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OAKM

Oakmark U.S. Large Cap ETF
OAKM

90 hedge funds and large institutions have $680M invested in Oakmark U.S. Large Cap ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

463% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 8

38% more funds holding

Funds holding: 65 → 90 (+25)

29% more capital invested

Capital invested by funds: $525M → $680M (+$154M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4.58% less ownership

Funds ownership: 77.05% → 72.47% (-4.6%)

Holders
90
Holders Change
+25
Holders Change %
+38.46%
% of All Funds
1.09%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
28
Increased
45
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$18.9M
2
Bank of America
Bank of America
North Carolina
+$15.5M
3
Raymond James Financial
Raymond James Financial
Florida
+$12.1M
4
KW
KWB Wealth
California
+$9.69M
5
AF
Abound Financial
California
+$8.52M

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$17.5M
2
Mariner
Mariner
Kansas
-$3.62M
3
IA
Integrity Alliance
Iowa
-$2.12M
4
HWM
Horizon Wealth Management
Illinois
-$1.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$256M -$17.5M -645,901 -7%
Cerity Partners
2
Cerity Partners
New York
$60.1M +$18.9M +696,269 +49%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$44.7M +$1.95M +71,782 +5%
LPL Financial
4
LPL Financial
California
$37M +$7.94M +292,434 +29%
Bank of America
5
Bank of America
North Carolina
$28M +$15.5M +569,610 +136%
AF
6
Abound Financial
California
$26.3M +$8.52M +313,719 +51%
Raymond James Financial
7
Raymond James Financial
Florida
$19.3M +$12.1M +445,643 +189%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.2M +$1.01M +37,382 +7%
AIFS
9
A&I Financial Services
Colorado
$17M -$19.3K -710 -0.1%
GMFG
10
Greater Midwest Financial Group
Minnesota
$15.5M +$156K +5,740 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.4M +$3.3M +121,608 +35%
CCP
12
Clarkston Capital Partners
Michigan
$11M +$8.2M +302,205 +352%
KW
13
KWB Wealth
California
$10.1M +$9.69M +357,031 New
SPIA
14
Steward Partners Investment Advisory
New York
$10.1M +$492K +18,118 +5%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$9.74M +$4.69M +172,831 +101%
ACM
16
Appalachian Capital Management
Ohio
$8.03M +$7.68M +282,979 New
APW
17
Alliance Private Wealth
Massachusetts
$6.17M +$5.92M +217,884 New
P
18
&Partners
Tennessee
$5.81M +$1.39M +51,018 +36%
NF
19
NavPoint Financial
Minnesota
$5.75M +$1.84M +67,921 +50%
BRWM
20
Blue Rock Wealth Management
North Carolina
$5.61M -$184K -6,770 -3%
CastleKeep Investment Advisors
21
CastleKeep Investment Advisors
Connecticut
$4.54M +$861K +31,712 +25%
WPWM
22
Western Pacific Wealth Management
Illinois
$4.37M +$47.9K +1,765 +1%
Corient Private Wealth
23
Corient Private Wealth
Florida
$3.84M +$1.93M +71,039 +110%
CVM
24
Cheviot Value Management
California
$3.71M +$2.08M +76,760 +141%
DWM
25
DKM Wealth Management
California
$3.48M +$359K +13,211 +12%
1
2 3 4

OAKM Hedge Fund Activity: Q4 2025 in Review

90 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q4 2025, worth a combined $680M — up 29% from $525M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OAKM positions and 3 closed out — a net gain of 25 holders — while 45 added to existing stakes and 8 trimmed.

The largest buyer was Cerity Partners, adding an estimated $18.9M. The largest seller was Choate Investment Advisors, cutting an estimated $17.5M.

  • 90 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q4 2025, up from 65 in Q3 2025.
  • Funds reported $680M of Oakmark U.S. Large Cap ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 28 funds opened new Oakmark U.S. Large Cap ETF positions in Q4 2025 and 3 closed out, a net change of +25 holders.
  • The largest Oakmark U.S. Large Cap ETF buyer in Q4 2025 was Cerity Partners, an estimated $18.9M added.
  • The largest Oakmark U.S. Large Cap ETF seller in Q4 2025 was Choate Investment Advisors, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2025.