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Oakmark Global Large Cap ETF (OAKG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Worth Financial Advisory Group, LLC
DECREASED
Shares12,800 from 13,000
Change-200 (-2%)
Value$333.4K (+$6.6K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,135 from 1,135
Change0 (0%)
Value$29.6K (+$1.0K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$26.0K (+$911)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
INCREASED
Shares371 from 350
Change+21 (+6%)
Value$9.7K (+$866)
Filed 2026-11-02
Natixis Investment Managers, LLC
N/A
Shares— from 953,924
Change-953,924 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,136
Change-11,136 (-100%)
Value—
Status
Worth Financial Advisory Group, LLC
DECREASED12,80013,000-200-2%$326.7K$333.4K+$6.6K2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED1,1351,13500%$28.5K$29.6K+$1.0K2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED1,0001,00000%$25.1K$26.0K+$9112026-10-13
Birchwood Financial Partners, Inc.
INCREASED371350+21+6%$8.8K$9.7K+$8662026-11-02
Natixis Investment Managers, LLC
N/A—953,924-953,924-100%$24.0M———
Citadel Advisors LLC
N/A—11,136-11,136-100%$279.9K———
Showing 6 of 6 institutions