Who owns OAKM (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-Q1 13F filings. 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
33 tracked funds added or opened OAKM while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 3.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.2pp 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 2025-Q4 and 2026-Q1, across 96 tracked filers holding OAKM, 70 increased or opened the position and 27 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 2025-Q4 and 2026-Q1 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
- ARQ WEALTH ADVISORS, LLC$9M
- JABODON PT CO$3M
- Independent Advisor Alliance$2M
- NORTHERN TRUST CORP$1M
- Focus Partners Wealth$970K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$847K
Full exits 5
- Covenant Partners, LLC$2M
- Well Done, LLC$2M
- SOL Capital Management CO$1M
- J.W. COLE ADVISORS, INC.$856K
- MAGNOLIA CAPITAL ADVISORS LLC$819K
Largest adds
- Horizon Wealth Management, LLC$37M
- OSAIC HOLDINGS, INC.$29M
- Cerity Partners LLC$26M
- LPL Financial LLC$21M
- BEAM WEALTH ADVISORS, INC.$10M
- ROYAL BANK OF CANADA$5M
Largest trims
- Choate Investment Advisors$88M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21M
- Clarkston Capital Partners, LLC$10M
- U.S. Capital Wealth Advisors, LLC$3M
- Greater Midwest Financial Group, LLC$936K
- Corient Private Wealth LLC$800K
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 | 6,094,109 | $168M | 21.6% | 2026-Q1 |
| Cerity Partners LLC added | 3,118,620 | $86M | 11.1% | 2026-Q1 |
| LPL Financial LLC added | 2,115,121 | $58M | 7.5% | 2026-Q1 |
| Horizon Wealth Management, LLC added | 1,359,970 | $37M | 4.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,181,778 | $33M | 4.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,074,209 | $30M | 3.8% | 2026-Q1 |
| ABOUND FINANCIAL, LLC added | 931,034 | $26M | 3.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 870,987 | $24M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 725,373 | $20M | 2.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 700,815 | $19M | 2.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 670,914 | $18M | 2.4% | 2026-Q1 |
| A&I FINANCIAL SERVICES, LLC trimmed | 595,222 | $16M | 2.1% | 2026-Q1 |
| Greater Midwest Financial Group, LLC trimmed | 526,934 | $15M | 1.9% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. added | 404,281 | $11M | 1.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 401,960 | $11M | 1.4% | 2026-Q1 |
| KWB Wealth trimmed | 355,483 | $10M | 1.3% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC new | 335,404 | $9M | 1.2% | 2026-Q1 |
| Appalachian Capital Management Ltd added | 295,213 | $8M | 1.0% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 258,535 | $7M | 0.9% | 2026-Q1 |
| NavPoint Financial, Inc. added | 252,507 | $7M | 0.9% | 2026-Q1 |
| Alliance Private Wealth, LLC added | 220,045 | $6M | 0.8% | 2026-Q1 |
| Three Magnolias Financial Advisors, LLC added | 202,663 | $6M | 0.7% | 2026-Q1 |
| &PARTNERS added | 193,531 | $5M | 0.7% | 2026-Q1 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 185,083 | $5M | 0.7% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 173,230 | $5M | 0.6% | 2026-Q1 |
| Cheviot Value Management, LLC added | 171,110 | $5M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 163,309 | $5M | 0.6% | 2026-Q1 |
| Western Pacific Wealth Management, LP added | 160,370 | $4M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 137,458 | $4M | 0.5% | 2026-Q1 |
| DKM Wealth Management, Inc. added | 125,581 | $3M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 121,495 | $3M | 0.4% | 2026-Q1 |
| Investment Planning Advisors, Inc. added | 121,484 | $3M | 0.4% | 2026-Q1 |
| NKCFO LLC | 107,200 | $3M | 0.4% | 2026-Q1 |
| Sugar Maple Asset Management, LLC added | 99,411 | $3M | 0.4% | 2026-Q1 |
| Maridea Wealth Management LLC added | 98,086 | $3M | 0.3% | 2026-Q1 |
| JABODON PT CO new | 91,700 | $3M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 87,271 | $2M | 0.3% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 84,328 | $2M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 79,981 | $2M | 0.3% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 70,660 | $2M | 0.3% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 67,720 | $2M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 63,598 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 63,264 | $2M | 0.2% | 2026-Q1 |
| EVOKE WEALTH, LLC | 54,861 | $2M | 0.2% | 2026-Q1 |
| Clarkston Capital Partners, LLC trimmed | 51,100 | $1M | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 48,255 | $1M | 0.2% | 2026-Q1 |
| Smart Portfolios, LLC added | 46,061 | $1M | 0.2% | 2026-Q1 |
| Cascades Capital Asset Management, LLC added | 45,267 | $1M | 0.2% | 2026-Q1 |
| Nautilus Advisors LLC added | 44,173 | $1M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP new | 42,287 | $1M | 0.1% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 42,016 | $1M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 40,464 | $1M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 36,847 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth new | 35,196 | $970K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 34,456 | $950K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,736 | $847K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 24,954 | $688K | 0.1% | 2026-Q1 |
| Associated Banc-Corp added | 24,186 | $667K | 0.1% | 2026-Q1 |
| Ehrenkranz Partners L.P. new | 21,787 | $601K | 0.1% | 2026-Q1 |
| Alpha Advisors, LLC/VA trimmed | 20,535 | $566K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 20,273 | $559K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 19,981 | $551K | 0.1% | 2026-Q1 |
| Millstone Evans Group, LLC added | 18,896 | $521K | 0.1% | 2026-Q1 |
| Birchwood Financial Partners, Inc. added | 18,659 | $514K | 0.1% | 2026-Q1 |
| Next Level Private LLC added | 17,289 | $477K | 0.1% | 2026-Q1 |
| TrustWell Financial Advisors, LLC | 17,014 | $469K | 0.1% | 2026-Q1 |
| MAI Capital Management trimmed | 16,848 | $464K | 0.1% | 2026-Q1 |
| Southeast Asset Advisors, LLC new | 16,814 | $463K | 0.1% | 2026-Q1 |
| SITTNER & NELSON, LLC added | 16,194 | $446K | 0.1% | 2026-Q1 |
| Dickmeyer Boyce Financial Management, Inc. new | 15,775 | $435K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 15,260 | $421K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 14,185 | $391K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 13,757 | $379K | 0.0% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 13,305 | $367K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 12,670 | $349K | 0.0% | 2026-Q1 |
| Sage Capital Management, LLC added | 10,800 | $298K | 0.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 10,683 | $294K | 0.0% | 2026-Q1 |
| Stone Wealth Partners | 10,123 | $279K | 0.0% | 2026-Q1 |
| SMITH, MOORE & CO. new | 10,069 | $278K | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 9,806 | $270K | 0.0% | 2026-Q1 |
| MANCHESTER FINANCIAL INC added | 9,739 | $268K | 0.0% | 2026-Q1 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC new | 8,700 | $241K | 0.0% | 2026-Q1 |
| Phil A. Younker & Associates, Ltd. | 8,500 | $234K | 0.0% | 2026-Q1 |
| Prospera Financial Services Inc | 8,500 | $234K | 0.0% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 8,000 | $216K | 0.0% | 2026-Q1 |
| SpringVest Wealth Management LLC | 7,782 | $215K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 6,095 | $168K | 0.0% | 2026-Q1 |
| Natixis Investment Managers, LLC added | 1,388,340 | $41M | 5.3% | 2025-Q1 stale |
| Mariner, LLC new | 135,008 | $4M | 0.5% | 2025-Q3 stale |
| INTEGRITY ALLIANCE, LLC. added | 79,052 | $2M | 0.3% | 2025-Q3 stale |
| Covenant Partners, LLC added | 70,411 | $2M | 0.3% | 2025-Q4 stale |
| Well Done, LLC trimmed | 57,611 | $2M | 0.2% | 2025-Q4 stale |
| Lionsbridge Wealth Management LLC new | 63,281 | $2M | 0.2% | 2025-Q2 stale |
| SOL Capital Management CO trimmed | 37,161 | $1M | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 30,166 | $856K | 0.1% | 2025-Q4 stale |
| Sebold Capital Management, Inc. added | 32,098 | $824K | 0.1% | 2025-Q2 stale |
| MAGNOLIA CAPITAL ADVISORS LLC added | 28,873 | $819K | 0.1% | 2025-Q4 stale |
| Thrivent Financial for Lutherans new | 14,828 | $421K | 0.1% | 2025-Q4 stale |
| KINTRA WEALTH, LLC new | 12,843 | $364K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 10,044 | $285K | 0.0% | 2025-Q4 stale |
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.