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Oakmark International LC ETF (OAKI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Appalachian Capital Management Ltd
INCREASED
Shares343,198 from 341,539
Change+1,659 (+0%)
Value$8.8M (+$10.7K)
Filed 2026-10-14
MBE Wealth Management, LLC
INCREASED
Shares48,411 from 46,230
Change+2,181 (+5%)
Value$1.2M (+$51.7K)
Filed 2026-10-26
HighTower Advisors, LLC
INCREASED
Shares19,841 from 13,463
Change+6,378 (+47%)
Value$509.1K (+$162.4K)
Filed 2026-11-10
Worth Financial Advisory Group, LLC
INCREASED
Shares13,073 from 11,208
Change+1,865 (+17%)
Value$335.5K (+$46.8K)
Filed 2026-10-19
Natixis Investment Managers, LLC
N/A
Shares— from 1,922,135
Change-1,922,135 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,790
Change-15,790 (-100%)
Value—
Status
Appalachian Capital Management Ltd
INCREASED343,198341,539+1,659+0%$8.8M$8.8M+$10.7K2026-10-14
MBE Wealth Management, LLC
INCREASED48,41146,230+2,181+5%$1.2M$1.2M+$51.7K2026-10-26
HighTower Advisors, LLC
INCREASED19,84113,463+6,378+47%$346.7K$509.1K+$162.4K2026-11-10
Worth Financial Advisory Group, LLC
INCREASED13,07311,208+1,865+17%$288.6K$335.5K+$46.8K2026-10-19
Natixis Investment Managers, LLC
N/A—1,922,135-1,922,135-100%$49.5M———
Citadel Advisors LLC
N/A—15,790-15,790-100%$406.6K———
Showing 6 of 6 institutions