Advisory Services Network’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Advisory Services Network’s Portfolio OAKM Stock Details OAKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.51K	Buy	+200	New	+$5.64K	﹤0.01%	3807

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisory Services Network's OAKM Position: Q1 2026 in Review

Advisory Services Network opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q1 2026: 200 shares worth $5.51K. The stake represents ﹤0.01% of the portfolio and ranks #3807 among its holdings.

97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

Advisory Services Network held 200 shares of Oakmark U.S. Large Cap ETF worth $5.51K as of Q1 2026.
Oakmark U.S. Large Cap ETF was a new Advisory Services Network position in Q1 2026.
Oakmark U.S. Large Cap ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3807 holding.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.