21 institutions reported holding $38.4M of STRATEGIC TRUST (RUNN) in SEC 13F filings for 2026-06-30. Largest institutional holders: BOYUM WEALTH ARCHITECTS LLC ($14.6M), MBL Wealth, LLC ($5.2M), Ted Buchan & Co ($4.8M), LAUREL OAK WEALTH MANAGEMENT, LLC ($4.5M), Capital Management Associates, Inc ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BOYUM WEALTH ARCHITECTS LLC | $14.6M | 437,177 | Added |
| 2 | MBL Wealth, LLC | $5.2M | 160,923 | Trimmed |
| 3 | Ted Buchan & Co | $4.8M | 148,384 | Trimmed |
| 4 | LAUREL OAK WEALTH MANAGEMENT, LLC | $4.5M | 139,884 | Added |
| 5 | Capital Management Associates, Inc | $3.8M | 116,288 | Added |
| 6 | CARY STREET PARTNERS FINANCIAL LLC | $1.8M | 56,801 | New |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 47,050 | New |
| 8 | MGO ONE SEVEN LLC | $562,037 | 17,349 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $460,087 | 14,202 | Trimmed |
| 10 | Jacobi Capital Management LLC | $456,160 | 14,081 | Added |
| 11 | Pinnacle Bancorp, Inc. | $372,553 | 11,500 | Hold |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $223,103 | 6,887 | Trimmed |
| 13 | Financial Perspectives, Inc | $5,334 | 165 | Hold |
| 14 | NBC SECURITIES, INC. | $1,619 | 50 | Hold |
| 15 | Financial Designs Corp | $0 | 0 | Exited |
| 16 | GeoWealth Management, LLC | $0 | 0 | Exited |
| 17 | CHOREO, LLC | $0 | 0 | Exited |
| 18 | Belpointe Asset Management LLC | $0 | 0 | Exited |
| 19 | Marks Group Wealth Management, Inc | $0 | 0 | Exited |
| 20 | Accurate Wealth Management, LLC | $0 | 0 | Exited |
| 21 | Tactive Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30