Oakmark US Large Cap ETF
$31.58-0.1%
-$23.5M
Net Activity
-6.13% total shares
Institutions Holding
97
Popularity Rank
#4676
Avg Weight
0.62%
Total Value
$693.1M
97 institutions currently hold OAKM, with 65 net buyers and 42 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
42
Net Buying Institutions
65
Top 5 by Value
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Across its top 20 institutional holders, OAKM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 19/100).
OAKM ranks #4676 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
OAKM is a top-conviction position for Abound Financial, LLC — at 10.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in OAKM belongs to Choate Investment Advisors, but the position matters far more to Abound Financial, LLC, who has 10.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Cerity Partners LLC has added to its OAKM position for two straight quarters, increasing it by $34.5M to reach $94.6M today.
Choate Investment Advisors has trimmed its OAKM position for two straight quarters, cutting it by $92.1M while still holding $163.9M.
OAKM is down 0.1% today, and institutions have been net sellers of $23.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$57.5M
Total Buy Value
$96.4M
Total Sell Value
65
Net Buyers
42
Net Sellers
OAKM
Q2 2026
Top 5 Institutional Movers
-$36.9M
-$14.3M
+$8.7M
-$8.5M
+$7.3M
OAKM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
41456U106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Access OAKM's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/OAKMCLI
npx alphasmo stocks get OAKMFull API & MCP documentation →