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.
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%)
Top Buyers
| 1 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
+$37.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$29.4M |
| 3 |
Cerity Partners
New York
|
+$28.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$22.9M |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$10.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWCA
101
J.W. Cole Advisors
Tampa,
Florida
| – | -$856K | -30,166 | Closed |
|
|
MCA
102
Magnolia Capital Advisors
Jackson,
Mississippi
| – | -$819K | -28,873 | Closed |
|
103
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$421K | -14,828 | Closed |
|
|
EWS
104
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| – | -$364K | -12,843 | Closed |
|
|
FHA
105
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$56.7K | -2,000 | Closed |
|
|
AF
106
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2.95K | -104 | Closed |
|
|
1IA
107
1620 Investment Advisors
Plymouth,
Massachusetts
| – | -$284 | -10 | Closed |
|
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.