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Disclosery

OAKM HARRIS OAKMARK ETF TRUST

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OAKMARK U S LRG (fund)

97 managers (97 13F filers) reported a position in OAKM shares at 2026-03-31, 26,175,015 shares in all. 17 filers opened a position and 10 filers sold out during the quarter.

Managers
97
13F filers
97
New
17
Added
53
Reduced
16
Sold out
10
Shares held by filers
26,175,015

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Choate Investment Advisors6,094,109$168M3.29%-2,932,10113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,118,620$86M0.12%+999,01113F-HRTimelineGroup
LPL Financial LLC2,115,121$58.3M0.02%+811,56913F-HRTimeline
Horizon Wealth Management, LLC1,359,970$37.5M5.5%+1,342,28013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,181,778$32.6M<0.01%+193,25313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,074,209$29.6M0.04%+1,044,01513F-HRTimelineGroup
ABOUND FINANCIAL, LLC931,034$25.7M11.21%+3,43513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…870,987$23.9M0.05%-670,93713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC725,373$20M0.01%+43,70913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC700,815$19.3M0.03%+94,39413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA670,914$18.5M<0.01%+198,87913F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC595,222$16.4M7.77%-4,92313F-HRTimeline
Greater Midwest Financial Group, LLC526,934$14.5M7.8%-18,24313F-HRTimeline
BEAM WEALTH ADVISORS, INC.404,281$11.1M2.77%+377,88313F-HRTimeline
Steward Partners Investment Advisory, L…401,960$11.1M0.06%+46,61513F-HRTimeline
KWB Wealth355,483$10.1M1%-1,54813F-HRTimeline
ARQ WEALTH ADVISORS, LLC335,404$9.25M1.67%new13F-HRTimeline
Appalachian Capital Management Ltd295,213$8.14M6.51%+12,23413F-HRTimeline
U.S. Capital Wealth Advisors, LLC258,535$7.13M0.18%-85,05813F-HRTimeline
NavPoint Financial, Inc.252,507$6.96M2.81%+49,87913F-HRTimeline
Alliance Private Wealth, LLC220,045$6.07M2.18%+2,16113F-HRTimeline
Three Magnolias Financial Advisors, LLC202,663$5.59M3.55%+4,92113F-HRTimeline
&PARTNERS193,531$5.33M0.03%+48813F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC185,083$5.1M2.77%+25,02513F-HRTimeline
Gateway Wealth Partners, LLC173,230$4.78M0.19%+120,74213F-HRTimeline
Cheviot Value Management, LLC171,110$4.72M0.47%+39,72013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP163,309$4.5M<0.01%+144,30613F-HRTimelineGroup
Western Pacific Wealth Management, LP160,370$4.42M4.49%+6,12713F-HRTimeline
Cambridge Investment Research Advisors,…137,458$3.79M0.01%+14,95013F-HRTimeline
DKM Wealth Management, Inc.125,581$3.46M2.5%+3,02213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC121,495$3.35M<0.01%+94,84413F-HRTimelineGroup
Investment Planning Advisors, Inc.121,484$3.35M0.92%+8,64913F-HRTimeline
NKCFO LLC107,200$2.96M0.88%013F-HRTimeline
Sugar Maple Asset Management, LLC99,411$2.74M1.66%+42,07813F-HRTimeline
Maridea Wealth Management LLC98,086$2.7M0.39%+7,90113F-HRTimeline
JABODON PT CO91,700$2.53M0.29%new13F-HRTimeline
Independent Advisor Alliance87,271$2.41M0.03%new13F-HRTimeline
Valeo Financial Advisors, LLC84,328$2.32M0.06%+12,58313F-HRTimeline
IFP Advisors, Inc79,981$2.2M0.05%+3,92213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC70,660$1.95M0.85%+60,61513F-HRTimeline
Sprinkle Financial Consultants LLC67,720$1.87M0.86%+20,39513F-HRTimeline
MML INVESTORS SERVICES, LLC63,598$1.75M<0.01%+21,21213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,264$1.74M<0.01%-11,40413F-HRTimelineGroup
EVOKE WEALTH, LLC54,861$1.51M0.03%013F-HRTimeline
Clarkston Capital Partners, LLC51,100$1.41M0.11%-337,03013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY48,255$1.33M<0.01%+41,09813F-HRTimelineGroup
Smart Portfolios, LLC46,061$1.27M1.27%+7,76013F-HRTimeline
Cascades Capital Asset Management, LLC45,267$1.25M0.52%+94213F-HRTimeline
Nautilus Advisors LLC44,173$1.22M0.83%+3,14213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP42,287$1.17M<0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC42,016$1.16M0.06%+70013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP40,464$1.12M<0.01%-27,57513F-HRTimelineGroup
DAVENPORT & Co LLC36,847$1.02M0.01%+10,45013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth35,196$970K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC34,456$950K0.01%-2,29213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,736$847K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,954$688K<0.01%+13,77513F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp24,186$667K0.02%+5,60013F-HRTimelineGroup
Ehrenkranz Partners L.P.21,787$601K0.47%new13F-HRTimeline
Alpha Advisors, LLC/VA20,535$566K0.45%-6,80513F-HRTimeline
GTS SECURITIES LLC20,273$559K0.02%-15,85713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,981$551K<0.01%+5,49513F-HRTimelineGroup
Millstone Evans Group, LLC18,896$521K0.31%+10,32013F-HRTimeline
Birchwood Financial Partners, Inc.18,659$514K0.5%+3,22613F-HRTimeline
Next Level Private LLC17,289$477K0.11%+3,75413F-HRTimeline
TrustWell Financial Advisors, LLC17,014$469K0.44%013F-HRTimeline
MAI Capital Management16,848$464K<0.01%-1,57313F-HRTimeline
Southeast Asset Advisors, LLC16,814$463K0.05%new13F-HRTimeline
SITTNER & NELSON, LLC16,194$446K0.16%+2,98713F-HRTimeline
Dickmeyer Boyce Financial Management, I…15,775$435K0.26%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,260$421K0.02%new13F-HRTimeline
HighTower Advisors, LLC14,185$391K<0.01%+3,53313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,757$379K<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC13,305$367K0.01%-22,03413F-HRTimeline
Capital Investment Advisory Services, L…12,670$349K0.03%+3,51513F-HRTimeline
Sage Capital Management, LLC10,800$298K0.14%+30013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,683$294K<0.01%+3,33213F-HRTimelineGroup
Stone Wealth Partners10,123$279K0.25%013F-HRTimeline
SMITH, MOORE & CO.10,069$278K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC9,806$270K<0.01%-46413F-HRTimeline
MANCHESTER FINANCIAL INC9,739$268K0.05%+23113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…8,700$241K0.03%new13F-HRTimeline
Prospera Financial Services Inc8,500$234K<0.01%013F-HRTimeline
Phil A. Younker & Associates, Ltd.8,500$234K0.16%013F-HRTimeline
B. Riley Wealth Advisors, Inc.8,000$216K0.01%-6513F-HRTimeline
SpringVest Wealth Management LLC7,782$215K0.15%013F-HRTimeline
PRIVATE TRUST CO NA6,095$168K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,857$158K<0.01%+5,53213F-HR/ATimelineGroup
Holos Integrated Wealth LLC4,800$132K0.07%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$55.1K<0.01%013F-HRTimeline
Blume Capital Management, Inc.2,000$55.1K0.01%+1,00013F-HRTimeline
WPG Advisers, LLC1,850$51K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,703$46.9K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC294$8.1K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.275$7.58K<0.01%+113F-HRTimeline
Advisory Services Network, LLC200$5.51K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC91$2.51K<0.01%new13F-HR/ATimeline