OAKMARK OAKMARK FUND INST'L CLASS

OANMX

Institutions

Combined AUM (Q2 2026)

$1.1M

Combined Shares (Q2 2026)

5,865

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+2,447

1 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-174

1 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+2,273

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$1.1M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Ethos Financial Group, LLC	0.05%	0.02%	#2	$771,462	4,197	$293,724	1,750	+2,447+139.83%	Add
Transce3nd, LLC	2.47%	2.61%	#1	$279,483	1,576	$293,947	1,750	-174-9.94%	Reduce
Oakworth Capital, Inc.	<0.01%	<0.01%	#3	$16,076	92	$15,468	92	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow