HARRIS OAKMARK ETF TRUST (OAKI)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
6
Reporting holders
$60.5M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Natixis Investment Managers, LLC | $49.5M | 1,922,135 | 28.58% | 3q | HELD |
| Appalachian Capital Management Ltd | $8.8M | 341,539 | 6.38% | 3q | +0.9%+$79.4K |
| MBE Wealth Management, LLC | $1.2M | 46,230 | 0.42% | new | NEW |
| CITADEL ADVISORS LLC | $406.6K | 15,790 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $346.7K | 13,463 | 0.00% | 2q | +41.2%+$101.1K |
| Worth Financial Advisory Group, LLC | $288.6K | 11,208 | 0.12% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 6 | $60.5M | 2,350,365 | 3 | 2 | 0 | 0.0% |
| Q1 2026 | 5 | $61.9M | 2,343,675 | 3 | 2 | 0 | 0.0% |
| Q4 2025 | 3 | $34.4M | 1,337,449 | 2 | 0 | 0 | 0.0% |