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Harris Oakmark Etf Trust shares owned by Smart Portfolios

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Smart Portfolios from 13F filings

Historical chart of Smart Portfolios investment in Harris Oakmark Etf Trust

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

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Quarterly reported holdings in Harris Oakmark Etf Trust by Smart Portfolios

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 38k 28.36
2025-09-30 $270k 10k 26.78

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Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
Wealth Enhancement Advisory Services
LPL 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
Raymond James Financial
NavPoint Financial

View all funds holding Harris Oakmark Etf Trust