Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STRATEGIC TRUST (RUNN)

43 + 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
↓ -3
Streak
2Q ▼
Buyers last Q
44%

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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: RUNN
2026 Q1 Stats Unlock in 10 days 43 + Investors

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

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

Statistics: RUNN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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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.

Top 24 institutional holders of RUNN — 2025 Q4 · 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 Freedom Financial Partners LLC 1.48% 128,723 $4.1M
4 Capital Management Associates, Inc 0.83% 114,299 $3.7M
5 SYKON CAPITAL LLC 0.71% 66,586 $2.1M
6 LAUREL OAK WEALTH MANAGEMENT, LLC 0.55% 102,487 $3.3M
7 MBL Wealth, LLC 0.48% 196,138 $6.3M
8 Mutual Advisors, LLC 0.26% 373,258 $12.0M
9 Tactive Advisors, LLC 0.12% 12,874 $415K
10 Pinnacle Bancorp, Inc. 0.11% 11,500 $370K
11 Belpointe Asset Management LLC 0.06% 50,162 $1.6M
12 Lifeworks Advisors, LLC 0.03% 8,326 $268K
13 Marks Group Wealth Management, Inc 0.03% 10,851 $350K
14 MML INVESTORS SERVICES, LLC 0.03% 337,631 $10.9M
15 Accurate Wealth Management, LLC 0.03% 7,119 $234K
16 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 8,745 $282K
17 THRIVENT FINANCIAL FOR LUTHERANS 0.01% 130,696 $4K
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 103,913 $3.3M
19 LPL Financial LLC 0.00% 113,302 $3.6M
20 FIFTH THIRD BANCORP 0.00% 6,794 $219K
21 ENVESTNET ASSET MANAGEMENT INC 0.00% 41,560 $1.3M
22 UBS Group AG 0.00% 64,185 $2.1M
23 Steward Partners Investment Advisory, LLC 0.00% 1,378 $44K
24 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.

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.