HARRIS OAKMARK ETF TRUST
Institutional coverage
91 13F filers hold $OAKM.
13F holders
91
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 91 · Source: 13F-HR01
DAFNA Capital Management LLC
3.29% of portfolio
6,094,109 sh
02
Sheaff Brock Investment Advisors, LLC
0.04% of portfolio
2,148,418 sh
03
Taconic Capital Advisors LP
0.02% of portfolio
2,115,121 sh
04
Sowa Financial Group, Inc.
5.50% of portfolio
1,359,970 sh
05
Loomis Sayles & Co. L P
0.01% of portfolio
1,067,242 sh
06
Anderson Financial Strategies, LLC
11.21% of portfolio
931,034 sh
07
Ironwood Financial, llc
0.05% of portfolio
870,987 sh
08
Ryan Investment Management, Inc.
0.03% of portfolio
700,815 sh
09
TrinityBridge Ltd
7.77% of portfolio
595,222 sh
10
Goodlander Investment Management, LLC
7.80% of portfolio
526,934 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $OAKM in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $OAKM in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:34 UTC.