Mather Group’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Mather Group’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 Q3	$159K	Buy	+5,403	New	+$164K	﹤0.01%	845

Other funds holding OAKM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return

Western Pacific Wealth Management Lake Forest, Illinois $119M AUM 20.8% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Mather Group's OAKM Position: Q3 2026 in Review

Mather Group opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q3 2026: 5,403 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings.

29 funds tracked by Wall St. Rank hold OAKM as of Q3 2026.

Mather Group held 5,403 shares of Oakmark U.S. Large Cap ETF worth $159K as of Q3 2026.
Oakmark U.S. Large Cap ETF was a new Mather Group position in Q3 2026.
Oakmark U.S. Large Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #845 holding.
29 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.