Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Appalachian Capital Management Ltd (+0.9%).
7 tracked 13F filers disclose a position in OAKI as of the latest SEC 13F filings, a combined $61.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Natixis Investment Managers, LLC | 1.9M | $49.5M | —Held | Q2 2026 | |
| 2 | Appalachian Capital Management Ltd | 342K | $8.8M | ▲+0.9% Added · +3K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 53K | $1.3M | ▲New +53K sh | Q1 2026 | |
| 4 | MBE Wealth Management, LLC | 46K | $1.2M | ▲New +46K sh | Q2 2026 | |
| 5 | Citadel Advisors LLC | 16K | $407K | ▲New +16K sh | Q2 2026 | |
| 6 | Worth Financial Advisory Group, LLC | 11K | $289K | ▲New +11K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 10K | $229K | ▲New +10K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in OAKI and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Oakmark Global Large Cap ETFOAKG | 2 funds | $24.3M |
| Schwab US DVD Equity ETFSCHD | 2 funds | $11.5M |
| Amazon.com IncAMZN | 2 funds | $9.3M |
| Nvidia CorpNVDA | 2 funds | $7.3M |
| Microsoft CorpMSFT | 2 funds | $6.6M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $4.6M |
| Alphabet Inc-CL CGOOG | 2 funds | $4.1M |
| SS Financial Select SectorXLF | 2 funds | $3.8M |
| ExxonMobil Holdings CorpXOM | 2 funds | $2.3M |
| Eli Lilly & CoLLY | 2 funds | $2.3M |
| Boeing CoBA | 2 funds | $1.9M |
| Tesla IncTSLA | 2 funds | $1.9M |
Ranked by how many of OAKI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OAKI.
| Class | 13F holders | Value held |
|---|---|---|
| OAKMmc | 90 funds | $662.4M |
| OAKIthis pageINTL LARGE CAP | 7 funds | $61.7M |
| OAKGGLOBAL LARGE CAP | 7 funds | $25.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OAKI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OAKI/capital-change-brief"
Use Arkolith's capital_change_brief for OAKI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for OAKI. Filings are public domain, sourced to SEC EDGAR.