4 institutions reported holding $10.3M of HARRIS OAKMARK ETF TRUST (OAKI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Appalachian Capital Management Ltd ($8.8M), MBE Wealth Management, LLC ($1.2M), Worth Financial Advisory Group, LLC ($288,645), Resonant Capital Advisors, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Appalachian Capital Management Ltd | $8.8M | 341,539 | Added |
| 2 | MBE Wealth Management, LLC | $1.2M | 46,230 | New |
| 3 | Worth Financial Advisory Group, LLC | $288,645 | 11,208 | New |
| 4 | Resonant Capital Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30