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 | 6.1M | $168M | -32% | Mar 2026 |
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| HPM Partners | 3.1M | $86M | 47% | Mar 2026 |
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| LPL Financial | 2.1M | $58M | 62% | Mar 2026 |
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| Horizon Wealth Management | 1.4M | $38M | 7588% | Mar 2026 |
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| Bank of America Corporation | 1.2M | $33M | 100% | Mar 2026 |
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| Abound Financial | 931k | $26M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 701k | $19M | 16% | Mar 2026 |
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| Raymond James Financial | 682k | $19M | 189% | Dec 2025 |
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| Royal Bank of Canada | 671k | $19M | 91% | Mar 2026 |
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| AI Financial Services | 595k | $16M | -1% | Mar 2026 |
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| Greater Midwest Financial Group | 527k | $15M | -3% | Mar 2026 |
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| BEAM Asset Management | 404k | $11M | 1431% | Mar 2026 |
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| Steward Partners Investment Advisory | 402k | $11M | 13% | Mar 2026 |
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| KWB Wealth | 356k | $10M | 0% | Mar 2026 |
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| Arq Wealth Advisors | 335k | $9.2M | 100% | Mar 2026 |
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| Appalachian Capital Management | 295k | $8.1M | 4% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 259k | $7.1M | -25% | Mar 2026 |
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| NavPoint Financial | 253k | $7.0M | 25% | Mar 2026 |
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| Alliance Private Wealth | 220k | $6.1M | 100% | Mar 2026 |
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| Blue Rock Wealth Management | 203k | $5.6M | 2% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 193k | $5.8M | 36% | Dec 2025 |
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| Castlekeep Investment Advisors | 185k | $5.1M | 16% | Mar 2026 |
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| Gateway Wealth Partners | 173k | $4.8M | 230% | Mar 2026 |
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| Chevoit Value Management | 171k | $4.7M | 30% | Mar 2026 |
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| Stifel Financial | 163k | $4.5M | 759% | Mar 2026 |
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| Western Pacific Wealth Management | 160k | $4.4M | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 138k | $3.8M | 12% | Mar 2026 |
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| DKM Wealth Management | 126k | $3.5M | 2% | Mar 2026 |
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| Citadel Advisors | 122k | $3.3M | 356% | Mar 2026 |
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| Investment Planning Advisors | 122k | $3.3M | 8% | Mar 2026 |
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| Nkcfo | 107k | $3.0M | 0% | Mar 2026 |
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| Sugar Maple Asset Management | 99k | $2.7M | 73% | Mar 2026 |
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| Maridea Wealth Management | 98k | $2.7M | 9% | Mar 2026 |
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| Jabodon Pt | 92k | $2.5M | 100% | Mar 2026 |
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| Independent Advisor Alliance | 87k | $2.4M | 100% | Mar 2026 |
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| Valeo Financial Advisors | 84k | $2.3M | 18% | Mar 2026 |
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| IFP Advisors | 80k | $2.2M | 5% | Mar 2026 |
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| Barnes Pettey Financial Advisors | 71k | $1.9M | 603% | Mar 2026 |
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| Sprinkle Financial Consultants | 68k | $1.9M | 43% | Mar 2026 |
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| Mml Investors Services | 64k | $1.8M | 50% | Mar 2026 |
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| Jane Street | 63k | $1.7M | -15% | Mar 2026 |
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| Evoke Wealth | 55k | $1.6M | 3% | Dec 2025 |
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| Clarkston Capital Partners | 51k | $1.4M | -87% | Mar 2026 |
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| Morgan Stanley | 48k | $1.3M | 574% | Mar 2026 |
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| Smart Portfolios | 46k | $1.3M | 20% | Mar 2026 |
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| Cascades Capital Asset Management | 44k | $1.3M | 60% | Dec 2025 |
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| Nautilus Advisors | 44k | $1.2M | 8% | Mar 2026 |
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| Aprio Wealth Management | 42k | $1.2M | 2% | Mar 2026 |
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| CI Private Wealth | 41k | $1.1M | -40% | Mar 2026 |
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| Davenport & Co | 37k | $1.0M | 40% | Mar 2026 |
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| Gts Securities | 36k | $1.0M | 100% | Dec 2025 |
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| Sanctuary Advisors | 35k | $950k | -6% | Mar 2026 |
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| Advisor Group Holdings | 30k | $856k | 11% | Dec 2025 |
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| Envestnet Asset Management | 25k | $688k | 123% | Mar 2026 |
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| Associated Banc- | 24k | $667k | 30% | Mar 2026 |
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| Kestra Advisory Services | 20k | $551k | 38% | Mar 2026 |
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| Millstone Evans Group | 19k | $521k | 120% | Mar 2026 |
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| Birchwood Financial Partners | 19k | $514k | 21% | Mar 2026 |
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| Next Level Private | 17k | $477k | 28% | Mar 2026 |
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| TrustWell Financial Advisors | 17k | $469k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 17k | $464k | -9% | Mar 2026 |
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| Southeast Asset Advisors | 17k | $464k | 100% | Mar 2026 |
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| Sittner & Nelson | 16k | $446k | 23% | Mar 2026 |
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| Dickmeyer Boyce Financial Management | 16k | $435k | 100% | Mar 2026 |
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| Nations Financial Group | 15k | $421k | 100% | Mar 2026 |
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| HighTower Advisors | 14k | $391k | 33% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 14k | $379k | 100% | Mar 2026 |
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| WCG Wealth Advisors | 13k | $367k | -62% | Mar 2026 |
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| Capital Investment Advisory Services | 13k | $349k | 38% | Mar 2026 |
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| Sage Capital Management | 11k | $298k | 3% | Mar 2026 |
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| Concurrent Investment Advisors | 11k | $295k | 45% | Mar 2026 |
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| Stone Wealth Partners | 10k | $279k | 0% | Mar 2026 |
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| Smith, Moore & Co. | 10k | $278k | 100% | Mar 2026 |
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| Global Retirement Partners | 10k | $285k | -7% | Dec 2025 |
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| Janney Montgomery Scott | 9.8k | $270k | -5% | Mar 2026 |
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| Manchester Financial | 9.7k | $269k | 2% | Mar 2026 |
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| Hunter Associates | 8.7k | $241k | 100% | Mar 2026 |
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| Prospera Financial Services | 8.5k | $234k | 0% | Mar 2026 |
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| Phil A. Younker & Associates | 8.5k | $234k | 0% | Mar 2026 |
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| National Asset Management | 8.0k | $217k | -1% | Mar 2026 |
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| SpringVest Wealth Management | 7.8k | $215k | 0% | Mar 2026 |
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| Private Trust Co Na | 6.1k | $168k | 100% | Mar 2026 |
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| Holos Integrated Wealth | 4.8k | $133k | 100% | Mar 2026 |
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| Blume Capital Management | 2.0k | $55k | 100% | Mar 2026 |
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| Rothschild Investment | 2.0k | $55k | 0% | Mar 2026 |
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| WPG Advisers | 1.9k | $51k | 0% | Mar 2026 |
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| CWM | 294.00 | $8.0k | 100% | Dec 2025 |
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| Pinnacle Bank | 275.00 | $7.6k | 0% | Mar 2026 |
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| Goss Wealth Management | 91.00 | $2.5k | 100% | Mar 2026 |
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Who sold out of Harris Oakmark Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.5M | $45M |
| Covenant Partners | Dec 2025 | 70k | $2.0M |
| Well Done | Dec 2025 | 58k | $1.6M |
| SOL Capital Management | Dec 2025 | 37k | $1.1M |
| J.w. Cole Advisors | Dec 2025 | 30k | $856k |
| Magnolia Capital Advisors | Dec 2025 | 29k | $819k |
| Susquehanna International | Sep 2025 | 20k | $538k |
| Thrivent Financial for Lutherans | Dec 2025 | 15k | $421k |
| Evergreen Wealth Solutions | Dec 2025 | 13k | $364k |
| Flagship Harbor Advisors | Dec 2025 | 2.0k | $57k |
| AdvisorNet Financial | Dec 2025 | 104.00 | $2.9k |