IFP Advisors Inc Grows Stock Holdings in Oakmark U.S. Large Cap ETF $OAKM

IFP Advisors Inc raised its holdings in shares of Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) by 44.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 78,550 shares of the company’s stock after buying an additional 24,311 shares during the quarter. IFP Advisors Inc’s holdings in Oakmark U.S. Large Cap ETF were worth $2,104,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Valeo Financial Advisors LLC bought a new stake in shares of Oakmark U.S. Large Cap ETF in the 3rd quarter worth about $888,000. Cheviot Value Management LLC raised its position in shares of Oakmark U.S. Large Cap ETF by 566.0% during the 2nd quarter. Cheviot Value Management LLC now owns 49,385 shares of the company’s stock valued at $1,258,000 after buying an additional 41,970 shares in the last quarter. Finally, Western Pacific Wealth Management LP lifted its holdings in shares of Oakmark U.S. Large Cap ETF by 10.0% in the 3rd quarter. Western Pacific Wealth Management LP now owns 152,478 shares of the company’s stock valued at $4,083,000 after acquiring an additional 13,812 shares during the last quarter.

Oakmark U.S. Large Cap ETF Trading Down 0.4%

OAKM opened at $27.03 on Friday. The firm has a market cap of $1.03 billion, a P/E ratio of 16.37 and a beta of 1.20. Oakmark U.S. Large Cap ETF has a 12 month low of $21.00 and a 12 month high of $29.22. The stock has a 50-day moving average of $28.22 and a 200 day moving average of $27.56.

About Oakmark U.S. Large Cap ETF

The Oakmark U.S. Large Cap ETF (OAKM) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed, high-conviction fund holding fewer than 40 US large-cap value stocks. The investment process utilizes bottom-up research, seeking competitive long-term performance return. OAKM was launched on Dec 3, 2024 and is issued by Oakmark.