CUSIP 41456U106OAKMARK U S LRGOAKMQ4 2025
Aggregate 13F value by quarter
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89 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Choate Investment Advisors | 9.03M | $255.98M | −645.9K | Reduced |
| 2 | Cerity Partners LLC | 2.12M | $60.11M | +696.3K | Added |
| 3 | Wealth Enhancement Advisory Services, LLC | 1.54M | $44.72M | +71.8K | Added |
| 4 | Lpl Financial LLC | 1.30M | $36.97M |
| +292.4K |
| Added |
| 5 | Bank Of America Corp /De/ | 988.5K | $28.03M | +569.6K | Added |
| 6 | Abound Financial, LLC | 927.6K | $26.31M | +313.7K | Added |
| 7 | Raymond James Financial Inc | 681.7K | $19.33M | +445.6K | Added |
| 8 | Commonwealth Equity Services, LLC | 606.4K | $17.20M | +37.4K | Added |
| 9 | A&I Financial Services, LLC | 600.1K | $17.02M | −710 | Reduced |
| 10 | Greater Midwest Financial Group, LLC | 545.2K | $15.46M | +5.7K | Added |
See every fund holding Harris Oakmark ETF Trust, with full quarter-over-quarter share changes.
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