Oakmark U.S. Large Cap ETF (OAKM)
ETF ยท NYSE Arca
Oakmark U.S. Large Cap ETF (OAKM) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 3, 2024.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- December 3, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 94 institutions reported holding OAKM, with 24.5 million shares worth $692.3 million in aggregate. The largest reported holder was Choate Investment Advisors, with 5.8 million shares worth $163.9 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Choate Investment Advisors | 5,819,404 | $164M | Reduced 4.51% |
| Cerity Partners | 3,359,852 | $95M | Added 7.74% |
| Lpl Financial | 2,130,645 | $60M | Added 0.73% |
| Osaic Holdings | 1,074,551 | $30M | Added 0.03% |
| Bank of America | 1,062,060 | $30M | Reduced 10.13% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is OAKM?
Oakmark U.S. Large Cap ETF (OAKM) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 3, 2024.
Who are the largest institutional holders of OAKM?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OAKM were Choate Investment Advisors, Cerity Partners and Lpl Financial.
How many institutions own OAKM?
94 institutions reported a position in OAKM for the quarter ended June 30, 2026, worth $692.3 million in total.
Did institutions buy or sell OAKM last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for OAKM.
Every reported institutional holder, plus insider and congressional trades in OAKM, on SentiSense.