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OAKM

Oakmark U.S. Large Cap ETF
OAKM

90 hedge funds and large institutions have $680M invested in Oakmark U.S. Large Cap ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

463% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 8

38% more funds holding

Funds holding: 65 → 90 (+25)

29% more capital invested

Capital invested by funds: $525M → $680M (+$154M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4.58% less ownership

Funds ownership: 77.05% → 72.47% (-4.6%)

Holders
90
Holders Change
+25
Holders Change %
+38.46%
% of All Funds
1.09%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
28
Increased
45
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$18.9M
2
Bank of America
Bank of America
North Carolina
+$15.5M
3
Raymond James Financial
Raymond James Financial
Florida
+$12.1M
4
KW
KWB Wealth
California
+$9.69M
5
AF
Abound Financial
California
+$8.52M

Top Sellers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
-$17.5M
2
Mariner
Mariner
Kansas
-$3.62M
3
IA
Integrity Alliance
Iowa
-$2.12M
4
HWM
Horizon Wealth Management
Illinois
-$1.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.47M +$2.42M +89,007 +266%
IPA
27
Investment Planning Advisors
Georgia
$3.2M +$3.06M +112,835 New
NL
28
NKCFO LLC
Illinois
$3.04M +$2.91M +107,200 New
MWM
29
Maridea Wealth Management
New York
$2.56M +$1.69M +62,252 +223%
IA
30
IFP Advisors
Florida
$2.16M -$67.6K -2,491 -3%
Jane Street
31
Jane Street
New York
$2.12M +$1.78M +65,404 +706%
VFA
32
Valeo Financial Advisors
Indiana
$2.03M +$1.05M +38,585 +116%
CP
33
Covenant Partners
Tennessee
$2M +$628K +23,141 +49%
WDL
34
Well Done LLC
Michigan
$1.63M -$362K -13,332 -19%
SMAM
35
Sugar Maple Asset Management
Wisconsin
$1.63M +$571K +21,038 +58%
EW
36
Evoke Wealth
California
$1.56M +$37.9K +1,396 +3%
GWP
37
Gateway Wealth Partners
Wisconsin
$1.49M +$1.43M +52,488 New
SFC
38
Sprinkle Financial Consultants
Colorado
$1.34M +$506K +18,628 +65%
CCAM
39
Cascades Capital Asset Management
North Carolina
$1.26M +$452K +16,665 +60%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.2M +$249K +9,187 +28%
AWM
41
Aprio Wealth Management
Georgia
$1.17M +$1.12M +41,316 New
NA
42
Nautilus Advisors
California
$1.16M +$478K +17,589 +75%
SPL
43
Smart Portfolios LLC
Washington
$1.09M +$766K +28,231 +280%
SCM
44
SOL Capital Management
Maryland
$1.05M -$290K -10,680 -22%
SA
45
Sanctuary Advisors
Indiana
$1.04M +$60.1K +2,212 +6%
GS
46
GTS Securities
New York
$1.02M +$981K +36,130 New
WWA
47
WCG Wealth Advisors
Nevada
$1M +$959K +35,339 New
Osaic Holdings
48
Osaic Holdings
Arizona
$856K +$80.3K +2,957 +11%
JWCA
49
J.W. Cole Advisors
Florida
$856K +$260K +9,561 +46%
MCA
50
Magnolia Capital Advisors
Mississippi
$819K +$37.6K +1,385 +5%
1
2
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OAKM Hedge Fund Activity: Q4 2025 in Review

90 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q4 2025, worth a combined $680M — up 29% from $525M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OAKM positions and 3 closed out — a net gain of 25 holders — while 45 added to existing stakes and 8 trimmed.

The largest buyer was Cerity Partners, adding an estimated $18.9M. The largest seller was Choate Investment Advisors, cutting an estimated $17.5M.

  • 90 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q4 2025, up from 65 in Q3 2025.
  • Funds reported $680M of Oakmark U.S. Large Cap ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 28 funds opened new Oakmark U.S. Large Cap ETF positions in Q4 2025 and 3 closed out, a net change of +25 holders.
  • The largest Oakmark U.S. Large Cap ETF buyer in Q4 2025 was Cerity Partners, an estimated $18.9M added.
  • The largest Oakmark U.S. Large Cap ETF seller in Q4 2025 was Choate Investment Advisors, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2025.