OAKM · Oakmark U.S. Large Cap ETF ETF
$31.76
-0.35 (-1.09%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $3,175,180
Total Shares: 112,715
Holder Concentration
Across 3 13F filersTop Holder
50.8%
of institutional value
Top 5
100.0%
of institutional value
Top 10
100.0%
of institutional value
HHI
4,169
Highly concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC OAKM | $1,611,436 | 50.75% | 57,204 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC OAKM | $1,220,099 | 38.43% | 43,312 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank OAKM | $343,645 | 10.82% | 12,199 | Shares | 2026-09-04 |