Smith, Moore & Co’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Smith, Moore & Co’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 Q1	$278K	Buy	+10,069	New	+$284K	0.02%	462

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Abound Financial Granite Bay, California $229M AUM 17.03% 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 $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Smith, Moore & Co's OAKM Position: Q1 2026 in Review

Smith, Moore & Co opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q1 2026: 10,069 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings.

97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

Smith, Moore & Co held 10,069 shares of Oakmark U.S. Large Cap ETF worth $278K as of Q1 2026.
Oakmark U.S. Large Cap ETF was a new Smith, Moore & Co position in Q1 2026.
Oakmark U.S. Large Cap ETF made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #462 holding.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.