Cambridge Investment Research Advisors
OAKM

Cambridge Investment Research Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Cambridge Investment Research 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 		$4.18M Buy
148,570
+11,112
+8% +$312K 0.01% 1143
2026
Q1 		$3.79M Buy
137,458
+14,950
+12% +$421K 0.01% 1127
2025
Q4 		$3.47M Buy
122,508
+89,007
+266% +$2.42M 0.01% 1129
2025
Q3 		$897K Buy
33,501
+2,325
+7% +$61K ﹤0.01% 2135
2025
Q2 		$801K Buy
31,176
+7,112
+30% +$171K ﹤0.01% 2133
2025
Q1 		$588K Buy
24,064
+12,064
+101% +$296K ﹤0.01% 2274
2024
Q4 		$282K Buy
+12,000
New +$288K ﹤0.01% 2889

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 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
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $179M AUM 24.01% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

Cambridge Investment Research Advisors's OAKM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 8.1% in Q2 2026, buying an estimated $312K and bringing the position to 148,570 shares worth $4.18M. The position accounts for 0.01% of the portfolio, ranked #1143.

Cambridge Investment Research Advisors first reported a position in OAKM in Q4 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Cambridge Investment Research Advisors held 148,570 shares of Oakmark U.S. Large Cap ETF worth $4.18M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 11,112 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $312K.
  • Oakmark U.S. Large Cap ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1143 holding.
  • Cambridge Investment Research Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 44 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.