BRWA
OAKM

B. Riley Wealth Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$227K Hold
8,000
– – 0.01% 723
2026
Q1 		$216K Sell
8,000
-65
-0.8% -$1.83K 0.01% 693
2025
Q4 		$229K Hold
8,065
– – 0.01% 814
2025
Q3 		$216K Buy
8,065
+65
+0.8% +$1.71K 0.01% 866
2025
Q2 		$205K Buy
+8,000
New +$193K 0.01% 888

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

B. Riley Wealth Advisors's OAKM Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Oakmark U.S. Large Cap ETF (OAKM) position steady in Q2 2026 at 8,000 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #723.

B. Riley Wealth Advisors first reported a position in OAKM in Q2 2025 and has held it in 5 quarters since. The position peaked at $229K in Q4 2025. 31 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • B. Riley Wealth Advisors held 8,000 shares of Oakmark U.S. Large Cap ETF worth $227K as of Q2 2026.
  • B. Riley Wealth Advisors left its Oakmark U.S. Large Cap ETF share count unchanged in Q2 2026.
  • Oakmark U.S. Large Cap ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #723 holding.
  • B. Riley Wealth Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • B. Riley Wealth Advisors's Oakmark U.S. Large Cap ETF position peaked at $229K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.