Steward Partners Investment Advisory’s Horizon Kinetics Japan Owner Operator ETF JAPN Stock Holding History

Steward Partners Investment Advisory’s Portfolio JAPN Stock Details JAPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.9K	Buy	1,496 +1,008	+207%	+$24.4K	﹤0.01%	2979
2025 Q4	$12.5K	Buy	488 +5	+1%	+$134	﹤0.01%	3345
2025 Q3	$13.6K	Buy	483 +152	+46%	+$4.27K	﹤0.01%	3269
2025 Q2	$9.28K	Buy	+331	New	+$8.88K	﹤0.01%	3249

Other funds holding JAPN

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return

Steward Partners Investment Advisory's JAPN Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Horizon Kinetics Japan Owner Operator ETF (JAPN) stake by 207% in Q1 2026, buying an estimated $24.4K and bringing the position to 1,496 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Steward Partners Investment Advisory first reported a position in JAPN in Q2 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold JAPN as of Q1 2026.

Steward Partners Investment Advisory held 1,496 shares of Horizon Kinetics Japan Owner Operator ETF worth $33.9K as of Q1 2026.
Steward Partners Investment Advisory bought 1,008 Horizon Kinetics Japan Owner Operator ETF shares in Q1 2026, an estimated $24.4K.
Horizon Kinetics Japan Owner Operator ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2979 holding.
Steward Partners Investment Advisory first reported a position in Horizon Kinetics Japan Owner Operator ETF in Q2 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held Horizon Kinetics Japan Owner Operator ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.