Who owns Oakmark U.S. Large Cap ETF?
Institutional ownership of OAKM from SEC Form 13F filings across 65 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
65
13F holders
$419.0M
value, 2026 filers
43.6%
of shares outstanding (15.1M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of OAKM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 3.4M | $94.6M | 0.1% | 9.7% | +7.7% |
| 2 | LPL Financial LLC | 2.1M | $60.0M | 0.0% | 6.1% | +0.7% |
| 3 | OSAIC HOLDINGS, INC. | 1.1M | $30.3M | 0.0% | 3.1% | 0.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 1.1M | $29.9M | 0.0% | 3.1% | -10.1% |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 935,881 | $27.3M | 0.0% | 2.7% | +7.5% |
| 6 | RAYMOND JAMES FINANCIAL INC | 933,925 | $26.3M | 0.0% | 2.7% | +28.8% |
| 7 | ABOUND FINANCIAL, LLC | 925,844 | $26.1M | 10.4% | 2.7% | -0.6% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 795,881 | $22.4M | 0.0% | 2.3% | +13.6% |
| 9 | ROYAL BANK OF CANADA | 655,583 | $18.5M | 0.0% | 1.9% | -2.3% |
| 10 | Steward Partners Investment Advisory, LLC | 403,016 | $11.4M | 0.1% | 1.2% | +0.3% |
| 11 | Cambridge Investment Research Advisors, Inc. | 297,140 | $8,370 | 0.0% | 0.9% | +116.2% |
| 12 | Stratos Wealth Partners, LTD.NEW | 260,119 | $7.3M | 0.1% | 0.7% | new |
| 13 | &PARTNERS | 227,913 | $6.4M | 0.0% | 0.7% | +17.8% |
| 14 | Cheviot Value Management, LLC | 192,975 | $5.4M | 0.6% | 0.6% | +12.8% |
| 15 | STIFEL FINANCIAL CORP | 173,702 | $4.9M | 0.0% | 0.5% | +6.4% |
| 16 | Baird Financial Group, Inc.NEW | 167,988 | $4.7M | 0.0% | 0.5% | new |
| 17 | Western Pacific Wealth Management, LP | 163,865 | $4.6M | 4.2% | 0.5% | +2.2% |
| 18 | TWO SIGMA INVESTMENTS, LPNEW | 117,400 | $3.3M | 0.0% | 0.3% | new |
| 19 | Maridea Wealth Management LLC | 85,899 | $2.4M | 0.3% | 0.2% | -12.4% |
| 20 | Gateway Wealth Partners, LLC | 84,622 | $2.4M | 0.1% | 0.2% | -51.2% |
| 21 | Valeo Financial Advisors, LLC | 82,091 | $2.3M | 0.0% | 0.2% | -2.7% |
| 22 | IFP Advisors, Inc | 78,467 | $2.2M | 0.0% | 0.2% | -1.9% |
| 23 | Sugar Maple Asset Management, LLC | 77,466 | $2.2M | 1.4% | 0.2% | -22.1% |
| 24 | MAI Capital Management | 76,414 | $2.2M | 0.0% | 0.2% | +353.5% |
| 25 | MML INVESTORS SERVICES, LLC | 73,485 | $2.1M | 0.0% | 0.2% | +15.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.