Data as of Q4 2025 (Dec 31, 2025)
OAKM

HARRIS OAKMARK ETF TRUST

Institutional Ownership · Q4 2025

Filing: Q4 2025

HARRIS OAKMARK ETF TRUST (OAKM) is held by 85 institutional investors with combined holdings of $685M. Major holders include Choate Investment Advisor, Cerity Partners LLC, WEALTH ENHANCEMENT ADVISO.

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Institutional Holders
85
Total Value
$685.1M
Ownership %
—

🏦 Top Institutional Holders

Choate Investment Advisors
9.0M shares
$256.0M
Cerity Partners LLC
2.1M shares
$60.1M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
1.5M shares
$44.7M
LPL Financial LLC
1.3M shares
$37.0M
Natixis Investment Managers, LLC
1.4M shares
$35.1M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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