Institutional Ownership
Harris Oakmark ETF Trust
CUSIP 41456U106OAKMARK U S LRGOAKMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
96
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Choate Investment Advisors | 6.09M | $167.98M |
| 2 | Cerity Partners LLC | 3.12M | $85.96M |
| 3 | Lpl Financial LLC | 2.12M | $58.30M |
| 4 | Horizon Wealth Management, LLC | 1.36M | $37.49M |
| 5 | Bank Of America Corp /De/ | 1.18M | $32.58M |
| 6 | Osaic Holdings, Inc. | 1.07M | $29.62M |
| 7 | Abound Financial, LLC | 931.0K | $25.66M |
| 8 | Wealth Enhancement Advisory Services, LLC | 871.0K | $23.94M |
| 9 | Raymond James Financial Inc | 725.4K | $19.99M |
| 10 | Commonwealth Equity Services, LLC | 700.8K | $19.32M |