IAA
OAKM

Independent Advisor Alliance’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-87,271
Closed -$2.41M – 1671
2026
Q1 		$2.41M Buy
+87,271
New +$2.46M 0.03% 502

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

Independent Advisor Alliance's OAKM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026, closing a stake of 87,271 shares — an estimated $2.41M sold.

Independent Advisor Alliance first reported a position in OAKM in Q1 2026 and held it in 1 quarter. The position peaked at $2.41M in Q1 2026. 97 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Oakmark U.S. Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 87,271 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $2.41M.
  • Independent Advisor Alliance first reported a position in Oakmark U.S. Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Oakmark U.S. Large Cap ETF position peaked at $2.41M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.