OAKM
Oakmark U.S. Large Cap ETF
OAKM
OAKM
96 hedge funds and large institutions have $722M invested in Oakmark U.S. Large Cap ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 16 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
6% more capital invested
Capital invested by funds: $680M → $722M (+$41.8M)
4.66% less ownership
Funds ownership: 72.47% → 67.81% (-4.7%)
Holders
96
Holding in Top 10
11
Calls
–
Puts
–
Top Buyers
| 1 | +$37.8M | |
| 2 | +$29.4M | |
| 3 | +$28.2M | |
| 4 |
LPL Financial
San Diego,
California
|
+$22.9M |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$10.6M |
Top Sellers
| 1 | -$82.6M | |
| 2 | -$18.9M | |
| 3 | -$9.5M | |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$2.68M |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$2.4M |
