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Public ownership evidence

Oakmark U.S. Large Cap ETF (OAKM) Ownership Disclosures

Read OAKM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2843,312$1,220,099None
Corient Private Wealth LP2026-06-302026-08-1843,312$1,220,099None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,074,551$30,269,699None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1511,061$311,588None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1519,165$539,878None
ABOUND FINANCIAL, LLC2026-06-302026-08-15925,844$26,081,052None
CASTLEKEEP INVESTMENT ADVISORS LLC2026-06-302026-08-15225,564$6,354,138None
Cascades Capital Asset Management, LLC2026-06-302026-08-1543,216$1,217,401None
&PARTNERS2026-06-302026-08-15227,913$6,422,496None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1518,619$528,780None
MAI Capital Management2026-06-302026-08-1521,553$607,138None
MAI Capital Management2026-06-302026-08-1554,861$1,545,436None
Cerity Partners LLC2026-06-302026-08-1528,308$797,438None
Cerity Partners LLC2026-06-302026-08-15289$8,141None
Cerity Partners LLC2026-06-302026-08-153,331,255$93,841,579None
Ehrenkranz Partners L.P.2026-06-302026-08-1521,787$613,739None
ROYAL BANK OF CANADA2026-06-302026-08-15523$15,000None
ROYAL BANK OF CANADA2026-06-302026-08-15653,496$18,409,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,564$44,000None
CITADEL ADVISORS LLC2026-06-302026-08-1557,204$1,611,437None
Southeast Asset Advisors, LLC2026-06-302026-08-1518,676$526,115None
FIRST FOUNDATION ADVISORS2026-06-302026-08-1519,240$541,991None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-15117,400$3,307,158None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1510,878$306,433None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15756,988$21,324,365None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15176,937$4,984,315None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15385,638$10,863,422None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15624,141$17,582,045None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1552,281$1,472,756None
Alpha Advisors, LLC/VA2026-06-302026-08-1428,686$808,084None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14403,016$11,352,964None
UBS Group AG2026-06-302026-08-1413,601$383,140None
UBS Group AG2026-06-302026-08-141,120$31,550None
UBS Group AG2026-06-302026-08-142,248$63,326None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-14428$12,057None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-149,581$269,897None
MORGAN STANLEY2026-06-302026-08-1451,506$1,450,924None
NORTHERN TRUST CORP2026-06-302026-08-1428,343$798,422None
Corient Private Wealth LP2026-06-302026-08-1343,312$1,220,099None
Integrated Wealth Concepts LLC2026-06-302026-08-131,001$28,198None
Baird Financial Group, Inc.2026-06-302026-08-13167,988$4,732,222None
Focus Partners Wealth2026-06-302026-08-1346,827$1,319,118None
NewEdge Advisors, LLC2026-06-302026-08-13323$9,098None
STIFEL FINANCIAL CORP2026-06-302026-08-13173,702$4,893,192None
SMITH, MOORE & CO.2026-06-302026-08-1312,111$341,167None
JPMORGAN CHASE & CO2026-06-302026-08-13557$15,802None
JPMORGAN CHASE & CO2026-06-302026-08-131,494$42,385None
Millstone Evans Group, LLC2026-06-302026-08-1214,904$419,846None
Stratos Wealth Partners, LTD.2026-06-302026-08-12260,119$7,327,552None
Choate Investment Advisors2026-06-302026-08-125,819,404$163,932,611None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Corient Private Wealth LP ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ABOUND FINANCIAL, LLC ↗CASTLEKEEP INVESTMENT ADVISORS LLC ↗Cascades Capital Asset Management, LLC ↗&PARTNERS ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.