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Oakmark U.S. Large Cap ETF (OAKM) Institutional Ownership

$25.48 +0.09 (+0.35%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.51M
Number of
Institutional Sellers
(last 12 months)
0
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OAKM Institutional Buying and Selling by Quarter

Oakmark U.S. Large Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Sittner & 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%
5/9/2025Cheviot 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%
2/4/2025Rothschild 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), Cambridge Investment Research Advisors Inc. ($588K), Cheviot Value Management LLC ($177K), 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), Cambridge Investment Research Advisors Inc. ($12.06K), Cheviot Value Management LLC ($7.42K), 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 142,532 shares in the last 24 months. This purchase volume represents approximately $3.51M in transactions.



This page (NYSEARCA:OAKM) was last updated on 8/8/2025 by MarketBeat.com Staff
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