NIM
OAKM

Natixis Investment Managers’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Natixis Investment Managers’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
2025
Q1 		$41M Buy
1,388,340
+579,607
+72% +$14.2M 84.35% 1
2024
Q4 		$19M Buy
+808,733
New +$19.4M 29.61% 2

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $157M AUM 18.03% 1-Year Est. Return
WPWM
Western Pacific Wealth Management Lake Forest, Illinois $98.4M AUM 25.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Natixis Investment Managers's OAKM Position: Q1 2025 in Review

Natixis Investment Managers increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 72% in Q1 2025, buying an estimated $14.2M and bringing the position to 1,388,340 shares worth $41M. The position accounts for 84.35% of the portfolio, ranked #1.

Natixis Investment Managers first reported a position in OAKM in Q4 2024 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold OAKM as of Q1 2025.

  • Natixis Investment Managers held 1,388,340 shares of Oakmark U.S. Large Cap ETF worth $41M as of Q1 2025.
  • Natixis Investment Managers bought 579,607 Oakmark U.S. Large Cap ETF shares in Q1 2025, an estimated $14.2M.
  • Oakmark U.S. Large Cap ETF made up 84.35% of Natixis Investment Managers's portfolio in Q1 2025, its #1 holding.
  • Natixis Investment Managers first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2025.

Based on Natixis Investment Managers's 13F filing for Q1 2025, filed 14 May 2025.