Cerity Partners
OAKM

Cerity Partners’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Cerity Partners’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 		$86M Buy
3,118,620
+999,011
+47% +$28.2M 0.12% 156
2025
Q4 		$60.1M Buy
2,119,609
+696,269
+49% +$18.9M 0.09% 201
2025
Q3 		$38.1M Buy
+1,423,340
New +$37.3M 0.06% 251

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners's OAKM Position: Q1 2026 in Review

Cerity Partners increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 47% in Q1 2026, buying an estimated $28.2M and bringing the position to 3,118,620 shares worth $86M. The position accounts for 0.12% of the portfolio, ranked #156.

Cerity Partners first reported a position in OAKM in Q3 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Cerity Partners held 3,118,620 shares of Oakmark U.S. Large Cap ETF worth $86M as of Q1 2026.
  • Cerity Partners bought 999,011 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $28.2M.
  • Oakmark U.S. Large Cap ETF made up 0.12% of Cerity Partners's portfolio in Q1 2026, its #156 holding.
  • Cerity Partners first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.