OAKM

Oakmark U.S. Large Cap ETF
OAKM

Overview Fund Activity

32 hedge funds and large institutions have $118M invested in Oakmark U.S. Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 6 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+22
Holders Change %
+220%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
23
Increased
6
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$30.7M
2
NIM
Natixis Investment Managers
Massachusetts
+$17.1M
3
AIFS
A&I Financial Services
Colorado
+$14.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.39M
5
BRWM
Blue Rock Wealth Management
North Carolina
+$3.19M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$24
Name Holding Trade Value Shares
Change 		Shares
Change %
SN
26
Sittner & Nelson
Oregon
$41.6K +$41.6K +1,700 New
BCM
27
Blume Capital Management
California
$19.6K +$19.6K +800 New
GWM
28
Geneos Wealth Management
Colorado
$19.2K +$19.2K +786 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$12K – – –
AF
30
Advisornet Financial
Minnesota
$8.83K +$8.83K +361 New
MCM
31
MAI Capital Management
Ohio
$4.89K +$4.89K +200 New
1IA
32
1620 Investment Advisors
Massachusetts
$245 – – –
UBS Group
33
UBS Group
Switzerland
– -$24 -1 Closed
1
2