OAKM

Oakmark U.S. Large Cap ETF

47 hedge funds and large institutions have $410M invested in Oakmark U.S. Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+15
Holders Change %
+46.88%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
20
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1
Choate Investment Advisors
Massachusetts
$239M 9,292,332 +9,292,332 New
HWM
2
Horizon Wealth Management
Illinois
$37.7M 1,466,663 +1,466,663 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$36.6M 1,406,598 +82,509 +6%
AF
4
Abound Financial
California
$15.4M 601,503 +601,503 New
AIFS
5
A&I Financial Services
Colorado
$15.3M 594,954 +20,303 +4%
LPL Financial
6
LPL Financial
California
$13.8M 539,286 +539,286 New
SPIA
7
Steward Partners Investment Advisory
New York
$7.3M 284,154 +186,214 +190%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.25M 204,293 +100,591 +97%
Raymond James Financial
9
Raymond James Financial
Florida
$3.98M 154,962 +154,962 New
WPWM
10
Western Pacific Wealth Management
Illinois
$3.56M 138,666 +15,883 +13%
P
11
&Partners
Tennessee
$3.47M 134,641 +77,937 +137%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.19M 124,150 +69,179 +126%
CastleKeep Investment Advisors
13
CastleKeep Investment Advisors
Connecticut
$2.91M 113,441 +113,441 New
NF
14
NavPoint Financial
Minnesota
$2.75M 107,040 +39,023 +57%
DWM
15
DKM Wealth Management
California
$2.66M 103,730 +40,086 +63%
IA
16
Integrity Alliance
Iowa
$1.87M 72,826 +5,833 +9%
WDL
17
Well Done LLC
Michigan
$1.82M 70,943 +70,943 New
LWM
18
Lionsbridge Wealth Management
Florida
$1.63M 63,281 +63,281 New
IA
19
IFP Advisors
Florida
$1.39M 54,239 +38,230 +239%
EW
20
Evoke Wealth
California
$1.31M 51,140 +2,490 +5%
CVM
21
Cheviot Value Management
California
$1.26M 49,385 +41,970 +566%
SCM
22
Sebold Capital Management
Illinois
$824K 32,098 +5,074 +19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$801K 31,176 +7,112 +30%
GS
24
GTS Securities
New York
$757K 29,486 -25,872 -47%
CP
25
Covenant Partners
Tennessee
$718K 27,953 +3,511 +14%