OAKMARK U S (OAKM) is held by 29 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Cerity Partners LLC as of Q1 2026.

Are institutions buying or selling OAKM?

In Q1 2026, 24 institutions opened or increased positions in OAKMARK U S while 5 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on OAKM?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for OAKMARK U S.

How many hedge funds hold OAKM?

29 institutional investors report holding OAKMARK U S (OAKM) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into OAKM?

As of Q1 2026, tracked institutions in OAKMARK U S show 24 buyers versus 5 sellers — net inflows.

OAKMARK U S

OAKM·41456U106·US·ETF·Unknown - Unknown

Holders

Avg rating(10 Elite)

$326M

Total Value

83% (29)

Fund Consensus

24 buying - 5 selling

No verdict yet — fewer than 2 funds hold OAKM.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cerity Partners LLC	Increased	3.1M(+47.1%)	$86M	0.1%	+5.48%	49
LPL Financial LLC	Increased	2.1M(+62.3%)	$58.3M	0.0%	+6.94%	43
BANK OF AMERICA CORP /DE/	Increased	1.2M(+19.6%)	$32.6M	0.0%	+4.61%	34
OSAIC HOLDINGS, INC.	Increased	1.1M(+3457.7%)	$29.6M	0.0%	+3.26%	46
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	870,987(-43.5%)	$23.9M	0.0%	+19.33%	0
RAYMOND JAMES FINANCIAL INC	Increased	725,373(+6.4%)	$20M	0.0%	+5.33%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	700,815(+15.6%)	$19.3M	0.0%	+10.18%	33
ROYAL BANK OF CANADA	Increased	670,914(+42.1%)	$18.5M	0.0%	+7.27%	38
Steward Partners Investment Advisory, LLC	Increased	401,960(+13.1%)	$11.1M	0.1%	+13.18%	31
&PARTNERS	Increased	193,531(+0.3%)	$5.3M	0.0%	+12.45%	27
STIFEL FINANCIAL CORP	Increased	163,309(+759.4%)	$4.5M	0.0%	+2.90%	43
CITADEL ADVISORS LLC	Increased	121,495(+355.9%)	$3.3M	0.0%	+2.80%	43
MML INVESTORS SERVICES, LLC	Increased	63,598(+50.0%)	$1.8M	0.0%	+9.05%	36
JANE STREET GROUP, LLC	Decreased	63,264(-15.3%)	$1.7M	0.0%	+4.10%	0
MORGAN STANLEY	Increased	48,255(+574.2%)	$1.3M	0.0%	+3.27%	41
NORTHERN TRUST CORP	New	42,287	$1.2M	0.0%	+3.01%	35
Corient Private Wealth LLC	Decreased	40,464(-40.1%)	$1.1M	0.0%	+8.77%	0
DAVENPORT & Co LLC	Increased	36,847(+39.6%)	$1M	0.0%	+5.48%	33
FWFocus Partners Wealth	New	35,196	$970,179	0.0%	+3.01%	35
Sanctuary Advisors, LLC	Decreased	34,456(-6.2%)	$949,780	0.0%	+8.65%	0