Mercer Global Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Mercer Global 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 Q2	$23.4K	Buy	+832	New	+$23.3K	﹤0.01%	4743

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIFS

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Mercer Global Advisors's OAKM Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026: 832 shares worth $23.4K. The stake represents ﹤0.01% of the portfolio and ranks #4743 among its holdings.

89 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

Mercer Global Advisors held 832 shares of Oakmark U.S. Large Cap ETF worth $23.4K as of Q2 2026.
Oakmark U.S. Large Cap ETF was a new Mercer Global Advisors position in Q2 2026.
Oakmark U.S. Large Cap ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4743 holding.
89 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.