OAKG — Harris Oakmark ETF Trust Institutional Holders · Q2 2026
Who owns Harris Oakmark ETF Trust (OAKG)? 7 institutions reported holding $24.64M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Natixis Investment Managers, LLC ($24.0M), Worth Financial Advisory Group, LLC ($326,728), Citadel Advisors LLC ($279,880).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Natixis Investment Managers, LLC | $24.0M | 953,924 | Hold |
| 2 | Worth Financial Advisory Group, LLC | $326,728 | 13,000 | New |
| 3 | CITADEL ADVISORS LLC | $279,880 | 11,136 | Trimmed |
| 4 | Capital Investment Advisory Services, LLC | $28,526 | 1,135 | Hold |
| 5 | HARBOR INVESTMENT ADVISORY, LLC | $25,133 | 1,000 | Hold |
| 6 | Birchwood Financial Partners, Inc. | $8,799 | 350 | Added |
| 7 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30