GRP
OAKM

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

Global Retirement 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
Q2 		$266K Buy
+9,444
New +$265K ﹤0.01% 1402
2025
Q4 		$285K Sell
10,044
-723
-7% -$19.6K 0.01% 1267
2025
Q3 		$288K Buy
10,767
+2,187
+25% +$57.4K 0.01% 994
2025
Q2 		$220K Buy
+8,580
New +$207K 0.01% 1037

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Retirement Partners's OAKM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026: 9,444 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1402 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OAKM as recently as Q4 2025.

Global Retirement Partners first reported a position in OAKM in Q2 2025 and has held it in 4 quarters since. The position peaked at $288K in Q3 2025. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Global Retirement Partners held 9,444 shares of Oakmark U.S. Large Cap ETF worth $266K as of Q2 2026.
  • Oakmark U.S. Large Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1402 holding.
  • Global Retirement Partners first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Oakmark U.S. Large Cap ETF position peaked at $288K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.