OAKMARK GLOBAL LARGE CAP ETF (OAKG) Institutional Shareholders
OAKMARK GLOBAL LARGE CAP ETF (OAKG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $24.64M in OAKG holdings during the latest filing period.
Natixis Investment Managers, Llc is currently the largest disclosed institutional shareholder of OAKG tracked by InsiderSet, reporting ownership valued at approximately $23.97M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.36M, representing an estimated gain of +5.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed OAKG value among the investors covered in this analysis. Major shareholders include Natixis Investment Managers, Llc, Worth Financial Advisory Group, Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in OAKMARK GLOBAL LARGE CAP ETF (OAKG).
This page ranks the largest institutional OAKG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
6
Total Reported Value
$24.64M
Largest Holder
Natixis Investment Managers, Llc
Largest Position
$23.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Natixis Investment Managers, Llc | 13.84% | 953,924 | $23,974,876 | $25,357,971 | +$1,383,095 | +5.77% | |
| Worth Financial Advisory Group, Llc | 0.14% | 13,000 | $326,728 | $345,576 | +$18,848 | +5.77% | |
| Citadel Advisors Llc | 0.00% | 11,136 | $279,880 | $296,026 | +$16,146 | +5.77% | |
| Capital Investment Advisory Services, Llc | 0.00% | 1,135 | $28,526 | $30,171 | +$1,645 | +5.77% | |
| Harbor Investment Advisory, Llc | 0.00% | 1,000 | $25,133 | $26,583 | +$1,450 | +5.77% | |
| Birchwood Financial Partners, Inc. | 0.01% | 350 | $8,799 | $9,304 | +$505 | +5.74% |
Frequently asked questions about OAKG
Who owns the most OAKG stock?
The largest holders of OAKG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OAKMARK GLOBAL LARGE CAP ETF (OAKG).
Is OAKG widely held by superinvestors?
Many widely followed stocks like OAKG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OAKG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.