EW
OAKM

Evoke Wealth’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Evoke Wealth’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 		$1.51M Hold
54,861
– – 0.03% 217
2025
Q4 		$1.56M Buy
54,861
+1,396
+3% +$37.9K 0.03% 219
2025
Q3 		$1.43M Buy
53,465
+2,325
+5% +$61K 0.03% 209
2025
Q2 		$1.31M Buy
51,140
+2,490
+5% +$60K 0.03% 202
2025
Q1 		$1.19M Buy
+48,650
New +$1.2M 0.03% 176

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Evoke Wealth's OAKM Position: Q1 2026 in Review

Evoke Wealth held its Oakmark U.S. Large Cap ETF (OAKM) position steady in Q1 2026 at 54,861 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #217.

Evoke Wealth first reported a position in OAKM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.56M in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Evoke Wealth held 54,861 shares of Oakmark U.S. Large Cap ETF worth $1.51M as of Q1 2026.
  • Evoke Wealth left its Oakmark U.S. Large Cap ETF share count unchanged in Q1 2026.
  • Oakmark U.S. Large Cap ETF made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #217 holding.
  • Evoke Wealth first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Evoke Wealth's Oakmark U.S. Large Cap ETF position peaked at $1.56M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.