Oakmark U.S. Large Cap ETF (OAKM) Institutional Ownership $25.83 +0.37 (+1.45%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$3.51MNumber ofInstitutional Sellers(last 12 months)0 Get OAKM Insider Trade Alerts Want to know when executives and insiders are buying or selling Oakmark U.S. Large Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data OAKM Institutional Buying and Selling by Quarter Oakmark U.S. Large Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/8/2025 Sittner & Nelson LLC6,465$166K0.1%+280.3%0.030% 7/29/2025 Private Trust Co. NA4,748$122K0.0%N/A0.022% 7/10/2025 Western Pacific Wealth Management LP138,666$3.56M3.4%+12.9%0.669% 5/9/2025Cheviot Value Management LLC7,415$177K0.0%N/A0.051% 4/22/2025 Cambridge Investment Research Advisors Inc.24,064$588K0.0%+100.5%0.167% 4/17/2025 Western Pacific Wealth Management LP122,783$3.00M2.7%+352.6%1.811% 2/4/2025Rothschild Investment LLC2,000$47K0.0%N/A0.000% (Data available from 1/1/2016 forward) OAKM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OAKM shares? During the previous two years, the following institutional investors and hedge funds held shares of Oakmark U.S. Large Cap ETF shares: Western Pacific Wealth Management LP ($3.56M), Cambridge Investment Research Advisors Inc. ($588K), Cheviot Value Management LLC ($177K), Sittner & Nelson LLC ($166K), and Private Trust Co. NA ($122K), Rothschild Investment LLC ($47K).Learn more on Oakmark U.S. Large Cap ETF's institutional investors. Which institutional investors have been buying Oakmark U.S. Large Cap ETF's stock? The following institutional investors have purchased Oakmark U.S. Large Cap ETF's stock in the last 24 months: Western Pacific Wealth Management LP ($111.54K), Cambridge Investment Research Advisors Inc. ($12.06K), Cheviot Value Management LLC ($7.42K), Sittner & Nelson LLC ($4.77K), Private Trust Co. NA ($4.75K), and Rothschild Investment LLC ($2K). How much institutional buying is happening at Oakmark U.S. Large Cap ETF? Institutional investors have bought a total of 142,532 shares in the last 24 months. This purchase volume represents approximately $3.51M in transactions. Related Companies ONEV Institutional Ownership INFO Institutional Ownership SPXU Institutional Ownership DOL Institutional Ownership SSUS Institutional Ownership GFLW Institutional Ownership IUS Institutional Ownership LRGC Institutional Ownership EQL Institutional Ownership SFY Institutional Ownership This page (NYSEARCA:OAKM) was last updated on 8/12/2025 by MarketBeat.com Staff From Our PartnersWhat's the Best Way to Lower RMD Taxes?Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...SmartAsset | SponsoredElon Musk: “Nothing happens without this…”Lithium has fueled the EV boom, but another resource is even more critical. 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