Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / OAKMARK U S LRG
-
Total 13F shares
-
23,834,183
-
Share change
-
+3,685,968
-
Total reported value
-
$677,245,849
-
Price per share
-
$28.36
-
Number of holders
-
88
-
Value change
-
+$105,036,725
-
Number of buys
-
68
-
Number of sells
-
11
Institutional Holders of HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) as of Q4 2025
As of 31 Dec 2025,
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) was held by
88 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,834,183 shares.
The largest 10 holders included
Choate Investment Advisors, Cerity Partners LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, ABOUND FINANCIAL, LLC, RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC, A&I FINANCIAL SERVICES, LLC, and Greater Midwest Financial Group, LLC.
This page lists
89
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.