Oakmark U.S. Large Cap ETF
OAKM
96 hedge funds and large institutions have $693M invested in Oakmark U.S. Large Cap ETF in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 14 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 26
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
4% less capital invested
Capital invested by funds: $722M → $693M (-$28.7M)
1% less funds holding
Funds holding: 97 → 96 (-1)
1.8% less ownership
Funds ownership: 67.81% → 66.01% (-1.8%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$7.3M |
| 2 |
Cerity Partners
New York
|
+$6.77M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.85M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.71M |
| 5 |
KW
KWB Wealth
Redlands,
California
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$37.6M |
| 2 |
GMFG
Greater Midwest Financial Group
St. Paul,
Minnesota
|
-$14.5M |
| 3 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$8.74M |
| 4 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$7.71M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.36M |
OAKM Hedge Fund Activity: Q2 2026 in Review
96 of the 8,299 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q2 2026, worth a combined $693M — down 4% from $722M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new OAKM positions and 14 closed out — a net gain of 2 holders — while 48 added to existing stakes and 26 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $7.3M. The largest seller was Horizon Wealth Management, cutting an estimated $37.6M.
- 96 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q2 2026, down from 97 in Q1 2026.
- Funds reported $693M of Oakmark U.S. Large Cap ETF stock for Q2 2026, down 4% quarter-over-quarter.
- 16 funds opened new Oakmark U.S. Large Cap ETF positions in Q2 2026 and 14 closed out, a net change of +2 holders.
- The largest Oakmark U.S. Large Cap ETF buyer in Q2 2026 was Stratos Wealth Partners, an estimated $7.3M added.
- The largest Oakmark U.S. Large Cap ETF seller in Q2 2026 was Horizon Wealth Management, an estimated $37.6M sold.
Based on aggregated 13F filings for Q2 2026.