Oakmark Select Fund-AdvOAYLX
13F holders, Q1 2026 (March 31)2holders +1
2new positions
1sold out
$83.76avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Oakmark Select Fund-Adv (OAYLX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Ethos Financial Group, LLC ($238K) and McIlrath & Eck, LLC ($85K).
- Company
- Oakmark Select Fund-Adv
- CUSIP
- 413838715
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $323K |
| Exits | 1 | $23K |
All 13F filers, Q4 2025 → Q1 2026: 3,857 shares bought and 256 shares sold, net +3,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.02% | New | 2,844 | $238K |
| McIlrath & Eck, LLC | 0.01% | New | 1,013 | $85K |
"% of holder's portfolio" is OAYLX's weight in each manager's 13F, not the share of Oakmark Select Fund-Adv the manager owns.