Abound Financial »

Harris Oakmark Etf Trust shares owned by Abound Financial

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

Historical chart of Abound Financial investment in Harris Oakmark Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Harris Oakmark Etf Trust by Abound Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 614k 26.78
2025-06-30 $15M 602k 25.68

More positions owned by Abound Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Select Sector Spdr Tr Communication (XLC)

View all positions for Abound Financial

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