Janney Montgomery Scott
OAKM

Janney Montgomery Scott’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Janney Montgomery Scott’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 		$270K Sell
9,806
-464
-5% -$13.1K ﹤0.01% 2460
2025
Q4 		$291K Buy
+10,270
New +$279K ﹤0.01% 2571

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

Janney Montgomery Scott's OAKM Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 4.5% in Q1 2026, selling an estimated $13.1K and leaving 9,806 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Janney Montgomery Scott first reported a position in OAKM in Q4 2025 and has held it in 2 quarters since. The position peaked at $291K in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Janney Montgomery Scott held 9,806 shares of Oakmark U.S. Large Cap ETF worth $270K as of Q1 2026.
  • Janney Montgomery Scott sold 464 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $13.1K.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2460 holding.
  • Janney Montgomery Scott first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Janney Montgomery Scott's Oakmark U.S. Large Cap ETF position peaked at $291K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.