13FBOX
OAKMARK GLOBAL LARGE CAP ETF · 13F Institutional Holdings
Options Calculator Rankings
O

OAKMARK GLOBAL LARGE CAP ETF

OAKG
Institutions
6
Combined AUM (Q2 2026)
$24.6M
Combined Shares (Q2 2026)
980,545
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+13,025
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-111,098
2 · 1 Exit · ≈
⚖️ Net
-98,073
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$24.6M
Institutions
6
New Buys
1
Adds
1
Reduces
1
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Natixis Investment Managers, LLC
13.84%32.85%#1$24.0M953,924$25.3M953,92400.00%Unchanged
Worth Financial Advisory Group, LLC
0.14%#2$326,72813,000$00+13,000New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#6$279,88011,136$2.6M109,114-97,978-89.79%Reduce
Capital Investment Advisory Services, LLC
<0.01%<0.01%#4$28,5261,135$27,5251,13500.00%Unchanged
HARBOR INVESTMENT ADVISORY, LLC
<0.01%<0.01%#5$25,1331,000$24,2511,00000.00%Unchanged
Birchwood Financial Partners, Inc.
0.01%0.01%#3$8,799350$7,884325+25+7.69%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow