2%
New Positions 7 8 -1
Increased Positions 14 20 -6
Closed Positions 11 10 +1
Reduced Positions 16 14 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RUNN

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Financial Highlights

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Institutional Holders (2026 Q2)

42 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boyum Wealth Architects LLC 5.80% 437,177 $14.6M
2 Ted Buchan & Co 1.57% 148,384 $4.8M
3 Freedom Financial Partners LLC 1.38% 130,791 $4.2M
4 Tradition Wealth Management, LLC 1.03% 520,567 $16.9M
5 Capital Management Associates, Inc 0.76% 116,288 $3.8M
6 Laurel Oak Wealth Management, LLC 0.66% 139,884 $4.5M
7 BlackDiamond Wealth Management, LLC 0.53% 37,446 $1.3M
8 Cahill Financial Advisors Inc 0.43% 138,718 $4.5M
9 Osbon Capital Management LLC 0.42% 16,553 $536K
10 MBL Wealth, LLC 0.36% 160,923 $5.2M
11 Ausdal Financial Partners, Inc. 0.17% 131,828 $4.3M
12 Mutual Advisors, LLC 0.16% 266,497 $8.6M
13 Pinnacle Bancorp, Inc. 0.10% 11,500 $373K
14 Sykon Capital LLC 0.08% 8,424 $273K
15 United Capital Financial Advisors, LLC 0.04% 241,237 $7.8M
16 Cary Street Partners Financial LLC 0.04% 56,801 $1.8M
17 Lifeworks Advisors, LLC 0.03% 8,326 $270K
18 Focus Partners Wealth 0.03% 777,098 $25.2M
19 Mml Investors Services, LLC 0.03% 386,968 $12.5M
20 Jacobi Capital Management LLC 0.02% 14,081 $456K
21 IHT Wealth Management, LLC 0.01% 14,756 $478K
22 Mgo One Seven LLC 0.01% 17,349 $562K
23 Flagship Harbor Advisors, LLC 0.01% 6,887 $223K
24 Elevation Point Wealth Partners, LLC 0.01% 11,438 $371K
25 Great Valley Advisor Group, INC. 0.01% 12,778 $414K
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 — 4 quarters in a row: For 4 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: 27 funds reduced or exited vs 21 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 — 30% AUM from major funds: 9 of 42 holders rank in the top 100 by AUM, accounting for 30% 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 — 33% long-term, 29% new: Of the 42 current holders: 14 (33%) held >2 years, 16 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.

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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