LOS ANGELES, CA
BROOKFIELD OAKTREE HOLDINGS, LLCOAK-PA— Latest position per institution from SEC 13F filings
15
Institutional holders
469.32K
Total shares held
696.94K
Estimated value
93.86K
Avg. position size
COMERICA BANK
CIK 901541
Shares
404K
Value
0.00
Filed
Jun 30, 2023
STERLING CAPITAL MANAGEMENT LLC
CIK 1329883
Shares
33.31K
Value
685.19K
Filed
Mar 31, 2026
CONNECTUS WEALTH, LLC
CIK 1857493
Shares
31.48K
Value
755.00
Filed
Sep 30, 2022
NBC SECURITIES, INC.
CIK 791540
Shares
400.00
Value
8.39K
Filed
Dec 31, 2025
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
CIK 1121477
Shares
125.00
Value
2.61K
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | COMERICA BANK | 901541 | 404K | 0.00 | Jun 30, 2023 |
| 2 | STERLING CAPITAL MANAGEMENT LLC | 1329883 | 33.31K | 685.19K | Mar 31, 2026 |
| 3 | CONNECTUS WEALTH, LLC | 1857493 | 31.48K | 755.00 | Sep 30, 2022 |
| 4 | NBC SECURITIES, INC. | 791540 | 400.00 | 8.39K | Dec 31, 2025 |
| 5 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1121477 | 125.00 | 2.61K | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.