OAKM

Oakmark U.S. Large Cap ETF
OAKM

Overview Fund Activity

47 hedge funds and large institutions have $410M invested in Oakmark U.S. Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+15
Holders Change %
+46.88%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
20
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Choate Investment Advisors
Massachusetts
+$239M
2
HWM
Horizon Wealth Management
Illinois
+$37.7M
3
AF
Abound Financial
California
+$15.4M
4
LPL Financial
LPL Financial
California
+$13.8M
5
SPIA
Steward Partners Investment Advisory
New York
+$4.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.39M
2
GS
GTS Securities
New York
-$664K
3
Jane Street
Jane Street
New York
-$229K
4
SMAM
Sugar Maple Asset Management
Wisconsin
-$175K
5
GWM
Geneos Wealth Management
Colorado
-$19.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1
Choate Investment Advisors
Massachusetts
$239M +$239M +9,292,332 New
HWM
2
Horizon Wealth Management
Illinois
$37.7M +$37.7M +1,466,663 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$36.6M +$2.15M +82,509 +6%
AF
4
Abound Financial
California
$15.4M +$15.4M +601,503 New
AIFS
5
A&I Financial Services
Colorado
$15.3M +$521K +20,303 +4%
LPL Financial
6
LPL Financial
California
$13.8M +$13.8M +539,286 New
SPIA
7
Steward Partners Investment Advisory
New York
$7.3M +$4.78M +186,214 +190%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.25M +$2.58M +100,591 +97%
Raymond James Financial
9
Raymond James Financial
Florida
$3.98M +$3.98M +154,962 New
WPWM
10
Western Pacific Wealth Management
Illinois
$3.56M +$408K +15,883 +13%
P
11
&Partners
Tennessee
$3.47M +$2.01M +77,937 +137%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.19M +$1.78M +69,179 +126%
CastleKeep Investment Advisors
13
CastleKeep Investment Advisors
Connecticut
$2.91M +$2.91M +113,441 New
NF
14
NavPoint Financial
Minnesota
$2.75M +$1M +39,023 +57%
DWM
15
DKM Wealth Management
California
$2.66M +$1.03M +40,086 +63%
IA
16
Integrity Alliance
Iowa
$1.87M +$150K +5,833 +9%
WDL
17
Well Done LLC
Michigan
$1.82M +$1.82M +70,943 New
LWM
18
Lionsbridge Wealth Management
Florida
$1.63M +$1.63M +63,281 New
IA
19
IFP Advisors
Florida
$1.39M +$982K +38,230 +239%
EW
20
Evoke Wealth
California
$1.31M +$63.9K +2,490 +5%
CVM
21
Cheviot Value Management
California
$1.26M +$1.07M +41,970 +566%
SCM
22
Sebold Capital Management
Illinois
$824K +$130K +5,074 +19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$801K +$183K +7,112 +30%
GS
24
GTS Securities
New York
$757K -$664K -25,872 -47%
CP
25
Covenant Partners
Tennessee
$718K +$90.2K +3,511 +14%
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