# HARRIS OAKMARK ETF TRUST (OAKM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OAKM/

- Reporting holders: 5
- Reported value: $8.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [DKM Wealth Management, Inc.](https://holderbook.com/funds/2055833-dkm-wealth-management-inc/) | $3.1M | 104,317 | 1.9% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.7M | 91,657 | 0.1% | 5 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $2.3M | 79,385 | 0.9% | 6 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $525.4K | 17,896 | 0.3% | 3 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $304.9K | 10,384 | 0.2% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $8.9M |
| Q2 2026 | 98 | $712.4M |
| Q1 2026 | 96 | $721.7M |
| Q4 2025 | 90 | $679.9M |
| Q3 2025 | 65 | $525.5M |
| Q2 2025 | 50 | $419.9M |
| Q1 2025 | 33 | $118.5M |
| Q4 2024 | 10 | $22.4M |