Who owns OAKM
Which tracked institutional funds hold OAKM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OAKM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
29 tracked funds added or opened OAKM while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OAKM’s largest tracked holder by dollar value, Choate Investment Advisors, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OAKM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 91 tracked filers holding OAKM, 60 increased or opened the position and 46 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OAKM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Stratos Wealth Partners, LTD.$7M
- Baird Financial Group, Inc.$5M
- TWO SIGMA INVESTMENTS, LP$3M
- J.W. COLE ADVISORS, INC.$1M
- Legacy Trust$577K
- FIRST FOUNDATION ADVISORS$542K
Full exits 11
- U.S. Capital Wealth Advisors, LLC$7M
- Cambridge Investment Research Advisors, Inc.$4M
- NKCFO LLC$3M
- JABODON PT CO$3M
- Independent Advisor Alliance$2M
- JANE STREET GROUP, LLC$2M
Largest adds
- Cerity Partners LLC$9M
- RAYMOND JAMES FINANCIAL INC$6M
- KWB Wealth$4M
- BARNES PETTEY FINANCIAL ADVISORS, LLC$4M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
Largest trims
- Horizon Wealth Management, LLC$37M
- Greater Midwest Financial Group, LLC$14M
- ARQ WEALTH ADVISORS, LLC$9M
- Choate Investment Advisors$4M
- BANK OF AMERICA CORP /DE/$3M
- Gateway Wealth Partners, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Choate Investment Advisors trimmed | 5,819,404 | $164M | 23.1% | 2026-Q2 |
| Cerity Partners LLC added | 3,359,852 | $95M | 13.3% | 2026-Q2 |
| LPL Financial LLC added | 2,130,645 | $60M | 8.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,074,551 | $30M | 4.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,062,060 | $30M | 4.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 935,881 | $27M | 3.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 933,925 | $26M | 3.7% | 2026-Q2 |
| ABOUND FINANCIAL, LLC trimmed | 925,844 | $26M | 3.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 795,881 | $22M | 3.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 655,583 | $18M | 2.6% | 2026-Q2 |
| A&I FINANCIAL SERVICES, LLC added | 598,911 | $17M | 2.4% | 2026-Q2 |
| KWB Wealth added | 486,376 | $14M | 1.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 403,016 | $11M | 1.6% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 404,281 | $11M | 1.6% | 2026-Q2 |
| Appalachian Capital Management Ltd added | 304,967 | $9M | 1.2% | 2026-Q2 |
| NavPoint Financial, Inc. added | 289,289 | $8M | 1.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 260,119 | $7M | 1.0% | 2026-Q2 |
| &PARTNERS added | 227,913 | $6M | 0.9% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 225,564 | $6M | 0.9% | 2026-Q2 |
| Three Magnolias Financial Advisors, LLC added | 223,342 | $6M | 0.9% | 2026-Q2 |
| Alliance Private Wealth, LLC trimmed | 207,457 | $6M | 0.8% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 195,673 | $6M | 0.8% | 2026-Q2 |
| Cheviot Value Management, LLC added | 192,975 | $5M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 173,702 | $5M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. new | 167,988 | $5M | 0.7% | 2026-Q2 |
| Western Pacific Wealth Management, LP added | 163,865 | $5M | 0.6% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 122,307 | $3M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 117,400 | $3M | 0.5% | 2026-Q2 |
| DKM Wealth Management, Inc. trimmed | 103,754 | $3M | 0.4% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 85,899 | $2M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 84,622 | $2M | 0.3% | 2026-Q2 |
| Valeo Financial Advisors, LLC trimmed | 82,091 | $2M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 78,467 | $2M | 0.3% | 2026-Q2 |
| Sugar Maple Asset Management, LLC trimmed | 77,466 | $2M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 76,414 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 73,485 | $2M | 0.3% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 69,650 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 57,204 | $2M | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 51,506 | $1M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 50,367 | $1M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 46,827 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 43,312 | $1M | 0.2% | 2026-Q2 |
| Cascades Capital Asset Management, LLC trimmed | 43,216 | $1M | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 42,606 | $1M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 37,237 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 30,226 | $851K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 28,953 | $816K | 0.1% | 2026-Q2 |
| Alpha Advisors, LLC/VA added | 28,686 | $808K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 28,343 | $798K | 0.1% | 2026-Q2 |
| Associated Banc-Corp added | 27,333 | $770K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 27,127 | $764K | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC trimmed | 23,937 | $697K | 0.1% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 22,812 | $643K | 0.1% | 2026-Q2 |
| Ehrenkranz Partners L.P. | 21,787 | $614K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 21,237 | $598K | 0.1% | 2026-Q2 |
| Legacy Trust new | 20,493 | $577K | 0.1% | 2026-Q2 |
| Horizon Wealth Management, LLC trimmed | 19,675 | $554K | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS new | 19,240 | $542K | 0.1% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 18,840 | $531K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 18,619 | $529K | 0.1% | 2026-Q2 |
| Southeast Asset Advisors, LLC added | 18,676 | $526K | 0.1% | 2026-Q2 |
| Nautilus Advisors LLC trimmed | 17,830 | $519K | 0.1% | 2026-Q2 |
| TrustWell Financial Advisors, LLC | 17,014 | $479K | 0.1% | 2026-Q2 |
| UBS Group AG added | 16,969 | $478K | 0.1% | 2026-Q2 |
| Dickmeyer Boyce Financial Management, Inc. added | 16,348 | $461K | 0.1% | 2026-Q2 |
| Next Level Private LLC trimmed | 16,309 | $459K | 0.1% | 2026-Q2 |
| Millstone Evans Group, LLC trimmed | 14,904 | $420K | 0.1% | 2026-Q2 |
| Dakota Wealth Management new | 14,007 | $395K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 13,575 | $382K | 0.1% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. added | 13,356 | $376K | 0.1% | 2026-Q2 |
| Stone Wealth Partners added | 12,962 | $365K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 12,453 | $351K | 0.0% | 2026-Q2 |
| SMITH, MOORE & CO. added | 12,111 | $341K | 0.0% | 2026-Q2 |
| Sage Capital Management, LLC added | 11,800 | $332K | 0.0% | 2026-Q2 |
| SpringVest Wealth Management LLC added | 11,333 | $319K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 10,878 | $306K | 0.0% | 2026-Q2 |
| MANCHESTER FINANCIAL INC | 9,739 | $274K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 9,581 | $270K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 9,444 | $266K | 0.0% | 2026-Q2 |
| Greater Midwest Financial Group, LLC trimmed | 8,754 | $247K | 0.0% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. | 8,000 | $227K | 0.0% | 2026-Q2 |
| Holos Integrated Wealth LLC | 4,800 | $141K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC added | 4,248 | $120K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,051 | $58K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 2,000 | $56K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 1,985 | $56K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,001 | $28K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 428 | $12K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 323 | $9K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. trimmed | 268 | $8K | 0.0% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. new | 250 | $7K | 0.0% | 2026-Q2 |
| U.S. Capital Wealth Advisors, LLC trimmed | 258,535 | $7M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 137,458 | $4M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| NKCFO LLC | 107,200 | $3M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JABODON PT CO new | 91,700 | $3M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 87,271 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 63,264 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Covenant Partners, LLC added | 70,411 | $2M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Mariner, LLC new | 135,008 | $4M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| INTEGRITY ALLIANCE, LLC. added | 79,052 | $2M | 0.3% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.