Who owns OAKM?
Oakmark U.S. Large Cap ETF · Oakmark
96 institutions reported holding OAKM, worth $697.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OAKM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Choate Investment Advisors | Boston, MA | $163.9M | 5,819,404 | −274,705 shares |
| Cerity Partners LLC | New York, NY | $94.6M | 3,359,852 | +241,232 shares |
| LPL Financial LLC | Fort Mill, SC | $60.0M | 2,130,645 | +15,524 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $30.3M | 1,074,551 | +342 shares |
| Bank of America Corp. | Charlotte, NC | $29.9M | 1,062,060 | −119,718 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $27.3M | 935,881 | +64,894 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $26.3M | 933,925 | +208,552 shares |
| Abound Financial, LLC | Granite Bay, CA | $26.1M | 925,844 | −5,190 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $22.4M | 795,881 | +95,066 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $18.5M | 655,583 | −15,331 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OAKM?
96 institutional managers reported holding OAKM in Form 13F filings for June 30, 2026, worth $697.3M in total. The largest reported position was held by Choate Investment Advisors, at $163.9M.
Did institutions buy or sell OAKM last quarter?
Reported 13F value fell 2.3% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OAKM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.