OAKM

Oakmark US Large Cap ETF

+$43.7M

Net Activity

Institutions Holding

96

Popularity Rank

#4531

Avg Weight

0.83%

Total Value

$721.7M

Ownership Trend

96 institutions currently hold OAKM, with 69 net buyers and 26 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

26

Net Buying Institutions

69

Key Holders

Key Holders

Top 5 by Value

CI
Choate Investment Advisors
$168.0M
CP
Cerity Partners LLC
$86.0M
LF
LPL Financial LLC
$58.3M
HW
Horizon Wealth Management, LLC
$37.5M
BO
Bank Of America CORP /de/
$32.6M

Top 5 by Conviction

AF
Abound Financial, LLC
11.21%
GM
Greater Midwest Financial Group, LLC
7.80%
AF
A&i Financial Services, LLC
7.77%
AC
Appalachian Capital Management Ltd
6.51%
HW
Horizon Wealth Management, LLC
5.50%
View all 96 holding institutions

Quarterly Activity

Recent Activity

+$467.6M

Total Buy Value

$380.2M

Total Sell Value

New buy16
Trim16
Add53
Sold out10

69

Net Buyers

26

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding OAKMARK US LARGE CAP ETF (OAKM)?
Major stakeholders currently include Choate Investment Advisors ($168.0M), Cerity Partners LLC ($86.0M), LPL Financial LLC ($58.3M). Based on the latest 13F filings, there are a total of 96 tracked investment funds and institutions maintaining positions in OAKM.
What is the overall institutional sentiment toward OAKM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $43.7M, driven by 69 managers accumulating shares while 26 reduced their exposure.
Which institutions have been selling or reducing their OAKM positions?
In the latest period, 16 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $380.2M.
Are there any notable investors adding OAKM to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 53 existing holders added to their shares. The total reported buy value for the quarter amounted to $467.6M.

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