# HARRIS OAKMARK ETF TRUST OAKMARK U S LRG

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.

## Summary

- Issuer: HARRIS OAKMARK ETF TRUST
- Class: OAKMARK U S LRG
- CUSIP: 41456U106
- 13F holders: 101
- 13F value: $668.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 101 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Choate Investment Advisors](https://search.stillhousedata.com/firm/106109) | BOSTON, MA | $168.0M | 6,094,109 |
| [Cerity Partners LLC](https://search.stillhousedata.com/firm/151559) | NEW YORK, NY | $86.0M | 3,118,620 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $27.3M | 935,881 |
| [ABOUND FINANCIAL, LLC](https://search.stillhousedata.com/firm/327724) | GRANITE BAY, CA | $25.7M | 931,034 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 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](https://search.stillhousedata.com/firm/148357) | LONE TREE, CO | $16.9M | 598,911 |
| [KWB Wealth](https://search.stillhousedata.com/firm/300921) | REDLANDS, CA | $13.7M | 486,376 |
| [Steward Partners Investment Advisory, LLC](https://search.stillhousedata.com/firm/283004) | NEW YORK, NY | $11.1M | 401,960 |
| [BEAM WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/109867) | COVINGTON, LA | $10.8M | 382,037 |
| [Appalachian Capital Management Ltd](https://search.stillhousedata.com/firm/120038) | ST CLAIRSVILLE, OH | $8.6M | 304,967 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/41456U106.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.