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Harris Oakmark Etf Trust shares owned by Southeast Asset Advisors

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

Historical chart of Southeast Asset Advisors investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Southeast Asset 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 Southeast Asset Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $464k 17k 27.57

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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