Oakmark U.S. Large Cap ETF (OAKM) Institutional Ownership $26.61 -0.01 (-0.04%) As of 08/28/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$4.59MNumber ofInstitutional Sellers(last 12 months)0 Get OAKM Insider Trade Alerts Want to know when executives and insiders are buying or selling Oakmark U.S. Large Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data OAKM Institutional Buying and Selling by Quarter Oakmark U.S. Large Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/13/2025 Cheviot Value Management LLC49,385$1.26M0.1%+566.0%0.221% 8/8/2025 Sittner & Nelson LLC6,465$166K0.1%+280.3%0.030% 7/29/2025 Private Trust Co. NA4,748$122K0.0%N/A0.022% 7/10/2025 Western Pacific Wealth Management LP138,666$3.56M3.4%+12.9%0.669% 5/9/2025 Cheviot Value Management LLC7,415$177K0.0%N/A0.051% 4/22/2025 Cambridge Investment Research Advisors Inc.24,064$588K0.0%+100.5%0.167% 4/17/2025 Western Pacific Wealth Management LP122,783$3.00M2.7%+352.6%1.811% 2/4/2025 Rothschild Investment LLC2,000$47K0.0%N/A0.000% (Data available from 1/1/2016 forward) OAKM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OAKM shares? During the previous two years, the following institutional investors and hedge funds held shares of Oakmark U.S. Large Cap ETF shares: Western Pacific Wealth Management LP ($3.56M), Cheviot Value Management LLC ($1.26M), Cambridge Investment Research Advisors Inc. ($588K), Sittner & Nelson LLC ($166K), and Private Trust Co. NA ($122K), Rothschild Investment LLC ($47K).Learn more on Oakmark U.S. Large Cap ETF's institutional investors. Which institutional investors have been buying Oakmark U.S. Large Cap ETF's stock? The following institutional investors have purchased Oakmark U.S. Large Cap ETF's stock in the last 24 months: Western Pacific Wealth Management LP ($111.54K), Cheviot Value Management LLC ($49.39K), Cambridge Investment Research Advisors Inc. ($12.06K), Sittner & Nelson LLC ($4.77K), Private Trust Co. NA ($4.75K), and Rothschild Investment LLC ($2K). How much institutional buying is happening at Oakmark U.S. Large Cap ETF? Institutional investors have bought a total of 184,502 shares in the last 24 months. This purchase volume represents approximately $4.59M in transactions. Related Companies ONEV Institutional Ownership IUS Institutional Ownership INFO Institutional Ownership DOL Institutional Ownership CVLC Institutional Ownership INDY Institutional Ownership EQAL Institutional Ownership LRGC Institutional Ownership SSUS Institutional Ownership BIDD Institutional Ownership This page (NYSEARCA:OAKM) was last updated on 8/29/2025 by MarketBeat.com Staff From Our PartnersMusk’s Project Colossus could mint millionairesI predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. 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