Who owns Oakmark Global Large Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OAKG from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 980,545 shares of Oakmark Global Large Cap ETF worth $24.6M — about 122.8% of shares outstanding; the largest disclosed holder is Natixis Investment Managers, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$24.6M
value, 2026 filers
122.8%
of shares outstanding (980,545 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OAKG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Natixis Investment Managers, LLC | 953,924 | $24.0M | 13.8% | 119.5% | 0.0% |
| 2 | Worth Financial Advisory Group, LLCNEW | 13,000 | $326,728 | 0.1% | 1.6% | new |
| 3 | CITADEL ADVISORS LLC | 11,136 | $279,880 | 0.0% | 1.4% | -89.8% |
| 4 | Capital Investment Advisory Services, LLC | 1,135 | $28,526 | 0.0% | 0.1% | 0.0% |
| 5 | HARBOR INVESTMENT ADVISORY, LLC | 1,000 | $25,133 | 0.0% | 0.1% | 0.0% |
| 6 | Birchwood Financial Partners, Inc. | 350 | $8,799 | 0.0% | 0% | +7.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.