Harris Oakmark ETF Trust - OAKI
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 | 976,956 | 25,124 | 71.5% | — | 1 | +976,956 | New | Q4 2025 | Feb 13, 2026 |
| Appalachian Capital Management Ltd | History | New | 320,088 | 8,231 | 6.59% | — | 2 | +320,088 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 40,405 | 1,039 | 0.0% | — | 3 | +40,405 | New | Q4 2025 | Feb 17, 2026 |