OAKM

—

not in universe+ Compare Tear sheet →

$30.26

-0.03 (-0.10%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding OAKM · 2026-Q1 methodology → sources →

96 holders

% of shares outstanding held

—

Shares held (13F)

26,174,924

Reporting holders

Top holders

largest 96 of 96 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Choate Investment Advisors	6,094,1096.1M	$168M	—	TRIM -32%
2	Cerity Partners LLC	3,118,6203.1M	$86M	—	ADD 47%
3	LPL Financial LLC	2,115,1212.1M	$58M	—	ADD 62%
4	Horizon Wealth Management, LLC	1,359,9701.4M	$37M	—	ADD 7588%
5	BANK OF AMERICA CORP /DE/	1,181,7781.2M	$33M	—	ADD 20%
6	OSAIC HOLDINGS, INC.	1,074,2091.1M	$30M	—	ADD 3458%
7	ABOUND FINANCIAL, LLC	931,034931,034	$26M	—	—
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	870,987870,987	$24M	—	TRIM -44%
9	RAYMOND JAMES FINANCIAL INC	725,373725,373	$20M	—	ADD 6%
10	COMMONWEALTH EQUITY SERVICES, LLC	700,815700,815	$19M	—	ADD 16%
11	ROYAL BANK OF CANADA	670,914670,914	$18M	—	ADD 42%
12	A&I FINANCIAL SERVICES, LLC	595,222595,222	$16M	—	—
13	Greater Midwest Financial Group, LLC	526,934526,934	$15M	—	TRIM -3%
14	BEAM WEALTH ADVISORS, INC.	404,281404,281	$11M	—	ADD 1431%
15	Steward Partners Investment Advisory, LLC	401,960401,960	$11M	—	ADD 13%
16	KWB Wealth	355,483355,483	$10M	—	—
17	ARQ WEALTH ADVISORS, LLC	335,404335,404	$9M	—	NEW
18	Appalachian Capital Management Ltd	295,213295,213	$8M	—	ADD 4%
19	U.S. Capital Wealth Advisors, LLC	258,535258,535	$7M	—	TRIM -25%
20	NavPoint Financial, Inc.	252,507252,507	$7M	—	ADD 25%
21	Alliance Private Wealth, LLC	220,045220,045	$6M	—	—
22	Three Magnolias Financial Advisors, LLC	202,663202,663	$6M	—	ADD 2%
23	&PARTNERS	193,531193,531	$5M	—	—
24	CASTLEKEEP INVESTMENT ADVISORS LLC	185,083185,083	$5M	—	ADD 16%
25	Gateway Wealth Partners, LLC	173,230173,230	$5M	—	ADD 230%
26	Cheviot Value Management, LLC	171,110171,110	$5M	—	ADD 30%
27	STIFEL FINANCIAL CORP	163,309163,309	$5M	—	ADD 759%
28	Western Pacific Wealth Management, LP	160,370160,370	$4M	—	ADD 4%
29	Cambridge Investment Research Advisors, Inc.	137,458137,458	$4M	—	ADD 12%
30	DKM Wealth Management, Inc.	125,581125,581	$3M	—	ADD 2%
31	CITADEL ADVISORS LLC	121,495121,495	$3M	—	ADD 356%
32	Investment Planning Advisors, Inc.	121,484121,484	$3M	—	ADD 8%
33	NKCFO LLC	107,200107,200	$3M	—	—
34	Sugar Maple Asset Management, LLC	99,41199,411	$3M	—	ADD 73%
35	Maridea Wealth Management LLC	98,08698,086	$3M	—	ADD 9%
36	JABODON PT CO	91,70091,700	$3M	—	NEW
37	Independent Advisor Alliance	87,27187,271	$2M	—	NEW
38	Valeo Financial Advisors, LLC	84,32884,328	$2M	—	ADD 18%
39	IFP Advisors, Inc	79,98179,981	$2M	—	ADD 5%
40	BARNES PETTEY FINANCIAL ADVISORS, LLC	70,66070,660	$2M	—	ADD 603%
41	Sprinkle Financial Consultants LLC	67,72067,720	$2M	—	ADD 43%
42	MML INVESTORS SERVICES, LLC	63,59863,598	$2M	—	ADD 50%
43	JANE STREET GROUP, LLC	63,26463,264	$2M	—	TRIM -15%
44	EVOKE WEALTH, LLC	54,86154,861	$2M	—	—
45	Clarkston Capital Partners, LLC	51,10051,100	$1M	—	TRIM -87%
46	MORGAN STANLEY	48,25548,255	$1M	—	ADD 574%
47	Smart Portfolios, LLC	46,06146,061	$1M	—	ADD 20%
48	Cascades Capital Asset Management, LLC	45,26745,267	$1M	—	ADD 2%
49	Nautilus Advisors LLC	44,17344,173	$1M	—	ADD 8%
50	NORTHERN TRUST CORP	42,28742,287	$1M	—	NEW
51	Aprio Wealth Management, LLC	42,01642,016	$1M	—	—
52	Corient Private Wealth LLC	40,46440,464	$1M	—	TRIM -70%
53	DAVENPORT & Co LLC	36,84736,847	$1M	—	ADD 40%
54	Focus Partners Wealth	35,19635,196	$970,179	—	NEW
55	Sanctuary Advisors, LLC	34,45634,456	$949,780	—	TRIM -6%
56	SUSQUEHANNA INTERNATIONAL GROUP, LLP	30,73630,736	$847,238	—	NEW
57	ENVESTNET ASSET MANAGEMENT INC	24,95424,954	$687,864	—	ADD 123%
58	Associated Banc-Corp	24,18624,186	$666,687	—	ADD 30%
59	Ehrenkranz Partners L.P.	21,78721,787	$600,558	—	NEW
60	Alpha Advisors, LLC/VA	20,53520,535	$566,046	—	TRIM -25%
61	GTS SECURITIES LLC	20,27320,273	$558,825	—	TRIM -44%
62	Kestra Advisory Services, LLC	19,98119,981	$550,776	—	ADD 38%
63	Millstone Evans Group, LLC	18,89618,896	$520,868	—	ADD 120%
64	Birchwood Financial Partners, Inc.	18,65918,659	$514,327	—	ADD 21%
65	Next Level Private LLC	17,28917,289	$476,571	—	ADD 28%
66	TrustWell Financial Advisors, LLC	17,01417,014	$468,991	—	—
67	MAI Capital Management	16,84816,848	$464,405	—	TRIM -9%
68	Southeast Asset Advisors, LLC	16,81416,814	$463,490	—	NEW
69	SITTNER & NELSON, LLC	16,19416,194	$446,388	—	ADD 23%
70	Dickmeyer Boyce Financial Management, Inc.	15,77515,775	$434,833	—	NEW
71	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	15,26015,260	$420,642	—	NEW
72	HighTower Advisors, LLC	14,18514,185	$391,014	—	ADD 33%
73	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13,75713,757	$379,212	—	NEW
74	WCG Wealth Advisors LLC	13,30513,305	$366,752	—	TRIM -62%
75	Capital Investment Advisory Services, LLC	12,67012,670	$349,249	—	ADD 38%
76	Sage Capital Management, LLC	10,80010,800	$297,703	—	ADD 3%
77	Concurrent Investment Advisors, LLC	10,68310,683	$294,463	—	ADD 45%
78	Stone Wealth Partners	10,12310,123	$279,041	—	—
79	SMITH, MOORE & CO.	10,06910,069	$277,552	—	NEW
80	Janney Montgomery Scott LLC	9,8069,806	$270,000	—	TRIM -5%
81	MANCHESTER FINANCIAL INC	9,7399,739	$268,466	—	ADD 2%
82	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	8,7008,700	$241,000	—	NEW
83	Prospera Financial Services Inc	8,5008,500	$234,302	—	—
84	Phil A. Younker & Associates, Ltd.	8,5008,500	$234,302	—	—
85	B. Riley Wealth Advisors, Inc.	8,0008,000	$216,480	—	—
86	SpringVest Wealth Management LLC	7,7827,782	$214,511	—	—
87	PRIVATE TRUST CO NA	6,0956,095	$168,009	—	NEW
88	JPMORGAN CHASE & CO	5,8575,857	$158,490	—	ADD 1702%
89	Holos Integrated Wealth LLC	4,8004,800	$132,480	—	NEW
90	ROTHSCHILD INVESTMENT LLC	2,0002,000	$55,130	—	—
91	Blume Capital Management, Inc.	2,0002,000	$55,130	—	ADD 100%
92	WPG Advisers, LLC	1,8501,850	$50,995	—	—
93	US BANCORP \DE\	1,7031,703	$46,943	—	NEW
94	CWM, LLC	294294	$8,104	—	—
95	Pinnacle Bancorp, Inc.	275275	$7,580	—	—
96	Advisory Services Network, LLC	200200	$5,513	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Choate Investment Advisors

—

9.3M

9.7M

9.0M

6.1M

$168M

Cerity Partners LLC

—

1.4M

2.1M

3.1M

$86M

LPL Financial LLC

—

539K

1.0M

1.3M

2.1M

$58M

Horizon Wealth Management, LLC

—

1.5M

82K

18K

1.4M

$37M

BANK OF AMERICA CORP /DE/

—

419K

989K

1.2M

$33M

OSAIC HOLDINGS, INC.

—

25K

27K

30K

1.1M

$30M

ABOUND FINANCIAL, LLC

—

602K

614K

928K

931K

$26M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

67K

1.3M

1.4M

1.5M

871K

$24M

RAYMOND JAMES FINANCIAL INC

—

155K

236K

682K

725K

$20M

COMMONWEALTH EQUITY SERVICES, LLC

—

104K

204K

569K

606K

701K

$19M

ROYAL BANK OF CANADA

—

55K

248K

350K

472K

671K

$18M

A&I FINANCIAL SERVICES, LLC

—

575K

595K

601K

600K

595K

$16M

Greater Midwest Financial Group, LLC

—

539K

545K

527K

$15M

BEAM WEALTH ADVISORS, INC.

—

18K

26K

404K

$11M

Steward Partners Investment Advisory, LLC

—

98K

284K

337K

355K

402K

$11M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	96	26,174,924	—	$722M
2025-Q4	90	23,929,359	—	$680M
2025-Q3	65	19,631,919	—	$525M
2025-Q2	50	16,332,096	—	$420M
2025-Q1	33	4,558,098	—	$118M
2024-Q4	10	952,079	—	$22M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding OAKM · 2026-Q1 methodology → sources →

96 holders

% of shares outstanding held

—

Shares held (13F)

26,174,924

Reporting holders

Top holders

largest 96 of 96 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Choate Investment Advisors	6,094,1096.1M	$168M	—	TRIM -32%
2	Cerity Partners LLC	3,118,6203.1M	$86M	—	ADD 47%
3	LPL Financial LLC	2,115,1212.1M	$58M	—	ADD 62%
4	Horizon Wealth Management, LLC	1,359,9701.4M	$37M	—	ADD 7588%
5	BANK OF AMERICA CORP /DE/	1,181,7781.2M	$33M	—	ADD 20%
6	OSAIC HOLDINGS, INC.	1,074,2091.1M	$30M	—	ADD 3458%
7	ABOUND FINANCIAL, LLC	931,034931,034	$26M	—	—
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	870,987870,987	$24M	—	TRIM -44%
9	RAYMOND JAMES FINANCIAL INC	725,373725,373	$20M	—	ADD 6%
10	COMMONWEALTH EQUITY SERVICES, LLC	700,815700,815	$19M	—	ADD 16%
11	ROYAL BANK OF CANADA	670,914670,914	$18M	—	ADD 42%
12	A&I FINANCIAL SERVICES, LLC	595,222595,222	$16M	—	—
13	Greater Midwest Financial Group, LLC	526,934526,934	$15M	—	TRIM -3%
14	BEAM WEALTH ADVISORS, INC.	404,281404,281	$11M	—	ADD 1431%
15	Steward Partners Investment Advisory, LLC	401,960401,960	$11M	—	ADD 13%
16	KWB Wealth	355,483355,483	$10M	—	—
17	ARQ WEALTH ADVISORS, LLC	335,404335,404	$9M	—	NEW
18	Appalachian Capital Management Ltd	295,213295,213	$8M	—	ADD 4%
19	U.S. Capital Wealth Advisors, LLC	258,535258,535	$7M	—	TRIM -25%
20	NavPoint Financial, Inc.	252,507252,507	$7M	—	ADD 25%
21	Alliance Private Wealth, LLC	220,045220,045	$6M	—	—
22	Three Magnolias Financial Advisors, LLC	202,663202,663	$6M	—	ADD 2%
23	&PARTNERS	193,531193,531	$5M	—	—
24	CASTLEKEEP INVESTMENT ADVISORS LLC	185,083185,083	$5M	—	ADD 16%
25	Gateway Wealth Partners, LLC	173,230173,230	$5M	—	ADD 230%
26	Cheviot Value Management, LLC	171,110171,110	$5M	—	ADD 30%
27	STIFEL FINANCIAL CORP	163,309163,309	$5M	—	ADD 759%
28	Western Pacific Wealth Management, LP	160,370160,370	$4M	—	ADD 4%
29	Cambridge Investment Research Advisors, Inc.	137,458137,458	$4M	—	ADD 12%
30	DKM Wealth Management, Inc.	125,581125,581	$3M	—	ADD 2%
31	CITADEL ADVISORS LLC	121,495121,495	$3M	—	ADD 356%
32	Investment Planning Advisors, Inc.	121,484121,484	$3M	—	ADD 8%
33	NKCFO LLC	107,200107,200	$3M	—	—
34	Sugar Maple Asset Management, LLC	99,41199,411	$3M	—	ADD 73%
35	Maridea Wealth Management LLC	98,08698,086	$3M	—	ADD 9%
36	JABODON PT CO	91,70091,700	$3M	—	NEW
37	Independent Advisor Alliance	87,27187,271	$2M	—	NEW
38	Valeo Financial Advisors, LLC	84,32884,328	$2M	—	ADD 18%
39	IFP Advisors, Inc	79,98179,981	$2M	—	ADD 5%
40	BARNES PETTEY FINANCIAL ADVISORS, LLC	70,66070,660	$2M	—	ADD 603%
41	Sprinkle Financial Consultants LLC	67,72067,720	$2M	—	ADD 43%
42	MML INVESTORS SERVICES, LLC	63,59863,598	$2M	—	ADD 50%
43	JANE STREET GROUP, LLC	63,26463,264	$2M	—	TRIM -15%
44	EVOKE WEALTH, LLC	54,86154,861	$2M	—	—
45	Clarkston Capital Partners, LLC	51,10051,100	$1M	—	TRIM -87%
46	MORGAN STANLEY	48,25548,255	$1M	—	ADD 574%
47	Smart Portfolios, LLC	46,06146,061	$1M	—	ADD 20%
48	Cascades Capital Asset Management, LLC	45,26745,267	$1M	—	ADD 2%
49	Nautilus Advisors LLC	44,17344,173	$1M	—	ADD 8%
50	NORTHERN TRUST CORP	42,28742,287	$1M	—	NEW
51	Aprio Wealth Management, LLC	42,01642,016	$1M	—	—
52	Corient Private Wealth LLC	40,46440,464	$1M	—	TRIM -70%
53	DAVENPORT & Co LLC	36,84736,847	$1M	—	ADD 40%
54	Focus Partners Wealth	35,19635,196	$970,179	—	NEW
55	Sanctuary Advisors, LLC	34,45634,456	$949,780	—	TRIM -6%
56	SUSQUEHANNA INTERNATIONAL GROUP, LLP	30,73630,736	$847,238	—	NEW
57	ENVESTNET ASSET MANAGEMENT INC	24,95424,954	$687,864	—	ADD 123%
58	Associated Banc-Corp	24,18624,186	$666,687	—	ADD 30%
59	Ehrenkranz Partners L.P.	21,78721,787	$600,558	—	NEW
60	Alpha Advisors, LLC/VA	20,53520,535	$566,046	—	TRIM -25%
61	GTS SECURITIES LLC	20,27320,273	$558,825	—	TRIM -44%
62	Kestra Advisory Services, LLC	19,98119,981	$550,776	—	ADD 38%
63	Millstone Evans Group, LLC	18,89618,896	$520,868	—	ADD 120%
64	Birchwood Financial Partners, Inc.	18,65918,659	$514,327	—	ADD 21%
65	Next Level Private LLC	17,28917,289	$476,571	—	ADD 28%
66	TrustWell Financial Advisors, LLC	17,01417,014	$468,991	—	—
67	MAI Capital Management	16,84816,848	$464,405	—	TRIM -9%
68	Southeast Asset Advisors, LLC	16,81416,814	$463,490	—	NEW
69	SITTNER & NELSON, LLC	16,19416,194	$446,388	—	ADD 23%
70	Dickmeyer Boyce Financial Management, Inc.	15,77515,775	$434,833	—	NEW
71	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	15,26015,260	$420,642	—	NEW
72	HighTower Advisors, LLC	14,18514,185	$391,014	—	ADD 33%
73	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13,75713,757	$379,212	—	NEW
74	WCG Wealth Advisors LLC	13,30513,305	$366,752	—	TRIM -62%
75	Capital Investment Advisory Services, LLC	12,67012,670	$349,249	—	ADD 38%
76	Sage Capital Management, LLC	10,80010,800	$297,703	—	ADD 3%
77	Concurrent Investment Advisors, LLC	10,68310,683	$294,463	—	ADD 45%
78	Stone Wealth Partners	10,12310,123	$279,041	—	—
79	SMITH, MOORE & CO.	10,06910,069	$277,552	—	NEW
80	Janney Montgomery Scott LLC	9,8069,806	$270,000	—	TRIM -5%
81	MANCHESTER FINANCIAL INC	9,7399,739	$268,466	—	ADD 2%
82	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	8,7008,700	$241,000	—	NEW
83	Prospera Financial Services Inc	8,5008,500	$234,302	—	—
84	Phil A. Younker & Associates, Ltd.	8,5008,500	$234,302	—	—
85	B. Riley Wealth Advisors, Inc.	8,0008,000	$216,480	—	—
86	SpringVest Wealth Management LLC	7,7827,782	$214,511	—	—
87	PRIVATE TRUST CO NA	6,0956,095	$168,009	—	NEW
88	JPMORGAN CHASE & CO	5,8575,857	$158,490	—	ADD 1702%
89	Holos Integrated Wealth LLC	4,8004,800	$132,480	—	NEW
90	ROTHSCHILD INVESTMENT LLC	2,0002,000	$55,130	—	—
91	Blume Capital Management, Inc.	2,0002,000	$55,130	—	ADD 100%
92	WPG Advisers, LLC	1,8501,850	$50,995	—	—
93	US BANCORP \DE\	1,7031,703	$46,943	—	NEW
94	CWM, LLC	294294	$8,104	—	—
95	Pinnacle Bancorp, Inc.	275275	$7,580	—	—
96	Advisory Services Network, LLC	200200	$5,513	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Choate Investment Advisors

—

9.3M

9.7M

9.0M

6.1M

$168M

Cerity Partners LLC

—

1.4M

2.1M

3.1M

$86M

LPL Financial LLC

—

539K

1.0M

1.3M

2.1M

$58M

Horizon Wealth Management, LLC

—

1.5M

82K

18K

1.4M

$37M

BANK OF AMERICA CORP /DE/

—

419K

989K

1.2M

$33M

OSAIC HOLDINGS, INC.

—

25K

27K

30K

1.1M

$30M

ABOUND FINANCIAL, LLC

—

602K

614K

928K

931K

$26M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

67K

1.3M

1.4M

1.5M

871K

$24M

RAYMOND JAMES FINANCIAL INC

—

155K

236K

682K

725K

$20M

COMMONWEALTH EQUITY SERVICES, LLC

—

104K

204K

569K

606K

701K

$19M

ROYAL BANK OF CANADA

—

55K

248K

350K

472K

671K

$18M

A&I FINANCIAL SERVICES, LLC

—

575K

595K

601K

600K

595K

$16M

Greater Midwest Financial Group, LLC

—

539K

545K

527K

$15M

BEAM WEALTH ADVISORS, INC.

—

18K

26K

404K

$11M

Steward Partners Investment Advisory, LLC

—

98K

284K

337K

355K

402K

$11M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	96	26,174,924	—	$722M
2025-Q4	90	23,929,359	—	$680M
2025-Q3	65	19,631,919	—	$525M
2025-Q2	50	16,332,096	—	$420M
2025-Q1	33	4,558,098	—	$118M
2024-Q4	10	952,079	—	$22M

Short interest has its own tab now — open SI →

OAKM☆

Institutional ownership· 13F filers holding OAKM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding OAKM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

OAKM