HighTower Advisors
OAKM

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
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 $5.11B 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

HighTower Advisors's OAKM Position: Q1 2026 in Review

HighTower Advisors increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 33% in Q1 2026, buying an estimated $99.6K and bringing the position to 14,185 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

HighTower Advisors first reported a position in OAKM in Q2 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • HighTower Advisors held 14,185 shares of Oakmark U.S. Large Cap ETF worth $391K as of Q1 2026.
  • HighTower Advisors bought 3,533 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $99.6K.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2935 holding.
  • HighTower Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.