13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
OAKG

HARRIS OAKMARK ETF TRUST

6 institutions still hold HARRIS OAKMARK ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41456U304·6 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$30M
63.0% inst. owned
of float
Holders
6
+85 QoQ
filers reporting
Activity
+44 / −52
+971 added · −741 reduced
this quarter
Concentration
84.86%
Natixis Investment Managers, LLC #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported OAKG in Q1 2026. Natixis Investment Managers, LLC leads at 84.9% of the visible book. +85 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Natixis Investment Managers, LLC
CIK 0001053187
$25M954K32.85%Q1 202602
CITADEL ADVISORS LLC
CIK 0001423053
$4M160K0.00%Q4 202503
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$318,17313K0.00%Q1 202604
Capital Investment Advisory Services, LLC
CIK 0001659203
$27,5251K0.00%Q1 202605
HARBOR INVESTMENT ADVISORY, LLC
CIK 0001468792
$24,2511K0.00%Q1 202606
Birchwood Financial Partners, Inc.
CIK 0002110062
$7,8843250.01%Q1 2026