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Harris Oakmark Etf Trust shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-06-30 $529k 19k 28.40

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Spdr Ser Tr Etf (SPYM)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Russell Midcap Etf (IWR)
Ishares Trust Core Msci Eafe Etf (IEFA)
Vanguard Index Tr Etf (VTV)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Vanguard Ftse Developed Etf (VEA)
Ishares Broad Usd High Yield Etf (USHY)
Ishares Russell 1000 Etf (IWB)

View all positions for Jones Financial Companies, L.L

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
LPL Financial
Advisor Group Holdings
Bank of America Corporation
Wealth Enhancement Advisory Services
Raymond James Financial
Abound Financial
Commonwealth Equity Services
Royal Bank of Canada
AI Financial Services
KWB Wealth
Steward Partners Investment Advisory
BEAM Asset Management
Appalachian Capital Management

View all funds holding Harris Oakmark Etf Trust