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 | Added to | 1,922,135 | 51,649 | 67.14% | 71.5% | 1 | +945,179 | 96.75% | Q1 2026 | May 14, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 338,454 | 8,139 | 6.51% | 6.59% | 2 | +18,366 | 5.74% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 53,077 | 1,276 | 0.0% | — | 3 | +53,077 | New | Q1 2026 | May 12, 2026 |
| Resonant Capital Advisors, LLC | History | New | 20,472 | 620 | 0.03% | — | 4 | +20,472 | New | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | New | 9,537 | 229 | 0.0% | — | 5 | +9,537 | New | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,405 | -100.0% | Q1 2026 | May 15, 2026 |