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OAKM

Oakmark U.S. Large Cap ETF
OAKM

65 hedge funds and large institutions have $525M invested in Oakmark U.S. Large Cap ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 3

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

30% more funds holding

Funds holding: 50 → 65 (+15)

26% more capital invested

Capital invested by funds: $417M → $525M (+$109M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

4.32% less ownership

Funds ownership: 81.37% → 77.05% (-4.3%)

Holders
65
Holders Change
+15
Holders Change %
+30%
% of All Funds
0.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
31
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$37.3M
2
GMFG
Greater Midwest Financial Group
Minnesota
+$14.1M
3
LPL Financial
LPL Financial
California
+$12.4M
4
Bank of America
Bank of America
North Carolina
+$11M
5
CIA
Choate Investment Advisors
Massachusetts
+$9.96M

Top Sellers

Rank Fund Capital Flow
1
HWM
Horizon Wealth Management
Illinois
-$36.3M
2
LWM
Lionsbridge Wealth Management
Florida
-$1.63M
3
GS
GTS Securities
New York
-$757K
4
Jane Street
Jane Street
New York
-$219K
5
SN
Sittner & Nelson
Oregon
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$1.73M +$1.69M +64,539 New
CVM
27
Cheviot Value Management
California
$1.49M +$138K +5,245 +11%
EW
28
Evoke Wealth
California
$1.43M +$61K +2,325 +5%
SCM
29
SOL Capital Management
Maryland
$1.28M +$1.25M +47,841 New
CP
30
Covenant Partners
Tennessee
$1.27M +$507K +19,317 +69%
SMAM
31
Sugar Maple Asset Management
Wisconsin
$972K +$270K +10,300 +40%
SA
32
Sanctuary Advisors
Indiana
$925K +$906K +34,536 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$897K +$61K +2,325 +7%
MML Investors Services
34
MML Investors Services
Massachusetts
$889K +$301K +11,481 +53%
VFA
35
Valeo Financial Advisors
Indiana
$888K +$870K +33,160 New
SFC
36
Sprinkle Financial Consultants
Colorado
$769K +$28.7K +1,096 +4%
MWM
37
Maridea Wealth Management
New York
$745K +$313K +11,917 +74%
CCAM
38
Cascades Capital Asset Management
North Carolina
$741K +$726K +27,660 New
MCA
39
Magnolia Capital Advisors
Mississippi
$736K +$50.4K +1,923 +8%
AA
40
Alpha Advisors
Virginia
$727K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$724K +$47.8K +1,824 +7%
NA
42
Nautilus Advisors
California
$628K +$615K +23,442 New
JWCA
43
J.W. Cole Advisors
Florida
$552K +$540K +20,605 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$538K +$527K +20,076 New
BWA
45
Beam Wealth Advisors
Louisiana
$487K +$477K +18,190 New
NLP
46
Next Level Private
New York
$356K +$1.99K +76 +0.6%
ABC
47
Associated Banc-Corp
Wisconsin
$356K +$349K +13,301 New
GRP
48
Global Retirement Partners
California
$288K +$57.4K +2,187 +25%
SCM
49
Sage Capital Management
New Jersey
$281K – – –
DC
50
Davenport & Co
Virginia
$270K – – –
1
2
3

OAKM Hedge Fund Activity: Q3 2025 in Review

65 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q3 2025, worth a combined $525M — up 26% from $417M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OAKM positions and 4 closed out — a net gain of 16 holders — while 31 added to existing stakes and 3 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $37.3M. The largest seller was Horizon Wealth Management, cutting an estimated $36.3M.

  • 65 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q3 2025, up from 50 in Q2 2025.
  • Funds reported $525M of Oakmark U.S. Large Cap ETF stock for Q3 2025, up 26% quarter-over-quarter.
  • 20 funds opened new Oakmark U.S. Large Cap ETF positions in Q3 2025 and 4 closed out, a net change of +16 holders.
  • The largest Oakmark U.S. Large Cap ETF buyer in Q3 2025 was Cerity Partners, an estimated $37.3M added.
  • The largest Oakmark U.S. Large Cap ETF seller in Q3 2025 was Horizon Wealth Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2025.