HARRIS OAKMARK ETF TRUST OAKMARK U S LRG is a security (CUSIP 41456U106) tracked across SEC portfolio filings. 101 institutional managers reported $668.4M on Form 13F as of 2026-06-30.
Showing 15 of 101 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Choate Investment Advisors | BOSTON, MA | $168.0M | 6,094,109 |
| Cerity Partners LLC | NEW YORK, NY | $86.0M | 3,118,620 |
| LPL Financial LLC | FORT MILL, SC | $58.3M | 2,115,121 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $32.6M | 1,181,778 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $29.6M | 1,074,209 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $27.3M | 935,881 |
| ABOUND FINANCIAL, LLC | GRANITE BAY, CA | $25.7M | 931,034 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $22.4M | 795,881 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $20.0M | 725,373 |
| Royal Bank of Canada | TORONTO, A6 | $18.5M | 670,914 |
| A&I FINANCIAL SERVICES, LLC | LONE TREE, CO | $16.9M | 598,911 |
| KWB Wealth | REDLANDS, CA | $13.7M | 486,376 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $11.1M | 401,960 |
| BEAM WEALTH ADVISORS, INC. | COVINGTON, LA | $10.8M | 382,037 |
| Appalachian Capital Management Ltd | ST CLAIRSVILLE, OH | $8.6M | 304,967 |