Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / OAKMARK U S LRG
-
Total 13F shares
-
4,541,175
-
Share change
-
+3,589,096
-
Total reported value
-
$118,042,351
-
Price per share
-
$24.45
-
Number of holders
-
32
-
Value change
-
+$90,669,852
-
Number of buys
-
29
-
Number of sells
-
1
Institutional Holders of HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) as of Q1 2025
As of 31 Mar 2025,
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,541,175 shares.
The largest 10 holders included
Natixis Investment Managers, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, A&I FINANCIAL SERVICES, LLC, CITADEL ADVISORS LLC, Blue Rock Wealth Management LLC, Western Pacific Wealth Management, LP, COMMONWEALTH EQUITY SERVICES, LLC, Steward Partners Investment Advisory, LLC, NavPoint Financial, Inc., and INTEGRITY ALLIANCE, LLC..
This page lists
33
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.