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Harris Oakmark Etf Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $209k 7.4k 28.36

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Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
Wealth Enhancement Advisory Services
LPL Financial
Abound Financial
Raymond James Financial
Commonwealth Equity Services
AI Financial Services
Greater Midwest Financial Group
Clarkston Capital Partners
KWB Wealth
Steward Partners Investment Advisory
Royal Bank of Canada
U.S. Capital Wealth Advisors
Appalachian Capital Management

View all funds holding Harris Oakmark Etf Trust