Citadel Advisors
OAKM

Citadel Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Citadel Advisors’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.35M Buy
121,495
+94,844
+356% +$2.67M ﹤0.01% 5045
2025
Q4 		$756K Buy
+26,651
New +$724K ﹤0.01% 8037
2025
Q2 		– Sell
-179,599
Closed -$4.39M – 15665
2025
Q1 		$4.39M Buy
+179,599
New +$4.41M ﹤0.01% 4095

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors's OAKM Position: Q1 2026 in Review

Citadel Advisors increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 356% in Q1 2026, buying an estimated $2.67M and bringing the position to 121,495 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #5045.

Citadel Advisors first reported a position in OAKM in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.39M in Q1 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Citadel Advisors held 121,495 shares of Oakmark U.S. Large Cap ETF worth $3.35M as of Q1 2026.
  • Citadel Advisors bought 94,844 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $2.67M.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5045 holding.
  • Citadel Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • Citadel Advisors's Oakmark U.S. Large Cap ETF position peaked at $4.39M in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.