OAKMARK US LARGE CAP ETF (OAKM) Institutional Shareholders
OAKMARK US LARGE CAP ETF (OAKM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $690.54M in OAKM holdings during the latest filing period.
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 $176.44M, representing an estimated gain of +7.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
94
Total Reported Value
$690.54M
Largest Holder
Choate Investment Advisors
Largest Position
$163.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
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 | $176,444,329 | +$12,511,718 | +7.63% | |
| Cerity Partners Llc | 0.12% | 3,359,852 | $94,647,158 | $101,870,713 | +$7,223,555 | +7.63% | |
| Lpl Financial Llc | 0.01% | 2,130,645 | $60,020,272 | $64,601,156 | +$4,580,884 | +7.63% | |
| Osaic Holdings, Inc. | 0.04% | 1,074,551 | $30,269,699 | $32,580,386 | +$2,310,687 | +7.63% | |
| Bank Of America Corp | 0.00% | 1,062,060 | $29,918,223 | $32,201,659 | +$2,283,436 | +7.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 935,881 | $27,262,220 | $28,375,912 | +$1,113,692 | +4.09% | |
| Raymond James Financial Inc | 0.01% | 933,925 | $26,308,680 | $28,316,606 | +$2,007,926 | +7.63% | |
| Abound Financial, Llc | 10.40% | 925,844 | $26,081,052 | $28,071,590 | +$1,990,538 | +7.63% | |
| Commonwealth Equity Services, Llc | 0.03% | 795,881 | $22,419,970 | $24,131,112 | +$1,711,142 | +7.63% | |
| Royal Bank Of Canada | 0.00% | 655,583 | $18,468,000 | $19,877,277 | +$1,409,277 | +7.63% | |
| A&I Financial Services, Llc | 7.35% | 598,911 | $16,871,325 | $18,158,982 | +$1,287,657 | +7.63% | |
| Kwb Wealth | 1.17% | 486,376 | $13,701,221 | $14,746,920 | +$1,045,699 | +7.63% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 403,016 | $11,352,964 | $12,219,445 | +$866,481 | +7.63% | |
| Beam Wealth Advisors, Inc. | 2.37% | 382,037 | $10,761,990 | $11,583,362 | +$821,372 | +7.63% | |
| Appalachian Capital Management Ltd | 6.23% | 304,967 | $8,590,926 | $9,246,599 | +$655,673 | +7.63% | |
| Navpoint Financial, Inc. | 3.02% | 289,289 | $8,149,275 | $8,771,242 | +$621,967 | +7.63% | |
| Stratos Wealth Partners, Ltd. | 0.07% | 260,119 | $7,327,552 | $7,886,808 | +$559,256 | +7.63% | |
| U.S. Capital Wealth Advisors, Llc | 0.18% | 258,535 | $7,126,518 | $7,838,781 | +$712,263 | +9.99% | |
| &Partners | 0.03% | 227,913 | $6,422,496 | $6,910,322 | +$487,826 | +7.60% | |
| Castlekeep Investment Advisors Llc | 3.18% | 225,564 | $6,354,138 | $6,839,100 | +$484,962 | +7.63% | |
| Three Magnolias Financial Advisors, Llc | 3.51% | 223,342 | $6,291,544 | $6,771,729 | +$480,185 | +7.63% | |
| Alliance Private Wealth, Llc | 2.03% | 207,457 | $5,844,070 | $6,290,096 | +$446,026 | +7.63% | |
| Barnes Pettey Financial Advisors, Llc | 1.73% | 195,673 | $5,512,108 | $5,932,805 | +$420,697 | +7.63% | |
| Cheviot Value Management, Llc | 0.55% | 192,975 | $5,436,106 | $5,851,002 | +$414,896 | +7.63% | |
| Stifel Financial Corp | 0.00% | 173,702 | $4,893,192 | $5,266,645 | +$373,453 | +7.63% | |
| Baird Financial Group, Inc. | 0.01% | 167,988 | $4,732,222 | $5,093,396 | +$361,174 | +7.63% | |
| Western Pacific Wealth Management, Lp | 4.17% | 163,865 | $4,616,077 | $4,968,387 | +$352,310 | +7.63% | |
| Investment Planning Advisors, Inc. | 0.80% | 122,307 | $3,445,388 | $3,708,348 | +$262,960 | +7.63% | |
| Two Sigma Investments, Lp | 0.00% | 117,400 | $3,307,158 | $3,559,568 | +$252,410 | +7.63% | |
| Dkm Wealth Management, Inc. | 1.91% | 103,754 | $2,922,751 | $3,145,821 | +$223,070 | +7.63% | |
| Maridea Wealth Management Llc | 0.26% | 85,899 | $2,419,775 | $2,604,458 | +$184,683 | +7.63% | |
| Gateway Wealth Partners, Llc | 0.14% | 84,622 | $2,383,813 | $2,565,739 | +$181,926 | +7.63% | |
| Valeo Financial Advisors, Llc | 0.05% | 82,091 | $2,312,510 | $2,488,999 | +$176,489 | +7.63% | |
| Ifp Advisors, Inc | 0.04% | 78,467 | $2,210,415 | $2,379,119 | +$168,704 | +7.63% | |
| Sugar Maple Asset Management, Llc | 1.41% | 77,466 | $2,182,212 | $2,348,769 | +$166,557 | +7.63% | |
| Mai Capital Management | 0.01% | 76,414 | $2,152,574 | $2,316,872 | +$164,298 | +7.63% | |
| Mml Investors Services, Llc | 0.00% | 73,485 | $2,070,084 | $2,228,065 | +$157,981 | +7.63% | |
| Sprinkle Financial Consultants Llc | 0.77% | 69,650 | $1,962,090 | $2,111,788 | +$149,698 | +7.63% | |
| Citadel Advisors Llc | 0.00% | 57,204 | $1,611,437 | $1,734,425 | +$122,988 | +7.63% | |
| Morgan Stanley | 0.00% | 51,506 | $1,450,924 | $1,561,662 | +$110,738 | +7.63% | |
| J.W. Cole Advisors, Inc. | 0.02% | 50,367 | $1,418,850 | $1,527,127 | +$108,277 | +7.63% | |
| Focus Partners Wealth | 0.00% | 46,827 | $1,319,118 | $1,419,795 | +$100,677 | +7.63% | |
| Smart Portfolios, Llc | 1.27% | 46,061 | $1,269,672 | $1,396,570 | +$126,898 | +9.99% | |
| Corient Private Wealth Llc | 0.00% | 43,312 | $1,220,099 | $1,313,220 | +$93,121 | +7.63% | |
| Cascades Capital Asset Management, Llc | 0.45% | 43,216 | $1,217,401 | $1,310,309 | +$92,908 | +7.63% | |
| Aprio Wealth Management, Llc | 0.06% | 42,606 | $1,200,204 | $1,291,814 | +$91,610 | +7.63% | |
| Davenport & Co Llc | 0.01% | 37,237 | $1,048,979 | $1,129,026 | +$80,047 | +7.63% | |
| Susquehanna International Group, Llp | 0.00% | 30,226 | $851,466 | $916,452 | +$64,986 | +7.63% | |
| Kestra Advisory Services, Llc | 0.00% | 28,953 | $815,606 | $877,855 | +$62,249 | +7.63% | |
| Alpha Advisors, Llc/Va | 0.61% | 28,686 | $808,084 | $869,760 | +$61,676 | +7.63% |
Frequently asked questions about OAKM
Who owns the most OAKM stock?
The largest holders of OAKM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OAKMARK US LARGE CAP ETF (OAKM).
Is OAKM widely held by superinvestors?
Many widely followed stocks like OAKM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OAKM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.