Who Owns Oakmark U.S. Large Cap ETF (OAKM)?Hedge Fund & Institutional Holders

$27.00-0.02 (-0.07%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.5500059000447154e+201T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$21.53$23.42$25.30$27.19$29.08Dec 24Jul 25Mar 26

OAKM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Cerity Partners LLCNew Position+2.1M+$59.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.5M+$44.7M
A&I FINANCIAL SERVICES, LLCNew Position+600K+$17.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+606K+$17.0M
Greater Midwest Financial Group, LLCNew Position+545K+$15.5M
KWB WealthNew Position+357K+$10.1M
Appalachian Capital Management LtdNew Position+283K+$8.0M
Alliance Private Wealth, LLCNew Position+218K+$6.2M
Three Magnolias Financial Advisors, LLCNew Position+198K+$5.6M
CASTLEKEEP INVESTMENT ADVISORS LLCNew Position+160K+$4.5M
Western Pacific Wealth Management, LPNew Position+154K+$4.4M
Cheviot Value Management, LLCNew Position+131K+$3.7M
Investment Planning Advisors, Inc.New Position+113K+$3.2M
NKCFO LLCNew Position+107K+$3.0M
Cambridge Investment Research Advisors, Inc.Increased+89K+$2.1M

OAKM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Choate Investment AdvisorsDecreased-646K-$258.8B
Mariner, LLCClosed Position-135K-$3.6B
INTEGRITY ALLIANCE, LLC.Closed Position-79K-$2.1B
IFP Advisors, IncDecreased-2K-$2.1B
Alpha Advisors, LLC/VADecreased-44K-$1.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-20K-$537.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Choate Investment Advisors9,026,210$255.0M5.00%Share
2Cerity Partners LLC2,093,403$59.0M0.09%Share
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,541,924$44.7M0.06%Share
4LPL Financial LLC1,303,552$36.0M0.01%Share
5BANK OF AMERICA CORP /DE/708,949$20.0M0.00%Share
6A&I FINANCIAL SERVICES, LLC600,145$17.0M8.08%Share
7COMMONWEALTH EQUITY SERVICES, LLC606,421$17.0M0.02%Share
8RAYMOND JAMES FINANCIAL INC588,322$16.0M0.00%Share
9Greater Midwest Financial Group, LLC545,177$15.5M8.64%Share
10ROYAL BANK OF CANADA470,698$13.0M0.00%Share
11Clarkston Capital Partners, LLC388,130$11.0M0.25%Share
12KWB Wealth357,031$10.1M0.96%Share
13Steward Partners Investment Advisory, LLC355,345$10.0M0.05%Share
14U.S. Capital Wealth Advisors, LLC343,593$9.7M0.25%Share
15Appalachian Capital Management Ltd282,979$8.0M6.43%Share
16BANK OF AMERICA CORP /DE/248,532$7.0M0.00%Share
17Alliance Private Wealth, LLC217,884$6.2M2.15%Share
18NavPoint Financial, Inc.202,628$5.7M2.46%Share
19Three Magnolias Financial Advisors, LLC197,742$5.6M3.48%Share
20&PARTNERS193,043$5.0M0.03%Share
21CASTLEKEEP INVESTMENT ADVISORS LLC160,058$4.5M2.05%Share
22Western Pacific Wealth Management, LP154,243$4.4M4.24%Share
23Cheviot Value Management, LLC131,390$3.7M0.36%Share
24DKM Wealth Management, Inc.122,559$3.5M2.59%Share
25Investment Planning Advisors, Inc.112,835$3.2M0.93%Share
26NKCFO LLC107,200$3.0M0.88%Share
27Cambridge Investment Research Advisors, Inc.122,508$3.0M0.01%Share
28Maridea Wealth Management LLC90,185$2.6M0.38%Share
29Valeo Financial Advisors, LLC71,745$2.0M0.05%Share
30RAYMOND JAMES FINANCIAL INC93,342$2.0M0.00%Share
31IFP Advisors, Inc76,059$2.0M0.04%Share
32JANE STREET GROUP, LLC74,668$2.0M0.00%Share
33Covenant Partners, LLC70,411$2.0M0.58%Share
34Corient Private Wealth LLC67,539$1.9M0.00%Share
35Sugar Maple Asset Management, LLC57,333$1.6M1.09%Share
36Gateway Wealth Partners, LLC52,488$1.5M0.17%Share
37Sprinkle Financial Consultants LLC47,325$1.3M0.68%Share
38Cascades Capital Asset Management, LLC44,325$1.3M0.53%Share
39Aprio Wealth Management, LLC41,316$1.2M0.07%Share
40Nautilus Advisors LLC41,031$1.2M0.76%Share
41Smart Portfolios, LLC38,301$1.1M1.08%Share
42SOL Capital Management CO37,161$1.1M0.09%Share
43Sanctuary Advisors, LLC36,748$1.0M0.01%Share
44WCG Wealth Advisors LLC35,339$1.0M0.03%Share
45GTS SECURITIES LLC36,130$1.0M0.03%Share
46MML INVESTORS SERVICES, LLC42,386$1.0M0.00%Share
47EVOKE WEALTH, LLC54,861$1.0M0.02%Share
48J.W. COLE ADVISORS, INC.30,166$855K0.02%Share
49MAGNOLIA CAPITAL ADVISORS LLC28,873$818K0.17%Share
50Alpha Advisors, LLC/VA27,340$775K0.60%Share

OAKM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202587$635.6M+49
Q3 202538$359.3B-8
Q2 202546$402.6B+14
Q1 202532$114.5B+24
Q4 20248$19.5B—

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As of Q4 2025, 50 institutional investors hold OAKM (Oakmark U.S. Large Cap ETF). The largest holder is Choate Investment Advisors with $255.0M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own OAKM?

As of Q4 2025, 50 institutional investors report holding OAKM (Oakmark U.S. Large Cap ETF) in their 13F filings.

Who is the largest institutional holder of OAKM?

The largest institutional holder of OAKM is Choate Investment Advisors with $255.0M in shares.

Is institutional ownership of OAKM increasing or decreasing?

This quarter, 14 institutions opened new positions in OAKM and 3 closed their positions.