§ EQUITY
USDOAKM
OAKMARK US LARGE CAP ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Choate Investment Advisors | 6.1M | 3.3% | −32% |
| Cerity Partners LLC | 3.1M | 0.1% | +47% |
| LPL Financial LLC | 2.1M | 0.0% | +62% |
| Horizon Wealth Management, LLC | 1.4M | 5.5% | +7588% |
| OSAIC HOLDINGS, INC. | 1.1M | 0.0% | +3458% |
| ABOUND FINANCIAL, LLC | 931K | 11.2% | +0% |
◇ AC INTELLIGENCE
Top institutional owners for OAKM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER92.0% · 86 holders
DEALER / BANK7.5% · 8 holders
TACTICAL / MACRO0.5% · 1 holder
INCOME / DEFENSIVE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OAKM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention OAKM yet.