CIAS
OAKM

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

Capital Investment Advisory Services’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 		$382K Buy
13,575
+905
+7% +$25.4K 0.02% 505
2026
Q1 		$349K Buy
12,670
+3,515
+38% +$99K 0.03% 476
2025
Q4 		$260K Buy
+9,155
New +$249K 0.02% 544

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
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Capital Investment Advisory Services's OAKM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 7.1% in Q2 2026, buying an estimated $25.4K and bringing the position to 13,575 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #505.

Capital Investment Advisory Services first reported a position in OAKM in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Capital Investment Advisory Services held 13,575 shares of Oakmark U.S. Large Cap ETF worth $382K as of Q2 2026.
  • Capital Investment Advisory Services bought 905 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $25.4K.
  • Oakmark U.S. Large Cap ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #505 holding.
  • Capital Investment Advisory Services first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.