# HARRIS OAKMARK ETF TRUST (OAKI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OAKI/

- Reporting holders: 6
- Reported value: $60.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Natixis Investment Managers, LLC](https://holderbook.com/funds/1053187-natixis-investment-managers-llc/) | $49.5M | 1,922,135 | 28.6% | 3 |
| [Appalachian Capital Management Ltd](https://holderbook.com/funds/2111450-appalachian-capital-management-ltd/) | $8.8M | 341,539 | 6.4% | 3 |
| [MBE Wealth Management, LLC](https://holderbook.com/funds/1775850-mbe-wealth-management-llc/) | $1.2M | 46,230 | 0.4% | 1 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $813.3K | 31,580 | 0.0% | 1 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $346.7K | 13,463 | 0.0% | 2 |
| [Worth Financial Advisory Group, LLC](https://holderbook.com/funds/1964358-worth-financial-advisory-group-llc/) | $288.6K | 11,208 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $60.9M |
| Q1 2026 | 5 | $61.9M |
| Q4 2025 | 3 | $34.4M |