Who owns RUNN
Which tracked institutional funds hold RUNN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RUNN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
10 tracked funds added or opened RUNN while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RUNN’s largest tracked holder by dollar value, Boulay Financial Advisors, LLC, sizes it at 9.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RUNN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 41 tracked filers holding RUNN, 20 increased or opened the position and 27 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RUNN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- CARY STREET PARTNERS FINANCIAL LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- CITADEL ADVISORS LLC$904K
Full exits 6
- Financial Designs Corp$9M
- GeoWealth Management, LLC$8M
- Thrivent Financial for Lutherans$4M
- Belpointe Asset Management LLC$2M
- Arete Wealth Advisors, LLC$1M
- GOLDMAN SACHS GROUP INC$792K
Largest adds
- MML INVESTORS SERVICES, LLC$2M
- Tradition Wealth Management, LLC$1M
- LAUREL OAK WEALTH MANAGEMENT, LLC$1M
- BOYUM WEALTH ARCHITECTS LLC$1M
- Focus Partners Wealth$679K
- ROYAL BANK OF CANADA$504K
Largest trims
- Mutual Advisors, LLC$3M
- SYKON CAPITAL LLC$2M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$1M
- MBL Wealth, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$879K
- BlackDiamond Wealth Management, LLC$536K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ROYAL BANK OF CANADA added | 1,317,439 | $43M | 11.7% | 2026-Q2 |
| Focus Partners Wealth added | 777,098 | $25M | 6.9% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 520,567 | $17M | 4.6% | 2026-Q2 |
| BOYUM WEALTH ARCHITECTS LLC added | 437,177 | $15M | 4.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 386,968 | $13M | 3.4% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 266,497 | $9M | 2.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 241,237 | $8M | 2.1% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 160,923 | $5M | 1.4% | 2026-Q2 |
| Ted Buchan & Co trimmed | 148,384 | $5M | 1.3% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 139,884 | $5M | 1.2% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 138,718 | $4M | 1.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 131,828 | $4M | 1.2% | 2026-Q2 |
| Freedom Financial Partners LLC added | 130,791 | $4M | 1.2% | 2026-Q2 |
| LPL Financial LLC added | 126,631 | $4M | 1.1% | 2026-Q2 |
| Capital Management Associates, Inc added | 116,288 | $4M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 99,569 | $3M | 0.9% | 2026-Q2 |
| UBS Group AG added | 66,434 | $2M | 0.6% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 56,801 | $2M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 47,050 | $2M | 0.4% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC trimmed | 37,446 | $1M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 27,905 | $904K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 17,349 | $562K | 0.2% | 2026-Q2 |
| Osbon Capital Management LLC trimmed | 16,553 | $536K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 15,959 | $517K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 14,756 | $478K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 14,202 | $460K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 14,081 | $456K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 12,778 | $414K | 0.1% | 2026-Q2 |
| Pinnacle Bancorp, Inc. | 11,500 | $373K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 11,438 | $371K | 0.1% | 2026-Q2 |
| SYKON CAPITAL LLC trimmed | 8,424 | $273K | 0.1% | 2026-Q2 |
| Lifeworks Advisors, LLC | 8,326 | $270K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 6,887 | $223K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 6,589 | $213K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,459 | $209K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 3,636 | $118K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,021 | $33K | 0.0% | 2026-Q2 |
| Quent Capital, LLC new | 713 | $23K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 193 | $6K | 0.0% | 2026-Q2 |
| Financial Perspectives, Inc | 165 | $5K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 50 | $2K | 0.0% | 2026-Q2 |
| Financial Designs Corp trimmed | 286,716 | $9M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| GeoWealth Management, LLC added | 253,490 | $8M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans new | 130,696 | $4M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Belpointe Asset Management LLC added | 50,162 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Arete Wealth Advisors, LLC new | 39,920 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 24,582 | $792K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Tactive Advisors, LLC new | 12,874 | $415K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Marks Group Wealth Management, Inc added | 10,851 | $350K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 10,598 | $341K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Accurate Wealth Management, LLC trimmed | 7,119 | $234K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CHOREO, LLC new | 7,111 | $229K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Boulay Financial Advisors, LLC trimmed | 3,204,936 | $107M | 29.2% | 2025-Q4 stale (2 quarters behind) |
| J2 Capital Management Inc added | 88,476 | $3M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Pursuit Wealth Management LLC new | 49,752 | $2M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Brookwood Investment Group LLC added | 29,484 | $983K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,784 | $660K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Soundwatch Capital LLC added | 6,887 | $230K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 5,634 | $188K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MidAtlantic Capital Management, Inc. trimmed | 3,853 | $128K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 1,777 | $59K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 500 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC trimmed | 30 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kovitz Investment Group Partners, LLC added | 811,261 | $28M | 7.6% | 2025-Q3 stale (3 quarters behind) |
| Apexium Financial, LP added | 242,296 | $8M | 2.3% | 2025-Q3 stale (3 quarters behind) |
| FULLCIRCLE WEALTH LLC added | 64,802 | $2M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Atria Investments, Inc added | 32,397 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC added | 32,039 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| SeaCrest Wealth Management, LLC added | 11,090 | $383K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 11,050 | $378K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC added | 9,645 | $331K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Founders Financial Alliance, LLC | 8,400 | $288K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 285 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC added | 269 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 123 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AlphaCore Capital LLC added | 85,564 | $3M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Cannon Advisors, Inc. added | 6,352 | $215K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| PRIVATE TRUST CO NA | 1,000 | $34K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| OSAIC HOLDINGS, INC. | 462 | $16K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| EverSource Wealth Advisors, LLC new | 61 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| JNBA Financial Advisors trimmed | 44 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.