Who Owns OAKM?
Oakmark U.S. Large Cap ETF — Institutional Ownership & 13F Holdings
$28.02
-0.28 (-0.97%)
Market Cap
$1.1B
Shares Outstanding
37,322,160
Institutional Holders
31
Total Inst. Value
$107.9M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Natixis Investment Managers, LLC | $41.0M | 1,388,340 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32.4M | 1,324,089 |
| 3 | A&I FINANCIAL SERVICES, LLC | $14.1M | 574,651 |
| 4 | Three Magnolias Financial Advisors, LLC | $3.2M | 130,545 |
| 5 | Western Pacific Wealth Management, LP | $3.0M | 122,783 |
| 6 | Steward Partners Investment Advisory, LLC | $2.4M | 97,940 |
| 7 | NavPoint Financial, Inc. | $1.7M | 68,017 |
| 8 | DKM Wealth Management, Inc. | $1.6M | 63,644 |
| 9 | GTS SECURITIES LLC | $1.4M | 55,358 |
| 10 | ROYAL BANK OF CANADA | $1.3M | 54,971 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Natixis Investment Managers, LLC | +580K | $41.0M |
| GTS SECURITIES LLC | +37K | $1.4M |
| Cambridge Investment Research Advisors, Inc. | +12K | $588K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold OAKM?
As of Q1 2025, 31 institutional investors report holding OAKM (Oakmark U.S. Large Cap ETF) in their 13F filings.
Which hedge fund owns the most OAKM?
The largest institutional holder of OAKM is Natixis Investment Managers, LLC with $41.0M in shares.
Are institutions buying or selling OAKM?
This quarter, 25 institutions opened new positions in OAKM and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.