Who Owns HARRIS OAKMARK ETF TR (OAKM)? -- Institutional Holders (2026-06-30)

110 institutions reported holding $693.4M of HARRIS OAKMARK ETF TR (OAKM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Choate Investment Advisors ($163.9M), Cerity Partners LLC ($94.6M), LPL Financial LLC ($60.0M), OSAIC HOLDINGS, INC. ($30.3M), BANK OF AMERICA CORP /DE/ ($29.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Choate Investment Advisors	$163.9M	5.8M	Trimmed
2	Cerity Partners LLC	$94.6M	3.4M	Added
3	LPL Financial LLC	$60.0M	2.1M	Added
4	OSAIC HOLDINGS, INC.	$30.3M	1.1M	Added
5	BANK OF AMERICA CORP /DE/	$29.9M	1.1M	Trimmed
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$27.3M	935,881	Added
7	RAYMOND JAMES FINANCIAL INC	$26.3M	933,925	Added
8	ABOUND FINANCIAL, LLC	$26.1M	925,844	Trimmed
9	COMMONWEALTH EQUITY SERVICES, LLC	$22.4M	795,881	Added
10	Royal Bank of Canada	$18.5M	655,583	Trimmed
11	A&I FINANCIAL SERVICES, LLC	$16.9M	598,911	Added
12	KWB Wealth	$13.7M	486,376	Added
13	Steward Partners Investment Advisory, LLC	$11.4M	403,016	Added
14	BEAM WEALTH ADVISORS, INC.	$10.8M	382,037	Trimmed
15	Appalachian Capital Management Ltd	$8.6M	304,967	Added
16	NavPoint Financial, Inc.	$8.1M	289,289	Added
17	Stratos Wealth Partners, LTD.	$7.3M	260,119	New
18	&PARTNERS	$6.4M	227,913	Added
19	CASTLEKEEP INVESTMENT ADVISORS LLC	$6.4M	225,564	Added
20	Three Magnolias Financial Advisors, LLC	$6.3M	223,342	Added
21	Alliance Private Wealth, LLC	$5.8M	207,457	Trimmed
22	BARNES PETTEY FINANCIAL ADVISORS, LLC	$5.5M	195,673	Added
23	Cheviot Value Management, LLC	$5.4M	192,975	Added
24	JABODON PT CO	$5.4M	192,746	Added
25	STIFEL FINANCIAL CORP	$4.9M	173,702	Added

Source: SEC Form 13F filings · as of 2026-06-30