OAKM HARRIS OAKMARK ETF TRUST
FollowOAKMARK U S LRG (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in OAKM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 993,111 | $29.7M | 0.04% | +57,230 | 13F-HRTimeline |
| Sugar Maple Asset Management, LLC | 105,779 | $3.11M | 1.77% | +28,313 | 13F-HRTimeline |
| DKM Wealth Management, Inc. | 104,317 | $3.06M | 1.94% | +563 | 13F-HRTimeline |
| Valeo Financial Advisors, LLC | 91,657 | $2.69M | 0.06% | +9,566 | 13F-HRTimeline |
| Sprinkle Financial Consultants LLC | 79,385 | $2.33M | 0.91% | +9,735 | 13F-HRTimeline |
| Dickmeyer Boyce Financial Management, I… | 17,896 | $525K | 0.27% | +1,548 | 13F-HRTimeline |
| Nautilus Advisors LLC | 10,384 | $305K | 0.18% | -7,446 | 13F-HRTimeline |
| B. Riley Wealth Advisors, Inc. | 8,065 | $237K | 0.01% | +65 | 13F-HRTimeline |