OAKM - Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
US ˙ ARCA

Grundlæggende statistik
Institutionelle ejere 89 total, 89 long only, 0 short only, 0 long/short - change of 36,92% MRQ
Gennemsnitlig porteføljeallokering 0.7980 % - change of 7,18% MRQ
Institutionelle aktier (lange) 23.844.306 (ex 13D/G) - change of 4,21MM shares 21,47% MRQ
Institutionel værdi (lang) $ 669.211 USD ($1000)
Institutionelt ejerskab og aktionærer

Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF (US:OAKM) har 89 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 23,844,306 aktier. Største aktionærer omfatter Choate Investment Advisors, Cerity Partners LLC, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, Bank Of America Corp /de/, Abound Financial, Llc, Raymond James Financial Inc, Commonwealth Equity Services, Llc, Ai Financial Services Llc, and Greater Midwest Financial Group, LLC .

Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF (ARCA:OAKM) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 2, 2026 is 27,49 / share. Previously, on April 4, 2025, the share price was 21,90 / share. This represents an increase of 25,53% over that period.

OAKM / Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

AI+ Ask Fintel’s AI assistant about Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

OAKM / Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-11 13F Janney Montgomery Scott LLC 10.270 0
2026-02-13 13F MAI Capital Management 18.421 9.110,50 522 10.340,00
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 193.043 35,92 5.805 50,98
2026-01-29 13F Sanctuary Advisors, LLC 36.748 6,40 1.042 12,77
2026-01-30 13F Smart Portfolios, LLC 38.301 280,35 1.086 303,72
2025-10-15 13F Private Trust Co Na 0 -100,00 0
2026-02-11 13F J.w. Cole Advisors, Inc. 30.166 46,40 856 55,17
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0
2026-02-12 13F Jane Street Group, Llc 74.668 706,00 2.118 753,63
2026-01-29 13F Concurrent Investment Advisors, LLC 7.351 208
2026-02-09 13F Choate Investment Advisors 9.026.210 -6,68 255.983 -1,17
2026-01-08 13F Sprinkle Financial Consultants LLC 47.325 64,91 1.342 74,74
2026-02-13 13F Kestra Advisory Services, LLC 14.486 411
2026-01-15 13F Sage Capital Management, LLC 10.500 0,00 298 5,69
2026-02-04 13F BEAM Asset Management, LLC 26.398 45,12 749 53,59
2026-02-11 13F Gateway Wealth Partners, LLC 52.488 1.489
2026-02-05 13F Thrivent Financial For Lutherans 14.828 0
2026-02-13 13F Morgan Stanley 7.157 312,27 203 339,13
2026-02-11 13F LPL Financial LLC 1.303.552 28,92 36.969 36,53
2026-01-08 13F Maridea Wealth Management LLC 90.185 222,86 2.558 243,22
2026-01-20 13F NavPoint Financial, Inc. 202.628 50,42 5.747 59,30
2026-02-17 13F Raymond James Financial Inc 681.664 188,81 19.332 205,87
2026-01-07 13F Next Level Private LLC 13.535 1,55 384 7,58
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 343.593 101,21 9.744 113,08
2026-02-10 13F Castlekeep Investment Advisors Llc 160.058 24,71 4.539 32,06
2026-02-12 13F Steward Partners Investment Advisory, Llc 355.345 5,37 10.078 11,59
2026-02-04 13F Horizon Wealth Management, LLC 17.690 -78,46 502 -77,22
2026-02-13 13F Mariner, LLC 0 -100,00 0
2026-02-12 13F Alpha Advisors, LLC/VA 27.340 0,67 775 6,60
2026-02-17 13F Bank Of America Corp /de/ 988.525 135,97 28.035 149,90
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 1.541.924 4,88 44.716 14,39
2026-02-09 13F Integrity Alliance, Llc. 0 -100,00 0
2026-01-21 13F Flagship Harbor Advisors, Llc 2.000 57
2026-01-26 13F Cwm, Llc 294 0
2026-01-28 13F WPG Advisers, LLC 1.850 0,00 52 6,12
2026-02-11 13F Jpmorgan Chase & Co 325 9
2026-01-20 13F Blue Rock Wealth Management LLC 197.742 -3,31 5.608 2,39
2026-01-13 13F Well Done, LLC 57.611 -18,79 1.634 -14,01
2026-01-12 13F KWB Wealth 357.031 10.125
2026-02-13 13F Alliance Private Wealth, LLC 217.884 6.175
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 122.508 265,68 3
2026-02-17 13F Greater Midwest Financial Group, LLC 545.177 1,06 15.461 7,03
2026-02-05 13F 1620 Investment Advisors, Inc. 10 0,00 0
2025-10-20 13F Lionsbridge Wealth Management LLC 0 -100,00 0
2026-01-20 13F Sugar Maple Asset Management, LLC 57.333 57,96 1.626 67,35
2026-02-05 13F Blume Capital Management, Inc. 1.000 0,00 28 7,69
2026-02-13 13F Stifel Financial Corp 19.003 539
2026-02-19 13F CI Private Wealth, LLC 67.539 4,65 1.915 10,82
2026-02-06 13F Associated Banc-corp 18.586 39,73 527 48,03
2026-02-09 13F Prospera Financial Services Inc 8.500 0,00 241 6,17
2026-01-12 13F DAVENPORT & Co LLC 26.397 161,36 749 177,04
2026-01-22 13F Nautilus Advisors LLC 41.031 75,03 1.164 85,49
2026-02-06 13F HighTower Advisors, LLC 10.652 14,12 302 21,29
2026-02-17 13F Evergreen Wealth Solutions, LLC 12.843 364
2026-01-30 13F Barnes Pettey Financial Advisors, Llc 10.045 285
2026-01-20 13F AdvisorNet Financial, Inc 104 0,00 3 0,00
2026-02-10 13F WCG Wealth Advisors LLC 35.339 1.002
2026-02-17 13F Advisor Group Holdings, Inc. 30.194 10,86 856 18,23
2026-02-02 13F Millstone Evans Group, LLC 8.576 243
2026-02-04 13F Western Pacific Wealth Management, LP 154.243 1,16 4.374 7,13
2026-01-23 13F SpringVest Wealth Management LLC 7.782 0,00 221 5,77
2026-02-03 13F Cheviot Value Management, LLC 131.390 140,51 3.713 149,70
2026-01-26 13F Covenant Partners, LLC 70.411 48,95 1.997 57,79
2026-01-21 13F Capital Investment Advisory Services, LLC 9.155 260
2026-01-20 13F Investment Planning Advisors, Inc. 112.835 3.200
2026-02-10 13F Envestnet Asset Management Inc 11.179 317
2026-02-17 13F National Asset Management, Inc. 8.065 0,00 229 6,05
2026-01-22 13F Pinnacle Bancorp, Inc. 274 8
2026-02-06 13F Global Retirement Partners, LLC 10.044 -6,71 285 -1,39
2026-02-11 13F Cerity Partners LLC 2.119.609 48,92 60.112 57,70
2026-02-12 13F Commonwealth Equity Services, Llc 606.421 6,57 17.198 114.553,33
2026-02-06 13F Evoke Wealth, Llc 54.861 2,61 1.556 8,67
2026-02-13 13F/A Abound Financial, Llc 927.599 51,10 26.307 60,02
2026-01-28 13F Ai Financial Services Llc 600.145 -0,12 17.020 6,14
2026-02-17 13F Royal Bank Of Canada 472.035 34,70 13.387 42,64
2026-02-17 13F Citadel Advisors Llc 26.651 756
2026-02-02 13F Nkcfo Llc 107.200 3
2026-02-24 13F Stone Wealth Partners 10.123 287
2026-01-30 13F SOL Capital Management CO 37.161 -22,32 1 0,00
2026-02-04 13F Cascades Capital Asset Management, LLC 44.325 60,25 1.257 69,86
2026-02-19 13F Birchwood Financial Partners, Inc. 15.433 438
2026-01-27 13F Phil A. Younker & Associates, Ltd. 8.500 241
2026-02-04 13F Valeo Financial Advisors, LLC 71.745 116,36 2.035 129,05
2026-02-10 13F Rothschild Investment Llc 2.000 0,00 57 5,66
2026-02-13 13F Magnolia Capital Advisors Llc 28.873 5,04 819 11,14
2026-02-13 13F Mml Investors Services, Llc 42.386 27,67 1.202 35,21
2026-02-13 13F Natixis Investment Managers, LLC 0 -100,00 0
2026-02-13 13F Clarkston Capital Partners, LLC 388.130 351,71 11.007 378,36
2026-01-29 13F Aprio Wealth Management, LLC 41.316 1.172
2026-02-13 13F Gts Securities Llc 36.130 1.025
2026-01-12 13F DKM Wealth Management, Inc. 122.559 12,08 3.476 18,68
2026-02-06 13F IFP Advisors, Inc 76.059 -3,17 2.157 2,57
2026-02-12 13F Manchester Financial Inc 9.508 4,60 270 10,70
2026-02-17 13F Appalachian Capital Management Ltd 282.979 8.025
2026-02-10 13F Sittner & Nelson, Llc 13.207 676,88 383 751,11
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista