Envestnet Asset Management
OAKM

Envestnet Asset Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Envestnet Asset Management’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 		$764K Buy
27,127
+2,173
+9% +$61K ﹤0.01% 3794
2026
Q1 		$688K Buy
24,954
+13,775
+123% +$388K ﹤0.01% 3705
2025
Q4 		$317K Buy
+11,179
New +$304K ﹤0.01% 4004

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

Envestnet Asset Management's OAKM Position: Q2 2026 in Review

Envestnet Asset Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 8.7% in Q2 2026, buying an estimated $61K and bringing the position to 27,127 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

Envestnet Asset Management first reported a position in OAKM in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Envestnet Asset Management held 27,127 shares of Oakmark U.S. Large Cap ETF worth $764K as of Q2 2026.
  • Envestnet Asset Management bought 2,173 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $61K.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3794 holding.
  • Envestnet Asset Management first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.