OANMX

Oakmark Fund-InstETF$187.34 0.76%
UnclassifiedCUSIP 413838780· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Ethos Financial Group, LLC (+140%).

Tracked 13F holders
2
1 in Q2 2026 filings
13F value (tracked)
$787K
13F moves · latest Q
1 added
0 reduced

Price & smart-money activity

$187.34 0.76%5Y +59.8%
$86.01$114.44$142.87$171.30$199.73202120222023202420252026
Hover for who · click for detailEnd-of-day closing prices52w $158.53 – $193.85

Who owns OANMX?

2 tracked 13F filers · ranked by shares held

2 tracked 13F filers disclose a position in OANMX as of the latest SEC 13F filings, a combined $787K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Ethos Financial Group, LLC4K
$771K
+140%
Added · +2K sh
Q2 2026
2Oakworth Capital, Inc.92
$15K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is OANMX being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in OANMX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Institutional ownership over time

1 tracked filers in Q2 2026 filingsstill filing
012Q4 2024Q2 2025Q4 2025Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $771K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
OAKMXOPEN END TAXABLE NO LOAD FUND3 funds$317K
OANMXthis pageMutual Fund2 funds$787K
OAKIXOPEN END TAXABLE NO LOAD FUND2 funds$468K
OAYLXOPEN END TAXABLE NO LOAD FUND2 funds$375K
413838574OAKMARK INTL R61 funds$1.8M
413838699MF1 funds$331K
OAKBXNTF EQUITY FUNDS1 funds$19K
OAYMXCOM1 funds$14K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for OANMX

Browse more

Build

Ask your agent what changed in OANMX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OANMX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OANMX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OANMX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.