3 institutions reported holding $685,187 of BROOKFIELDOAKTREEHOLDINGS (OAK-PA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sterling Capital Management LLC ($685,187), BOYD WATTERSON ASSET MANAGEMENT LLC/OH ($0), NBC SECURITIES, INC. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | $685,187 | 33,310 | Hold |
| 2 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $0 | 0 | Exited |
| 3 | NBC SECURITIES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31