Oakmark US Large Cap ETFOAKMETF
13F holders, Q1 2026 (March 31)97holders +7
17new positions
8sold out
1famous investor
$27.57avg. 13F price*
At the end of Q1 2026, 97 institutions reported holding Oakmark US Large Cap ETF (OAKM) in their 13F filings, up 7 from Q4 2025. 17 opened new positions and 8 sold out. The largest holders were Choate Investment Advisors ($168.0M), Cerity Partners LLC ($86.0M) and LPL Financial LLC ($58.3M). 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 (Q1 2026)
- CUSIP
- 41456U106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $19.9M |
| Exits | 8 | $4.2M |
All 13F filers, Q4 2025 → Q1 2026: 6,699,380 shares bought and 4,284,344 shares sold, net +2,415,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Choate Investment Advisors | 3.29% | Reduce -32.5% | 6,094,109 | $168.0M |
| Cerity Partners LLC | 0.12% | Add +47.1% | 3,118,620 | $86.0M |
| LPL Financial LLC | 0.02% | Add +62.3% | 2,115,121 | $58.3M |
| Horizon Wealth Management, LLC | 5.50% | Add +7587.8% | 1,359,970 | $37.5M |
| Bank of America Corp. | 0.00% | Add +19.6% | 1,181,778 | $32.6M |
| Osaic Holdings, Inc. | 0.04% | Add +3457.7% | 1,074,209 | $29.6M |
| Abound Financial, LLC | 11.21% | Add +0.4% | 931,034 | $25.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -43.5% | 870,987 | $23.9M |
| Raymond James Financial Inc. | 0.01% | Add +6.4% | 725,373 | $20.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +15.6% | 700,815 | $19.3M |
| Royal Bank of Canada | 0.00% | Add +42.1% | 670,914 | $18.5M |
| A&I Financial Services, LLC | 7.77% | Reduce -0.8% | 595,222 | $16.4M |
| Greater Midwest Financial Group, LLC | 7.80% | Reduce -3.4% | 526,934 | $14.5M |
| Beam Wealth Advisors, Inc. | 2.77% | Add +1431.5% | 404,281 | $11.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +13.1% | 401,960 | $11.1M |
| KWB Wealth | 1.00% | Reduce -0.4% | 355,483 | $10.1M |
| Arq Wealth Advisors, LLC | 1.67% | New | 335,404 | $9.2M |
| Appalachian Capital Management Ltd | 6.51% | Add +4.3% | 295,213 | $8.1M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Reduce -24.8% | 258,535 | $7.1M |
| NavPoint Financial, Inc. | 2.81% | Add +24.6% | 252,507 | $7.0M |
| Alliance Private Wealth, LLC | 2.18% | Add +1.0% | 220,045 | $6.1M |
| Three Magnolias Financial Advisors, LLC | 3.55% | Add +2.5% | 202,663 | $5.6M |
| &partners | 0.03% | Add +0.3% | 193,531 | $5.3M |
| Castlekeep Investment Advisors LLC | 2.77% | Add +15.6% | 185,083 | $5.1M |
| Gateway Wealth Partners, LLC | 0.19% | Add +230.0% | 173,230 | $4.8M |
| Cheviot Value Management, LLC | 0.47% | Add +30.2% | 171,110 | $4.7M |
| Stifel Financial Corp. | 0.00% | Add +759.4% | 163,309 | $4.5M |
| Western Pacific Wealth Management, LP | 4.50% | Add +4.0% | 160,370 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.2% | 137,458 | $3.8M |
| DKM Wealth Management, Inc. | 2.50% | Add +2.5% | 125,581 | $3.5M |
| Citadel Advisors | 0.00% | Add +355.9% | 121,495 | $3.3M |
| Investment Planning Advisors, Inc. | 0.92% | Add +7.7% | 121,484 | $3.3M |
| Nkcfo LLC | 0.88% | No change | 107,200 | $3.0M |
| Sugar Maple Asset Management, LLC | 1.66% | Add +73.4% | 99,411 | $2.7M |
| Maridea Wealth Management LLC | 0.39% | Add +8.8% | 98,086 | $2.7M |
| Jabodon PT Co. | 0.29% | New | 91,700 | $2.5M |
| Independent Advisor Alliance | 0.03% | New | 87,271 | $2.4M |
| Valeo Financial Advisors, LLC | 0.06% | Add +17.5% | 84,328 | $2.3M |
| IFP Advisors, Inc | 0.05% | Add +5.2% | 79,981 | $2.2M |
| Barnes Pettey Financial Advisors, LLC | 0.85% | Add +603.4% | 70,660 | $1.9M |
| Sprinkle Financial Consultants LLC | 0.86% | Add +43.1% | 67,720 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +50.0% | 63,598 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -15.3% | 63,264 | $1.7M |
| Evoke Wealth, LLC | 0.03% | No change | 54,861 | $1.5M |
| Clarkston Capital Partners, LLC | 0.11% | Reduce -86.8% | 51,100 | $1.4M |
| Morgan Stanley | 0.00% | Add +574.2% | 48,255 | $1.3M |
| Smart Portfolios, LLC | 1.27% | Add +20.3% | 46,061 | $1.3M |
| Cascades Capital Asset Management, LLC | 0.53% | Add +2.1% | 45,267 | $1.2M |
| Nautilus Advisors LLC | 0.83% | Add +7.7% | 44,173 | $1.2M |
| Northern Trust Corp. | 0.00% | New | 42,287 | $1.2M |
| Aprio Wealth Management, LLC | 0.06% | Add +1.7% | 42,016 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -40.5% | 40,464 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +39.6% | 36,847 | $1.0M |
| Focus Partners Wealth | 0.00% | New | 35,196 | $970K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.2% | 34,456 | $950K |
| Susquehanna International Group, LLP | 0.00% | New | 30,736 | $847K |
| Envestnet Asset Management Inc. | 0.00% | Add +123.2% | 24,954 | $688K |
| Associated Banc-Corp | 0.02% | Add +30.1% | 24,186 | $667K |
| Ehrenkranz Partners L.P. | 0.47% | New | 21,787 | $601K |
| Alpha Advisors, LLC | 0.45% | Reduce -24.9% | 20,535 | $566K |
| GTS Securities LLC | 0.02% | Reduce -43.9% | 20,273 | $559K |
| Kestra Advisory Services, LLC | 0.00% | Add +37.9% | 19,981 | $551K |
| Millstone Evans Group, LLC | 0.31% | Add +120.3% | 18,896 | $521K |
| Birchwood Financial Partners, Inc. | 0.50% | Add +20.9% | 18,659 | $514K |
| Next Level Private LLC | 0.11% | Add +27.7% | 17,289 | $477K |
| TrustWell Financial Advisors, LLC | 0.44% | No change | 17,014 | $469K |
| MAI Capital Management | 0.00% | Reduce -8.5% | 16,848 | $464K |
| Southeast Asset Advisors, LLC | 0.05% | New | 16,814 | $463K |
| Sittner & Nelson, LLC | 0.16% | Add +22.6% | 16,194 | $446K |
| Dickmeyer Boyce Financial Management, Inc. | 0.26% | — | 15,775 | $435K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 15,260 | $421K |
| HighTower Advisors, LLC | 0.00% | Add +33.2% | 14,185 | $391K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 13,757 | $379K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -62.4% | 13,305 | $367K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +38.4% | 12,670 | $349K |
| Sage Capital Management, LLC | 0.14% | Add +2.9% | 10,800 | $298K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +45.3% | 10,683 | $294K |
| Stone Wealth Partners | 0.25% | No change | 10,123 | $279K |
| Smith, Moore & Co. | 0.02% | New | 10,069 | $278K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.5% | 9,806 | $270K |
| Manchester Financial Inc. | 0.05% | Add +2.4% | 9,739 | $268K |
| Hunter Associates Investment Management LLC | 0.03% | New | 8,700 | $241K |
| Phil A. Younker & Associates, Ltd. | 0.16% | No change | 8,500 | $234K |
| Prospera Financial Services Inc | 0.00% | No change | 8,500 | $234K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.8% | 8,000 | $216K |
| SpringVest Wealth Management LLC | 0.15% | No change | 7,782 | $215K |
| Private Trust Co. NA | 0.01% | New | 6,095 | $168K |
| JPMorgan Chase & Co. | 0.00% | Add +1702.2% | 5,857 | $158K |
| Holos Integrated Wealth LLC | 0.07% | New | 4,800 | $132K |
| Blume Capital Management, Inc. | 0.01% | Add +100.0% | 2,000 | $55K |
| Rothschild Investment LLC | 0.00% | No change | 2,000 | $55K |
| WPG Advisers, LLC | 0.04% | No change | 1,850 | $51K |
| US Bancorp \de | 0.00% | New | 1,703 | $47K |
| Cwm, LLC | 0.00% | No change | 294 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +0.4% | 275 | $8K |
| Advisory Services Network, LLC | 0.00% | New | 200 | $6K |
| NewEdge Advisors, LLC | 0.00% | New | 91 | $3K |
"% 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.