Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Harris Oakmark ETF Trust (OAKM)

96 + 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
↑ +9
Streak
5Q ▲
Buyers last Q
73%

Smart Money Signals — OAKM

Based on 96 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q
For 5 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
96 hedge funds hold OAKM right now — the highest count in 1.5 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 — +210% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+210% 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 — 73% buying

70 buying26 selling
Last quarter: 70 funds were net buyers (19 opened a brand new position + 51 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 22 → 28 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 61% entered in last year

■ 0% conviction (2yr+) ■ 39% medium ■ 61% 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.
📈

Growing discovery — still being found

23 → 20 → 22 → 28 → 19 new funds/Q
New funds entering each quarter: 20 → 22 → 28 → 19. A growing number of institutions are discovering OAKM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 95% of holders entered in last year

■ 0% veterans ■ 5% 1-2yr ■ 95% new
Of 96 current holders: 91 (95%) 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 — 17% AUM from top-100

17% from top-100 AUM funds
10 of 96 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 Q1, 70 hedge funds were net buyers of OAKM (19 opened a new position, 51 added to an existing one), while 26 reduced or exited (16 trimmed, 10 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 96.

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.

Is It Too Late to Buy Harris Oakmark ETF Trust (OAKM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OAKM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
OAKM
+0.9%
SPY
+13.9%

OAKM outperformed SPY by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OAKM
+0.7%
SPY
+0.2%

Since the filing became public, OAKM outperformed SPY by +0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 10 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: OAKM
96 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 96 87 10.34%
13F Shares 26M 23M 14.55%
Total Value $714M $651M 9.66%
New Positions 19 28 -9
Increased Positions 51 44 +7
Closed Positions 10 4 +6
Reduced Positions 16 6 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OAKM

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Institutional Holders (2026 Q1)

96 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abound Financial, LLC 11.21% 931,034 $25.7M
2 Greater Midwest Financial Group, LLC 7.80% 526,934 $14.5M
3 A&I Financial Services, LLC 7.77% 595,222 $16.4M
4 Appalachian Capital Management Ltd 6.51% 295,213 $8.1M
5 Horizon Wealth Management, LLC 5.50% 1,359,970 $37.5M
6 Western Pacific Wealth Management, LP 4.49% 160,370 $4.4M
7 Three Magnolias Financial Advisors, LLC 3.55% 202,663 $5.6M
8 Choate Investment Advisors 3.29% 6,094,109 $168.0M
9 NavPoint Financial, Inc. 2.81% 252,507 $7.0M
10 Beam Wealth Advisors, INC. 2.77% 404,281 $11.1M
11 Castlekeep Investment Advisors LLC 2.77% 185,083 $5.1M
12 DKM Wealth Management, Inc. 2.50% 125,581 $3.5M
13 Alliance Private Wealth, LLC 2.18% 220,045 $6.1M
14 Arq Wealth Advisors, LLC 1.67% 335,404 $9.2M
15 Sugar Maple Asset Management, LLC 1.66% 99,411 $2.7M
16 Smart Portfolios, LLC 1.27% 46,061 $1.3M
17 KWB Wealth 1.00% 355,483 $10.1M
18 Investment Planning Advisors, Inc. 0.92% 121,484 $3.3M
19 Sprinkle Financial Consultants LLC 0.86% 67,720 $1.9M
20 Barnes Pettey Financial Advisors, LLC 0.85% 70,660 $1.9M
21 Nautilus Advisors LLC 0.83% 44,173 $1.2M
22 Covenant Partners, LLC 0.58% 70,411 $2.0M
23 Cascades Capital Asset Management, LLC 0.52% 45,267 $1.2M
24 Birchwood Financial Partners, Inc. 0.50% 18,659 $514K
25 Ehrenkranz Partners L.P. 0.47% 21,787 $601K
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 — 5 quarters in a row: For 5 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 — 73% buying: Last quarter: 70 funds were net buyers (19 opened a brand new position + 51 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OAKM holders?

Smaller funds dominant — 17% AUM from top-100: 10 of 96 holders rank in the top 100 by AUM, but together hold only 17% 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 — 61% 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.

Is it too late to buy Harris Oakmark ETF Trust (OAKM) following the 2026 Q1 hedge fund 13F filings?

As of today, OAKM has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), OAKM has gained +0.9% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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