OkloOKLO

13F holders, Q2 2025 (June 30)
481holders +189
233new positions
44sold out
6famous investors
$56.05avg. 13F price*

At the end of Q2 2025, 481 institutions reported holding Oklo Inc. (OKLO) in their 13F filings, up 189 from Q1 2025. 233 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($486.6M), BlackRock, Inc. ($409.7M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($231.4M). 6 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Oklo Inc.
CUSIP
02156V109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 54Q1 2024Q2 2024: 93Q2 2024Q3 2024: 124Q3 2024Q4 2024: 238Q4 2024Q1 2025: 292Q1 2025Q2 2025: 481Q2 2025Q3 2025: 639Q3 2025Q4 2025: 683Q4 2025Q1 2026: 679Q1 2026Q2 2026: 673Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions233$444.3M
Exits44$80.1M

All 13F filers, Q1 2025 → Q2 2025: 28,045,090 shares bought and 8,336,489 shares sold, net +19,708,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 481 holders

Vanguard Group Inc. 0.01% Add +98.4% 8,691,559 $486.6M
BlackRock, Inc. 0.01% Add +395.2% 7,317,420 $409.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.45% Reduce -12.0% 4,133,253 $231.4M
Geode Capital Management, LLC 0.01% Add +195.9% 2,248,425 $125.9M
Van Eck Associates Corp. 0.14% Reduce -22.0% 2,158,126 $120.8M
State Street Corp. 0.00% Add +454.5% 2,138,658 $119.7M
ExodusPoint Capital Management, LP 1.02% Add +1095.2% 1,492,879 $83.6M
UBS Group AG 0.02% Add +11.3% 1,425,224 $79.8M
Morgan Stanley 0.00% Reduce -34.2% 1,292,403 $72.4M
D. E. Shaw & Co. 0.07% New 1,187,223 $66.5M
Compound Planning, Inc. 1.82% Reduce -10.7% 861,881 $48.3M
Northern Trust Corp. 0.01% Add +382.3% 813,171 $45.5M
Charles Schwab Investment Management Inc. 0.01% Add +88.1% 772,185 $43.2M
Portland Investment Counsel Inc. 12.59% Reduce -5.1% 766,480 $42.8M
Hood River Capital Management LLC 0.57% New 730,823 $40.9M
Ghisallo Capital Management LLC 0.97% New 650,000 $36.4M
Tidal Investments LLC 0.23% Add +100.7% 628,658 $35.2M
Voloridge Investment Management, LLC 0.12% New 567,759 $31.8M
Wellington Management Group LLP 0.01% New 556,108 $31.1M
Goldman Sachs Group Inc. 0.00% Add +9.6% 533,846 $29.9M
LPL Financial LLC 0.01% Add +79.7% 476,655 $26.7M
Alyeska Investment Group, L.P. 0.09% Add +203.7% 455,519 $25.5M
Barclays PLC 0.01% Add +6355.2% 410,936 $23.0M
JPMorgan Chase & Co. 0.00% Add +720.6% 409,808 $22.9M
Raymond James Financial Inc. 0.01% Add +7.2% 337,348 $18.9M
Cardiff Park Advisors, LLC 1.56% Reduce -7.4% 323,240 $18.1M
Marex Group Ltd 0.33% New 308,040 $17.2M
Bank of New York Mellon Corp 0.00% Add +1719.0% 301,181 $16.9M
Quadrature Capital Ltd 0.27% New 275,311 $15.4M
Wells Fargo & Company 0.00% Add +112.4% 264,002 $14.8M
Corient Private Wealth LP 0.02% Reduce -10.6% 243,644 $13.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +110.6% 237,488 $13.3M
Nuveen, LLC 0.00% New 236,375 $13.2M
Sculptor Capital LP 0.31% Reduce -51.4% 210,800 $11.8M
Royal Bank of Canada 0.00% Add +125.5% 209,379 $11.7M
Seven Grand Managers, LLC 1.34% New 200,000 $11.2M
Exchange Traded Concepts, LLC 0.14% Add +35.4% 198,805 $11.1M
Susquehanna International Group, LLP 0.02% Add +9.8% 197,663 $11.1M
ARK Investment Management 0.08% Reduce -33.9% 190,111 $10.6M
Alliancebernstein L.P. 0.00% New 189,511 $10.6M
Citadel Advisors 0.01% Reduce -57.1% 174,857 $9.8M
Baird Financial Group, Inc. 0.02% Reduce -15.9% 173,429 $9.7M
BNP Paribas Financial Markets 0.01% Add +35.9% 168,671 $9.4M
Headlands Technologies LLC 1.12% Reduce -23.6% 167,247 $9.4M
HITE Hedge Asset Management LLC 0.54% Add +184.7% 166,976 $9.3M
Rhumbline Advisers 0.01% Add +5223.4% 159,703 $8.9M
Strategic Planning Group, LLC 1.39% Add +26.7% 152,678 $8.5M
Bank of America Corp. 0.00% Reduce -51.6% 142,971 $8.0M
Two Sigma Investments, LP 0.01% Add +271.2% 142,161 $8.0M
Invesco Ltd. 0.00% New 137,397 $7.7M
Osaic Holdings, Inc. 0.01% Add +17.4% 135,575 $7.6M
Private Advisor Group, LLC 0.04% Add +4.9% 120,770 $6.8M
Swiss National Bank 0.00% Add +100.8% 119,700 $6.7M
National Bank of Canada 0.01% Add +110.8% 113,161 $6.3M
Cetera Investment Advisers 0.01% Add +12.7% 111,822 $6.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +500.8% 110,780 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +54.4% 105,852 $5.9M
Westwood Wealth Management 1.98% Reduce -4.8% 105,250 $5.9M
Focus Partners Wealth 0.01% Reduce -48.2% 104,595 $5.9M
Windmill Hill Asset Management Ltd 1.59% No change 102,855 $5.8M
Citigroup Inc. 0.00% Add +4716.0% 100,269 $5.6M
Covalis Capital LLP 0.71% New 100,000 $5.6M
SPX Gestao de Recursos Ltda 0.52% Add +100.0% 100,000 $5.6M
Scopus Asset Management, L.P. 0.15% Add +31.6% 97,813 $5.5M
RWQ Financial Management Services, Inc. 2.29% New 97,354 $5.5M
FORA Capital, LLC 0.57% Reduce -35.2% 92,164 $5.2M
Monashee Investment Management LLC 2.77% New 90,000 $5.0M
Vennlight Capital Management, LP 5.37% New 87,474 $4.9M
Avenir Tech Ltd 0.42% New 87,050 $4.9M
Commonwealth Equity Services, LLC 0.01% Add +7.5% 83,959 $4.7M
Cinctive Capital Management LP 0.26% New 83,666 $4.7M
AE Wealth Management LLC 0.03% Add +18.6% 82,331 $4.6M
MML Investors Services, LLC 0.01% Add +104.9% 78,221 $4.4M
Legal & General Group Plc 0.00% Add +162.0% 77,627 $4.3M
Stifel Financial Corp. 0.00% Add +4.7% 76,276 $4.3M
T. Rowe Price Associates Inc. 0.00% Add +3.3% 76,260 $4.3M
FMR LLC 0.00% Add +28196.6% 74,137 $4.2M
Foundations Investment Advisors, LLC 0.06% Add +38.6% 72,996 $4.1M
Creative Planning 0.00% Add +635.5% 72,906 $4.1M
Deutsche Bank AG 0.00% Add +3712.9% 66,649 $3.7M
California State Teachers Retirement System 0.00% Add +139.6% 63,054 $3.5M
Y-Intercept (Hong Kong) Ltd 0.09% New 62,082 $3.5M
MetLife Investment Management, LLC 0.02% New 61,314 $3.4M
Manufacturers Life Insurance Company, The 0.00% Add +161.7% 61,137 $3.4M
Group One Trading LLC 0.11% Reduce -12.0% 60,068 $3.4M
Canal Insurance CO 0.75% No change 60,000 $3.4M
Informed Momentum Co LLC 0.50% New 59,101 $3.3M
Kestra Advisory Services, LLC 0.02% Add +22.7% 56,934 $3.2M
Global IMC LLC 0.80% New 54,972 $3.1M
Rockefeller Capital Management L.P. 0.01% Reduce -58.7% 54,886 $3.1M
Jones Financial Companies LLLP 0.00% Add +63.0% 55,215 $3.1M
Cerity Partners LLC 0.01% Add +4.1% 54,079 $3.0M
Mariner, LLC 0.00% Add +33.1% 53,621 $3.0M
PFG Investments, LLC 0.18% Add +29.7% 53,313 $3.0M
CloudAlpha Capital Management Limited/Hong Kong 0.36% Reduce -90.3% 52,101 $2.9M
Citizens Financial Group Inc. 0.05% No change 51,735 $2.9M
Prospera Financial Services Inc 0.05% Add +10.0% 51,435 $2.9M
First Trust Advisors LP 0.00% New 51,273 $2.9M
Intech Investment Management LLC 0.03% New 50,109 $2.8M
Eisler Capital Management Ltd. 0.10% New 50,000 $2.8M
SBI Securities Co., Ltd. 0.08% Add +7.7% 50,013 $2.8M
Verition Fund Management LLC 0.02% Reduce -52.3% 48,508 $2.7M
Banque Transatlantique SA 0.07% New 48,970 $2.7M
Pictet Asset Management Holding SA 0.00% Add +327.5% 46,900 $2.6M
Gotham Asset Management 0.02% New 46,612 $2.6M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3.59% Add +3373.9% 9,310 $2.4M
Secure Asset Management, LLC 0.45% Reduce -23.2% 43,447 $2.4M
Walleye Capital LLC 0.02% Add +64.3% 41,690 $2.3M
Blair William & Co. 0.01% New 41,540 $2.3M
Union Bancaire Privee, UBP SA 0.03% New 52,500 $2.3M
Accordant Advisory Group Inc 1.70% New 40,865 $2.3M
Winnacle Wealth LLC 1.70% New 40,865 $2.3M
SG Americas Securities, LLC 0.01% Add +485.7% 40,832 $2.3M
Bouvel Investment Partners, LLC 0.77% New 40,416 $2.3M
Sei Investments Co. 0.00% New 39,943 $2.2M
Bleakley Financial Group, LLC 0.06% New 39,791 $2.2M
Legacy Capital Group California, Inc. 0.61% New 39,240 $2.2M
State of Wisconsin Investment Board 0.01% Add +82.0% 38,498 $2.2M
Walleye Trading LLC 0.05% New 38,169 $2.1M
Geneos Wealth Management Inc. 0.05% Add +2.7% 37,976 $2.1M
Legacy Bridge, LLC 1.00% Add +2.9% 37,520 $2.1M
Mgo One Seven LLC 0.07% Add +203.4% 36,543 $2.0M
Janus Henderson Group PLC 0.00% Add +148.3% 36,500 $2.0M
WCG Wealth Advisors LLC 0.13% New 36,236 $2.0M
Marshall Wace, LLP 0.00% New 36,010 $2.0M
New York State Common Retirement Fund 0.00% New 35,694 $2.0M
Aristotle Atlantic Partners, LLC 0.06% No change 35,136 $2.0M
Two Sigma Advisers, LP 0.00% Add +273.4% 35,100 $2.0M
Concurrent Investment Advisors, LLC 0.04% Reduce -2.0% 34,572 $1.9M
Sanctuary Advisors, LLC 0.01% Add +19.8% 33,838 $1.9M
Thoroughbred Financial Services, LLC 0.13% New 32,750 $1.8M
Nebula Research & Development LLC 0.15% Add +4.1% 31,209 $1.7M
Mercer Global Advisors Inc. 0.00% Reduce -20.4% 30,626 $1.7M
1832 Asset Management L.P. 0.00% New 30,450 $1.7M
Firsthand Capital Management, Inc. 3.02% Add +200.0% 30,000 $1.7M
Russell Investments Group, Ltd. 0.00% New 29,365 $1.6M
Cresset Asset Management, LLC 0.01% Add +4.1% 28,932 $1.6M
Advisory Services Network, LLC 0.03% Add +23.5% 21,142 $1.6M
Arrow Capital Pty Ltd 0.77% New 18,660 $1.6M
Voya Investment Management LLC 0.00% New 28,169 $1.6M
TCFG Wealth Management, LLC 0.71% Add +82.0% 27,900 $1.6M
Spirit of America Management Corp. 0.32% Add +58.9% 27,800 $1.6M
J. Goldman & Co LP 0.05% New 27,616 $1.5M
Alight Capital Management LP 0.39% New 27,500 $1.5M
Mission Wealth Management, LP 0.03% New 27,500 $1.5M
Brevan Howard Capital Management LP 0.02% New 27,226 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Add +9.2% 26,761 $1.5M
Caitong International Asset Management Co., Ltd 1.05% Reduce -59.8% 26,220 $1.5M
Rakuten Securities, Inc. 0.57% Add +313.8% 26,121 $1.5M
State Board of Administration of Florida Retirement System 0.00% New 26,053 $1.5M
Neuberger Berman Group LLC 0.00% Reduce -0.3% 25,907 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +11.3% 25,820 $1.4M
Wedbush Securities Inc. 0.05% Add +113.2% 25,761 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +126.3% 26,569 $1.4M
Evergreen Capital Management LLC 0.04% Add +4.7% 25,332 $1.4M
GeoSphere Capital Management, LLC 1.44% New 25,000 $1.4M
HighTower Advisors, LLC 0.00% Reduce -5.8% 23,418 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% Add +22.8% 23,288 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% New 23,219 $1.3M
Sowell Financial Services LLC 0.05% Add +52.0% 23,217 $1.3M
Balyasny Asset Management L.P. 0.00% Add +123.5% 22,571 $1.3M
Bokf, NA 0.02% Reduce -12.0% 22,000 $1.2M
Triton Wealth Management, PLLC 0.52% — 16,389 $1.2M
WJ Wealth Management, LLC 0.38% Add +19.2% 21,450 $1.2M
Nicholas Investment Partners, LP 0.12% New 21,272 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +11.3% 21,144 $1.2M
J.W. Cole Advisors, Inc. 0.03% Add +8.1% 21,113 $1.2M
ProShare Advisors LLC 0.00% New 21,063 $1.2M
Vantage Point Financial LLC 0.52% Add +31.1% 21,053 $1.2M
Hilltop Holdings Inc. 0.07% Add +9.5% 20,896 $1.2M
VestGen Advisors, LLC 0.05% Reduce -41.3% 20,825 $1.2M
Axxcess Wealth Management, LLC 0.03% New 20,810 $1.2M
Ardsley Advisory Partners LP 0.18% New 20,000 $1.1M
Triad Wealth Partners, LLC 0.23% New 19,950 $1.1M
Marco Investment Management LLC 0.09% Reduce -22.9% 19,575 $1.1M
Kestra Private Wealth Services, LLC 0.02% New 19,136 $1.1M
STRS Ohio 0.00% New 19,100 $1.1M
Watts Gwilliam & Co., LLC 0.18% New 10,188 $1.1M
Arizona State Retirement System 0.01% New 18,236 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Add +42.2% 18,085 $1.0M
Intrua Financial, LLC 0.14% Add +34.4% 17,975 $1.0M
SkyView Investment Advisors, LLC 0.14% Reduce -82.5% 17,500 $980K
Avantax Advisory Services, Inc. 0.01% Add +10.2% 17,252 $966K
Joule Financial, LLC 0.31% Reduce -1.3% 17,228 $965K
Banque Cantonale Vaudoise 0.04% Add +149.7% 17,217 $964K
Boothbay Fund Management, LLC 0.03% New 16,931 $948K
Kovack Advisors, Inc. 0.09% New 16,852 $944K
StoneCrest Wealth Management, Inc. 0.45% Add +5.0% 16,847 $943K
NewEdge Advisors, LLC 0.00% Add +6.2% 16,636 $931K
OneDigital Investment Advisors LLC 0.01% Add +52.0% 16,114 $902K
Mairs & Power Inc. 0.01% No change 15,971 $894K
CreativeOne Wealth, LLC 0.02% Add +11.8% 15,688 $878K
Bank of Montreal 0.00% Reduce -0.8% 15,628 $875K
KLP Kapitalforvaltning As 0.00% Add +28.1% 15,500 $868K
Symmetry Investments LP 0.07% New 15,200 $851K
Cwm, LLC 0.00% Add +202.7% 15,072 $844K
JW Asset Management, LLC 0.41% No change 15,000 $840K
Lisanti Capital Growth, LLC 0.23% New 14,970 $838K
Engineers Gate Manager LP 0.01% New 14,880 $833K
&partners 0.01% Add +30.3% 14,776 $827K
Wolverine Trading, LLC 0.02% Reduce -53.4% 14,946 $826K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -16.2% 14,490 $811K
Peapack Gladstone Financial Corp. 0.01% Reduce -8.8% 14,425 $808K
NFSG Corp 0.13% Add +87.7% 14,362 $804K
Janney Montgomery Scott LLC 0.00% Add +17.2% 14,339 $803K
BayBridge Capital Group, LLC 0.49% Reduce -0.8% 13,734 $769K
Park Avenue Securities LLC 0.01% Reduce -21.7% 13,533 $758K
Prudential Financial Inc. 0.00% New 13,190 $739K
Wealthedge Investment Advisors, LLC 0.31% New 13,173 $738K
Moore Capital Management, LP 0.02% New 13,000 $728K
Truist Financial Corp. 0.00% Add +6.2% 12,850 $719K
Cibc World Markets Corp. 0.00% New 12,657 $709K
Sheets Smith Investment Management 0.62% New 12,578 $704K
Per Stirling Capital Management, LLC. 0.09% Add +27.6% 12,557 $703K
Algert Global LLC 0.01% New 12,430 $696K
SLT Holdings LLC 0.53% New 12,325 $690K
Hennion & Walsh Asset Management, Inc. 0.03% New 12,249 $686K
Palumbo Wealth Management LLC 0.21% Add +0.4% 12,210 $684K
Millennium Management 0.00% Reduce -97.9% 12,156 $681K
Captrust Financial Advisors 0.00% New 12,036 $674K
Balboa Wealth Partners 0.13% Reduce -37.6% 11,828 $662K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +23.1% 11,732 $657K
Victory Capital Management Inc. 0.00% Reduce -76.2% 11,716 $656K
Kaizen Financial Strategies 0.33% Reduce -15.1% 11,477 $643K
Financial Advocates Investment Management 0.05% Add +4.2% 11,387 $638K
Polymer Capital Management (HK) LTD 0.10% New 11,170 $625K
Leonteq Securities AG 0.04% Reduce -71.0% 11,000 $616K
Johnson Investment Counsel Inc. 0.01% Add +0.8% 10,813 $605K
Parallel Advisors, LLC 0.01% Reduce -10.4% 10,622 $595K
Synovus Financial Corp. 0.01% New 10,525 $589K
Ameritas Investment Partners, Inc. 0.02% New 10,487 $587K
Fox Hill Wealth Management 0.30% New 10,471 $586K
Ameriprise Financial Inc. 0.00% New 10,447 $585K
Teacher Retirement System of Texas 0.00% New 10,182 $570K
HSBC Holdings PLC 0.00% New 10,275 $568K
Oxford Asset Management LLP 0.19% New 10,079 $564K
Modus Advisors, LLC 0.17% New 10,000 $560K
KLCM Advisors, Inc. 0.06% No change 10,000 $560K
Aventura Private Wealth, LLC 0.24% Reduce -2.0% 9,925 $556K
Insigneo Advisory Services, LLC 0.05% New 9,819 $550K
MRA Advisory Group 0.26% Add +2.8% 9,770 $547K
Steward Partners Investment Advisory, LLC 0.00% Reduce -13.3% 9,635 $539K
Entropy Technologies, LP 0.04% New 9,612 $538K
Independent Advisor Alliance 0.02% New 9,514 $533K
PNC Financial Services Group, Inc. 0.00% Reduce -9.4% 9,405 $527K
Strategic Blueprint, LLC 0.03% Reduce -0.2% 9,250 $518K
U.S. Capital Wealth Advisors, LLC 0.01% New 9,139 $512K
GWN Securities Inc. 0.09% New 8,886 $498K
Foster Victor Wealth Advisors, LLC 0.03% New 8,853 $477K
Gladstone Institutional Advisory LLC 0.02% New 8,427 $472K
Empowered Funds, LLC 0.01% New 8,415 $471K
Independent Financial Group, LLC 0.01% New 8,291 $464K
Farther Finance Advisors, LLC 0.01% Add +20.7% 8,150 $456K
Xponance LLC 0.00% New 8,133 $455K
United Capital Management of KS, Inc. 0.07% Reduce -19.9% 8,016 $449K
AQR Capital Management 0.00% Reduce -66.6% 8,011 $449K
Choreo, LLC 0.01% New 7,946 $445K
Adams Wealth Management 0.08% New 7,797 $437K
CacheTech Inc. 0.08% New 7,797 $437K
Optimize Financial Inc. 0.27% New 7,784 $436K
Modera Wealth Management, LLC 0.01% New 7,753 $434K
Tower Research Capital LLC (TRC) 0.01% Reduce -84.1% 7,643 $428K
Total Wealth Planning & Management, Inc. 0.37% New 7,636 $428K
HBK Investments L P 0.01% New 7,500 $420K
Silverleafe Capital Partners, LLC 0.14% Reduce -25.9% 7,210 $404K
Bensler, LLC 0.05% New 7,205 $403K
Flputnam Investment Management Co. 0.01% New 7,200 $403K
Guggenheim Capital LLC 0.00% New 7,110 $398K
Principal Financial Group Inc. 0.00% New 7,096 $397K
Ameritas Advisory Services, LLC 0.02% New 7,045 $394K
Kingswood Wealth Advisors, LLC 0.03% New 6,992 $391K
Flagship Harbor Advisors, LLC 0.02% New 6,974 $390K
Prestige Wealth Management Group LLC 0.08% Add +1.8% 6,965 $390K
World Equity Group, Inc. 0.11% New 6,963 $390K
Darden Wealth Group Inc 0.24% New 6,950 $389K
International Assets Investment Management, LLC 0.03% New 6,860 $384K
Signature Wealth Management Partners, LLC 0.22% New 6,839 $383K
Alps Advisors Inc. 0.00% New 6,826 $382K
AlphaQuest LLC 0.04% Add +461.2% 6,740 $377K
Powell Investment Advisors, LLC 0.14% New 6,735 $377K
Wealth Effects LLC 0.14% New 6,710 $376K
Sovereign Financial Group, Inc. 0.08% New 6,675 $374K
PFG Advisors 0.02% New 6,397 $358K
Nations Financial Group Inc, /Ia/ 0.02% New 6,323 $354K
Diversify Wealth Management, LLC 0.02% New 4,455 $350K
SCS Capital Management LLC 0.00% New 6,241 $349K
Westbourne Investments, Inc. 0.19% New 6,200 $347K
Dark Forest Capital Management LP 0.01% New 6,132 $343K
Circle Wealth Management, LLC 0.01% New 6,020 $337K
Plancorp, LLC 0.01% New 6,016 $337K
Essex Financial Services, Inc. 0.02% New 6,008 $336K
Crescent Grove Advisors, LLC 0.03% New 5,988 $335K
Envestnet Asset Management Inc. 0.00% New 5,870 $329K
Ancora Advisors LLC 0.01% No change 5,810 $325K
B. Riley Wealth Advisors, Inc. 0.02% New 5,765 $323K
US Bancorp \de 0.00% Add +137.0% 5,763 $323K
IHT Wealth Management, LLC 0.01% New 5,759 $322K
First National Trust Co 0.01% New 5,650 $316K
CastleKnight Management LP 0.02% Reduce -84.2% 5,600 $314K
Strategies Wealth Advisors, LLC 0.03% New 5,596 $313K
Inscription Capital, LLC 0.04% New 5,508 $308K
Cornerstone Wealth Management, LLC 0.02% New 5,475 $307K
Moors & Cabot, Inc. 0.01% New 5,361 $300K
Curi Capital, LLC 0.01% New 5,326 $298K
Mutual Advisors, LLC 0.01% New 3,924 $296K
Wealth Management Partners, LLC 0.10% New 5,285 $296K
Sheets Smith Wealth Management 0.03% New 5,278 $296K
Rollins Financial Advisors, LLC 0.05% New 5,203 $291K
Ensign Peak Advisors, Inc 0.00% Add +246.7% 5,200 $291K
Sender Co & Partners, Inc. 0.08% New 5,198 $291K
Spire Wealth Management 0.01% Add +33.3% 5,193 $291K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 5,105 $286K
Snowden Capital Advisors LLC 0.01% New 5,092 $285K
LexAurum Advisors, LLC 0.04% New 5,035 $282K
McAlister, Sweet & Associates, Inc. 0.25% New 5,000 $280K
Carbahal Olsen Financial Services Group, LLC 0.24% New 5,000 $280K
Infini Capital Management Ltd 0.19% New 5,000 $280K
Stephens Consulting, LLC 0.07% No change 5,000 $280K
Black Swift Group, LLC 0.06% New 5,000 $280K
First Business Financial Services, Inc. 0.03% New 5,000 $280K
Coastal Bridge Advisors, LLC 0.02% New 5,000 $280K
Brown Advisory Inc. 0.00% New 4,941 $277K
HighPoint Advisor Group LLC 0.01% New 4,928 $276K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -51.3% 4,856 $272K
Herold Advisors, Inc. 0.06% New 4,700 $263K
Essex LLC 0.05% New 4,630 $259K
Cornerstone Capital, Inc. 0.03% New 4,525 $253K
Perennial Investment Advisors, LLC 0.02% New 4,522 $253K
Summit Securities Group LLC 0.09% New 4,509 $252K
Sunpointe, LLC 0.10% New 4,500 $252K
Means Investment Co., Inc. 0.02% New 4,461 $250K
360 Financial, Inc. 0.08% New 4,375 $245K
AdvisorNet Financial, Inc 0.02% Add +409.3% 4,283 $240K
Level Four Advisory Services, LLC 0.01% New 4,262 $239K
Integrity Wealth Solutions LLC 0.12% New 4,218 $236K
Wolff Wiese Magana LLC 0.15% Add +0.2% 4,191 $235K
Moneta Group Investment Advisors LLC 0.00% New 4,191 $235K
Howard Financial Services, LTD. 0.03% New 4,175 $234K
Bordeaux Wealth Advisors LLC 0.03% New 4,158 $233K
GC Wealth Management RIA, LLC 0.02% New 4,124 $231K
Meriwether Wealth & Planning, LLC 0.14% New 4,115 $230K
Lido Advisors, LLC 0.00% New 4,040 $226K
Old Mission Capital LLC 0.01% New 3,988 $223K
Integrated Wealth Concepts LLC 0.00% New 3,977 $223K
High Net Worth Advisory Group LLC 0.06% New 3,894 $218K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 3,884 $217K
Vanguard Personalized Indexing Management, LLC 0.00% New 3,812 $213K
Kera Capital Partners, Inc. 0.04% New 3,790 $212K
CIBC Asset Management Inc 0.00% New 3,778 $212K
Apexium Financial, LP 0.01% New 3,775 $211K
IFG Advisory, LLC 0.01% New 3,715 $208K
Acropolis Investment Management, LLC 0.01% New 3,632 $203K
Camarda Financial Advisors, LLC 0.08% New 3,613 $202K
Stiles Financial Services Inc 0.07% New 3,610 $202K
Gerber Kawasaki Wealth & Investment Management 0.01% New 3,602 $202K
Pasadena Private Wealth, LLC 0.03% New 3,592 $201K
State of Wyoming 0.02% New 3,568 $200K
Amalgamated Bank 0.00% New 3,508 $196K
Advisors Asset Management, Inc. 0.00% New 3,347 $187K
Atlantic Union Bankshares Corp 0.00% New 3,237 $181K
Federation des caisses Desjardins du Quebec 0.00% Reduce -55.9% 3,152 $176K
Quaker Wealth Management, LLC 0.06% — 3,083 $173K
Avion Wealth 0.04% New 2,981 $166K
Stone House Investment Management, LLC 0.03% No change 2,900 $162K
IFP Advisors, Inc 0.00% Add +23.2% 2,813 $158K
Macquarie Group Ltd. 0.00% New 2,813 $158K
Global Retirement Partners, LLC 0.00% — 2,660 $149K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,626 $147K
Kozak & Associates, Inc. 0.03% No change 2,700 $146K
Parkside Financial Bank & Trust 0.02% Reduce -4.5% 2,528 $142K
Vestor Capital, LLC 0.01% Reduce -51.9% 963 $138K
Centaurus Financial, Inc. 0.01% New 2,470 $138K
Allworth Financial LP 0.00% Add +358.4% 2,347 $131K
Sterling Capital Management LLC 0.00% New 2,204 $123K
Larson Financial Group LLC 0.00% Reduce -3.1% 2,150 $120K
CIBC Private Wealth Group LLC 0.00% Reduce -96.6% 2,099 $118K
Blue Trust, Inc. 0.00% No change 2,016 $113K
Beaird Harris Wealth Management, LLC 0.01% New 2,000 $112K
Icon Wealth Advisors, LLC 0.01% New 2,000 $112K
Harbour Investments, Inc. 0.00% Add +5.2% 1,893 $106K
Chesapeake Asset Management LLC 0.10% No change 1,870 $105K
KBC Group NV 0.00% Add +11.8% 1,849 $104K
Nisa Investment Advisors, LLC 0.00% New 1,832 $103K
Anfield Capital Management, LLC 0.03% Add +49.3% 1,514 $85K
SJS Investment Consulting Inc. 0.01% Add +205.4% 1,350 $76K
SOA Wealth Advisors, LLC. 0.01% No change 1,098 $61K
Copia Wealth Management 0.05% Add +127.7% 1,077 $60K
Strategic Wealth Partners, Ltd. 0.00% — 1,028 $58K
Ameriflex Group, Inc. 0.03% New 1,025 $57K
Solstein Capital, LLC 0.03% New 1,000 $56K
Skylands Capital, LLC 0.01% New 1,000 $56K
Signaturefd, LLC 0.00% Reduce -90.2% 878 $49K
MAI Capital Management 0.00% Reduce -7.3% 802 $45K
FNY Investment Advisers, LLC 0.02% Add +7190.9% 802 $44K
GPS Wealth Strategies Group, LLC 0.00% No change 745 $42K
ORG Partners LLC 0.01% Add +280.9% 800 $41K
Comerica Bank 0.00% Add +2883.3% 716 $40K
Operose Advisors LLC 0.01% No change 673 $38K
EverSource Wealth Advisors, LLC 0.00% Add +1236.7% 655 $37K
Rothschild Investment LLC 0.00% Add +82.9% 640 $36K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 624 $35K
Atticus Wealth Management, LLC 0.01% No change 600 $34K
Creative Financial Designs Inc. 0.00% Add +107.0% 590 $33K
Manchester Capital Management LLC 0.00% Reduce -33.7% 570 $32K
Vision Financial Markets LLC 0.03% No change 525 $29K
Natixis 0.00% Reduce -57.2% 524 $29K
Vermillion Wealth Management, Inc. 0.01% Reduce -86.2% 500 $28K
Elevation Point Wealth Partners, LLC 0.00% New 500 $28K
Fourth Dimension Wealth, LLC 0.01% Add +125.0% 450 $25K
Caldwell Sutter Capital, Inc. 0.01% New 441 $25K
Private Trust Co. NA 0.00% New 440 $25K
Bear Mountain Capital, Inc. 0.01% Add +16.7% 350 $24K
WFA of San Diego, LLC 0.02% — 400 $22K
Delos Wealth Advisors, LLC 0.02% New 350 $20K
Salem Investment Counselors Inc. 0.00% Add +40.0% 350 $20K
Cornerstone Planning Group LLC 0.00% No change 221 $19K
Essential Partners LLC 0.01% — 331 $19K
Curio Wealth, LLC 0.01% New 310 $17K
Costello Asset Management, INC 0.01% New 300 $17K
Lanark Financial, Inc. 0.00% No change 300 $16K
Sound Income Strategies, LLC 0.00% No change 281 $16K
Huntington National Bank 0.00% No change 252 $14K
Morton Brown Family Wealth, LLC 0.00% New 250 $14K
HHM Wealth Advisors, LLC 0.00% No change 234 $13K
GoalVest Advisory LLC 0.00% New 204 $11K
Rossby Financial, LCC 0.00% New 200 $11K
TD Waterhouse Canada Inc. 0.00% Add +23.4% 211 $11K
Dogwood Wealth Management LLC 0.01% New 202 $11K
TFC Financial Management, Inc. 0.00% New 190 $11K
CoreCap Advisors, LLC 0.00% Reduce -95.0% 180 $10K
Cherry Tree Wealth Management, LLC 0.00% Reduce -32.2% 154 $9K
First United Bank & Trust 0.00% No change 150 $8K
CI Investments Inc. 0.00% New 117 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% New 125 $7K
Activest Wealth Management 0.00% No change 120 $7K
Anchor Investment Management, LLC 0.00% No change 110 $6K
Main Street Group, LTD 0.00% Reduce -35.5% 109 $6K
Orion Capital Management LLC 0.00% New 105 $6K
Archer Investment Corp 0.00% New 105 $6K
Berbice Capital Management LLC 0.00% Reduce -71.4% 100 $6K
Signature Resources Capital Management, LLC 0.00% New 100 $6K
Sittner & Nelson, LLC 0.00% No change 100 $6K
Hilltop National Bank 0.00% — 100 $6K
Bank of New Hampshire 0.00% No change 100 $6K
CBIZ Investment Advisory Services, LLC 0.00% No change 100 $6K
New England Capital Financial Advisors LLC 0.00% New 95 $5K
Barrett & Company, Inc. 0.00% New 85 $5K
Vermillion & White Wealth Management Group, LLC 0.00% New 74 $4K
SouthState Bank Corp 0.00% No change 69 $4K
Smallwood Wealth Investment Management, LLC 0.00% Add +18.2% 65 $4K
Cheviot Value Management, LLC 0.00% New 40 $3K
Murphy & Mullick Capital Management Corp 0.00% No change 50 $3K
McIlrath & Eck, LLC 0.00% New 50 $3K
Toth Financial Advisory Corp. 0.00% New 45 $3K
Cape Investment Advisory, Inc. 0.00% Reduce -96.0% 40 $2K
Fortitude Family Office, LLC 0.00% New 35 $2K
Comprehensive Financial Planning, Inc. 0.00% No change 30 $2K
Slocum, Gordon & Co LLP 0.00% No change 24 $1K
Bellevue Asset Management, LLC 0.00% New 24 $1K
Millstone Evans Group, LLC 0.00% Reduce -30.3% 23 $1K
Kestra Investment Management, LLC 0.00% No change 22 $1K
Assetmark, Inc. 0.00% New 20 $1K
Hughes Financial Services, LLC 0.00% New 13 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -48.6% 19 $1K
Tradewinds Capital Management, LLC 0.00% New 18 $1K
Aspect Partners, LLC 0.00% New 17 $952
Bare Financial Services, Inc 0.00% New 16 $896
SWAN Capital LLC 0.00% Add +7.1% 15 $840
Fifth Third Bancorp 0.00% New 15 $840
Principal Securities, Inc. 0.00% New 13 $728
GeoWealth Management, LLC 0.00% New 13 $728
Accredited Wealth Management, LLC 0.00% No change 10 $560
Berkshire Capital Holdings Inc. 0.00% New 10 $560
Rialto Wealth Management, LLC 0.00% Reduce -50.0% 9 $504
GHP Investment Advisors, Inc. 0.00% Add +12.5% 9 $504
HighMark Wealth Management LLC 0.00% Reduce -80.0% 5 $280
Scarborough Advisors, LLC 0.00% New 5 $280
City State Bank 0.00% New 4 $224
Birchbrook, Inc. 0.00% New 4 $224
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 1 $56
Resources Management Corp. /CT/ 0.00% New 3 $0

"% of holder's portfolio" is OKLO's weight in each manager's 13F, not the share of Oklo Inc. the manager owns.