HighTower Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

HighTower Advisors’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	$389K	Sell	13,793 -392	-3%	-$11K	﹤0.01%	2977
2026 Q1	$391K	Buy	14,185 +3,533	+33%	+$99.6K	﹤0.01%	2935
2025 Q4	$302K	Buy	10,652 +1,318	+14%	+$35.8K	﹤0.01%	3041
2025 Q3	$250K	Buy	9,334 +1,263	+16%	+$33.1K	﹤0.01%	3190
2025 Q2	$207K	Buy	+8,071	New	+$195K	﹤0.01%	3250

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors's OAKM Position: Q2 2026 in Review

HighTower Advisors reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 2.8% in Q2 2026, selling an estimated $11K and leaving 13,793 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

HighTower Advisors first reported a position in OAKM in Q2 2025 and has held it in 5 quarters since. The position peaked at $391K in Q1 2026. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

HighTower Advisors held 13,793 shares of Oakmark U.S. Large Cap ETF worth $389K as of Q2 2026.
HighTower Advisors sold 392 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $11K.
Oakmark U.S. Large Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2977 holding.
HighTower Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
HighTower Advisors's Oakmark U.S. Large Cap ETF position peaked at $391K in Q1 2026.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.