LPL Financial
OAKM

LPL Financial’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

LPL Financial’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 		$60M Buy
2,130,645
+15,524
+0.7% +$436K 0.01% 918
2026
Q1 		$58.3M Buy
2,115,121
+811,569
+62% +$22.9M 0.02% 844
2025
Q4 		$37M Buy
1,303,552
+292,434
+29% +$7.94M 0.01% 1030
2025
Q3 		$27.1M Buy
1,011,118
+471,832
+87% +$12.4M 0.01% 1174
2025
Q2 		$13.8M Buy
+539,286
New +$13M ﹤0.01% 1491

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
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
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

LPL Financial's OAKM Position: Q2 2026 in Review

LPL Financial increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 0.73% in Q2 2026, buying an estimated $436K and bringing the position to 2,130,645 shares worth $60M. The position accounts for 0.01% of the portfolio, ranked #918.

LPL Financial first reported a position in OAKM in Q2 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • LPL Financial held 2,130,645 shares of Oakmark U.S. Large Cap ETF worth $60M as of Q2 2026.
  • LPL Financial bought 15,524 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $436K.
  • Oakmark U.S. Large Cap ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #918 holding.
  • LPL Financial first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.