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 | 5.8M | $164M | -5% | Jun 2026 |
|
| HPM Partners | 3.4M | $95M | 8% | Jun 2026 |
|
| LPL Financial | 2.1M | $60M | 1% | Jun 2026 |
|
| Advisor Group Holdings | 1.1M | $30M | 0% | Jun 2026 |
|
| Bank of America Corporation | 1.1M | $30M | -10% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 936k | $27M | 100% | Jun 2026 |
|
| Raymond James Financial | 934k | $26M | 29% | Jun 2026 |
|
| Abound Financial | 926k | $26M | -1% | Jun 2026 |
|
| Commonwealth Equity Services | 796k | $22M | 14% | Jun 2026 |
|
| Royal Bank of Canada | 656k | $18M | -2% | Jun 2026 |
|
| AI Financial Services | 599k | $17M | 1% | Jun 2026 |
|
| KWB Wealth | 486k | $14M | 37% | Jun 2026 |
|
| Steward Partners Investment Advisory | 403k | $11M | 0% | Jun 2026 |
|
| BEAM Asset Management | 382k | $11M | -6% | Jun 2026 |
|
| Appalachian Capital Management | 305k | $8.6M | 3% | Jun 2026 |
|
| NavPoint Financial | 289k | $8.1M | 15% | Jun 2026 |
|
| Stratos Wealth Partners | 260k | $7.3M | 100% | Jun 2026 |
|
| U.S. Capital Wealth Advisors | 259k | $7.1M | -25% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 228k | $6.4M | 18% | Jun 2026 |
|
| Castlekeep Investment Advisors | 226k | $6.4M | 22% | Jun 2026 |
|
| Blue Rock Wealth Management | 223k | $6.3M | 10% | Jun 2026 |
|
| Alliance Private Wealth | 208k | $5.8M | -6% | Jun 2026 |
|
| Barnes Pettey Financial Advisors | 196k | $5.5M | 177% | Jun 2026 |
|
| Chevoit Value Management | 193k | $5.4M | 13% | Jun 2026 |
|
| Jabodon Pt | 193k | $5.4M | 110% | Jun 2026 |
|
| Stifel Financial | 174k | $4.9M | 6% | Jun 2026 |
|
| Baird Financial | 168k | $4.7M | 100% | Jun 2026 |
|
| Western Pacific Wealth Management | 164k | $4.6M | 2% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 149k | $4.2M | 8% | Jun 2026 |
|
| Investment Planning Advisors | 122k | $3.4M | 1% | Jun 2026 |
|
| Two Sigma Investments | 117k | $3.3M | 100% | Jun 2026 |
|
| DKM Wealth Management | 104k | $2.9M | -17% | Jun 2026 |
|
| Maridea Wealth Management | 86k | $2.4M | -12% | Jun 2026 |
|
| Gateway Wealth Partners | 85k | $2.4M | -51% | Jun 2026 |
|
| Valeo Financial Advisors | 82k | $2.3M | -3% | Jun 2026 |
|
| IFP Advisors | 79k | $2.2M | -2% | Jun 2026 |
|
| Sugar Maple Asset Management | 78k | $2.2M | -22% | Jun 2026 |
|
| MAI Wealth Advisors | 76k | $2.2M | 354% | Jun 2026 |
|
| Mml Investors Services | 74k | $2.1M | 16% | Jun 2026 |
|
| Sprinkle Financial Consultants | 70k | $2.0M | 3% | Jun 2026 |
|
| Citadel Advisors | 57k | $1.6M | -53% | Jun 2026 |
|
| J.w. Cole Advisors | 50k | $1.4M | 100% | Jun 2026 |
|
| Morgan Stanley | 48k | $1.3M | 574% | Mar 2026 |
|
| Colony | 47k | $1.3M | 33% | Jun 2026 |
|
| Smart Portfolios | 46k | $1.3M | 20% | Mar 2026 |
|
| CI Private Wealth | 43k | $1.2M | 7% | Jun 2026 |
|
| Cascades Capital Asset Management | 43k | $1.2M | -5% | Jun 2026 |
|
| Aprio Wealth Management | 43k | $1.2M | 1% | Jun 2026 |
|
| Davenport & Co | 37k | $1.0M | 1% | Jun 2026 |
|
| Susquehanna International | 30k | $852k | -2% | Jun 2026 |
|
| Kestra Advisory Services | 29k | $816k | 45% | Jun 2026 |
|
| Northern Trust | 28k | $798k | -33% | Jun 2026 |
|
| Associated Banc- | 27k | $770k | 13% | Jun 2026 |
|
| Envestnet Asset Management | 27k | $764k | 9% | Jun 2026 |
|
| Arq Wealth Advisors | 24k | $697k | -93% | Jun 2026 |
|
| Birchwood Financial Partners | 23k | $643k | 22% | Jun 2026 |
|
| Nations Financial Group | 21k | $598k | 39% | Jun 2026 |
|
| Legacy Trust | 21k | $577k | 100% | Jun 2026 |
|
| Horizon Wealth Management | 20k | $554k | -99% | Jun 2026 |
|
| First Foundation Advisors | 19k | $542k | 100% | Jun 2026 |
|
| Sittner & Nelson | 19k | $531k | 16% | Jun 2026 |
|
| Southeast Asset Advisors | 19k | $526k | 11% | Jun 2026 |
|
| Jones Financial Companies, L.L | 19k | $529k | 100% | Jun 2026 |
|
| Nautilus Advisors | 18k | $519k | -60% | Jun 2026 |
|
| TrustWell Financial Advisors | 17k | $479k | 0% | Jun 2026 |
|
| UBS Group | 17k | $478k | 100% | Jun 2026 |
|
| Dickmeyer Boyce Financial Management | 16k | $461k | 4% | Jun 2026 |
|
| Next Level Private | 16k | $459k | -6% | Jun 2026 |
|
| Millstone Evans Group | 15k | $420k | -21% | Jun 2026 |
|
| Oakmont Partners | 14k | $395k | 100% | Jun 2026 |
|
| HighTower Advisors | 14k | $389k | -3% | Jun 2026 |
|
| Capital Investment Advisory Services | 14k | $382k | 7% | Jun 2026 |
|
| 1620 Investment Advisors | 13k | $376k | 100% | Jun 2026 |
|
| Hunter Associates | 13k | $373k | 53% | Jun 2026 |
|
| Stone Wealth Partners | 13k | $365k | 28% | Jun 2026 |
|
| Concurrent Investment Advisors | 13k | $351k | 17% | Jun 2026 |
|
| Parkside Financial Bank & Trust | 12k | $344k | 100% | Jun 2026 |
|
| Smith, Moore & Co. | 12k | $341k | 20% | Jun 2026 |
|
| Sage Capital Management | 12k | $332k | 9% | Jun 2026 |
|
| SpringVest Wealth Management | 11k | $319k | 46% | Jun 2026 |
|
| Goldman Sachs Group | 11k | $306k | 100% | Jun 2026 |
|
| Janney Montgomery Scott | 9.8k | $277k | 0% | Jun 2026 |
|
| Manchester Financial | 9.7k | $274k | 0% | Jun 2026 |
|
| Captrust Financial Advisors | 9.6k | $270k | 100% | Jun 2026 |
|
| Global Retirement Partners | 9.4k | $266k | -6% | Jun 2026 |
|
| Greater Midwest Financial Group | 8.8k | $247k | -98% | Jun 2026 |
|
| National Asset Management | 8.0k | $227k | 0% | Jun 2026 |
|
| Holos Integrated Wealth | 4.8k | $141k | 0% | Jun 2026 |
|
| WPG Advisers | 4.2k | $120k | 130% | Jun 2026 |
|
| Jpmorgan Chase & Co | 2.1k | $58k | 100% | Jun 2026 |
|
| Rothschild Investment | 2.0k | $56k | 0% | Jun 2026 |
|
| Private Trust Co Na | 2.0k | $56k | -67% | Jun 2026 |
|
| Integrated Wealth Concepts | 1.0k | $28k | 100% | Jun 2026 |
|
| Mercer Global Advisors | 832.00 | $23k | 100% | Jun 2026 |
|
| Bnp Paribas Arbitrage, Snc | 428.00 | $12k | 100% | Jun 2026 |
|
| Goss Wealth Management | 323.00 | $9.1k | 255% | Jun 2026 |
|
| CWM | 294.00 | $8.1k | 0% | Mar 2026 |
|
| Pinnacle Bank | 268.00 | $7.5k | -3% | Jun 2026 |
|
| Oakworth Capital | 250.00 | $7.2k | 100% | Jun 2026 |
|
Who sold out of Harris Oakmark Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nkcfo | Mar 2026 | 107k | $3.0M |
| Independent Advisor Alliance | Mar 2026 | 87k | $2.4M |
| Jane Street | Mar 2026 | 63k | $1.7M |
| Evoke Wealth | Mar 2026 | 55k | $1.5M |
| Clarkston Capital Partners | Mar 2026 | 51k | $1.4M |
| Sanctuary Advisors | Mar 2026 | 35k | $950k |
| Gts Securities | Mar 2026 | 20k | $559k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 14k | $379k |
| WCG Wealth Advisors | Mar 2026 | 13k | $367k |
| Prospera Financial Services | Mar 2026 | 8.5k | $234k |
| Phil A. Younker & Associates | Mar 2026 | 8.5k | $234k |
| Blume Capital Management | Mar 2026 | 2.0k | $55k |