DOSSIER · 13F Holders · Q1 2026
OANMX

OAKMARK FUND INSTITUTIONAL

3 institutions still hold OAKMARK FUND INSTITUTIONAL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 413838780·3 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$589K
visible holders
Holders
3
filers reporting
Concentration
49.84%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported OANMX in Q1 2026. Ethos Financial Group, LLC leads at 49.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$294K2K0.02%Q1 2026
02
Transce3nd, LLC
CIK 0002023570
$279K2K2.47%Q2 2026
03
Oakworth Capital, Inc.
CIK 0001588871
$16K920.00%Q2 2026