OAKM

Oakmark U.S. Large Cap ETF
OAKM

Overview Fund Activity

32 hedge funds and large institutions have $118M invested in Oakmark U.S. Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 6 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+22
Holders Change %
+220%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
23
Increased
6
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$30.7M
2
NIM
Natixis Investment Managers
Massachusetts
+$17.1M
3
AIFS
A&I Financial Services
Colorado
+$14.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.39M
5
BRWM
Blue Rock Wealth Management
North Carolina
+$3.19M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$24
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
1
Natixis Investment Managers
Massachusetts
$41M +$17.1M +579,607 +72%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$32.4M +$30.7M +1,256,920 +1,871%
AIFS
3
A&I Financial Services
Colorado
$14.1M +$14.1M +574,651 New
Citadel Advisors
4
Citadel Advisors
Florida
$4.39M +$4.39M +179,599 New
BRWM
5
Blue Rock Wealth Management
North Carolina
$3.19M +$3.19M +130,545 New
WPWM
6
Western Pacific Wealth Management
Illinois
$3M +$2.34M +95,657 +353%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.54M +$2.54M +103,702 New
SPIA
8
Steward Partners Investment Advisory
New York
$2.39M +$2.39M +97,940 New
NF
9
NavPoint Financial
Minnesota
$1.66M +$1.26M +51,484 +311%
IA
10
Integrity Alliance
Iowa
$1.64M +$1.64M +66,993 New
DWM
11
DKM Wealth Management
California
$1.56M +$1.56M +63,644 New
P
12
&Partners
Tennessee
$1.37M +$1.37M +56,704 New
GS
13
GTS Securities
New York
$1.35M +$913K +37,341 +207%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.34M +$1.34M +54,971 New
EW
15
Evoke Wealth
California
$1.19M +$1.19M +48,650 New
SMAM
16
Sugar Maple Asset Management
Wisconsin
$802K +$802K +32,817 New
SCM
17
Sebold Capital Management
Illinois
$661K +$661K +27,024 New
Jane Street
18
Jane Street
New York
$648K +$648K +26,497 New
MCA
19
Magnolia Capital Advisors
Mississippi
$610K +$610K +24,967 New
CP
20
Covenant Partners
Tennessee
$598K +$598K +24,442 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$588K +$295K +12,064 +101%
IA
22
IFP Advisors
Florida
$391K +$391K +16,009 New
MML Investors Services
23
MML Investors Services
Massachusetts
$391K +$391K +16,000 New
CVM
24
Cheviot Value Management
California
$177K +$177K +7,415 New
RIL
25
Rothschild Investment LLC
Illinois
$48.9K – – –
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