Oakmark US Large Cap ETFOAKMETF
13F holders, Q4 2025 (December 31)90holders +25
23new positions
3sold out
1famous investor
$28.41avg. 13F price*
At the end of Q4 2025, 90 institutions reported holding Oakmark US Large Cap ETF (OAKM) in their 13F filings, up 25 from Q3 2025. 23 opened new positions and 3 sold out. The largest holders were Choate Investment Advisors ($256.0M), Cerity Partners LLC ($60.1M) and Wealth Enhancement Advisory Services, LLC ($44.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Oakmark US Large Cap ETF
- Filed as
- HARRIS OAKMARK ETF TRUST (Q4 2025)
- CUSIP
- 41456U106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $25.5M |
| Exits | 3 | $6.3M |
All 13F filers, Q3 2025 → Q4 2025: 4,665,650 shares bought and 979,182 shares sold, net +3,686,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Choate Investment Advisors | 5.02% | Reduce -6.7% | 9,026,210 | $256.0M |
| Cerity Partners LLC | 0.09% | Add +48.9% | 2,119,609 | $60.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +4.9% | 1,541,924 | $44.7M |
| LPL Financial LLC | 0.01% | Add +28.9% | 1,303,552 | $37.0M |
| Bank of America Corp. | 0.00% | Add +136.0% | 988,525 | $28.0M |
| Abound Financial, LLC | 10.18% | Add +51.1% | 927,599 | $26.3M |
| Raymond James Financial Inc. | 0.01% | Add +188.8% | 681,664 | $19.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.6% | 606,421 | $17.2M |
| A&I Financial Services, LLC | 8.08% | Reduce -0.1% | 600,145 | $17.0M |
| Greater Midwest Financial Group, LLC | 8.64% | Add +1.1% | 545,177 | $15.5M |
| Royal Bank of Canada | 0.00% | Add +34.7% | 472,035 | $13.4M |
| Clarkston Capital Partners, LLC | 0.25% | Add +351.7% | 388,130 | $11.0M |
| KWB Wealth | 0.96% | New | 357,031 | $10.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +5.4% | 355,345 | $10.1M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Add +101.2% | 343,593 | $9.7M |
| Appalachian Capital Management Ltd | 6.43% | — | 282,979 | $8.0M |
| Alliance Private Wealth, LLC | 2.15% | — | 217,884 | $6.2M |
| &partners | 0.03% | Add +35.9% | 193,043 | $5.8M |
| NavPoint Financial, Inc. | 2.46% | Add +50.4% | 202,628 | $5.7M |
| Three Magnolias Financial Advisors, LLC | 3.48% | Reduce -3.3% | 197,742 | $5.6M |
| Castlekeep Investment Advisors LLC | 2.05% | Add +24.7% | 160,058 | $4.5M |
| Western Pacific Wealth Management, LP | 4.24% | Add +1.2% | 154,243 | $4.4M |
| Cheviot Value Management, LLC | 0.36% | Add +140.5% | 131,390 | $3.7M |
| DKM Wealth Management, Inc. | 2.59% | Add +12.1% | 122,559 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +265.7% | 122,508 | $3.5M |
| Investment Planning Advisors, Inc. | 0.93% | New | 112,835 | $3.2M |
| Nkcfo LLC | 0.88% | New | 107,200 | $3.0M |
| Maridea Wealth Management LLC | 0.39% | Add +222.9% | 90,185 | $2.6M |
| IFP Advisors, Inc | 0.05% | Reduce -3.2% | 76,059 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +706.0% | 74,668 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Add +116.4% | 71,745 | $2.0M |
| Covenant Partners, LLC | 0.58% | Add +49.0% | 70,411 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +5.4% | 68,039 | $1.9M |
| Well Done, LLC | 0.24% | Reduce -18.8% | 57,611 | $1.6M |
| Sugar Maple Asset Management, LLC | 1.09% | Add +58.0% | 57,333 | $1.6M |
| Evoke Wealth, LLC | 0.03% | Add +2.6% | 54,861 | $1.6M |
| Gateway Wealth Partners, LLC | 0.17% | New | 52,488 | $1.5M |
| Sprinkle Financial Consultants LLC | 0.68% | Add +64.9% | 47,325 | $1.3M |
| Cascades Capital Asset Management, LLC | 0.54% | Add +60.3% | 44,325 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +27.7% | 42,386 | $1.2M |
| Aprio Wealth Management, LLC | 0.07% | New | 41,316 | $1.2M |
| Nautilus Advisors LLC | 0.76% | Add +75.0% | 41,031 | $1.2M |
| Smart Portfolios, LLC | 1.08% | Add +280.4% | 38,301 | $1.1M |
| SOL Capital Management CO | 0.09% | Reduce -22.3% | 37,161 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.4% | 36,748 | $1.0M |
| GTS Securities LLC | 0.04% | New | 36,130 | $1.0M |
| WCG Wealth Advisors LLC | 0.03% | New | 35,339 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +10.9% | 30,194 | $856K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +46.4% | 30,166 | $856K |
| Magnolia Capital Advisors LLC | 0.17% | Add +5.0% | 28,873 | $819K |
| Alpha Advisors, LLC | 0.60% | Add +0.7% | 27,340 | $775K |
| Citadel Advisors | 0.00% | New | 26,651 | $756K |
| Beam Wealth Advisors, Inc. | 0.21% | Add +45.1% | 26,398 | $749K |
| DAVENPORT & Co LLC | 0.00% | Add +161.4% | 26,397 | $749K |
| Stifel Financial Corp. | 0.00% | New | 19,003 | $539K |
| Associated Banc-Corp | 0.01% | Add +39.7% | 18,586 | $527K |
| MAI Capital Management | 0.00% | Add +9110.5% | 18,421 | $522K |
| Horizon Wealth Management, LLC | 0.08% | Reduce -78.5% | 17,690 | $502K |
| TrustWell Financial Advisors, LLC | 0.47% | — | 17,014 | $483K |
| Birchwood Financial Partners, Inc. | 0.43% | — | 15,433 | $438K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,828 | $421K |
| Kestra Advisory Services, LLC | 0.00% | New | 14,486 | $411K |
| Next Level Private LLC | 0.10% | Add +1.6% | 13,535 | $384K |
| Sittner & Nelson, LLC | 0.14% | Add +676.9% | 13,207 | $383K |
| Kintra Wealth, LLC | 0.05% | New | 12,843 | $364K |
| Envestnet Asset Management Inc. | 0.00% | New | 11,179 | $317K |
| HighTower Advisors, LLC | 0.00% | Add +14.1% | 10,652 | $302K |
| Sage Capital Management, LLC | 0.14% | No change | 10,500 | $298K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,270 | $291K |
| Stone Wealth Partners | 0.26% | — | 10,123 | $287K |
| Barnes Pettey Financial Advisors, LLC | 0.14% | New | 10,045 | $285K |
| Global Retirement Partners, LLC | 0.01% | Reduce -6.7% | 10,044 | $285K |
| Manchester Financial Inc. | 0.05% | Add +4.6% | 9,508 | $270K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 9,155 | $260K |
| Millstone Evans Group, LLC | 0.14% | New | 8,576 | $243K |
| Phil A. Younker & Associates, Ltd. | 0.17% | New | 8,500 | $241K |
| Prospera Financial Services Inc | 0.00% | No change | 8,500 | $241K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 8,065 | $229K |
| SpringVest Wealth Management LLC | 0.15% | No change | 7,782 | $221K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 7,351 | $208K |
| Morgan Stanley | 0.00% | Add +312.3% | 7,157 | $203K |
| Rothschild Investment LLC | 0.00% | No change | 2,000 | $57K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,000 | $57K |
| WPG Advisers, LLC | 0.04% | No change | 1,850 | $52K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,000 | $28K |
| JPMorgan Chase & Co. | 0.00% | New | 325 | $9K |
| Cwm, LLC | 0.00% | New | 294 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 274 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 104 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 10 | $284 |
"% of holder's portfolio" is OAKM's weight in each manager's 13F, not the share of Oakmark US Large Cap ETF the manager owns.