Steward Partners Investment Advisory »

Harris Oakmark Etf Trust shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory investment in Harris Oakmark Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harris Oakmark Etf Trust held by Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 337k 26.78
2025-06-30 $7.3M 284k 25.68
2025-03-31 $2.4M 98k 24.45

More positions owned by Steward Partners Investment Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Steward Partners Investment Advisory

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
KWB Wealth
Royal Bank of Canada
U.S. Capital Wealth Advisors
Steward Partners Investment Advisory
Raymond James Financial
NavPoint Financial
Blue Rock Wealth Management

View all funds holding Harris Oakmark Etf Trust