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Harris Oakmark Etf Trust shares owned by AI Financial Services

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by AI Financial Services from 13F filings

Historical chart of AI Financial Services investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by AI Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by AI Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 601k 26.69
2025-06-30 $15M 595k 25.68
2025-03-31 $14M 575k 24.45

More positions owned by AI Financial Services

Ishares Tr Russell 2000 Etf (IWM)
Touchstone Etf Trust Touchstone Sands (TSEL)
2023 Etf Series Trust Brandes Us Value (BUSA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Virtus Etf Tr Ii Alphasimplex Mng (ASMF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for AI Financial Services

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
Wealth Enhancement Advisory Services
HPM Partners
LPL Financial
Abound Financial
AI Financial Services
Commonwealth Equity Services
Greater Midwest Financial Group
Royal Bank of Canada
Steward Partners Investment Advisory
Raymond James Financial
Blue Rock Wealth Management
U.S. Capital Wealth Advisors
Western Pacific Wealth Management
Wiley Bros.-aintree Capital

View all funds holding Harris Oakmark Etf Trust