Who owns HARRIS OAKMARK ETF TRUST?
- Ticker: OAKM
- CUSIP Number: 41456u106
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Analyze quarterly positions in Harris Oakmark Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Harris Oakmark Etf Trust stock
Who bought or sold HARRIS OAKMARK ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Choate Investment Advisors | 9.0M | $256M | -7% | Dec 2025 |
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| HPM Partners | 2.1M | $60M | 49% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 1.5M | $45M | 5% | Dec 2025 |
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| LPL Financial | 1.3M | $37M | 29% | Dec 2025 |
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| Abound Financial | 928k | $26M | 51% | Dec 2025 |
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| Raymond James Financial | 682k | $19M | 189% | Dec 2025 |
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| Commonwealth Equity Services | 606k | $17M | 7% | Dec 2025 |
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| AI Financial Services | 600k | $17M | 0% | Dec 2025 |
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| Greater Midwest Financial Group | 545k | $16M | 1% | Dec 2025 |
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| Clarkston Capital Partners | 388k | $11M | 352% | Dec 2025 |
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| KWB Wealth | 357k | $10M | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 355k | $10M | 5% | Dec 2025 |
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| Royal Bank of Canada | 350k | $9.4M | 182% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 344k | $9.7M | 101% | Dec 2025 |
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| Appalachian Capital Management | 283k | $8.0M | 100% | Dec 2025 |
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| NavPoint Financial | 203k | $5.7M | 50% | Dec 2025 |
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| Blue Rock Wealth Management | 198k | $5.6M | -3% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 193k | $5.8M | 36% | Dec 2025 |
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| Castlekeep Investment Advisors | 160k | $4.5M | 25% | Dec 2025 |
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| Western Pacific Wealth Management | 154k | $4.4M | 1% | Dec 2025 |
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| Chevoit Value Management | 131k | $3.7M | 141% | Dec 2025 |
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| DKM Wealth Management | 123k | $3.5M | 12% | Dec 2025 |
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| Cambridge Investment Research Advisors | 123k | $3.5M | 266% | Dec 2025 |
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| Investment Planning Advisors | 113k | $3.2M | 100% | Dec 2025 |
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| Nkcfo | 107k | $3.0M | 100% | Dec 2025 |
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| Maridea Wealth Management | 90k | $2.6M | 223% | Dec 2025 |
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| IFP Advisors | 76k | $2.2M | -3% | Dec 2025 |
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| Jane Street | 75k | $2.1M | 706% | Dec 2025 |
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| Valeo Financial Advisors | 72k | $2.0M | 116% | Dec 2025 |
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| Covenant Partners | 70k | $2.0M | 49% | Dec 2025 |
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| CI Private Wealth | 68k | $1.9M | 5% | Dec 2025 |
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| Well Done | 58k | $1.6M | -19% | Dec 2025 |
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| Sugar Maple Asset Management | 57k | $1.6M | 58% | Dec 2025 |
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| Evoke Wealth | 55k | $1.6M | 3% | Dec 2025 |
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| Gateway Wealth Partners | 53k | $1.5M | 100% | Dec 2025 |
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| Sprinkle Financial Consultants | 47k | $1.3M | 65% | Dec 2025 |
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| Cascades Capital Asset Management | 44k | $1.3M | 60% | Dec 2025 |
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| Mml Investors Services | 42k | $1.2M | 28% | Dec 2025 |
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| Aprio Wealth Management | 41k | $1.2M | 100% | Dec 2025 |
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| Nautilus Advisors | 41k | $1.2M | 75% | Dec 2025 |
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| Smart Portfolios | 38k | $1.1M | 280% | Dec 2025 |
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| SOL Capital Management | 37k | $1.1M | -22% | Dec 2025 |
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| Sanctuary Advisors | 37k | $1.0M | 6% | Dec 2025 |
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| Gts Securities | 36k | $1.0M | 100% | Dec 2025 |
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| WCG Wealth Advisors | 35k | $1.0M | 100% | Dec 2025 |
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| Advisor Group Holdings | 30k | $856k | 11% | Dec 2025 |
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| J.w. Cole Advisors | 30k | $856k | 46% | Dec 2025 |
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| Magnolia Capital Advisors | 29k | $819k | 5% | Dec 2025 |
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| BEAM Asset Management | 26k | $749k | 45% | Dec 2025 |
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| Davenport & Co | 26k | $749k | 161% | Dec 2025 |
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| Stifel Financial | 19k | $539k | 100% | Dec 2025 |
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| Associated Banc- | 19k | $527k | 40% | Dec 2025 |
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| MAI Wealth Advisors | 18k | $522k | 9110% | Dec 2025 |
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| Horizon Wealth Management | 18k | $502k | -78% | Dec 2025 |
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| Birchwood Financial Partners | 15k | $438k | 100% | Dec 2025 |
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| Thrivent Financial for Lutherans | 15k | $421k | 100% | Dec 2025 |
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| Kestra Advisory Services | 15k | $411k | 100% | Dec 2025 |
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| Next Level Private | 14k | $384k | 2% | Dec 2025 |
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| Sittner & Nelson | 13k | $383k | 677% | Dec 2025 |
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| Evergreen Wealth Solutions | 13k | $364k | 100% | Dec 2025 |
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| Envestnet Asset Management | 11k | $317k | 100% | Dec 2025 |
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| HighTower Advisors | 11k | $302k | 14% | Dec 2025 |
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| Sage Capital Management | 11k | $298k | 0% | Dec 2025 |
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| Janney Montgomery Scott | 10k | $291k | 100% | Dec 2025 |
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| Stone Wealth Partners | 10k | $287k | 100% | Dec 2025 |
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| Barnes Pettey Financial Advisors | 10k | $285k | 100% | Dec 2025 |
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| Global Retirement Partners | 10k | $285k | -7% | Dec 2025 |
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| Manchester Financial | 9.5k | $270k | 5% | Dec 2025 |
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| Capital Investment Advisory Services | 9.2k | $260k | 100% | Dec 2025 |
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| Millstone Evans Group | 8.6k | $243k | 100% | Dec 2025 |
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| Phil A. Younker & Associates | 8.5k | $241k | 100% | Dec 2025 |
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| Prospera Financial Services | 8.5k | $241k | 0% | Dec 2025 |
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| National Asset Management | 8.1k | $216k | 1% | Sep 2025 |
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| SpringVest Wealth Management | 7.8k | $221k | 0% | Dec 2025 |
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| Concurrent Investment Advisors | 7.4k | $209k | 100% | Dec 2025 |
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| Flagship Harbor Advisors | 2.0k | $57k | 100% | Dec 2025 |
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| Rothschild Investment | 2.0k | $57k | 0% | Dec 2025 |
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| WPG Advisers | 1.9k | $53k | 0% | Dec 2025 |
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| Blume Capital Management | 1.0k | $28k | 0% | Dec 2025 |
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| CWM | 294.00 | $8.0k | 100% | Dec 2025 |
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| Pinnacle Bank | 274.00 | $7.8k | 100% | Dec 2025 |
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| AdvisorNet Financial | 104.00 | $2.9k | 0% | Dec 2025 |
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| 1620 Investment Advisors | 10.00 | $284.000000 | 0% | Dec 2025 |
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Who sold out of Harris Oakmark Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mariner Wealth Advisors | Sep 2025 | 135k | $3.6M |
| Integrity Alliance | Sep 2025 | 79k | $2.1M |
| Susquehanna International | Sep 2025 | 20k | $538k |