MML Investors Services
OAKM

MML Investors Services’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

MML Investors Services’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 		$2.07M Buy
73,485
+9,887
+16% +$277K ﹤0.01% 1507
2026
Q1 		$1.75M Buy
63,598
+21,212
+50% +$598K ﹤0.01% 1396
2025
Q4 		$1.2M Buy
42,386
+9,187
+28% +$249K ﹤0.01% 1685
2025
Q3 		$889K Buy
33,199
+11,481
+53% +$301K ﹤0.01% 1813
2025
Q2 		$558K Buy
21,718
+5,718
+36% +$138K ﹤0.01% 2020
2025
Q1 		$391K Buy
+16,000
New +$393K ﹤0.01% 2150

Other funds holding OAKM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $179M AUM 24.01% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

MML Investors Services's OAKM Position: Q2 2026 in Review

MML Investors Services increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 16% in Q2 2026, buying an estimated $277K and bringing the position to 73,485 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

MML Investors Services first reported a position in OAKM in Q1 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • MML Investors Services held 73,485 shares of Oakmark U.S. Large Cap ETF worth $2.07M as of Q2 2026.
  • MML Investors Services bought 9,887 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $277K.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1507 holding.
  • MML Investors Services first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 60 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.