Who owns Oakmark U.S. Large Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OAKM from SEC Form 13F filings across 96 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.
As of the 2026-06-30 reporting period, 96 institutions disclosed 24.6M shares of Oakmark U.S. Large Cap ETF worth $693.4M — about 70.8% of shares outstanding; the largest disclosed holder is Choate Investment Advisors. Source: SEC Form 13F filings, parsed by EvidInvest.
96
13F holders
$693.4M
value, 2026 filers
70.8%
of shares outstanding (24.6M 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 | Choate Investment Advisors | 5.8M | $163.9M | 2.9% | 16.8% | -4.5% |
| 2 | Cerity Partners LLC | 3.4M | $94.6M | 0.1% | 9.7% | +7.7% |
| 3 | LPL Financial LLC | 2.1M | $60.0M | 0.0% | 6.1% | +0.7% |
| 4 | OSAIC HOLDINGS, INC. | 1.1M | $30.3M | 0.0% | 3.1% | 0.0% |
| 5 | BANK OF AMERICA CORP /DE/ | 1.1M | $29.9M | 0.0% | 3.1% | -10.1% |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 935,881 | $27.3M | 0.0% | 2.7% | +7.5% |
| 7 | RAYMOND JAMES FINANCIAL INC | 933,925 | $26.3M | 0.0% | 2.7% | +28.8% |
| 8 | ABOUND FINANCIAL, LLC | 925,844 | $26.1M | 10.4% | 2.7% | -0.6% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 795,881 | $22.4M | 0.0% | 2.3% | +13.6% |
| 10 | ROYAL BANK OF CANADA | 655,583 | $18.5M | 0.0% | 1.9% | -2.3% |
| 11 | A&I FINANCIAL SERVICES, LLC | 598,911 | $16.9M | 7.3% | 1.7% | +0.6% |
| 12 | KWB Wealth | 486,376 | $13.7M | 1.2% | 1.4% | +36.8% |
| 13 | Steward Partners Investment Advisory, LLC | 403,016 | $11.4M | 0.1% | 1.2% | +0.3% |
| 14 | BEAM WEALTH ADVISORS, INC. | 382,037 | $10.8M | 2.4% | 1.1% | -5.5% |
| 15 | Appalachian Capital Management Ltd | 304,967 | $8.6M | 6.2% | 0.9% | +3.3% |
| 16 | NavPoint Financial, Inc. | 289,289 | $8.1M | 3.0% | 0.8% | +14.6% |
| 17 | Stratos Wealth Partners, LTD.NEW | 260,119 | $7.3M | 0.1% | 0.7% | new |
| 18 | &PARTNERS | 227,913 | $6.4M | 0.0% | 0.7% | +17.8% |
| 19 | CASTLEKEEP INVESTMENT ADVISORS LLC | 225,564 | $6.4M | 3.2% | 0.6% | +21.9% |
| 20 | Three Magnolias Financial Advisors, LLC | 223,342 | $6.3M | 3.5% | 0.6% | +10.2% |
| 21 | Alliance Private Wealth, LLC | 207,457 | $5.8M | 2.0% | 0.6% | -5.7% |
| 22 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 195,673 | $5.5M | 1.7% | 0.6% | +176.9% |
| 23 | Cheviot Value Management, LLC | 192,975 | $5.4M | 0.6% | 0.6% | +12.8% |
| 24 | JABODON PT CO | 192,746 | $5.4M | 0.5% | 0.6% | +110.2% |
| 25 | STIFEL FINANCIAL CORP | 173,702 | $4.9M | 0.0% | 0.5% | +6.4% |
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.