OAKM Institutional Ownership & Shareholders
OAKMARK US LARGE CAP ETF (OAKM) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $689.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Choate Investment Advisors is currently the largest disclosed institutional shareholder of OAKM tracked by InsiderSet, reporting ownership valued at approximately $163.93M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $183.02M, representing an estimated gain of +11.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed OAKM value among the investors covered in this analysis. Major shareholders include Choate Investment Advisors, Cerity Partners Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in OAKMARK US LARGE CAP ETF (OAKM).
This page ranks the largest institutional OAKM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
98
Total Reported Value
$689.78M
Largest Holder
Choate Investment Advisors
Largest Position
$163.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Choate Investment Advisors | 2.88% | 5,819,404 | $163,932,611 | $183,020,256 | +$19,087,645 | +11.64% | |
| Cerity Partners Llc | 0.12% | 3,359,852 | $94,647,158 | $105,667,345 | +$11,020,187 | +11.64% | |
| Lpl Financial Llc | 0.01% | 2,130,645 | $60,020,272 | $67,008,785 | +$6,988,513 | +11.64% | |
| Osaic Holdings, Inc. | 0.04% | 1,074,551 | $30,269,699 | $33,794,629 | +$3,524,930 | +11.65% | |
| Bank Of America Corp | 0.00% | 1,062,060 | $29,918,223 | $33,401,787 | +$3,483,564 | +11.64% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 993,111 | $29,694,026 | $31,233,341 | +$1,539,315 | +5.18% | |
| Raymond James Financial Inc | 0.01% | 933,925 | $26,308,680 | $29,371,941 | +$3,063,261 | +11.64% | |
| Abound Financial, Llc | 10.40% | 925,844 | $26,081,052 | $29,117,794 | +$3,036,742 | +11.64% | |
| Commonwealth Equity Services, Llc | 0.03% | 821,010 | $24,104,860 | $25,820,765 | +$1,715,905 | +7.12% | |
| Royal Bank Of Canada | 0.00% | 655,583 | $18,468,000 | $20,618,085 | +$2,150,085 | +11.64% | |
| A&I Financial Services, Llc | 7.44% | 599,665 | $17,606,167 | $18,859,464 | +$1,253,297 | +7.12% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 403,016 | $11,352,964 | $12,674,853 | +$1,321,889 | +11.64% | |
| Beam Wealth Advisors, Inc. | 2.44% | 383,980 | $11,273,661 | $12,076,171 | +$802,510 | +7.12% | |
| Appalachian Capital Management Ltd | 6.47% | 307,001 | $9,013,547 | $9,655,181 | +$641,634 | +7.12% | |
| Navpoint Financial, Inc. | 3.17% | 305,619 | $8,972,977 | $9,611,718 | +$638,741 | +7.12% | |
| Stratos Wealth Partners, Ltd. | 0.07% | 260,119 | $7,327,552 | $8,180,743 | +$853,191 | +11.64% | |
| U.S. Capital Wealth Advisors, Llc | 0.18% | 258,535 | $7,126,518 | $8,130,926 | +$1,004,408 | +14.09% | |
| Three Magnolias Financial Advisors, Llc | 3.90% | 221,422 | $6,500,950 | $6,963,722 | +$462,772 | +7.12% | |
| &Partners | 0.03% | 227,913 | $6,422,496 | $7,167,864 | +$745,368 | +11.61% | |
| Castlekeep Investment Advisors Llc | 3.18% | 225,564 | $6,354,138 | $7,093,988 | +$739,850 | +11.64% | |
| Western Pacific Wealth Management, Lp | 5.33% | 215,493 | $6,326,874 | $6,777,255 | +$450,381 | +7.12% | |
| Alliance Private Wealth, Llc | 2.16% | 197,646 | $5,802,893 | $6,215,967 | +$413,074 | +7.12% | |
| Barnes Pettey Financial Advisors, Llc | 1.73% | 195,673 | $5,512,108 | $6,153,916 | +$641,808 | +11.64% | |
| Cheviot Value Management, Llc | 0.55% | 192,975 | $5,436,106 | $6,069,064 | +$632,958 | +11.64% | |
| Stifel Financial Corp | 0.00% | 173,702 | $4,893,192 | $5,462,928 | +$569,736 | +11.64% | |
| Baird Financial Group, Inc. | 0.01% | 167,988 | $4,732,222 | $5,283,223 | +$551,001 | +11.64% | |
| Two Sigma Investments, Lp | 0.00% | 117,400 | $3,307,158 | $3,692,230 | +$385,072 | +11.64% | |
| Investment Planning Advisors, Inc. | 0.74% | 112,311 | $3,297,451 | $3,532,181 | +$234,730 | +7.12% | |
| Sugar Maple Asset Management, Llc | 1.77% | 105,779 | $3,105,666 | $3,326,750 | +$221,084 | +7.12% | |
| Dkm Wealth Management, Inc. | 1.94% | 104,317 | $3,062,748 | $3,280,770 | +$218,022 | +7.12% | |
| Valeo Financial Advisors, Llc | 0.06% | 91,657 | $2,691,056 | $2,882,613 | +$191,557 | +7.12% | |
| Maridea Wealth Management Llc | 0.26% | 85,899 | $2,419,775 | $2,701,524 | +$281,749 | +11.64% | |
| Gateway Wealth Partners, Llc | 0.14% | 84,622 | $2,383,813 | $2,661,362 | +$277,549 | +11.64% | |
| Sprinkle Financial Consultants Llc | 0.91% | 79,385 | $2,330,770 | $2,496,658 | +$165,888 | +7.12% | |
| Ifp Advisors, Inc | 0.04% | 79,321 | $2,328,865 | $2,494,645 | +$165,780 | +7.12% | |
| Mai Capital Management | 0.01% | 76,414 | $2,152,574 | $2,403,220 | +$250,646 | +11.64% | |
| Mml Investors Services, Llc | 0.00% | 73,485 | $2,070,084 | $2,311,103 | +$241,019 | +11.64% | |
| Alpha Advisors, Llc/Va | 1.25% | 58,018 | $1,703,408 | $1,824,666 | +$121,258 | +7.12% | |
| Citadel Advisors Llc | 0.00% | 57,204 | $1,611,437 | $1,799,066 | +$187,629 | +11.64% | |
| Morgan Stanley | 0.00% | 51,506 | $1,450,924 | $1,619,864 | +$168,940 | +11.64% | |
| J.W. Cole Advisors, Inc. | 0.02% | 50,367 | $1,418,850 | $1,584,042 | +$165,192 | +11.64% | |
| Focus Partners Wealth | 0.00% | 46,827 | $1,319,118 | $1,472,709 | +$153,591 | +11.64% | |
| Smart Portfolios, Llc | 1.27% | 46,061 | $1,269,672 | $1,448,618 | +$178,946 | +14.09% | |
| Aprio Wealth Management, Llc | 0.06% | 42,606 | $1,250,904 | $1,339,959 | +$89,055 | +7.12% | |
| Corient Private Wealth Llc | 0.00% | 43,312 | $1,220,099 | $1,362,162 | +$142,063 | +11.64% | |
| Cascades Capital Asset Management, Llc | 0.45% | 43,216 | $1,217,401 | $1,359,143 | +$141,742 | +11.64% | |
| Davenport & Co Llc | 0.01% | 37,887 | $1,112,376 | $1,191,546 | +$79,170 | +7.12% | |
| Associated Banc-Corp | 0.02% | 31,663 | $929,625 | $995,801 | +$66,176 | +7.12% | |
| Susquehanna International Group, Llp | 0.00% | 30,226 | $851,466 | $950,608 | +$99,142 | +11.64% | |
| Kestra Advisory Services, Llc | 0.00% | 28,901 | $848,533 | $908,936 | +$60,403 | +7.12% |
Frequently asked questions about OAKM
Who are the largest institutional holders of OAKM?
The largest institutional holders of OAKM reported in the latest SEC Form 13F filings include Choate Investment Advisors, Cerity Partners Llc, Lpl Financial Llc, Osaic Holdings, Inc., and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported OAKM position.
What is OAKM institutional ownership?
This page tracks OAKM positions reported by institutional investment managers through SEC Form 13F. OAKMARK US LARGE CAP ETF (OAKM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OAKM?
InsiderSet currently tracks 98 institutional managers reporting OAKM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OAKM shareholders.
How much OAKM stock do institutions own?
Institutional investment managers disclosed approximately $689.78M in OAKM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OAKM institutional ownership last updated?
The latest OAKM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OAKM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OAKM position after the reporting date.
Are institutions buying or selling OAKM?
Institutional buying and selling can be analyzed by comparing OAKM positions across consecutive 13F reporting periods. InsiderSet's OAKM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OAKM ownership changes.
How has OAKM institutional ownership changed over time?
InsiderSet tracks OAKM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.