OAKMARK GLOBAL LARGE CAP ETF (OAKG) Institutional Ownership Changes & 13F Activity
OAKMARK GLOBAL LARGE CAP ETF (OAKG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Jane Street Group, Llc, Worth Financial Advisory Group, Llc, and Birchwood Financial Partners, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -97,978 | -89.8% | 11,136 | $279.88K | Q2 2026 | Sep 02, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +25 | +7.7% | 350 | $8.80K | Q2 2026 | Aug 06, 2026 |
| Worth Financial Advisory Group, Llc | Buy | +13,000 | — | 13,000 | $326.73K | Q2 2026 | Jul 31, 2026 |
| Jane Street Group, Llc | Sell | -13,120 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about OAKG activity
Which institutional owners are buying OAKG?
Institutional owners buying OAKG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OAKG activity?
"Buy" means an investor increased their reported position in OAKG compared to the prior reporting period. This reflects growing exposure to OAKMARK GLOBAL LARGE CAP ETF (OAKG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OAKG increasing?
Institutional interest in OAKG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.