Oakmark U.S. Large Cap ETF (OAKM)

• Market cap: $642M
• 1 day: -0.26%
• 5 days: 1.75%
• 1 month: 2.88%
• 3 months: 6.48%
• 6 months: 9.93%
• Year to date: 14.14%
• 1 year: 8.46%
• 5 years: 8.46%
• 10 years: 8.46%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

400% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 4

248% more capital invested

Capital invested by funds: $118M [Q1] → $410M (+$292M) [Q2]

47% more funds holding

Funds holding: 32 [Q1] → 47 (+15) [Q2]

33% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]

13.17% more ownership

Funds ownership: 66.98% [Q1] → 80.16% (+13.17%) [Q2]