EdgeMarketInstruments › OAKM

OAKM — Oakmark U.S. Large Cap ETF

US equity
31.58 +1.22% today
USD · as of 2026-08-21

Price · 2024-12-03 → 2026-08-21

430 daily closes shown
52w low 25.74 · high 31.58

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2024-12-03.

Performance

1 day+1.22%
1 week+1.12%
1 month+9.12%
3 months+12.87%
6 months+10.19%
Year to date+11.00%
1 year+21.09%

Technicals

RSI 1471.1
vs 50-day avg+7.04%
vs 200-day avg+11.46%
Volatility 1y13.4%
Max drawdown 1y-7.19%
Avg volume 30d167.2K
Daily bars held430
History from2024-12-03

Dividends

Yield (trailing 12m)0.60%
Paid last 12m0.1900
Payments in 12m1
Paying since2024-12-30

Largest institutional holders

managervalueshares
Choate Investment Advisors168.0M6.1M
Cerity Partners LLC86.0M3.1M
LPL Financial LLC58.3M2.1M
Horizon Wealth Management, LLC37.5M1.4M
BANK OF AMERICA CORP /DE/32.6M1.2M
OSAIC HOLDINGS, INC.29.6M1.1M
ABOUND FINANCIAL, LLC25.7M931.0K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC23.9M871.0K
RAYMOND JAMES FINANCIAL INC20.0M725.4K
COMMONWEALTH EQUITY SERVICES, LLC19.3M700.8K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d47.8% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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