OAKM

Oakmark U.S. Large Cap ETF
OAKM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
CIA
Choate Investment Advisors
Massachusetts
+$239M
2
HWM
Horizon Wealth Management
Illinois
+$37.7M
3
AF
Abound Financial
California
+$15.4M
4
LPL Financial
LPL Financial
California
+$13.8M
5
SPIA
Steward Partners Investment Advisory
New York
+$4.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.39M
2
GS
GTS Securities
New York
-$664K
3
Jane Street
Jane Street
New York
-$229K
4
SMAM
Sugar Maple Asset Management
Wisconsin
-$175K
5
GWM
Geneos Wealth Management
Colorado
-$19.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
26
Sprinkle Financial Consultants
Colorado
$709K +$709K +27,601 New
SMAM
27
Sugar Maple Asset Management
Wisconsin
$668K -$175K -6,822 -21%
MCA
28
Magnolia Capital Advisors
Mississippi
$657K +$15.4K +598 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$558K +$147K +5,718 +36%
Jane Street
30
Jane Street
New York
$452K -$229K -8,900 -34%
MWM
31
Maridea Wealth Management
New York
$411K +$411K +16,016 New
NLP
32
Next Level Private
New York
$340K +$340K +13,252 New
SCM
33
Sage Capital Management
New Jersey
$270K +$270K +10,500 New
DC
34
Davenport & Co
Virginia
$259K +$259K +10,100 New
GRP
35
Global Retirement Partners
California
$220K +$220K +8,580 New
PFS
36
Prospera Financial Services
Texas
$218K +$218K +8,500 New
HighTower Advisors
37
HighTower Advisors
Illinois
$207K +$207K +8,071 New
BRWA
38
B. Riley Wealth Advisors
Florida
$205K +$205K +8,000 New
SN
39
Sittner & Nelson
Oregon
$166K +$122K +4,765 +280%
PTC
40
Private Trust Company
Ohio
$122K +$122K +4,748 New
RIL
41
Rothschild Investment LLC
Illinois
$51.4K – – –
Morgan Stanley
42
Morgan Stanley
New York
$44.6K +$44.6K +1,736 New
BCM
43
Blume Capital Management
California
$25.7K +$5.14K +200 +25%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +573 New
MCM
45
MAI Capital Management
Ohio
$5.14K – – –
AF
46
Advisornet Financial
Minnesota
$2.67K -$6.6K -257 -71%
1IA
47
1620 Investment Advisors
Massachusetts
$257 – – –
Citadel Advisors
48
Citadel Advisors
Florida
– -$4.39M -179,599 Closed
GWM
49
Geneos Wealth Management
Colorado
– -$19.2K -786 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
– -$12K -490 Closed
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