OAKM · Insider trading · 13F holders · Congress trades
Oakmark U.s. Large Cap ETF (OAKM)
Who is buying and selling OAKM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 24
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
OAKM at a glance
- No open-market insider purchases or sales of OAKM were filed in the last 90 days.
- 24 13F filers hold OAKM among their 50 largest positions, worth $295.8M combined. The biggest bets by portfolio weight are Abound Financial, LLC (10.4%), A&i Financial Services, LLC (7.4%) and Appalachian Capital Management Ltd (6.5%). In their latest 13Fs, 0 managers opened a new position and 11 added to one.
- No member of Congress has disclosed a trade in OAKM.
OAKM insider trading
No open-market insider purchases or sales of OAKM were filed in the last 90 days.
Who owns OAKM? Hedge funds and superinvestors
24 13F filers hold OAKM among their 50 largest positions, worth $295.8M combined. The biggest bets by portfolio weight are Abound Financial, LLC (10.4%), A&i Financial Services, LLC (7.4%) and Appalachian Capital Management Ltd (6.5%). In their latest 13Fs, 0 managers opened a new position and 11 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Choate Investment AdvisorsWealth manager | 2.9% | $163.9M | 5,819,404 | -4.5% shares | Q2 2026 |
| Abound Financial, LLCWealth manager | 10.4% | $26.1M | 925,844 | -0.6% shares | Q2 2026 |
| A&i Financial Services, LLCWealth manager | 7.4% | $17.6M | 599,665 | +0.1% shares | Q3 2026 |
| Beam Wealth Advisors, Inc.Wealth manager | 2.4% | $10.8M | 382,037 | -5.5% shares | Q2 2026 |
| Appalachian Capital Management LtdWealth manager | 6.5% | $9.0M | 307,001 | +0.7% shares | Q3 2026 |
| NavPoint Financial, Inc.Wealth manager | 3.2% | $9.0M | 305,619 | +5.6% shares | Q3 2026 |
| Three Magnolias Financial Advisors, LLCWealth manager | 3.9% | $6.5M | 221,422 | -0.9% shares | Q3 2026 |
| Castlekeep Investment Advisors LLCInstitutional asset manager | 3.2% | $6.4M | 225,564 | +21.9% shares | Q2 2026 |
| Western Pacific Wealth Management, LPWealth manager | 5.3% | $6.3M | 215,493 | +31.5% shares | Q3 2026 |
| Alliance Private Wealth, LLCWealth manager | 2.2% | $5.8M | 197,646 | -4.7% shares | Q3 2026 |
| Barnes Pettey Financial Advisors, LLCWealth manager | 1.7% | $5.5M | 195,673 | +176.9% shares | Q2 2026 |
| Cheviot Value Management, LLCWealth manager | 0.6% | $5.4M | 192,975 | +12.8% shares | Q2 2026 |
| Jabodon Pt CoInvestment manager | 0.5% | $5.4M | 192,746 | +110.2% shares | Q2 2026 |
| Investment Planning Advisors, Inc.Wealth manager | 0.7% | $3.3M | 112,311 | -8.2% shares | Q3 2026 |
| Sugar Maple Asset Management, LLCWealth manager | 1.8% | $3.1M | 105,779 | +36.5% shares | Q3 2026 |
| DKM Wealth Management, Inc.Wealth manager | 1.9% | $3.1M | 104,317 | +0.5% shares | Q3 2026 |
| Sprinkle Financial Consultants LLCWealth manager | 0.9% | $2.3M | 79,385 | +14.0% shares | Q3 2026 |
| Alpha Advisors, LLC/VAHedge fund | 1.2% | $1.7M | 58,018 | +102.3% shares | Q3 2026 |
| Smart Portfolios, LLCWealth manager | 1.3% | $1.3M | 46,061 | +20.3% shares | Q1 2026 |
| Cascades Capital Asset Management, LLCWealth manager | 0.5% | $1.2M | 43,216 | -4.5% shares | Q2 2026 |
| Birchwood Financial Partners, Inc.Wealth manager | 0.5% | $643K | 22,812 | +22.3% shares | Q2 2026 |
| Ehrenkranz Partners L.P.Wealth manager | 0.4% | $614K | 21,787 | +0.0% shares | Q2 2026 |
| TrustWell Financial Advisors, LLCWealth manager | 0.4% | $500K | 17,042 | +0.2% shares | Q3 2026 |
| McCarley & Cook Financial PlannersWealth manager | 0.2% | $300K | 10,218 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 10, Q1 2026: 1). Screen OAKM in the grand portfolio →
OAKM stock trades by members of Congress
No member of Congress has disclosed a trade in OAKM.
OAKM questions and answers
Are insiders buying OAKM stock?
No open-market insider purchases or sales of OAKM were filed in the last 90 days.
Which hedge funds own OAKM?
24 13F filers hold OAKM among their 50 largest positions, worth $295.8M combined. The biggest bets by portfolio weight are Abound Financial, LLC (10.4%), A&i Financial Services, LLC (7.4%) and Appalachian Capital Management Ltd (6.5%). In their latest 13Fs, 0 managers opened a new position and 11 added to one.
Has Congress traded OAKM?
No member of Congress has disclosed a trade in OAKM.
Who is the largest holder of OAKM?
Among 13F filers, Choate Investment Advisors reports the largest OAKM position, $163.9M (5,819,404 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Abound Financial, LLC's: 10.4% of its portfolio.
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