DOSSIER · 13F Holders · Q2 2026
OANMX

OAKMARK FUND INSTITUTIONAL

3 institutions still hold OAKMARK FUND INSTITUTIONAL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 413838780·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
3
filers reporting
Concentration
72.30%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported OANMX in Q2 2026. Ethos Financial Group, LLC leads at 72.3% 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
$771K4K0.05%Q2 2026
02
Transce3nd, LLC
CIK 0002023570
$279K2K2.47%Q2 2026
03
Oakworth Capital, Inc.
CIK 0001588871
$16K920.00%Q2 2026