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OAKM

Oakmark U.S. Large Cap ETF
OAKM

97 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 18 funds opening new positions, 53 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 16

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

8% more funds holding

Funds holding: 90 → 97 (+7)

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
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.19%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
18
Increased
53
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Horizon Wealth Management
Illinois
+$37.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$29.4M
3
Cerity Partners
Cerity Partners
New York
+$28.2M
4
LPL Financial
LPL Financial
California
+$22.9M
5
BWA
Beam Wealth Advisors
Louisiana
+$10.6M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$82.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.9M
3
CCP
Clarkston Capital Partners
Michigan
-$9.5M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.68M
5
USCWA
U.S. Capital Wealth Advisors
Texas
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
Aprio Wealth Management
Georgia
$1.16M +$19.7K +700 +2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$1.12M -$2.68M -95,114 -70%
DC
53
Davenport & Co
Virginia
$1.02M +$294K +10,450 +40%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$970K +$992K +35,196 New
SA
55
Sanctuary Advisors
Indiana
$950K -$64.6K -2,292 -6%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$847K +$866K +30,736 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$688K +$388K +13,775 +123%
ABC
58
Associated Banc-Corp
Wisconsin
$667K +$158K +5,600 +30%
EP
59
Ehrenkranz Partners
New York
$601K +$614K +21,787 New
AA
60
Alpha Advisors
Virginia
$566K -$192K -6,805 -25%
GS
61
GTS Securities
New York
$559K -$447K -15,857 -44%
KAS
62
Kestra Advisory Services
Texas
$551K +$155K +5,495 +38%
MEG
63
Millstone Evans Group
Colorado
$521K +$291K +10,320 +120%
BFP
64
Birchwood Financial Partners
Minnesota
$514K +$90.9K +3,226 +21%
NLP
65
Next Level Private
New York
$477K +$106K +3,754 +28%
TFA
66
TrustWell Financial Advisors
Florida
$469K – – –
MCM
67
MAI Capital Management
Ohio
$464K -$44.3K -1,573 -9%
SAA
68
Southeast Asset Advisors
Georgia
$463K +$474K +16,814 New
SN
69
Sittner & Nelson
Oregon
$446K +$84.2K +2,987 +23%
DBFM
70
Dickmeyer Boyce Financial Management
Indiana
$435K +$445K +15,775 New
NFG
71
Nations Financial Group
Iowa
$421K +$430K +15,260 New
HighTower Advisors
72
HighTower Advisors
Illinois
$391K +$99.6K +3,533 +33%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$379K +$388K +13,757 New
WWA
74
WCG Wealth Advisors
Nevada
$367K -$621K -22,034 -62%
CIAS
75
Capital Investment Advisory Services
North Carolina
$349K +$99K +3,515 +38%
1 2
3
4 5

OAKM Hedge Fund Activity: Q1 2026 in Review

97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q1 2026, worth a combined $722M — up 6.1% from $680M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OAKM positions and 10 closed out — a net gain of 8 holders — while 53 added to existing stakes and 16 trimmed.

The largest buyer was Horizon Wealth Management, adding an estimated $37.8M. The largest seller was Choate Investment Advisors, cutting an estimated $82.6M.

  • 97 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q1 2026, up from 90 in Q4 2025.
  • Funds reported $722M of Oakmark U.S. Large Cap ETF stock for Q1 2026, up 6.1% quarter-over-quarter.
  • 18 funds opened new Oakmark U.S. Large Cap ETF positions in Q1 2026 and 10 closed out, a net change of +8 holders.
  • The largest Oakmark U.S. Large Cap ETF buyer in Q1 2026 was Horizon Wealth Management, an estimated $37.8M added.
  • The largest Oakmark U.S. Large Cap ETF seller in Q1 2026 was Choate Investment Advisors, an estimated $82.6M sold.

Based on aggregated 13F filings for Q1 2026.