GWP
OAKM

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

Gateway Wealth 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 		$4.78M Buy
173,230
+120,742
+230% +$3.4M 0.19% 137
2025
Q4 		$1.49M Buy
+52,488
New +$1.43M 0.17% 144

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

Gateway Wealth Partners's OAKM Position: Q1 2026 in Review

Gateway Wealth Partners increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 230% in Q1 2026, buying an estimated $3.4M and bringing the position to 173,230 shares worth $4.78M. The position accounts for 0.19% of the portfolio, ranked #137.

Gateway Wealth Partners first reported a position in OAKM in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Gateway Wealth Partners held 173,230 shares of Oakmark U.S. Large Cap ETF worth $4.78M as of Q1 2026.
  • Gateway Wealth Partners bought 120,742 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $3.4M.
  • Oakmark U.S. Large Cap ETF made up 0.19% of Gateway Wealth Partners's portfolio in Q1 2026, its #137 holding.
  • Gateway Wealth Partners first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

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