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

$27.82 -0.15 (-0.54%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$10.08M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$140.40K
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OAKM Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2026 Birchwood Financial Partners Inc.18,659$514K0.5%+20.9%0.048%
5/4/2026 Abound Financial LLC931,034$25.66M11.2%+0.4%2.376%
4/30/2026 Millstone Evans Group LLC18,896$521K0.3%+120.3%0.049%
4/28/2026 Hunter Associates Investment Management LLC8,700$241K0.0%N/A0.022%
4/22/2026 Janney Montgomery Scott LLC9,806$270K0.0%-4.5%0.025%
4/18/2026 Western Pacific Wealth Management LP160,370$4.42M4.5%+4.0%0.416%
4/15/2026 Nations Financial Group Inc. IA ADV15,260$421K0.0%N/A0.040%
2/19/2026 Birchwood Financial Partners Inc.15,433$438K0.4%N/A0.040%
2/11/2026 Janney Montgomery Scott LLC10,270$291K0.0%N/A0.027%
2/4/2026Cascades Capital Asset Management LLC44,325$1.26M0.5%+60.2%0.116%
2/4/2026 Western Pacific Wealth Management LP154,243$4.37M4.2%+1.2%0.405%
2/4/2026Valeo Financial Advisors LLC71,745$2.04M0.0%+116.4%0.189%
2/3/2026Cheviot Value Management LLC131,390$3.71M0.4%+140.5%0.345%
2/2/2026 Millstone Evans Group LLC8,576$243K0.1%N/A0.023%
1/21/2026 Flagship Harbor Advisors LLC2,000$57K0.0%N/A0.005%
12/2/2025 IFP Advisors Inc78,550$2.10M0.1%+44.8%0.282%
11/17/2025Sittner & Nelson LLC1,700$46K0.0%-73.7%0.006%
11/3/2025Valeo Financial Advisors LLC33,160$888K0.0%N/A0.111%
10/31/2025Cheviot Value Management LLC54,630$1.49M0.2%+10.6%0.196%
10/21/2025 Western Pacific Wealth Management LP152,478$4.08M4.0%+10.0%0.565%
8/13/2025Cheviot Value Management LLC49,385$1.26M0.1%+566.0%0.221%
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%
4/22/2025Cambridge Investment Research Advisors Inc.24,064$588K0.0%+100.5%0.167%
4/17/2025Western Pacific Wealth Management LP122,783$3.00M2.7%+352.6%1.811%
2/4/2025Rothschild Investment LLC2,000$47K0.0%N/A0.000%


OAKM Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 institutional investors and hedge funds held shares of Oakmark U.S. Large Cap ETF. The most heavily invested institutionals were Abound Financial LLC ($25.66M), Western Pacific Wealth Management LP ($4.42M), Cheviot Value Management LLC ($3.71M), IFP Advisors Inc ($2.10M), Valeo Financial Advisors LLC ($2.04M), Cascades Capital Asset Management LLC ($1.26M), and Cambridge Investment Research Advisors Inc. ($588K).Learn more on Oakmark U.S. Large Cap ETF's institutional investors.

Of the 16 institutional investors that purchased Oakmark U.S. Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Western Pacific Wealth Management LP ($133.24K), Cheviot Value Management LLC ($131.39K), Valeo Financial Advisors LLC ($71.75K), IFP Advisors Inc ($24.31K), Millstone Evans Group LLC ($18.90K), Birchwood Financial Partners Inc. ($18.66K), and Cascades Capital Asset Management LLC ($16.67K).

Institutional investors have bought a total of 368,431 shares in the last 24 months. This purchase volume represents approximately $10.08M in transactions.

The following institutional investors have sold Oakmark U.S. Large Cap ETF stock in the last 24 months: Sittner & Nelson LLC ($4.77K), and Janney Montgomery Scott LLC ($464.00).

Institutional investors have sold a total of 5,229 shares in the last 24 months. This volume of shares sold represents approximately $140.40K in transactions.


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This page (NYSEARCA:OAKM) was last updated on 5/8/2026 by MarketBeat.com Staff.
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