OAKM

Oakmark U.S. Large Cap ETF
$27.09-0.31 (-1.15%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

9.026210209340316e+271B

Total Value

$2.5500059000447154e+201T

% of Float

Price History

$21.53$23.42$25.30$27.19$29.08Dec 24Jul 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Choate Investment Advisors9,026,210$255.0M5.00%Share
2Cerity Partners LLC2,093,403$59.0M0.09%Share
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,541,924$44.7M0.06%Share
4LPL Financial LLC1,303,552$36.0M0.01%Share
5BANK OF AMERICA CORP /DE/708,949$20.0M0.00%Share
6A&I FINANCIAL SERVICES, LLC600,145$17.0M8.08%Share
7COMMONWEALTH EQUITY SERVICES, LLC606,421$17.0M0.02%Share
8RAYMOND JAMES FINANCIAL INC588,322$16.0M0.00%Share
9Greater Midwest Financial Group, LLC545,177$15.5M8.64%Share
10ROYAL BANK OF CANADA470,698$13.0M0.00%Share
11Clarkston Capital Partners, LLC388,130$11.0M0.25%Share
12KWB Wealth357,031$10.1M0.96%Share
13Steward Partners Investment Advisory, LLC355,345$10.0M0.05%Share
14U.S. Capital Wealth Advisors, LLC343,593$9.7M0.25%Share
15Appalachian Capital Management Ltd282,979$8.0M6.43%Share
16BANK OF AMERICA CORP /DE/248,532$7.0M0.00%Share
17Alliance Private Wealth, LLC217,884$6.2M2.15%Share
18NavPoint Financial, Inc.202,628$5.7M2.46%Share
19Three Magnolias Financial Advisors, LLC197,742$5.6M3.48%Share
20&PARTNERS193,043$5.0M0.03%Share
21CASTLEKEEP INVESTMENT ADVISORS LLC160,058$4.5M2.05%Share
22Western Pacific Wealth Management, LP154,243$4.4M4.24%Share
23Cheviot Value Management, LLC131,390$3.7M0.36%Share
24DKM Wealth Management, Inc.122,559$3.5M2.59%Share
25Investment Planning Advisors, Inc.112,835$3.2M0.93%Share
26NKCFO LLC107,200$3.0M0.88%Share
27Cambridge Investment Research Advisors, Inc.122,508$3.0M0.01%Share
28Maridea Wealth Management LLC90,185$2.6M0.38%Share
29Valeo Financial Advisors, LLC71,745$2.0M0.05%Share
30RAYMOND JAMES FINANCIAL INC93,342$2.0M0.00%Share
31JANE STREET GROUP, LLC74,668$2.0M0.00%Share
32IFP Advisors, Inc76,059$2.0M0.04%Share
33Covenant Partners, LLC70,411$2.0M0.58%Share
34Corient Private Wealth LLC67,539$1.9M0.00%Share
35Sugar Maple Asset Management, LLC57,333$1.6M1.09%Share
36Gateway Wealth Partners, LLC52,488$1.5M0.17%Share
37Sprinkle Financial Consultants LLC47,325$1.3M0.68%Share
38Cascades Capital Asset Management, LLC44,325$1.3M0.53%Share
39Aprio Wealth Management, LLC41,316$1.2M0.07%Share
40Nautilus Advisors LLC41,031$1.2M0.76%Share
41Smart Portfolios, LLC38,301$1.1M1.08%Share
42SOL Capital Management CO37,161$1.1M0.09%Share
43Sanctuary Advisors, LLC36,748$1.0M0.01%Share
44WCG Wealth Advisors LLC35,339$1.0M0.03%Share
45GTS SECURITIES LLC36,130$1.0M0.03%Share
46EVOKE WEALTH, LLC54,861$1.0M0.02%Share
47MML INVESTORS SERVICES, LLC42,386$1.0M0.00%Share
48J.W. COLE ADVISORS, INC.30,166$855K0.02%Share
49MAGNOLIA CAPITAL ADVISORS LLC28,873$818K0.17%Share
50Alpha Advisors, LLC/VA27,340$775K0.60%Share