13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
OAKM

HARRIS OAKMARK ETF TRUST

100 institutions still hold HARRIS OAKMARK ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41456U106·100 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.4%
vs prior quarter
13F value held
$614M
63.0% inst. owned
of float
Holders
100
+12 QoQ
filers reporting
Activity
+47 / −47
+977 added · −878 reduced
this quarter
Concentration
27.36%
Choate Investment Advisors #1
top holder share
AI Holders Summary · Q1 2026

100 institutions reported OAKM in Q1 2026. Choate Investment Advisors leads at 27.4% of the visible book. +12 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Choate Investment Advisors
CIK 0001399794
$168M6.1M3.29%Q1 202602
Cerity Partners LLC
CIK 0001566475
$86M3.1M0.12%Q1 202603
LPL Financial LLC
CIK 0001403438
$58M2.1M0.02%Q1 202604
Horizon Wealth Management, LLC
CIK 0001815123
$37M1.4M5.50%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$33M1.2M0.00%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$30M1.1M0.04%Q1 202607
ABOUND FINANCIAL, LLC
CIK 0002024264
$26M931K11.21%Q1 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$24M871K0.05%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$20M725K0.01%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$19M701K0.03%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$18M671K0.00%Q1 202612
A&I FINANCIAL SERVICES, LLC
CIK 0001728031
$16M595K7.77%Q1 202613
Greater Midwest Financial Group, LLC
CIK 0002025409
$15M527K7.80%Q1 202614
BEAM WEALTH ADVISORS, INC.
CIK 0001803426
$11M404K2.77%Q1 202615
Steward Partners Investment Advisory, LLC
CIK 0001723397
$11M402K0.06%Q1 202616
KWB Wealth
CIK 0001822236
$10M355K1.00%Q1 202617
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$9M335K1.67%Q1 202618
Appalachian Capital Management Ltd
CIK 0002111450
$8M295K6.51%Q1 202619
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$7M259K0.18%Q1 202620
NavPoint Financial, Inc.
CIK 0002009813
$7M253K2.81%Q1 2026
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