OkloOKLO
13F holders, Q3 2025 (September 30)639holders +158
224new positions
68sold out
7famous investors
$111.56avg. 13F price*
At the end of Q3 2025, 639 institutions reported holding Oklo Inc. (OKLO) in their 13F filings, up 158 from Q2 2025. 224 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($961.8M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($792.8M). 7 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Oklo Inc.
- CUSIP
- 02156V109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 224 | $478.6M |
| Exits | 68 | $240.3M |
All 13F filers, Q2 2025 → Q3 2025: 19,186,539 shares bought and 8,941,112 shares sold, net +10,245,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 639 holders
| Vanguard Group Inc. | 0.02% | Add +33.4% | 11,593,468 | $1.3B |
| BlackRock, Inc. | 0.02% | Add +17.7% | 8,615,597 | $961.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.28% | Add +71.8% | 7,102,234 | $792.8M |
| Van Eck Associates Corp. | 0.36% | Add +61.0% | 3,474,993 | $387.9M |
| Geode Capital Management, LLC | 0.02% | Add +17.0% | 2,630,742 | $293.7M |
| UBS Group AG | 0.06% | Add +77.1% | 2,523,487 | $281.7M |
| State Street Corp. | 0.01% | Add +15.8% | 2,476,036 | $276.4M |
| Morgan Stanley | 0.02% | Add +77.6% | 2,295,349 | $256.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +38.6% | 1,070,065 | $119.5M |
| JPMorgan Chase & Co. | 0.01% | Add +151.8% | 1,031,724 | $115.2M |
| Northern Trust Corp. | 0.01% | Add +18.9% | 966,459 | $107.9M |
| Portland Investment Counsel Inc. | 23.42% | No change | 766,480 | $85.6M |
| Cantor Fitzgerald, L. P. | 1.56% | New | 708,000 | $79.0M |
| Marex Group Ltd | 0.94% | Add +112.5% | 654,644 | $75.9M |
| Hood River Capital Management LLC | 0.87% | Reduce -9.3% | 662,576 | $74.0M |
| T. Rowe Price Investment Management, Inc. | 0.04% | New | 625,431 | $69.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -8.0% | 491,112 | $54.8M |
| LPL Financial LLC | 0.02% | Add +2.3% | 487,519 | $54.4M |
| Capital World Investors | 0.01% | New | 481,015 | $53.7M |
| Bank of America Corp. | 0.00% | Add +223.3% | 462,260 | $51.6M |
| Wellington Management Group LLP | 0.01% | Reduce -18.9% | 450,729 | $50.3M |
| Clear Street Group Inc. | 0.22% | — | 400,000 | $44.7M |
| Bank of New York Mellon Corp | 0.01% | Add +25.7% | 378,523 | $42.3M |
| D. E. Shaw & Co. | 0.03% | Reduce -70.4% | 351,130 | $39.2M |
| Wells Fargo & Company | 0.01% | Add +26.6% | 334,310 | $37.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.6% | 331,844 | $37.0M |
| Nomura Holdings Inc. | 0.17% | New | 298,542 | $33.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +274.1% | 285,280 | $31.8M |
| Royal Bank of Canada | 0.01% | Add +34.8% | 282,191 | $31.5M |
| Compound Planning, Inc. | 0.98% | Reduce -68.7% | 269,823 | $30.1M |
| Nuveen, LLC | 0.01% | Add +13.4% | 268,028 | $29.9M |
| Renaissance Technologies | 0.04% | New | 267,600 | $29.9M |
| Ghisallo Capital Management LLC | 0.91% | Reduce -61.5% | 250,000 | $27.9M |
| Corient Private Wealth LP | 0.04% | Reduce -8.2% | 223,715 | $25.0M |
| Cardiff Park Advisors, LLC | 1.91% | Reduce -30.9% | 223,240 | $24.9M |
| Invesco Ltd. | 0.00% | Add +59.4% | 219,040 | $24.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -8.5% | 217,251 | $24.3M |
| Exchange Traded Concepts, LLC | 0.22% | Add +6.0% | 210,773 | $23.5M |
| Sculptor Capital LP | 0.53% | Reduce -0.1% | 210,700 | $23.5M |
| Swiss National Bank | 0.01% | Add +67.1% | 200,000 | $22.3M |
| California Public Employees Retirement System | 0.01% | New | 179,166 | $20.0M |
| Simplex Trading, LLC | 0.42% | New | 169,596 | $18.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -10.9% | 168,795 | $18.8M |
| Rhumbline Advisers | 0.01% | Add +3.5% | 165,347 | $18.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +48.8% | 164,860 | $18.4M |
| Barclays PLC | 0.01% | Reduce -60.7% | 161,495 | $18.0M |
| ARK Investment Management | 0.10% | Reduce -17.7% | 156,481 | $17.5M |
| FMR LLC | 0.00% | Add +108.3% | 154,435 | $17.2M |
| HITE Hedge Asset Management LLC | 0.90% | Reduce -11.0% | 148,643 | $16.6M |
| Private Advisor Group, LLC | 0.08% | Add +19.3% | 144,083 | $16.1M |
| Osaic Holdings, Inc. | 0.02% | Add +22.3% | 165,836 | $14.6M |
| Citadel Advisors | 0.01% | Reduce -30.3% | 121,961 | $13.6M |
| Legal & General Group Plc | 0.00% | Add +56.2% | 121,239 | $13.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -31.7% | 118,420 | $13.2M |
| Cetera Investment Advisers | 0.02% | Add +4.7% | 117,121 | $13.1M |
| Focus Partners Wealth | 0.02% | Add +10.7% | 115,793 | $12.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +35.9% | 114,083 | $12.7M |
| Driehaus Capital Management LLC | 0.09% | New | 110,298 | $12.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -25.8% | 105,436 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.7% | 104,010 | $11.6M |
| Strategic Planning Group, LLC | 1.54% | Reduce -33.1% | 102,112 | $11.4M |
| Seven Grand Managers, LLC | 0.91% | Reduce -50.0% | 100,000 | $11.2M |
| Citigroup Inc. | 0.01% | Reduce -2.6% | 97,688 | $10.9M |
| California State Teachers Retirement System | 0.01% | Add +54.9% | 97,641 | $10.9M |
| Virtu Financial LLC | 0.58% | New | 93,275 | $10.4M |
| FFG Partners, LLC | 2.78% | New | 91,975 | $10.3M |
| AE Wealth Management LLC | 0.06% | Add +8.5% | 89,326 | $10.0M |
| Caprock Group, LLC | 0.24% | — | 132,844 | $9.8M |
| Stifel Financial Corp. | 0.01% | Add +9.8% | 83,786 | $9.4M |
| Deutsche Bank AG | 0.00% | Add +25.6% | 83,741 | $9.3M |
| Foundations Investment Advisors, LLC | 0.13% | Add +13.5% | 82,828 | $9.2M |
| NewSquare Capital LLC | 0.63% | New | 82,804 | $9.2M |
| National Bank of Canada | 0.01% | Reduce -30.6% | 78,560 | $8.8M |
| Westwood Wealth Management | 3.08% | Reduce -28.5% | 75,255 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -55.5% | 75,112 | $8.4M |
| Scopus Asset Management, L.P. | 0.19% | Reduce -25.6% | 72,813 | $8.1M |
| First Trust Advisors LP | 0.01% | Add +38.7% | 71,135 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +14.4% | 69,970 | $7.8M |
| Tidal Investments LLC | 0.03% | Reduce -88.9% | 69,685 | $7.8M |
| Algert Global LLC | 0.13% | Add +460.5% | 69,670 | $7.8M |
| Jones Financial Companies LLLP | 0.01% | Add +26.0% | 69,551 | $7.7M |
| State of Wisconsin Investment Board | 0.02% | Add +72.9% | 66,555 | $7.4M |
| Y-Intercept (Hong Kong) Ltd | 0.18% | Add +6.0% | 65,833 | $7.3M |
| Mariner, LLC | 0.01% | Add +18.3% | 63,444 | $7.1M |
| MetLife Investment Management, LLC | 0.03% | Add +3.2% | 63,258 | $7.1M |
| Bank of Montreal | 0.00% | Add +300.1% | 62,527 | $7.0M |
| Blair William & Co. | 0.02% | Add +49.8% | 62,229 | $6.9M |
| PFG Investments, LLC | 0.35% | Add +11.9% | 59,663 | $6.7M |
| MML Investors Services, LLC | 0.02% | Reduce -25.6% | 58,160 | $6.5M |
| Dimensional Fund Advisors LP | 0.00% | New | 55,427 | $6.2M |
| Pictet Asset Management Holding SA | 0.01% | Add +17.4% | 55,062 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Add +423.5% | 54,690 | $6.1M |
| SBI Securities Co., Ltd. | 0.15% | Add +6.4% | 53,197 | $5.9M |
| Millennium Management | 0.00% | Add +329.7% | 52,230 | $5.8M |
| Pinebridge Investments, L.P. | 0.04% | New | 51,807 | $5.8M |
| VestGen Advisors, LLC | 0.19% | Add +141.3% | 50,252 | $5.6M |
| Prospera Financial Services Inc | 0.09% | Reduce -5.6% | 48,542 | $5.4M |
| Informed Momentum Co LLC | 0.61% | Reduce -17.5% | 48,732 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +49.5% | 39,720 | $5.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +81.7% | 46,921 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +54.0% | 45,211 | $5.0M |
| Janus Henderson Group PLC | 0.00% | Add +22.7% | 44,787 | $5.0M |
| RWQ Financial Management Services, Inc. | 2.12% | Reduce -55.0% | 43,790 | $4.9M |
| Franklin Resources Inc. | 0.00% | New | 43,264 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -27.1% | 41,492 | $4.6M |
| Bouvel Investment Partners, LLC | 1.40% | Add +1.6% | 41,070 | $4.6M |
| Spirit of America Management Corp. | 0.91% | Add +46.9% | 40,850 | $4.6M |
| Group One Trading LLC | 0.13% | Reduce -33.1% | 40,153 | $4.5M |
| Caitong International Asset Management Co., Ltd | 3.10% | Add +52.9% | 40,086 | $4.5M |
| Sei Investments Co. | 0.00% | Add +0.2% | 40,035 | $4.5M |
| Legacy Capital Group California, Inc. | 1.10% | Reduce -1.3% | 38,734 | $4.3M |
| New York State Common Retirement Fund | 0.01% | Add +7.9% | 38,498 | $4.3M |
| Cresset Asset Management, LLC | 0.02% | Add +32.5% | 38,323 | $4.3M |
| Legacy Bridge, LLC | 1.77% | Add +1.4% | 38,042 | $4.2M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -0.0% | 37,972 | $4.2M |
| State of New Jersey Common Pension Fund D | 0.02% | New | 37,285 | $4.2M |
| IMC-Chicago, LLC | 0.07% | New | 37,086 | $4.1M |
| Secure Asset Management, LLC | 0.67% | Reduce -19.2% | 35,123 | $4.1M |
| Thoroughbred Financial Services, LLC | 0.24% | Add +7.0% | 35,042 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -36.4% | 34,376 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.3% | 34,268 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -3.4% | 33,413 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -83.5% | 32,714 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -40.8% | 32,469 | $3.6M |
| Graham Capital Management, L.P. | 0.20% | New | 32,093 | $3.6M |
| TCFG Wealth Management, LLC | 1.39% | Add +13.2% | 31,580 | $3.5M |
| Neuberger Berman Group LLC | 0.00% | Add +20.3% | 31,152 | $3.5M |
| Nicholas Investment Partners, LP | 0.30% | Add +45.9% | 31,044 | $3.5M |
| Arizona State Retirement System | 0.02% | Add +67.4% | 30,528 | $3.4M |
| AQR Capital Management | 0.00% | Add +280.2% | 30,461 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +59.1% | 30,455 | $3.4M |
| Polymer Capital Management (HK) LTD | 0.47% | Add +172.2% | 30,409 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +30.3% | 30,256 | $3.4M |
| Canal Insurance CO | 0.71% | Reduce -50.0% | 30,000 | $3.3M |
| Firsthand Capital Management, Inc. | 5.62% | No change | 30,000 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +25.7% | 29,443 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.2% | 29,042 | $3.2M |
| Caption Management, LLC | 0.20% | New | 29,020 | $3.2M |
| Banque Transatlantique SA | 0.08% | Reduce -43.0% | 27,890 | $3.2M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +7.6% | 28,792 | $3.2M |
| Moody Aldrich Partners LLC | 0.59% | New | 28,045 | $3.1M |
| Bridgeway Capital Management, LLC | 0.07% | New | 27,550 | $3.1M |
| Creative Planning | 0.00% | Reduce -62.3% | 27,511 | $3.1M |
| Sowell Financial Services LLC | 0.11% | Add +12.8% | 26,193 | $2.9M |
| Wedbush Securities Inc. | 0.10% | Add +1.3% | 26,106 | $2.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.2% | 26,003 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +101.5% | 25,891 | $2.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +65.8% | 25,700 | $2.9M |
| Bridgewater Associates | 0.01% | New | 25,593 | $2.9M |
| Intech Investment Management LLC | 0.03% | Reduce -49.0% | 25,560 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -27.4% | 25,500 | $2.8M |
| Evergreen Capital Management LLC | 0.07% | Add +0.0% | 25,336 | $2.8M |
| Independent Financial Group, LLC | 0.07% | Add +204.7% | 25,262 | $2.8M |
| Verition Fund Management LLC | 0.02% | Reduce -49.0% | 24,738 | $2.8M |
| Cwm, LLC | 0.01% | Add +59.1% | 23,974 | $2.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +13.1% | 23,921 | $2.7M |
| STRS Ohio | 0.01% | Add +23.6% | 23,600 | $2.6M |
| Arlington Capital Management, Inc. | 1.68% | New | 23,524 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +298.6% | 23,396 | $2.6M |
| SG Americas Securities, LLC | 0.01% | Reduce -43.1% | 23,233 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +37.6% | 22,891 | $2.6M |
| Citizens Financial Group Inc. | 0.03% | Reduce -57.3% | 22,097 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +4.5% | 22,092 | $2.5M |
| GeoSphere Capital Management, LLC | 1.88% | Reduce -11.7% | 22,075 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +46.1% | 21,175 | $2.4M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -47.0% | 21,092 | $2.4M |
| Vantage Point Financial LLC | 0.91% | No change | 21,053 | $2.4M |
| Alight Capital Management LP | 0.55% | Reduce -25.4% | 20,500 | $2.3M |
| Triad Wealth Partners, LLC | 0.29% | Add +1.8% | 20,311 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +69.0% | 19,832 | $2.2M |
| Neo Ivy Capital Management | 0.54% | New | 19,696 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -30.4% | 19,619 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +60.1% | 19,616 | $2.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 19,500 | $2.2M |
| Jump Financial, LLC | 0.03% | New | 19,170 | $2.1M |
| Walleye Capital LLC | 0.02% | Reduce -54.7% | 18,884 | $2.1M |
| ProShare Advisors LLC | 0.00% | Reduce -11.7% | 18,597 | $2.1M |
| Rakuten Securities, Inc. | 0.76% | Reduce -29.1% | 18,519 | $2.1M |
| Ensign Peak Advisors, Inc | 0.00% | Add +251.9% | 18,300 | $2.0M |
| MRA Advisory Group | 0.87% | Add +83.2% | 17,896 | $2.0M |
| Pinnbrook Capital Management LP | 0.37% | New | 17,870 | $2.0M |
| Triton Wealth Management, PLLC | 0.75% | Reduce -12.6% | 14,325 | $2.0M |
| Accordant Advisory Group Inc | 1.34% | Reduce -56.8% | 17,656 | $2.0M |
| Flow Traders U.S. LLC | 0.08% | New | 17,643 | $2.0M |
| Traynor Capital Management, Inc. | 0.11% | New | 17,600 | $2.0M |
| Aristotle Atlantic Partners, LLC | 0.06% | Reduce -50.0% | 17,568 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 17,299 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -18.8% | 17,145 | $1.9M |
| Bokf, NA | 0.03% | Reduce -22.7% | 17,000 | $1.9M |
| Mgo One Seven LLC | 0.04% | Reduce -54.0% | 16,815 | $1.9M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -19.2% | 16,810 | $1.9M |
| Tradewinds, LLC. | 0.45% | New | 16,445 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Add +4.5% | 16,398 | $1.8M |
| DRW Securities, LLC | 0.09% | New | 16,382 | $1.8M |
| Hilltop Holdings Inc. | 0.10% | Reduce -22.5% | 16,192 | $1.8M |
| Old Mission Capital LLC | 0.06% | Add +303.8% | 16,102 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +22.0% | 16,095 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | New | 16,093 | $1.8M |
| Mairs & Power Inc. | 0.02% | No change | 15,971 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.3% | 15,823 | $1.8M |
| Moors & Cabot, Inc. | 0.08% | Add +194.3% | 15,778 | $1.8M |
| GTS Securities LLC | 0.07% | New | 15,696 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.1% | 15,611 | $1.7M |
| &partners | 0.01% | Add +5.4% | 15,580 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +64.7% | 15,490 | $1.7M |
| Kovack Advisors, Inc. | 0.16% | Reduce -10.1% | 15,150 | $1.7M |
| Marco Investment Management LLC | 0.13% | Reduce -22.8% | 15,105 | $1.7M |
| StoneCrest Wealth Management, Inc. | 0.74% | Reduce -10.8% | 15,029 | $1.7M |
| Readystate Asset Management LP | 0.16% | New | 15,000 | $1.7M |
| Banque Cantonale Vaudoise | 0.06% | Reduce -13.8% | 14,837 | $1.7M |
| NFSG Corp | 0.25% | Add +2.9% | 14,780 | $1.6M |
| Larson Financial Group LLC | 0.06% | Add +570.9% | 14,424 | $1.6M |
| Modus Advisors, LLC | 0.44% | Add +43.3% | 14,330 | $1.6M |
| SLT Holdings LLC | 1.06% | Add +14.6% | 14,125 | $1.6M |
| Intrua Financial, LLC | 0.18% | Reduce -23.1% | 13,825 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -5.4% | 13,650 | $1.5M |
| XTX Topco Ltd | 0.08% | New | 13,539 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +32.7% | 13,512 | $1.5M |
| Wealth Management Partners, LLC | 0.46% | Add +143.9% | 12,890 | $1.4M |
| Harvest Investment Services, LLC | 0.29% | New | 12,848 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -6.2% | 12,697 | $1.4M |
| Sheets Smith Investment Management | 0.91% | Add +0.3% | 12,622 | $1.4M |
| WJ Wealth Management, LLC | 0.62% | Reduce -50.7% | 10,573 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +61.6% | 12,355 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Add +4.0% | 12,179 | $1.4M |
| Fox Hill Wealth Management | 0.62% | Add +13.8% | 11,913 | $1.3M |
| 1832 Asset Management L.P. | 0.00% | Reduce -61.1% | 11,850 | $1.3M |
| Synovus Financial Corp. | 0.01% | Add +10.4% | 11,619 | $1.3M |
| CIBC Bancorp USA Inc. | 0.01% | — | 11,593 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -4.6% | 11,479 | $1.3M |
| DNB Asset Management AS | 0.00% | New | 11,372 | $1.3M |
| Nisa Investment Advisors, LLC | 0.00% | Add +510.6% | 11,187 | $1.2M |
| StoneX Group Inc. | 0.05% | New | 11,093 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +57.3% | 10,967 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +60.1% | 10,929 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +29.9% | 10,585 | $1.2M |
| Navis Wealth Advisors, LLC | 0.88% | New | 10,500 | $1.2M |
| Fred Alger Management, LLC | 0.00% | New | 10,484 | $1.2M |
| Prelude Capital Management, LLC | 0.09% | New | 10,345 | $1.2M |
| Strategic Blueprint, LLC | 0.05% | Add +9.8% | 10,157 | $1.1M |
| Foster Victor Wealth Advisors, LLC | 0.07% | Add +0.2% | 8,871 | $1.1M |
| Florida Financial Advisors, LLC | 0.35% | New | 10,052 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | New | 10,030 | $1.1M |
| KLCM Advisors, Inc. | 0.11% | No change | 10,000 | $1.1M |
| Aventura Private Wealth, LLC | 0.41% | Add +0.6% | 9,982 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +210.6% | 9,790 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -9.5% | 9,609 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +119.1% | 8,596 | $1.1M |
| Watts Gwilliam & Co., LLC | 0.17% | Reduce -7.1% | 9,469 | $1.1M |
| Summit Financial, LLC | 0.02% | New | 9,408 | $1.1M |
| Venture Visionary Partners LLC | 0.04% | New | 9,400 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | Add +277.3% | 9,318 | $1.0M |
| Independent Advisor Alliance | 0.03% | Reduce -3.4% | 9,188 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -12.4% | 9,181 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 9,053 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.2% | 9,039 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 9,017 | $1.0M |
| BOCHK Asset Management Ltd | 0.26% | New | 9,000 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +14.7% | 8,894 | $993K |
| Empowered Funds, LLC | 0.01% | Add +5.6% | 8,887 | $992K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -18.5% | 8,809 | $983K |
| HSBC Holdings PLC | 0.00% | Reduce -14.8% | 8,749 | $973K |
| Xcel Wealth Management, LLC | 0.25% | New | 8,588 | $959K |
| Xponance LLC | 0.01% | Add +4.5% | 8,501 | $949K |
| Choreo, LLC | 0.01% | Add +6.5% | 8,461 | $945K |
| Orion Investment Co | 0.30% | New | 8,428 | $941K |
| BayBridge Capital Group, LLC | 0.60% | Reduce -38.7% | 8,425 | $940K |
| Bensler, LLC | 0.10% | Add +16.5% | 8,395 | $937K |
| Kaizen Financial Strategies | 0.42% | Reduce -23.9% | 8,737 | $933K |
| Joule Financial, LLC | 0.28% | Reduce -51.5% | 8,350 | $932K |
| Ariose Capital Management Ltd | 0.31% | New | 8,329 | $930K |
| Jennison Associates LLC | 0.00% | New | 8,173 | $912K |
| Silverleafe Capital Partners, LLC | 0.28% | Add +12.6% | 8,119 | $906K |
| Legacy Advisors, LLC | 0.11% | — | 8,003 | $893K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +26.0% | 7,966 | $889K |
| Mission Wealth Management, LP | 0.02% | Reduce -71.1% | 7,938 | $886K |
| Wealthfront Advisers LLC | 0.00% | New | 7,864 | $878K |
| Principal Financial Group Inc. | 0.00% | Add +9.3% | 7,754 | $866K |
| Adams Wealth Management | 0.18% | No change | 7,797 | $863K |
| CacheTech Inc. | 0.17% | No change | 7,797 | $863K |
| GWN Securities Inc. | 0.20% | Reduce -13.6% | 7,676 | $857K |
| Wealth Effects LLC | 0.27% | Add +11.8% | 7,500 | $837K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +4.7% | 7,320 | $817K |
| US Bancorp \de | 0.00% | Add +23.9% | 7,142 | $797K |
| Prestige Wealth Management Group LLC | 0.15% | Add +1.4% | 7,066 | $789K |
| Quantum Private Wealth, LLC | 0.23% | New | 7,050 | $787K |
| Tradition Wealth Management, LLC | 0.06% | New | 7,000 | $781K |
| Rollins Financial Advisors, LLC | 0.12% | Add +34.0% | 6,973 | $778K |
| Powell Investment Advisors, LLC | 0.26% | No change | 6,735 | $752K |
| Guggenheim Capital LLC | 0.01% | Reduce -5.5% | 6,719 | $750K |
| First Business Financial Services, Inc. | 0.07% | Add +33.0% | 6,650 | $742K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -0.7% | 6,631 | $740K |
| Snowden Capital Advisors LLC | 0.02% | Add +30.0% | 6,619 | $739K |
| Equitable Holdings, Inc. | 0.01% | New | 6,570 | $733K |
| Brown Advisory Inc. | 0.00% | Add +32.1% | 6,528 | $729K |
| Sara-Bay Financial | 0.20% | New | 6,450 | $720K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +66.6% | 6,350 | $709K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +752.1% | 6,348 | $709K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -66.0% | 6,140 | $685K |
| Darden Wealth Group Inc | 0.36% | Reduce -11.7% | 6,136 | $685K |
| Plancorp, LLC | 0.02% | Add +1.2% | 6,089 | $680K |
| Main Street Financial Solutions, LLC | 0.04% | New | 6,071 | $678K |
| Diversify Wealth Management, LLC | 0.04% | Add +19.4% | 5,319 | $674K |
| United Capital Management of KS, Inc. | 0.09% | Reduce -24.9% | 6,016 | $672K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +9.5% | 5,993 | $669K |
| FNY Investment Advisers, LLC | 0.22% | Add +646.3% | 5,985 | $668K |
| FORA Capital, LLC | 0.12% | Reduce -93.6% | 5,872 | $655K |
| Sterling Capital Management LLC | 0.01% | Add +164.8% | 5,836 | $651K |
| WealthShield Partners, LLC | 0.07% | New | 5,835 | $651K |
| HighPoint Advisor Group LLC | 0.03% | Add +18.2% | 5,823 | $650K |
| Matisse Capital | 0.29% | New | 5,814 | $649K |
| Means Investment Co., Inc. | 0.06% | Add +29.5% | 5,779 | $645K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +18.1% | 5,737 | $640K |
| IFP Advisors, Inc | 0.02% | Add +100.9% | 5,652 | $631K |
| First National Trust Co | 0.02% | No change | 5,650 | $631K |
| AdvisorNet Financial, Inc | 0.04% | Add +31.8% | 5,645 | $630K |
| SIH Partners, LLLP | 0.05% | New | 5,584 | $623K |
| Advisors Asset Management, Inc. | 0.01% | Add +65.4% | 5,536 | $618K |
| Ancora Advisors LLC | 0.01% | Reduce -5.6% | 5,485 | $612K |
| Valeo Financial Advisors, LLC | 0.01% | New | 5,460 | $610K |
| Circle Wealth Management, LLC | 0.01% | Reduce -10.9% | 5,361 | $598K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -24.1% | 5,345 | $597K |
| Sheets Smith Wealth Management | 0.07% | No change | 5,278 | $589K |
| Leonteq Securities AG | 0.03% | Reduce -52.2% | 5,254 | $587K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +4.5% | 5,223 | $583K |
| Macquarie Group Ltd. | 0.00% | Add +83.9% | 5,173 | $578K |
| Mackenzie Financial Corp. | 0.00% | New | 5,163 | $576K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 4,962 | $575K |
| Essex Financial Services, Inc. | 0.03% | Reduce -14.8% | 5,116 | $571K |
| LexAurum Advisors, LLC | 0.08% | No change | 5,035 | $562K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -48.8% | 5,029 | $561K |
| IHT Wealth Management, LLC | 0.01% | Reduce -13.1% | 5,005 | $559K |
| Carbahal Olsen Financial Services Group, LLC | 0.45% | No change | 5,000 | $558K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 5,000 | $558K |
| World Equity Group, Inc. | 0.12% | Reduce -29.5% | 4,910 | $548K |
| Bailard, Inc. | 0.01% | New | 4,810 | $537K |
| Spire Wealth Management | 0.02% | Reduce -7.5% | 4,803 | $536K |
| Gainplan LLC | 0.23% | New | 4,802 | $536K |
| Apollon Wealth Management, LLC | 0.01% | New | 4,797 | $535K |
| Swiss Life Asset Management Ltd | 0.00% | New | 4,793 | $535K |
| Stiles Financial Services Inc | 0.17% | Add +31.0% | 4,730 | $528K |
| Obsidian Cio, LLC | 0.07% | New | 4,715 | $526K |
| Signature Wealth Management Partners, LLC | 0.28% | Reduce -31.1% | 4,714 | $526K |
| Sunpointe, LLC | 0.19% | Add +4.4% | 4,700 | $525K |
| Herold Advisors, Inc. | 0.12% | No change | 4,700 | $525K |
| Perennial Investment Advisors, LLC | 0.04% | Add +3.4% | 4,676 | $522K |
| HBK Sorce Advisory LLC | 0.01% | New | 3,008 | $516K |
| Inscription Capital, LLC | 0.06% | Reduce -16.7% | 4,588 | $512K |
| Entropy Technologies, LP | 0.04% | Reduce -52.4% | 4,576 | $511K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +9.0% | 4,568 | $510K |
| Sigma Planning Corp | 0.01% | New | 4,564 | $509K |
| Belpointe Asset Management LLC | 0.02% | New | 4,521 | $505K |
| Essex LLC | 0.09% | Reduce -2.8% | 4,500 | $502K |
| Evanson Asset Management, LLC | 0.03% | New | 4,438 | $495K |
| Meriwether Wealth & Planning, LLC | 0.29% | Add +7.5% | 4,425 | $494K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | New | 4,415 | $493K |
| Wolff Wiese Magana LLC | 0.28% | Add +4.0% | 4,360 | $487K |
| Blueshift Asset Management, LLC | 0.15% | New | 4,357 | $486K |
| Commerce Bank | 0.00% | New | 4,346 | $485K |
| Howard Financial Services, LTD. | 0.06% | Add +3.8% | 4,333 | $484K |
| Money Concepts Capital Corp. | 0.03% | New | 4,318 | $482K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,314 | $482K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 4,305 | $481K |
| Accurate Wealth Management, LLC | 0.06% | New | 2,737 | $477K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 4,213 | $470K |
| Flputnam Investment Management Co. | 0.01% | Reduce -41.6% | 4,205 | $469K |
| Smartleaf Asset Management LLC | 0.03% | New | 3,979 | $464K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 4,124 | $460K |
| IFG Advisory, LLC | 0.02% | Add +9.6% | 4,071 | $454K |
| Legato Capital Management LLC | 0.05% | New | 4,047 | $452K |
| Apexium Financial, LP | 0.02% | Add +6.0% | 4,000 | $447K |
| Arete Wealth Advisors, LLC | 0.03% | New | 3,990 | $445K |
| Magnetar Financial LLC | 0.00% | New | 3,955 | $441K |
| CIBC Private Wealth Group LLC | 0.00% | Add +88.2% | 3,951 | $441K |
| Ranch Capital Advisors Inc. | 0.17% | New | 3,917 | $437K |
| Palumbo Wealth Management LLC | 0.14% | Reduce -68.1% | 3,892 | $434K |
| Wbi Investments, LLC | 0.11% | New | 3,876 | $433K |
| Brookstone Capital Management | 0.01% | New | 3,873 | $432K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.3% | 3,872 | $432K |
| Legacy PCG, LLC | 0.26% | New | 3,838 | $428K |
| High Net Worth Advisory Group LLC | 0.10% | Reduce -2.1% | 3,812 | $426K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -54.9% | 3,802 | $424K |
| Pasadena Private Wealth, LLC | 0.06% | Add +5.8% | 3,802 | $424K |
| CIBC Asset Management Inc | 0.00% | No change | 3,778 | $422K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -26.1% | 3,773 | $421K |
| Glenmede Investment Management, LP | 0.00% | New | 3,709 | $414K |
| Waverly Advisors, LLC | 0.00% | New | 3,665 | $409K |
| Cornerstone Capital, Inc. | 0.04% | Reduce -19.9% | 3,625 | $405K |
| Global Retirement Partners, LLC | 0.01% | Add +34.9% | 3,589 | $401K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -1.1% | 3,564 | $398K |
| Pathstone Holdings, LLC | 0.00% | New | 3,542 | $395K |
| Petredis Investment Advisors LLC | 0.03% | New | 3,530 | $394K |
| Fiduciary Wealth Partners, LLC | 0.17% | New | 3,525 | $393K |
| Amalgamated Bank | 0.00% | No change | 3,508 | $392K |
| Owen LaRue, LLC | 0.15% | New | 3,500 | $391K |
| PDS Planning, Inc | 0.03% | New | 3,492 | $390K |
| Focus Financial Network, Inc. | 0.01% | New | 3,463 | $387K |
| Vontobel Holding Ltd. | 0.00% | New | 3,460 | $386K |
| Red Door Wealth Management, LLC | 0.04% | New | 3,410 | $381K |
| Noble Wealth Management PBC | 0.20% | — | 3,400 | $380K |
| McGuire Investment Group, LLC | 0.04% | New | 3,313 | $370K |
| MAI Capital Management | 0.00% | Add +310.9% | 3,295 | $368K |
| Almanack Investment Partners, LLC. | 0.06% | New | 3,257 | $364K |
| Curi Capital, LLC | 0.01% | Reduce -39.8% | 3,209 | $358K |
| Oxford Asset Management LLP | 0.12% | Reduce -68.4% | 3,184 | $355K |
| Chung Wu Investment Group, LLC | 0.30% | New | 3,180 | $355K |
| International Assets Investment Management, LLC | 0.03% | No change | 6,860 | $355K |
| Praxis Investment Management Inc. | 0.02% | New | 3,140 | $351K |
| Quaker Wealth Management, LLC | 0.11% | Add +0.6% | 3,100 | $346K |
| AlphaQuest LLC | 0.02% | Reduce -54.1% | 3,090 | $345K |
| Wealthstar Advisors, LLC | 0.13% | New | 3,044 | $340K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 3,010 | $336K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 3,000 | $335K |
| Himension Capital (singapore) Pte. LTD. | 0.02% | New | 2,997 | $335K |
| Patten Group, Inc. | 0.06% | New | 2,961 | $331K |
| IPG Investment Advisors LLC | 0.06% | New | 2,950 | $329K |
| KBC Group NV | 0.00% | Add +58.3% | 2,926 | $327K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 2,909 | $325K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -26.9% | 2,907 | $324K |
| Capital Advisors Wealth Management, LLC | 0.05% | New | 2,900 | $324K |
| Camarda Financial Advisors, LLC | 0.12% | Reduce -19.9% | 2,893 | $323K |
| Acropolis Investment Management, LLC | 0.02% | Add +58.5% | 5,757 | $322K |
| Caisse Des Depots Et Consignations | 0.01% | New | 2,874 | $321K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -12.2% | 2,841 | $317K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.6% | 2,800 | $313K |
| Clarus Wealth Advisors | 0.14% | New | 2,442 | $311K |
| 360 Financial, Inc. | 0.10% | Reduce -36.6% | 2,775 | $310K |
| Lido Advisors, LLC | 0.00% | Reduce -31.3% | 2,774 | $310K |
| World Investment Advisors | 0.01% | New | 2,756 | $308K |
| Marietta Wealth Management, LLC | 0.04% | New | 2,730 | $305K |
| Nicolet Advisory Services, LLC | 0.02% | New | 2,252 | $302K |
| GoalFusion Wealth Management, LLC | 0.14% | New | 2,705 | $302K |
| Harbour Capital Advisors, LLC | 0.06% | New | 2,250 | $302K |
| M&T Bank Corp | 0.00% | New | 2,693 | $301K |
| LeConte Wealth Management, LLC | 0.20% | New | 2,681 | $299K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1113.7% | 2,561 | $297K |
| Skylands Capital, LLC | 0.04% | Add +163.1% | 2,631 | $294K |
| Cibc World Market Inc. | 0.00% | New | 2,623 | $293K |
| Parkside Financial Bank & Trust | 0.02% | Add +3.7% | 2,622 | $293K |
| Allworth Financial LP | 0.00% | Add +10.1% | 2,585 | $289K |
| Covenant Asset Management, LLC | 0.05% | New | 2,570 | $287K |
| Ameriflex Group, Inc. | 0.11% | Add +149.8% | 2,560 | $286K |
| Composition Wealth, LLC | 0.00% | New | 2,554 | $285K |
| Empirical Asset Management, LLC | 0.08% | New | 2,539 | $283K |
| Suncoast Equity Management | 0.03% | New | 2,535 | $283K |
| Nwam LLC | 0.02% | New | 1,774 | $282K |
| BostonPremier Wealth LLC | 0.14% | New | 2,517 | $281K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -58.0% | 2,514 | $281K |
| Stone House Investment Management, LLC | 0.05% | Reduce -14.6% | 2,478 | $277K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -89.1% | 2,461 | $275K |
| HBW Advisory Services LLC | 0.03% | New | 2,458 | $274K |
| Quantinno Capital Management LP | 0.00% | New | 2,446 | $273K |
| TRUE Private Wealth Advisors | 0.03% | New | 2,445 | $273K |
| Clay Northam Wealth Management, LLC | 0.15% | New | 2,415 | $270K |
| OP Asset Management Ltd | 0.00% | New | 2,402 | $268K |
| Integrity Alliance, Llc. | 0.01% | New | 2,401 | $268K |
| Merit Financial Group, LLC | 0.00% | New | 2,351 | $262K |
| Visionary Wealth Advisors | 0.01% | New | 2,350 | $262K |
| Evernest Financial Advisors, LLC | 0.07% | New | 2,349 | $262K |
| Harbour Investments, Inc. | 0.01% | Add +24.0% | 2,348 | $262K |
| HUB Investment Partners, LLC | 0.01% | New | 2,329 | $260K |
| Rockline Wealth Management, LLC | 0.05% | New | 2,313 | $258K |
| Kozak & Associates, Inc. | 0.05% | No change | 2,700 | $257K |
| American Alpha Advisors, LLC | 0.19% | New | 2,300 | $257K |
| Bedell Frazier Investment Counselling, LLC | 0.05% | New | 2,300 | $257K |
| Icon Wealth Advisors, LLC | 0.02% | Add +15.0% | 2,300 | $257K |
| United Asset Strategies, Inc. | 0.02% | New | 2,269 | $253K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 2,267 | $253K |
| Westbourne Investments, Inc. | 0.12% | Reduce -69.3% | 1,900 | $252K |
| Abel Hall, LLC | 0.10% | New | 2,243 | $250K |
| Lake Street Private Wealth, LLC | 0.03% | New | 2,190 | $244K |
| Procyon Advisors, LLC | 0.01% | New | 2,158 | $241K |
| Purus Wealth Management, LLC | 0.08% | New | 2,150 | $240K |
| Arkadios Wealth Advisors | 0.01% | New | 2,127 | $237K |
| Kingsview Wealth Management, LLC | 0.00% | New | 2,111 | $236K |
| Insight Advisors, LLC/ PA | 0.04% | New | 2,103 | $235K |
| Ritholtz Wealth Management | 0.00% | New | 2,102 | $235K |
| AssuredPartners Investment Advisors, LLC | 0.05% | New | 2,076 | $232K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,074 | $232K |
| Wellington Shields & Co., LLC | 0.06% | New | 2,057 | $230K |
| DDFG, Inc | 0.05% | New | 2,050 | $229K |
| Anfield Capital Management, LLC | 0.07% | Add +33.0% | 2,014 | $225K |
| Profund Advisors LLC | 0.01% | New | 2,009 | $224K |
| Inman Jager Wealth Management, LLC | 0.14% | New | 2,000 | $223K |
| Graybill Wealth Management, LTD. | 0.07% | New | 2,000 | $223K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 2,000 | $223K |
| Cullinan Associates Inc. | 0.01% | New | 2,000 | $223K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 2,000 | $223K |
| Savant Capital, LLC | 0.00% | New | 1,995 | $223K |
| Private Client Services, LLC | 0.07% | New | 1,978 | $221K |
| Engineers Gate Manager LP | 0.00% | Reduce -87.0% | 1,938 | $216K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,938 | $216K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -95.8% | 2,210 | $213K |
| Pacific Sun Financial Corp | 0.10% | New | 1,900 | $212K |
| Lazari Capital Management, Inc. | 0.07% | New | 1,900 | $212K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 1,895 | $212K |
| Chesapeake Asset Management LLC | 0.18% | No change | 1,870 | $209K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -93.2% | 1,855 | $207K |
| Liberty Wealth Management LLC | 0.03% | New | 1,846 | $206K |
| United Capital Financial Advisors, LLC | 0.00% | New | 1,817 | $203K |
| Wealth Alliance Advisory Group, LLC | 0.04% | New | 1,805 | $201K |
| Dudley Capital Management, LLC | 0.09% | New | 1,800 | $201K |
| Moseley Investment Management Inc. | 0.06% | New | 1,800 | $201K |
| Sovran Advisors, LLC | 0.02% | New | 1,460 | $201K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.24% | Reduce -82.7% | 1,610 | $180K |
| Creative Financial Designs Inc. | 0.01% | Add +142.4% | 1,430 | $160K |
| All Terrain Financial Advisors, LLC | 0.05% | New | 1,400 | $156K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,327 | $148K |
| Eastern Bank | 0.00% | New | 1,285 | $143K |
| Blue Trust, Inc. | 0.00% | Reduce -36.5% | 1,281 | $143K |
| Motco | 0.01% | New | 1,260 | $141K |
| Wellington Shields Capital Management, LLC | 0.02% | New | 1,150 | $128K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 1,098 | $123K |
| CoreCap Advisors, LLC | 0.00% | Add +481.1% | 1,046 | $117K |
| Strategic Investment Solutions, Inc. | 0.03% | New | 1,023 | $114K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +63.8% | 1,022 | $114K |
| Vestor Capital, LLC | 0.01% | Add +5.0% | 1,011 | $113K |
| Stephens Consulting, LLC | 0.04% | Reduce -80.0% | 1,000 | $112K |
| Signaturefd, LLC | 0.00% | Add +12.8% | 990 | $111K |
| Comerica Bank | 0.00% | Add +37.0% | 981 | $110K |
| Copia Wealth Management | 0.08% | Reduce -13.0% | 937 | $105K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -11.7% | 908 | $101K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -34.0% | 891 | $99K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.18% | Reduce -96.5% | 804 | $90K |
| Financial Consulate, Inc. | 0.01% | New | 800 | $89K |
| Manchester Capital Management LLC | 0.01% | Add +35.1% | 770 | $86K |
| Salem Investment Counselors Inc. | 0.00% | Add +114.3% | 750 | $84K |
| Rothschild Investment LLC | 0.00% | Add +13.3% | 725 | $81K |
| Operose Advisors LLC | 0.02% | No change | 673 | $75K |
| ORG Partners LLC | 0.01% | Reduce -22.3% | 622 | $69K |
| Bessemer Group Inc. | 0.00% | New | 620 | $69K |
| Hollencrest Capital Management | 0.00% | New | 560 | $63K |
| Vision Financial Markets LLC | 0.05% | No change | 525 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.5% | 521 | $58K |
| Solstein Capital, LLC | 0.03% | Reduce -50.0% | 500 | $56K |
| Cornerstone National Bank & Trust Co | 0.02% | New | 500 | $56K |
| Costello Asset Management, INC | 0.02% | Add +66.7% | 500 | $56K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 500 | $56K |
| Federated Hermes, Inc. | 0.00% | New | 461 | $51K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +2.3% | 451 | $50K |
| Principal Securities, Inc. | 0.00% | Add +3200.0% | 429 | $48K |
| WFA of San Diego, LLC | 0.03% | No change | 400 | $45K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 400 | $45K |
| Strategic Advocates LLC | 0.01% | New | 388 | $43K |
| Goodman Advisory Group, LLC | 0.01% | New | 379 | $42K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -14.3% | 300 | $42K |
| Rossby Financial, LCC | 0.01% | Add +75.0% | 350 | $41K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 300 | $38K |
| Essential Partners LLC | 0.01% | No change | 331 | $37K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +950.0% | 315 | $35K |
| Curio Wealth, LLC | 0.01% | No change | 310 | $35K |
| CI Investments Inc. | 0.00% | Add +153.0% | 296 | $33K |
| GoalVest Advisory LLC | 0.01% | Add +34.3% | 274 | $31K |
| Huntington National Bank | 0.00% | No change | 252 | $28K |
| Gables Capital Management Inc. | 0.01% | New | 250 | $28K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 250 | $28K |
| Nemes Rush Group LLC | 0.00% | New | 250 | $28K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 241 | $27K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 234 | $26K |
| Avion Wealth | 0.01% | Reduce -92.3% | 229 | $25K |
| HighMark Wealth Management LLC | 0.01% | Add +4000.0% | 205 | $23K |
| Front Row Advisors LLC | 0.01% | New | 200 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +60.0% | 200 | $22K |
| JPL Wealth Management, LLC | 0.01% | New | 200 | $22K |
| Lanark Financial, Inc. | 0.00% | Reduce -33.3% | 200 | $22K |
| HM Payson & Co. | 0.00% | New | 200 | $22K |
| First United Bank & Trust | 0.01% | Add +26.7% | 190 | $21K |
| Covestor Ltd | 0.01% | New | 192 | $21K |
| Quadrant Capital Group LLC | 0.00% | New | 187 | $21K |
| CVA Family Office, LLC | 0.00% | New | 186 | $21K |
| TFC Financial Management, Inc. | 0.00% | Reduce -7.9% | 175 | $20K |
| Sittner & Nelson, LLC | 0.01% | Add +50.0% | 150 | $17K |
| Private Trust Co. NA | 0.00% | Reduce -68.4% | 139 | $16K |
| Orion Capital Management LLC | 0.01% | Add +21.9% | 128 | $14K |
| Sound Income Strategies, LLC | 0.00% | Reduce -64.4% | 100 | $14K |
| Activest Wealth Management | 0.00% | No change | 120 | $13K |
| Anchor Investment Management, LLC | 0.00% | No change | 110 | $12K |
| Main Street Group, LTD | 0.00% | No change | 109 | $12K |
| Archer Investment Corp | 0.00% | No change | 105 | $12K |
| Berbice Capital Management LLC | 0.01% | No change | 100 | $11K |
| Hara Capital LLC | 0.01% | New | 100 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 100 | $11K |
| Abich Financial Wealth Management LLC | 0.00% | — | 100 | $11K |
| Hilltop National Bank | 0.00% | No change | 100 | $11K |
| Bank of New Hampshire | 0.00% | No change | 100 | $11K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 100 | $11K |
| Turning Point Benefit Group, Inc. | 0.01% | New | 83 | $10K |
| Groupe la Francaise | 0.00% | New | 96 | $10K |
| Barrett & Company, Inc. | 0.00% | No change | 85 | $9K |
| Bogart Wealth, LLC | 0.00% | New | 83 | $9K |
| GAMMA Investing LLC | 0.00% | New | 80 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | Add +333.3% | 78 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 74 | $8K |
| Murphy & Mullick Capital Management Corp | 0.01% | Add +20.0% | 60 | $8K |
| Guerra Advisors Inc | 0.00% | New | 71 | $8K |
| SouthState Bank Corp | 0.00% | No change | 69 | $8K |
| Arax Advisory Partners | 0.00% | New | 67 | $7K |
| Dakota Community Bank & Trust NA | 0.03% | New | 66 | $7K |
| First Horizon Corp. | 0.00% | — | 61 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 60 | $7K |
| City Holding Co. | 0.00% | New | 57 | $6K |
| First Command Advisory Services, Inc. | 0.00% | New | 53 | $6K |
| Gen-Wealth Partners Inc | 0.00% | New | 50 | $6K |
| Grove Bank & Trust | 0.00% | New | 50 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 50 | $6K |
| Center for Financial Planning, Inc. | 0.00% | New | 50 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 50 | $6K |
| Caitlin John, LLC | 0.00% | New | 49 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 40 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +142.1% | 46 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 45 | $5K |
| Meeder Asset Management Inc. | 0.00% | New | 43 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | New | 40 | $4K |
| Kennebec Savings Bank | 0.00% | New | 35 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 35 | $4K |
| Fifth Third Bancorp | 0.00% | Add +86.7% | 28 | $3K |
| Hughes Financial Services, LLC | 0.00% | Add +107.7% | 27 | $3K |
| Midwest Capital Advisors, LLC | 0.00% | New | 25 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +56.3% | 25 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 23 | $3K |
| Bell Investment Advisors, Inc | 0.00% | New | 22 | $2K |
| SWAN Capital LLC | 0.00% | Add +33.3% | 20 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Reduce -69.2% | 20 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | Add +88.9% | 17 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +55.6% | 14 | $2K |
| Birchbrook, Inc. | 0.00% | Add +200.0% | 12 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -45.0% | 11 | $1K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 10 | $1K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 9 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 10 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -95.0% | 11 | $967 |
| Marquette Asset Management, LLC | 0.00% | New | 8 | $894 |
| Scarborough Advisors, LLC | 0.00% | No change | 5 | $558 |
| TD Private Client Wealth LLC | 0.00% | New | 5 | $558 |
| City State Bank | 0.00% | No change | 4 | $447 |
| Montag A & Associates Inc. | 0.00% | New | 3 | $335 |
| Financially Speaking Inc | 0.00% | New | 2 | $223 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1 | $112 |
"% of holder's portfolio" is OKLO's weight in each manager's 13F, not the share of Oklo Inc. the manager owns.