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OAKMOAKM
6 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in HARRIS OAKMARK ETF TRUST

Yes. Commonwealth Equity Services holds 795,881 shares of OAKM, worth $22.4M, as of its Q2 2026 13F filing. It increased the position by 95,066 shares (+13.6%) from Q1 2026. Commonwealth Equity Services has held OAKM since Q1 2025, across 6 quarterly 13F filings.

Current Value

$22.4M

Current Shares

795,881

Total Value Change

+$19.9M

Total Shares Change

+692,179

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
795,881
+13.6%
$22.4M0.0%$28.17
32
2026-Q1
Increased
700,815
+15.6%
$19.3M0.0%$28.28
33
2025-Q4
Increased
606,421
+6.6%
$17.2M0.0%$28.54
30
2025-Q3
Increased
569,039
+178.5%
$15.2M0.0%$26.70
45
2025-Q2
Increased
204,293
+97.0%
$5.2M0.0%$25.44
43
2025-Q1
New
103,702
-
$2.5M0.0%$24.05
36

Other major holders of OAKM: Cerity Partners LLC, LPL Financial LLC

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