OAKMARK US LARGE CAP ETF OAKM
$29.13
+1.7% 52w: $24.85 – $29.13
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.8526.9929.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
97
+7 QoQ
13F value
$721.7M
+6.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns OAKM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Choate Investment Advisors | Wealth advisor | 6.1M | $168.0M | 3.3% | -32.5% |
| Cerity Partners LLC | Diversified mechanical | 3.1M | $86.0M | 0.1% | +47.1% |
| LPL Financial LLC | Bank broker | 2.1M | $58.3M | 0.0% | +62.3% |
| Horizon Wealth Management, LLC | Wealth advisor | 1.4M | $37.5M | 5.5% | +7587.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $32.6M | 0.0% | +19.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.1M | $29.6M | 0.0% | +3457.7% |
| ABOUND FINANCIAL, LLC | Wealth advisor | 931.0K | $25.7M | 11.2% | +0.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 871.0K | $23.9M | 0.1% | -43.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 725.4K | $20.0M | 0.0% | +6.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 700.8K | $19.3M | 0.0% | +15.6% |
| ROYAL BANK OF CANADA | Bank broker | 670.9K | $18.5M | 0.0% | +42.1% |
| A&I FINANCIAL SERVICES, LLC | Wealth advisor | 595.2K | $16.4M | 7.8% | -0.8% |
| Greater Midwest Financial Group, LLC | Other | 526.9K | $14.5M | 7.8% | -3.3% |
| BEAM WEALTH ADVISORS, INC. | Wealth advisor | 404.3K | $11.1M | 2.8% | +1431.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 402.0K | $11.1M | 0.1% | +13.1% |
| KWB Wealth | Wealth advisor | 355.5K | $10.1M | 1.0% | -0.4% |
| ARQ WEALTH ADVISORS, LLC | Wealth advisor | 335.4K | $9.2M | 1.7% | New |
| Appalachian Capital Management Ltd | Wealth advisor | 295.2K | $8.1M | 6.5% | +4.3% |
| U.S. Capital Wealth Advisors, LLC | Other | 258.5K | $7.1M | 0.2% | -24.8% |
| NavPoint Financial, Inc. | Wealth advisor | 252.5K | $7.0M | 2.8% | +24.6% |
| Alliance Private Wealth, LLC | Wealth advisor | 220.0K | $6.1M | 2.2% | +1.0% |
| Three Magnolias Financial Advisors, LLC | Wealth advisor | 202.7K | $5.6M | 3.6% | +2.5% |
| &PARTNERS | Diversified mechanical | 193.5K | $5.3M | 0.0% | +0.3% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | Wealth advisor | 185.1K | $5.1M | 2.8% | +15.6% |
| Gateway Wealth Partners, LLC | Wealth advisor | 173.2K | $4.8M | 0.2% | +230.0% |
| Cheviot Value Management, LLC | Other | 171.1K | $4.7M | 0.5% | +30.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 163.3K | $4.5M | 0.0% | +759.4% |
| Western Pacific Wealth Management, LP | Other | 160.4K | $4.4M | 4.5% | +4.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 137.5K | $3.8M | 0.0% | +12.2% |
| DKM Wealth Management, Inc. | Wealth advisor | 125.6K | $3.5M | 2.5% | +2.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 121.5K | $3.3M | 0.0% | +355.9% |
| Investment Planning Advisors, Inc. | Wealth advisor | 121.5K | $3.3M | 0.9% | +7.7% |
| NKCFO LLC | Other | 107.2K | $3.0M | 0.9% | Held |
| Sugar Maple Asset Management, LLC | Wealth advisor | 99.4K | $2.7M | 1.7% | +73.4% |
| Maridea Wealth Management LLC | Wealth advisor | 98.1K | $2.7M | 0.4% | +8.8% |
| JABODON PT CO | Wealth advisor | 91.7K | $2.5M | 0.3% | New |
| Independent Advisor Alliance | Wealth advisor | 87.3K | $2.4M | 0.0% | New |
| Valeo Financial Advisors, LLC | Wealth advisor | 84.3K | $2.3M | 0.1% | +17.5% |
| IFP Advisors, Inc | Wealth advisor | 80.0K | $2.2M | 0.0% | +5.2% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | Wealth advisor | 70.7K | $1.9M | 0.8% | +603.4% |
| Sprinkle Financial Consultants LLC | Wealth advisor | 67.7K | $1.9M | 0.9% | +43.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 63.6K | $1.8M | 0.0% | +50.0% |
| JANE STREET GROUP, LLC | Market maker | 63.3K | $1.7M | 0.0% | -15.3% |
| EVOKE WEALTH, LLC | Wealth advisor | 54.9K | $1.5M | 0.0% | Held |
| Clarkston Capital Partners, LLC ★2 | Fundamental diversified | 51.1K | $1.4M | 0.1% | -86.8% |
| MORGAN STANLEY | Bank broker | 48.3K | $1.3M | 0.0% | +574.2% |
| Smart Portfolios, LLC | Wealth advisor | 46.1K | $1.3M | 1.3% | +20.3% |
| Cascades Capital Asset Management, LLC | Wealth advisor | 45.3K | $1.2M | 0.5% | +2.1% |
| Nautilus Advisors LLC | Other | 44.2K | $1.2M | 0.8% | +7.7% |
| NORTHERN TRUST CORP | Index provider | 42.3K | $1.2M | 0.0% | New |
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