OAKMARK US LARGE CAP ETF (OAKM) Institutional Ownership Changes & 13F Activity
OAKMARK US LARGE CAP ETF (OAKM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Choate Investment Advisors, Osaic Holdings, Inc., Cerity Partners Llc, Clarkston Capital Partners, Llc, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | Buy | +193,253 | +19.5% | 1,181,778 | $32.58M | Q1 2026 | May 18, 2026 |
| Osaic Holdings, Inc. | Buy | +1,044,015 | +3457.7% | 1,074,209 | $29.62M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +999,011 | +47.1% | 3,118,620 | $85.96M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +198,879 | +42.1% | 670,914 | $18.49M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +120,742 | +230.0% | 173,230 | $4.78M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +94,844 | +355.9% | 121,495 | $3.35M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +41,098 | +574.2% | 48,255 | $1.33M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +35,196 | — | 35,196 | $970.18K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +30,736 | — | 30,736 | $847.24K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Sell | -27,075 | -40.1% | 40,464 | $1.12M | Q1 2026 | May 15, 2026 |
| Ehrenkranz Partners L.P. | Buy | +21,787 | — | 21,787 | $600.56K | Q1 2026 | May 15, 2026 |
| Gts Securities Llc | Sell | -15,857 | -43.9% | 20,273 | $558.83K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +1,703 | — | 1,703 | $46.94K | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -1,573 | -8.5% | 16,848 | $464.40K | Q1 2026 | May 15, 2026 |
| Cascades Capital Asset Management, Llc | Buy | +942 | +2.1% | 45,267 | $1.25M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +488 | +0.3% | 193,531 | $5.33M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +200 | — | 200 | $5.51K | Q1 2026 | May 15, 2026 |
| Clarkston Capital Partners, Llc | Sell | -337,030 | -86.8% | 51,100 | $1.41M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +43,709 | +6.4% | 725,373 | $19.99M | Q1 2026 | May 14, 2026 |
| Northern Trust Corp | Buy | +42,287 | — | 42,287 | $1.17M | Q1 2026 | May 14, 2026 |
| Alpha Advisors, Llc/Va | Sell | -6,805 | -24.9% | 20,535 | $566.05K | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | Sell | -2,932,101 | -32.5% | 6,094,109 | $167.98M | Q1 2026 | May 13, 2026 |
| Southeast Asset Advisors, Llc | Buy | +16,814 | — | 16,814 | $463.49K | Q1 2026 | May 13, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | Buy | +15,775 | — | 15,775 | $434.83K | Q1 2026 | May 13, 2026 |
| Alliance Private Wealth, Llc | Buy | +2,161 | +1.0% | 220,045 | $6.07M | Q1 2026 | May 13, 2026 |
| Stifel Financial Corp | Buy | +144,306 | +759.4% | 163,309 | $4.50M | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | Buy | +87,271 | — | 87,271 | $2.41M | Q1 2026 | May 12, 2026 |
| Cheviot Value Management, Llc | Buy | +39,720 | +30.2% | 171,110 | $4.72M | Q1 2026 | May 12, 2026 |
| Wcg Wealth Advisors Llc | Sell | -22,034 | -62.4% | 13,305 | $366.75K | Q1 2026 | May 12, 2026 |
| Jane Street Group, Llc | Sell | -11,404 | -15.3% | 63,264 | $1.74M | Q1 2026 | May 12, 2026 |
Frequently asked questions about OAKM activity
Which institutional owners are buying OAKM?
Institutional owners buying OAKM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OAKM activity?
"Buy" means an investor increased their reported position in OAKM compared to the prior reporting period. This reflects growing exposure to OAKMARK US LARGE CAP ETF (OAKM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OAKM increasing?
Institutional interest in OAKM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.