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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
SCM
76
Sage Capital Management
New Jersey
$298K +$8.45K +300 +3%
CIA
77
Concurrent Investment Advisors
Florida
$294K +$93.9K +3,332 +45%
SWP
78
Stone Wealth Partners
Louisiana
$279K – – –
SMC
79
Smith, Moore & Co
Missouri
$278K +$284K +10,069 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$270K -$13.1K -464 -5%
MF
81
Manchester Financial
California
$268K +$6.51K +231 +2%
HAIM
82
Hunter Associates Investment Management
Pennsylvania
$241K +$245K +8,700 New
PAYA
83
Phil A. Younker & Associates
Alaska
$234K – – –
PFS
84
Prospera Financial Services
Texas
$234K – – –
BRWA
85
B. Riley Wealth Advisors
Florida
$216K -$1.83K -65 -0.8%
SWM
86
SpringVest Wealth Management
Texas
$215K – – –
PTC
87
Private Trust Company
Ohio
$168K +$172K +6,095 New
JP Morgan Chase
88
JP Morgan Chase
New York
$158K +$156K +5,532 +1,702%
HIW
89
Holos Integrated Wealth
Pennsylvania
$132K +$135K +4,800 New
RIL
90
Rothschild Investment LLC
Illinois
$55.1K – – –
BCM
91
Blume Capital Management
California
$55.1K +$28.2K +1,000 +100%
WA
92
WPG Advisers
Maryland
$51K – – –
US Bancorp
93
US Bancorp
Minnesota
$46.9K +$48K +1,703 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$8.1K – – –
PB
95
Pinnacle Bancorp
Nebraska
$7.58K +$28 +1 +0.4%
ASN
96
Advisory Services Network
Georgia
$5.51K +$5.64K +200 New
NA
97
NewEdge Advisors
Louisiana
$2.51K +$2.56K +91 New
CP
98
Covenant Partners
Tennessee
– -$2M -70,411 Closed
WDL
99
Well Done LLC
Michigan
– -$1.63M -57,611 Closed
SCM
100
SOL Capital Management
Maryland
– -$1.05M -37,161 Closed
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.