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LPL Financial LLC
LPL Financial LLC
OAKM
5 quarters
Position history for LPL Financial LLC's holdings in HARRIS OAKMARK ETF TRUST
Yes. LPL Financial holds 2,130,645 shares of OAKM, worth $60M, as of its Q2 2026 13F filing. It increased the position by 15,524 shares (+0.7%) from Q1 2026. LPL Financial has held OAKM since Q2 2025, across 5 quarterly 13F filings.
Current Value
$60M
Current Shares
2.1M
Total Value Change
+$46.2M
Total Shares Change
+1.6M
Quarter-by-Quarter History
Other major holders of OAKM: Cerity Partners LLC, Wealth Enhancement Advisory Services, LLC