Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / OAKMARK U S LRG
-
Total 13F shares
-
16,207,946
-
Share change
-
+13,038,581
-
Total reported value
-
$416,670,047
-
Price per share
-
$25.68
-
Number of holders
-
50
-
Value change
-
+$335,076,294
-
Number of buys
-
43
-
Number of sells
-
7
Institutional Holders of HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) as of Q2 2025
As of 30 Jun 2025,
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,207,946 shares.
The largest 10 holders included
Choate Investment Advisors, Horizon Wealth Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, ABOUND FINANCIAL, LLC, A&I FINANCIAL SERVICES, LLC, LPL Financial LLC, Steward Partners Investment Advisory, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Three Magnolias Financial Advisors, LLC, and RAYMOND JAMES FINANCIAL INC.
This page lists
50
institutional shareholders reporting positions in this security
for the Q2 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.