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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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. 96 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.
96 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.