HARRIS OAKMARK ETF TRUST

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OAKM·41456U106·US·ETF·Unknown - Unknown

OAKM (HARRIS OAKMARK ETF TRUST) is held by 34 institutional investors as of Q2 2026. Largest holders: Cerity Partners LLC ($94.6M), LPL Financial LLC ($60M), OSAIC HOLDINGS, INC. ($30.3M). Net institutional sentiment: Bullish.

34

Holders

(5 Elite)

$356.2M

Total Value

71% (38)

Consensus

27 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)77

Activist (13D/13G)44

Congressional (STOCK Act)73

Holder Quality

53

★★★★★

Elite

89

★★★★

Strong

61

★★★

Solid

19

★★

Below

42

★

Weak

Held by 34 funds

5 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OAKM.

Top Holders

Top Holders (34)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cerity Partners LLC	Increased	3.4M(+7.7%)	$94.6M	0.1%	+14.19%	39
LPL Financial LLC	Increased	2.1M(+0.7%)	$60M	0.0%	+15.91%	30
OSAIC HOLDINGS, INC.	Increased	1.1M(+0.0%)	$30.3M	0.0%	+11.94%	29
BANK OF AMERICA CORP /DE/	Decreased	1.1M(-10.1%)	$29.9M	0.0%	+13.41%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	935,881(+7.5%)	$27.3M	0.0%	+28.00%	31
RAYMOND JAMES FINANCIAL INC	Increased	933,925(+28.8%)	$26.3M	0.0%	+13.72%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	795,881(+13.6%)	$22.4M	0.0%	+18.52%	32
ROYAL BANK OF CANADA	Decreased	655,583(-2.3%)	$18.5M	0.0%	+17.30%	0
Steward Partners Investment Advisory, LLC	Increased	403,016(+0.3%)	$11.4M	0.1%	+22.67%	28
&PARTNERS	Increased	227,913(+17.8%)	$6.4M	0.0%	+20.32%	32
STIFEL FINANCIAL CORP	Increased	173,702(+6.4%)	$4.9M	0.0%	+11.58%	29
Baird Financial Group, Inc.	New	167,988	$4.7M	0.0%	+12.11%	37
TWO SIGMA INVESTMENTS, LP	New	117,400	$3.3M	0.0%	+12.11%	37
MAI Capital Management	Increased	76,414(+353.6%)	$2.2M	0.0%	+11.82%	42
MML INVESTORS SERVICES, LLC	Increased	73,485(+15.6%)	$2.1M	0.0%	+17.36%	30
CITADEL ADVISORS LLC	Decreased	57,204(-52.9%)	$1.6M	0.0%	+11.44%	0
MORGAN STANLEY	Increased	51,506(+6.7%)	$1.5M	0.0%	+11.97%	27
FWFocus Partners Wealth	Increased	46,827(+33.0%)	$1.3M	0.0%	+11.78%	33
Corient Private Wealth LP	Increased	43,312(+7.0%)	$1.2M	0.0%	+14.02%	27
DAVENPORT & Co LLC	Increased	37,237(+1.1%)	$1M	0.0%	+14.33%	25

Showing 1-20 of 38

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OAKMHARRIS OAKMARK ETF TRUST

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer