Institutional Ownership
Harris Oakmark ETF Trust
CUSIP 41456U106OAKMARK U S LRGOAKMQ1 2026
Institutional Holders
96
13F filers
Shares Held
26.17M
Aggregate institutional
Institutional Value
$711.95M
Q1 2026
Net New Holders
+7
16 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased53
Decreased16
Sold out9
Institutional Holders
96 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Choate Investment Advisors | 6.09M | $167.98M | −2.93M | Reduced |
| 2 | Cerity Partners LLC | 3.12M | $85.96M | +999.0K | Added |
| 3 | Lpl Financial LLC | 2.12M | $58.30M | +811.6K | Added |
| 4 | Horizon Wealth Management, LLC | 1.36M | $37.49M | +1.34M | Added |
| 5 | Bank Of America Corp /De/ | 1.18M | $32.58M | +193.3K | Added |
| 6 | Osaic Holdings, Inc. | 1.07M | $29.62M | +1.04M | Added |
| 7 | Abound Financial, LLC | 931.0K | $25.66M | +3.4K | Added |
| 8 | Wealth Enhancement Advisory Services, LLC | 871.0K | $23.94M | −670.9K | Reduced |
| 9 | Raymond James Financial Inc | 725.4K | $19.99M | +43.7K | Added |
| 10 | Commonwealth Equity Services, LLC | 700.8K | $19.32M | +94.4K | Added |
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