Who owns HARRIS OAKMARK ETF TRUST?
- Ticker: OAKM
- CUSIP Number: 41456u106
Tip: Access positions for across all investors
Analyze quarterly positions in Harris Oakmark Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|
| HPM Partners | 3.1M | $86M | 47% | Mar 2026 |
|
| LPL Financial | 2.1M | $58M | 62% | Mar 2026 |
|
| Horizon Wealth Management | 1.4M | $38M | 7588% | Mar 2026 |
|
| Bank of America Corporation | 1.2M | $33M | 100% | Mar 2026 |
|
| Advisor Group Holdings | 1.1M | $30M | 3458% | Mar 2026 |
|
| Abound Financial | 931k | $26M | 0% | Mar 2026 |
|
| Raymond James Financial | 725k | $20M | 6% | Mar 2026 |
|
| Commonwealth Equity Services | 701k | $19M | 16% | Mar 2026 |
|
| Royal Bank of Canada | 671k | $19M | 100% | Mar 2026 |
|
| AI Financial Services | 599k | $17M | 1% | Jun 2026 |
|
| Greater Midwest Financial Group | 527k | $15M | -3% | Mar 2026 |
|
| KWB Wealth | 486k | $14M | 37% | Jun 2026 |
|
| BEAM Asset Management | 404k | $11M | 1431% | Mar 2026 |
|
| Steward Partners Investment Advisory | 402k | $11M | 13% | Mar 2026 |
|
| Arq Wealth Advisors | 335k | $9.2M | 100% | Mar 2026 |
|
| Appalachian Capital Management | 295k | $8.1M | 4% | Mar 2026 |
|
| U.S. Capital Wealth Advisors | 259k | $7.1M | -25% | Mar 2026 |
|
| NavPoint Financial | 253k | $7.0M | 25% | Mar 2026 |
|
| Alliance Private Wealth | 208k | $5.8M | -6% | Jun 2026 |
|
| Blue Rock Wealth Management | 203k | $5.6M | 2% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 194k | $5.3M | 0% | Mar 2026 |
|
| Castlekeep Investment Advisors | 185k | $5.1M | 16% | Mar 2026 |
|
| Gateway Wealth Partners | 173k | $4.8M | 230% | Mar 2026 |
|
| Chevoit Value Management | 171k | $4.7M | 30% | Mar 2026 |
|
| Stifel Financial | 163k | $4.5M | 759% | Mar 2026 |
|
| Western Pacific Wealth Management | 160k | $4.4M | 4% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 138k | $3.8M | 12% | Mar 2026 |
|
| DKM Wealth Management | 126k | $3.5M | 2% | Mar 2026 |
|
| Citadel Advisors | 122k | $3.3M | 356% | Mar 2026 |
|
| Investment Planning Advisors | 122k | $3.3M | 8% | Mar 2026 |
|
| Nkcfo | 107k | $3.0M | 0% | Mar 2026 |
|
| Sugar Maple Asset Management | 99k | $2.7M | 73% | Mar 2026 |
|
| Maridea Wealth Management | 98k | $2.7M | 9% | Mar 2026 |
|
| Jabodon Pt | 92k | $2.5M | 100% | Mar 2026 |
|
| Independent Advisor Alliance | 87k | $2.4M | 100% | Mar 2026 |
|
| Valeo Financial Advisors | 82k | $2.3M | -3% | Jun 2026 |
|
| IFP Advisors | 80k | $2.2M | 5% | Mar 2026 |
|
| Barnes Pettey Financial Advisors | 71k | $1.9M | 603% | Mar 2026 |
|
| Sprinkle Financial Consultants | 70k | $2.0M | 3% | Jun 2026 |
|
| Mml Investors Services | 64k | $1.8M | 50% | Mar 2026 |
|
| Jane Street | 63k | $1.7M | -15% | Mar 2026 |
|
| Evoke Wealth | 55k | $1.5M | 0% | Mar 2026 |
|
| Clarkston Capital Partners | 51k | $1.4M | -87% | Mar 2026 |
|
| Morgan Stanley | 48k | $1.3M | 574% | Mar 2026 |
|
| Smart Portfolios | 46k | $1.3M | 20% | Mar 2026 |
|
| Cascades Capital Asset Management | 45k | $1.2M | 2% | Mar 2026 |
|
| Nautilus Advisors | 44k | $1.2M | 8% | Mar 2026 |
|
| Northern Trust | 42k | $1.2M | 100% | Mar 2026 |
|
| Aprio Wealth Management | 42k | $1.2M | 2% | Mar 2026 |
|
| CI Private Wealth | 41k | $1.1M | -40% | Mar 2026 |
|
| Davenport & Co | 37k | $1.0M | 40% | Mar 2026 |
|
| Colony | 35k | $970k | 100% | Mar 2026 |
|
| Sanctuary Advisors | 35k | $950k | -6% | Mar 2026 |
|
| Susquehanna International | 31k | $847k | 100% | Mar 2026 |
|
| Envestnet Asset Management | 25k | $688k | 123% | Mar 2026 |
|
| Associated Banc- | 24k | $667k | 30% | Mar 2026 |
|
| Gts Securities | 20k | $559k | -44% | Mar 2026 |
|
| Kestra Advisory Services | 20k | $551k | 38% | Mar 2026 |
|
| Millstone Evans Group | 19k | $521k | 120% | Mar 2026 |
|
| Birchwood Financial Partners | 19k | $514k | 21% | Mar 2026 |
|
| TrustWell Financial Advisors | 17k | $469k | 0% | Mar 2026 |
|
| MAI Wealth Advisors | 17k | $464k | -9% | Mar 2026 |
|
| Southeast Asset Advisors | 17k | $464k | 100% | Mar 2026 |
|
| Next Level Private | 16k | $459k | -6% | Jun 2026 |
|
| Sittner & Nelson | 16k | $446k | 23% | Mar 2026 |
|
| Dickmeyer Boyce Financial Management | 16k | $435k | 100% | Mar 2026 |
|
| Nations Financial Group | 15k | $421k | 100% | Mar 2026 |
|
| HighTower Advisors | 14k | $391k | 33% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 14k | $379k | 100% | Mar 2026 |
|
| WCG Wealth Advisors | 13k | $367k | -62% | Mar 2026 |
|
| Stone Wealth Partners | 13k | $365k | 28% | Jun 2026 |
|
| Capital Investment Advisory Services | 13k | $349k | 38% | Mar 2026 |
|
| Sage Capital Management | 11k | $298k | 3% | Mar 2026 |
|
| Concurrent Investment Advisors | 11k | $295k | 45% | Mar 2026 |
|
| Smith, Moore & Co. | 10k | $278k | 100% | Mar 2026 |
|
| Janney Montgomery Scott | 9.8k | $270k | -5% | Mar 2026 |
|
| Manchester Financial | 9.7k | $274k | 0% | Jun 2026 |
|
| Hunter Associates | 8.7k | $241k | 100% | Mar 2026 |
|
| Prospera Financial Services | 8.5k | $234k | 0% | Mar 2026 |
|
| Phil A. Younker & Associates | 8.5k | $234k | 0% | Mar 2026 |
|
| National Asset Management | 8.0k | $217k | -1% | Mar 2026 |
|
| SpringVest Wealth Management | 7.8k | $215k | 0% | Mar 2026 |
|
| Private Trust Co Na | 6.1k | $168k | 100% | Mar 2026 |
|
| Holos Integrated Wealth | 4.8k | $133k | 100% | Mar 2026 |
|
| Blume Capital Management | 2.0k | $55k | 100% | Mar 2026 |
|
| Rothschild Investment | 2.0k | $55k | 0% | Mar 2026 |
|
| WPG Advisers | 1.9k | $51k | 0% | Mar 2026 |
|
| CWM | 294.00 | $8.1k | 0% | Mar 2026 |
|
| Pinnacle Bank | 275.00 | $7.6k | 0% | Mar 2026 |
|
| Advisory Services Network | 200.00 | $5.5k | 100% | Mar 2026 |
|
| Goss Wealth Management | 91.00 | $2.5k | 100% | Mar 2026 |
|
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 |
| 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 |