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Harris Oakmark Etf Trust shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Private Trust Co Na consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2026-03-31 $168k 6.1k 27.57
2025-06-30 $122k 4.7k 25.68

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Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
LPL Financial
Horizon Wealth Management
Bank of America Corporation
Abound Financial
Commonwealth Equity Services
Raymond James Financial
Royal Bank of Canada
AI Financial Services
Greater Midwest Financial Group
BEAM Asset Management
Steward Partners Investment Advisory
KWB Wealth
Arq Wealth Advisors

View all funds holding Harris Oakmark Etf Trust