OAKI — Harris Oakmark ETF Trust Institutional Holders · Q2 2026
Who owns Harris Oakmark ETF Trust (OAKI)? 8 institutions reported holding $60.53M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Natixis Investment Managers, LLC ($49.5M), Appalachian Capital Management Ltd ($8.8M), MBE Wealth Management, LLC ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Natixis Investment Managers, LLC | $49.5M | 1.9M | Hold |
| 2 | Appalachian Capital Management Ltd | $8.8M | 341,539 | Added |
| 3 | MBE Wealth Management, LLC | $1.2M | 46,230 | New |
| 4 | CITADEL ADVISORS LLC | $406,648 | 15,790 | New |
| 5 | HighTower Advisors, LLC | $346,719 | 13,463 | Added |
| 6 | Worth Financial Advisory Group, LLC | $288,645 | 11,208 | New |
| 7 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 8 | Resonant Capital Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30