Filing Research | HARRIS OAKMARK ETF TRUST Institutional Holdings

Snapshot holdings

2 / 2 loaded

#		Instrument	quantity
1	Appalachian Capital Management Ltd	Shares	341.5KSH	$8.8M
2	MBE Wealth Management, LLC	Shares	46.2KSH	$1.2M

Manager changes2026-06-30 vs 2026-03-31

2 / 2 loaded

#		Instrument
1	MBE Wealth Management, LLC new	Shares	+46.2K	+$1.2M	$1.2M
2	Appalachian Capital Management Ltd added	Shares	+3.1K	+$656.5K	$8.8M