HARRIS ASSOCIATES INVESTMENT TRUST - OAYLX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | History | New | 2,844 | 238 | 0.02% | — | 1 | +2,844 | New | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | New | 1,013 | 84 | 0.01% | — | 2 | +1,013 | New | Q1 2026 | May 19, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -256 | -100.0% | Q1 2026 | May 11, 2026 |