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Harris Oakmark Etf Trust shares owned by NavPoint Financial

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

Historical chart of NavPoint Financial investment in Harris Oakmark Etf Trust

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

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Quarterly reported holdings in Harris Oakmark Etf Trust by NavPoint Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 135k 26.78
2025-06-30 $2.7M 107k 25.68
2025-03-31 $1.7M 68k 24.45
2024-12-31 $389k 17k 23.51

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View all positions for NavPoint 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