Harris Oakmark ETF Trust - OAKG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Natixis Investment Managers, LLC | History | New | 388,952 | 10,015 | 28.5% | — | 1 | +388,952 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 160,443 | 4,131 | 0.0% | — | 2 | +160,443 | New | Q4 2025 | Feb 17, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 13,000 | 334 | 0.16% | — | 3 | +13,000 | New | Q4 2025 | Jan 16, 2026 |