Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Harris Oakmark ETF Trust (OAKM)

98 + Investors. Track Smart Money conviction in OAKM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
6Q ▲
Buyers last Q
62%

Smart Money Signals — OAKM

Based on 99 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added OAKM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
99 hedge funds hold OAKM right now — the highest count in 1.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +111% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+111% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

67 buying41 selling
Last quarter: 67 funds were net buyers (20 opened a brand new position + 47 added to an existing one). Only 41 were sellers (24 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 28 → 19 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 48% entered in last year

■ 0% conviction (2yr+) ■ 52% medium ■ 48% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

21 → 22 → 28 → 19 → 20 new funds/Q
New funds entering each quarter: 22 → 28 → 19 → 20. OAKM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 77% of holders entered in last year

■ 0% veterans ■ 23% 1-2yr ■ 77% new
Of 99 current holders: 76 (77%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
14 of 99 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OAKM

In 2026 Q2, 67 hedge funds were net buyers of OAKM (20 opened a new position, 47 added to an existing one), while 41 reduced or exited (24 trimmed, 17 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 99.

Hedge Fund Ownership: OAKM

How many hedge funds hold OAKM — quarterly history vs. share price
Quarterly hedge fund ownership of OAKM vs. share price

Market Analysis: OAKM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OAKM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 6 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: OAKM
98 + Investors

Track Smart Money conviction in OAKM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 98 96 2.08%
13F Shares 25M 26M -6.01%
Total Value $685M $714M -4.0%
New Positions 19 19 -
Increased Positions 47 51 -4
Closed Positions 17 11 +6
Reduced Positions 24 16 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OAKM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

98 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OAKM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OAKM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abound Financial, LLC 10.40% 925,844 $26.1M
2 A&I Financial Services, LLC 7.35% 598,911 $16.9M
3 Appalachian Capital Management Ltd 6.23% 304,967 $8.6M
4 Western Pacific Wealth Management, LP 4.17% 163,865 $4.6M
5 Three Magnolias Financial Advisors, LLC 3.51% 223,342 $6.3M
6 Castlekeep Investment Advisors LLC 3.18% 225,564 $6.4M
7 NavPoint Financial, Inc. 3.02% 289,289 $8.1M
8 Choate Investment Advisors 2.88% 5,819,404 $163.9M
9 Beam Wealth Advisors, INC. 2.77% 404,281 $11.1M
10 Alliance Private Wealth, LLC 2.03% 207,457 $5.8M
11 DKM Wealth Management, Inc. 1.91% 103,754 $2.9M
12 Barnes Pettey Financial Advisors, LLC 1.73% 195,673 $5.5M
13 Sugar Maple Asset Management, LLC 1.41% 77,466 $2.2M
14 KWB Wealth 1.17% 486,376 $13.7M
15 Investment Planning Advisors, Inc. 0.80% 122,307 $3.4M
16 Sprinkle Financial Consultants LLC 0.77% 69,650 $2.0M
17 Alpha Advisors, LLC/VA 0.61% 28,686 $808K
18 Covenant Partners, LLC 0.58% 70,411 $2.0M
19 Cheviot Value Management, LLC 0.55% 192,975 $5.4M
20 Birchwood Financial Partners, Inc. 0.53% 22,812 $643K
21 Cascades Capital Asset Management, LLC 0.45% 43,216 $1.2M
22 TrustWell Financial Advisors, LLC 0.41% 17,014 $479K
23 Ehrenkranz Partners L.P. 0.35% 21,787 $614K
24 Nautilus Advisors LLC 0.31% 17,830 $519K
25 Stone Wealth Partners 0.27% 12,962 $365K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Harris Oakmark ETF Trust (OAKM)

What does the Smart Money Trend signal show for OAKM?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added OAKM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OAKM?

More buyers than sellers — 62% buying: Last quarter: 67 funds were net buyers (20 opened a brand new position + 47 added to an existing one). Only 41 were sellers (24 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OAKM holders?

Smaller funds dominant — 18% AUM from top-100: 14 of 99 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OAKM?

Mostly new holders — 48% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →