OAKM — Harris Oakmark ETF Trust Institutional Holders · Q3 2026
Who owns Harris Oakmark ETF Trust (OAKM)? 5 institutions reported holding $8.91M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: DKM Wealth Management, Inc. ($3.1M), Valeo Financial Advisors, LLC ($2.7M), Sprinkle Financial Consultants LLC ($2.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | DKM Wealth Management, Inc. | $3.1M | 104,317 | Added |
| 2 | Valeo Financial Advisors, LLC | $2.7M | 91,657 | Added |
| 3 | Sprinkle Financial Consultants LLC | $2.3M | 79,385 | Added |
| 4 | Dickmeyer Boyce Financial Management, Inc. | $525,421 | 17,896 | Added |
| 5 | Nautilus Advisors LLC | $304,863 | 10,384 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30