OkloOKLO

13F holders, Q4 2025 (December 31)
683holders +44
148new positions
137sold out
7famous investors
$71.77avg. 13F price*

At the end of Q4 2025, 683 institutions reported holding Oklo Inc. (OKLO) in their 13F filings, up 44 from Q3 2025. 148 opened new positions and 137 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($835.1M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($561.4M). 7 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), George Soros (0.0% of Soros Fund Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions148$188.4M
Exits137$222.3M

All 13F filers, Q3 2025 → Q4 2025: 16,714,226 shares bought and 8,201,080 shares sold, net +8,513,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 683 holders

BlackRock, Inc. 0.02% Add +72.0% 14,820,434 $1.1B
Vanguard Group Inc. 0.01% Add +0.4% 11,637,504 $835.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.85% Add +10.2% 7,823,237 $561.4M
Van Eck Associates Corp. 0.24% Add +13.8% 3,956,281 $283.9M
State Street Corp. 0.01% Add +23.6% 3,060,220 $219.6M
Geode Capital Management, LLC 0.01% Add +7.0% 2,816,007 $201.7M
Morgan Stanley 0.01% Reduce -17.9% 1,884,091 $135.2M
Charles Schwab Investment Management Inc. 0.01% Add +8.4% 1,160,278 $83.3M
Norges Bank 0.01% — 1,028,227 $73.8M
Northern Trust Corp. 0.01% Add +5.5% 1,019,285 $73.1M
UBS Group AG 0.01% Reduce -60.3% 1,003,080 $72.0M
Goldman Sachs Group Inc. 0.01% Add +85.1% 909,263 $65.2M
Clear Street Group Inc. 0.32% Add +110.5% 842,172 $60.4M
Cantor Fitzgerald, L. P. 1.69% Add +11.7% 790,801 $56.7M
Marex Group Ltd 0.61% Add +20.4% 788,051 $56.6M
Bank of Montreal 0.02% Add +1029.5% 706,273 $50.7M
Portland Investment Counsel Inc. 13.44% Reduce -18.7% 622,830 $44.6M
Bank of New York Mellon Corp 0.01% Add +35.0% 510,941 $36.7M
Capital World Investors 0.01% Add +5.2% 505,938 $36.3M
LPL Financial LLC 0.01% Add +2.9% 501,615 $36.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +90.9% 414,770 $29.8M
Barclays PLC 0.01% Add +148.2% 400,773 $28.8M
Bank of America Corp. 0.00% Reduce -13.6% 399,305 $28.7M
Wells Fargo & Company 0.01% Add +6.8% 357,173 $25.6M
Deutsche Bank AG 0.01% Add +320.5% 352,104 $25.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +109.4% 345,237 $24.8M
Nuveen, LLC 0.01% Add +26.6% 339,409 $24.4M
Man Group plc 0.05% New 336,841 $24.2M
Raymond James Financial Inc. 0.01% Reduce -4.0% 318,583 $22.9M
JPMorgan Chase & Co. 0.00% Reduce -70.6% 303,692 $21.8M
Swiss National Bank 0.01% Add +51.8% 303,500 $21.8M
Legal & General Group Plc 0.00% Add +146.3% 298,605 $21.4M
FMR LLC 0.00% Add +71.1% 264,233 $19.0M
Exchange Traded Concepts, LLC 0.16% Add +23.2% 259,726 $18.6M
Wellington Management Group LLP 0.00% Reduce -43.6% 254,300 $18.2M
Quantbot Technologies LP 0.56% New 234,776 $16.8M
Cardiff Park Advisors, LLC 1.32% Add +0.0% 223,340 $16.0M
ARK Investment Management 0.11% Add +42.5% 223,045 $16.0M
Sumitomo Mitsui Trust Group, Inc. 0.01% New 222,510 $16.0M
Dimensional Fund Advisors LP 0.00% Add +298.1% 220,661 $15.8M
Citadel Advisors 0.01% Add +79.1% 218,472 $15.7M
Sculptor Capital LP 0.31% Reduce -1.2% 208,100 $14.9M
Corient Private Wealth LP 0.02% Reduce -7.9% 206,056 $14.8M
California Public Employees Retirement System 0.01% Add +5.7% 189,358 $13.6M
Citigroup Inc. 0.01% Add +89.4% 185,015 $13.3M
Wedbush Fund Advisers, LLC 1.36% — 182,943 $13.1M
Jump Financial, LLC 0.18% Add +846.4% 181,416 $13.0M
Royal Bank of Canada 0.00% Reduce -35.8% 181,110 $13.0M
OpenArc Corporate Advisory, LLC 0.21% — 174,160 $12.5M
Rockefeller Capital Management L.P. 0.02% Add +427.1% 171,128 $12.3M
CloudAlpha Capital Management Limited/Hong Kong 1.06% New 164,299 $11.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +675.5% 151,226 $11.8M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -74.3% 160,458 $11.5M
Rhumbline Advisers 0.01% Reduce -5.5% 156,327 $11.2M
Private Advisor Group, LLC 0.05% Add +2.4% 147,503 $10.6M
BNP Paribas Financial Markets 0.01% Add +78.1% 133,766 $9.6M
Caprock Group, LLC 0.20% Add +0.3% 133,267 $9.6M
California State Teachers Retirement System 0.01% Add +35.3% 132,068 $9.5M
Cetera Investment Advisers 0.01% Add +9.8% 128,583 $9.2M
Pictet Asset Management Holding SA 0.01% Add +132.6% 128,061 $9.2M
Focus Partners Wealth 0.01% Add +8.0% 125,059 $9.0M
Alliancebernstein L.P. 0.00% Reduce -27.1% 122,998 $8.8M
Nomura Holdings Inc. 0.02% Reduce -59.3% 121,464 $8.7M
SG Americas Securities, LLC 0.01% Add +419.7% 120,752 $8.7M
Jain Global LLC 0.09% New 117,599 $8.4M
Invesco Ltd. 0.00% Reduce -48.1% 113,597 $8.2M
Virtu Financial LLC 0.32% Add +21.7% 113,511 $8.1M
HSBC Holdings PLC 0.00% Add +1184.4% 112,372 $8.1M
Osaic Holdings, Inc. 0.01% Reduce -32.5% 111,966 $8.0M
T. Rowe Price Associates Inc. 0.00% Reduce -62.2% 107,866 $7.7M
Two Sigma Investments, LP 0.01% Reduce -0.6% 104,861 $7.5M
Amundi 0.00% New 103,663 $7.4M
HITE Hedge Asset Management LLC 0.48% Reduce -30.3% 103,643 $7.4M
Commonwealth Equity Services, LLC 0.01% Reduce -11.4% 101,052 $7.3M
Ghisallo Capital Management LLC 0.32% Reduce -60.0% 100,000 $7.2M
Strategic Planning Group, LLC 0.91% Reduce -3.2% 98,878 $7.1M
Bessemer Group Inc. 0.01% Add +15777.7% 98,442 $7.1M
Foundations Investment Advisors, LLC 0.09% Add +14.8% 95,061 $6.8M
FFG Partners, LLC 1.94% Add +1.1% 93,037 $6.7M
Jones Financial Companies LLLP 0.00% Add +22.7% 85,347 $6.1M
KLP Kapitalforvaltning As 0.02% Add +228.0% 84,300 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -19.3% 83,958 $6.0M
National Bank of Canada 0.01% Add +4.7% 82,220 $5.9M
Stifel Financial Corp. 0.01% Reduce -2.5% 81,733 $5.9M
FORA Capital, LLC 0.70% Add +1661.0% 103,406 $5.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 74,758 $5.4M
Simplex Trading, LLC 0.15% Reduce -56.2% 74,304 $5.3M
Manufacturers Life Insurance Company, The 0.00% Add +0.4% 70,250 $5.0M
Balyasny Asset Management L.P. 0.01% Add +2744.0% 69,990 $5.0M
Lighthouse Investment Partners, LLC 0.16% Add +1280.0% 69,000 $5.0M
Baird Financial Group, Inc. 0.01% Reduce -44.2% 66,037 $4.7M
Mariner, LLC 0.01% Reduce -1.1% 62,740 $4.5M
Westerkirk Capital Inc. 0.43% New 61,900 $4.4M
Blair William & Co. 0.01% Reduce -0.5% 61,896 $4.4M
Neo Ivy Capital Management 0.70% Add +212.8% 61,602 $4.4M
AlphaStar Capital Management, LLC 0.32% New 61,188 $4.4M
MetLife Investment Management, LLC 0.02% Reduce -5.3% 59,938 $4.3M
State of Wisconsin Investment Board 0.01% Reduce -13.2% 57,800 $4.1M
First Trust Advisors LP 0.00% Reduce -19.0% 57,632 $4.1M
Natixis 0.02% New 56,666 $4.1M
SIH Partners, LLLP 0.22% Add +857.3% 53,454 $3.8M
Mitsubishi UFJ Trust & Banking Corp 0.01% New 52,903 $3.8M
BLI - Banque de Luxembourg Investments 0.11% New 52,000 $3.7M
Creative Planning 0.00% Add +85.9% 51,138 $3.7M
Millennium Management 0.00% Reduce -2.4% 50,992 $3.7M
Seven Grand Managers, LLC 0.27% Reduce -50.0% 50,000 $3.6M
Prospera Financial Services Inc 0.06% Add +1.1% 49,057 $3.5M
Aviva PLC 0.01% New 48,444 $3.5M
Credit Agricole S A 0.01% New 46,848 $3.4M
Bridgewater Associates 0.01% Add +83.0% 46,836 $3.4M
Voya Investment Management LLC 0.00% Add +138.3% 46,745 $3.4M
Intech Investment Management LLC 0.03% Add +82.8% 46,717 $3.4M
SBI Securities Co., Ltd. 0.09% Reduce -13.0% 46,276 $3.3M
Compound Planning, Inc. 0.10% Reduce -83.2% 45,238 $3.2M
Asset Management One Co., Ltd. 0.01% New 43,643 $3.2M
Spirit of America Management Corp. 0.68% Add +9.1% 44,550 $3.2M
Encompass More Asset Management 0.58% New 43,292 $3.1M
MML Investors Services, LLC 0.01% Reduce -25.8% 43,166 $3.1M
Stratos Wealth Partners, LTD. 0.03% Reduce -9.8% 42,308 $3.0M
Pinebridge Investments LLC 0.02% — 42,290 $3.0M
Danske Bank A/S 0.01% New 41,700 $3.0M
Kestra Advisory Services, LLC 0.01% Add +0.5% 41,689 $3.0M
Franklin Resources Inc. 0.00% Reduce -4.1% 41,489 $3.0M
Korea Investment CORP 0.01% New 38,939 $2.8M
State of New Jersey Common Pension Fund D 0.01% Add +3.3% 38,508 $2.8M
Cresset Asset Management, LLC 0.01% Add +0.3% 38,422 $2.8M
Dark Forest Capital Management LP 0.13% New 38,199 $2.7M
Legacy Bridge, LLC 1.11% Add +0.2% 38,135 $2.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -28.0% 28,593 $2.7M
New York State Common Retirement Fund 0.00% Reduce -3.7% 37,090 $2.7M
Susquehanna International Group, LLP 0.00% Add +13.1% 37,002 $2.7M
Victory Capital Management Inc. 0.00% Add +203.3% 36,933 $2.7M
Nomura Asset Management Co. Ltd. 0.01% New 35,680 $2.6M
Handelsbanken Fonder AB 0.01% New 35,600 $2.6M
Sanctuary Advisors, LLC 0.01% Add +3.9% 35,595 $2.6M
AQR Capital Management 0.00% Add +16.5% 35,498 $2.5M
Schonfeld Strategic Advisors LLC 0.01% Add +474.1% 35,247 $2.5M
AE Wealth Management LLC 0.01% Reduce -60.7% 35,121 $2.5M
Thoroughbred Financial Services, LLC 0.15% Add +0.2% 35,108 $2.5M
NewSquare Capital LLC 0.22% Reduce -58.0% 34,768 $2.5M
Resona Asset Management Co.,Ltd. 0.01% New 34,553 $2.5M
Legacy Capital Group California, Inc. 0.59% Reduce -12.6% 33,848 $2.4M
Tidal Investments LLC 0.01% Reduce -52.5% 33,126 $2.4M
Neuberger Berman Group LLC 0.00% Add +6.0% 33,024 $2.4M
Jefferies Financial Group Inc. 0.02% New 32,800 $2.4M
State Board of Administration of Florida Retirement System 0.00% Add +24.4% 32,356 $2.3M
Soros Fund Management 0.04% New 32,147 $2.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +50.6% 31,888 $2.3M
D. E. Shaw & Co. 0.00% Reduce -91.2% 30,901 $2.2M
Delta Global Management LP 0.16% New 30,747 $2.2M
Swiss Life Asset Management Ltd 0.01% Add +539.0% 30,625 $2.2M
Silverleafe Capital Partners, LLC 0.65% Add +276.0% 30,528 $2.2M
Arizona State Retirement System 0.01% Reduce -0.5% 30,376 $2.2M
Firsthand Capital Management, Inc. 4.00% No change 30,000 $2.2M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -2.7% 29,441 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +48.5% 29,440 $2.1M
DNB Asset Management AS 0.01% Add +151.7% 28,625 $2.1M
Cerity Partners LLC 0.00% Reduce -16.9% 28,569 $2.1M
Kestra Private Wealth Services, LLC 0.03% Reduce -6.3% 28,549 $2.0M
Federated Hermes, Inc. 0.00% Add +5992.6% 28,087 $2.0M
Bouvel Investment Partners, LLC 0.58% Reduce -31.9% 27,958 $2.0M
Squarepoint Ops LLC 0.00% Add +207.7% 27,856 $2.0M
Caitong International Asset Management Co., Ltd 0.49% Reduce -31.1% 27,626 $2.0M
State of Michigan Retirement System 0.01% New 27,500 $2.0M
Pacer Advisors, Inc. 0.01% New 27,346 $2.0M
Wedbush Securities Inc. 0.06% Add +2.5% 26,757 $1.9M
TCFG Wealth Management, LLC 0.75% Reduce -15.8% 26,600 $1.9M
Hennion & Walsh Asset Management, Inc. 0.07% Add +34.5% 26,374 $1.9M
Skandinaviska Enskilda Banken AB (publ) 0.01% New 26,032 $1.9M
Concurrent Investment Advisors, LLC 0.02% Reduce -24.6% 25,191 $1.8M
Rakuten Securities, Inc. 0.58% Add +34.5% 24,915 $1.8M
Advisory Services Network, LLC 0.02% Add +10.4% 24,397 $1.8M
Leonteq Securities AG 0.09% Add +349.3% 23,605 $1.7M
Entropy Technologies, LP 0.09% Add +410.1% 23,341 $1.7M
NewEdge Advisors, LLC 0.01% Add +0.0% 22,892 $1.6M
Ameriprise Financial Inc. 0.00% Reduce -59.2% 22,329 $1.6M
Twin Tree Management, LP 0.16% New 22,252 $1.6M
Independent Financial Group, LLC 0.04% Reduce -12.4% 22,128 $1.6M
McGuire Capital Advisors Inc. 1.00% — 21,806 $1.6M
Sowell Financial Services LLC 0.06% Reduce -18.6% 21,315 $1.5M
Vantage Point Financial LLC 0.54% Add +0.8% 21,222 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Add +115.7% 21,116 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -27.7% 20,995 $1.5M
HighTower Advisors, LLC 0.00% Reduce -28.8% 20,956 $1.5M
MRA Advisory Group 0.63% Add +16.9% 20,925 $1.5M
CenterBook Partners LP 0.07% New 20,770 $1.5M
Bleakley Financial Group, LLC 0.03% Reduce -2.2% 20,624 $1.5M
Walleye Capital LLC 0.01% Add +8.8% 20,543 $1.5M
Bridgeway Capital Management, LLC 0.03% Reduce -25.8% 20,450 $1.5M
CreativeOne Wealth, LLC 0.04% Add +24.7% 20,446 $1.5M
IFM Investors Pty Ltd 0.01% New 20,322 $1.5M
TD Asset Management Inc 0.00% New 20,299 $1.5M
Traynor Capital Management, Inc. 0.08% Add +15.1% 20,261 $1.5M
Triad Wealth Partners, LLC 0.14% Reduce -1.1% 20,088 $1.4M
Scopus Asset Management, L.P. 0.04% Reduce -72.5% 20,000 $1.4M
ProShare Advisors LLC 0.00% Add +6.9% 19,879 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +14.5% 19,804 $1.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% New 19,687 $1.4M
Geneos Wealth Management Inc. 0.03% Reduce -48.6% 19,525 $1.4M
Kovack Advisors, Inc. 0.07% Add +28.0% 19,390 $1.4M
STRS Ohio 0.01% Reduce -18.6% 19,200 $1.4M
WINTON GROUP Ltd 0.05% New 19,000 $1.4M
Citizens Financial Group Inc. 0.02% Reduce -16.2% 18,522 $1.3M
Principal Financial Group Inc. 0.00% Add +137.1% 18,381 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -23.7% 18,260 $1.3M
Prudential Financial Inc. 0.00% Add +13.1% 18,210 $1.3M
Toronto Dominion Bank 0.00% New 17,985 $1.3M
Itau Unibanco Holding S.A. 0.03% New 18,000 $1.3M
Ensign Peak Advisors, Inc 0.00% Reduce -2.3% 17,882 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -39.1% 17,546 $1.3M
Prelude Capital Management, LLC 0.09% Add +69.2% 17,500 $1.3M
Piar LLC 0.95% New 17,365 $1.2M
Truist Financial Corp. 0.00% Reduce -33.8% 17,139 $1.2M
Modus Advisors, LLC 0.32% Add +18.6% 17,000 $1.2M
OP Asset Management Ltd 0.01% Add +601.3% 16,846 $1.2M
Axxcess Wealth Management, LLC 0.02% No change 16,810 $1.2M
AlphaQuest LLC 0.07% Add +437.5% 16,610 $1.2M
Nicholas Investment Partners, LP 0.10% Reduce -46.9% 16,496 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Add +1.0% 16,250 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -64.2% 16,172 $1.2M
Janney Montgomery Scott LLC 0.00% Add +2.1% 16,163 $1.2M
Algert Global LLC 0.02% Reduce -76.9% 16,120 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +3.5% 16,038 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +2.5% 16,005 $1.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1443.0% 15,769 $1.1M
Mairs & Power Inc. 0.01% Reduce -2.6% 15,561 $1.1M
Triton Wealth Management, PLLC 0.42% Add +1.7% 14,569 $1.1M
Venture Visionary Partners LLC 0.04% Add +63.4% 15,359 $1.1M
Old Mission Capital LLC 0.04% Reduce -5.0% 15,305 $1.1M
Xponance LLC 0.01% Add +75.5% 14,916 $1.1M
Moors & Cabot, Inc. 0.05% Reduce -5.7% 14,872 $1.1M
Wealth Management Partners, LLC 0.30% Add +15.0% 14,818 $1.1M
Prudential PLC 0.01% New 14,642 $1.1M
Nissay Asset Management Corp. /Japan 0.01% New 14,639 $1.1M
Mackenzie Financial Corp. 0.00% Add +183.4% 14,631 $1.0M
Larson Financial Group LLC 0.03% Reduce -0.3% 14,385 $1.0M
KBC Group NV 0.00% Add +374.3% 13,878 $996K
NFSG Corp 0.15% Reduce -7.6% 13,655 $980K
Intrua Financial, LLC 0.11% Reduce -2.9% 13,425 $963K
Evergreen Capital Management LLC 0.02% Reduce -47.4% 13,339 $957K
1832 Asset Management L.P. 0.00% Add +11.4% 13,200 $947K
Park Avenue Securities LLC 0.01% Add +4.0% 13,203 $947K
Marco Investment Management LLC 0.07% Reduce -13.8% 13,025 $935K
Fox Hill Wealth Management 0.43% Add +8.0% 12,862 $923K
Florida Financial Advisors, LLC 0.25% Add +26.6% 12,731 $914K
October Effect Ltd 1.01% New 12,729 $913K
Captrust Financial Advisors 0.00% Add +10.2% 12,645 $907K
Centiva Capital, LP 0.05% New 12,500 $897K
Nisa Investment Advisors, LLC 0.00% Add +10.9% 12,404 $890K
J.W. Cole Advisors, Inc. 0.02% Reduce -20.7% 13,596 $882K
SLT Holdings LLC 0.58% Reduce -14.9% 12,025 $863K
&partners 0.00% Reduce -22.8% 12,021 $863K
Pine Valley Investments Ltd Liability Co 0.04% New 11,921 $855K
Foster Victor Wealth Advisors, LLC 0.05% Add +0.9% 8,952 $850K
Tradewinds, LLC. 0.20% Reduce -28.9% 11,696 $839K
GenTrust, LLC 0.04% New 11,493 $825K
Centaurus Financial, Inc. 0.04% Add +22.5% 11,413 $819K
Peapack Gladstone Financial Corp. 0.01% Reduce -16.5% 11,400 $818K
Sei Investments Co. 0.00% Reduce -71.9% 11,267 $809K
Cwm, LLC 0.00% Reduce -53.3% 11,208 $804K
XTX Topco Ltd 0.02% Reduce -17.6% 11,163 $801K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% New 11,080 $795K
Alps Advisors Inc. 0.00% Add +1.0% 11,042 $792K
Cibc World Markets Corp. 0.00% — 11,036 $792K
Bokf, NA 0.01% Reduce -35.3% 11,000 $789K
StoneCrest Wealth Management, Inc. 0.32% Reduce -27.1% 10,958 $786K
Hilltop Holdings Inc. 0.05% Reduce -32.5% 10,934 $785K
Engineers Gate Manager LP 0.01% Add +457.7% 10,809 $776K
RWQ Financial Management Services, Inc. 0.35% Reduce -76.0% 10,510 $754K
Navis Wealth Advisors, LLC 0.32% No change 10,500 $753K
WJ Wealth Management, LLC 0.33% Reduce -2.0% 10,358 $743K
Farther Finance Advisors, LLC 0.01% Reduce -2.8% 10,284 $738K
Swedbank AB 0.00% New 10,247 $735K
Public Employees Retirement Association of Colorado 0.00% No change 10,030 $720K
KLCM Advisors, Inc. 0.06% No change 10,000 $718K
Himension Capital (singapore) Pte. LTD. 0.04% Add +233.4% 9,993 $717K
International Assets Investment Management, LLC 0.05% Add +44.2% 9,893 $710K
Envestnet Asset Management Inc. 0.00% Reduce -57.8% 9,874 $709K
Daiwa Securities Group Inc. 0.00% New 9,800 $703K
Nordea Investment Management AB 0.00% New 9,526 $687K
Eurizon Capital SGR S.p.A. 0.00% — 9,484 $680K
Aberdeen Group plc 0.00% New 9,457 $679K
MFG Wealth Management, Inc. 0.52% New 9,339 $670K
Aventura Private Wealth, LLC 0.24% Reduce -7.1% 9,274 $666K
Caption Management, LLC 0.03% Reduce -68.3% 9,200 $660K
Vanguard Personalized Indexing Management, LLC 0.01% Add +43.2% 9,095 $653K
Stiles Financial Services Inc 0.20% Add +91.3% 9,047 $649K
Pinnacle Financial Partners, Inc. 0.00% — 8,992 $645K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.2% 8,980 $644K
Parallel Advisors, LLC 0.01% Reduce -6.8% 8,953 $642K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -1.1% 8,922 $640K
Nations Financial Group Inc, /Ia/ 0.03% Add +11.8% 8,902 $639K
Quantinno Capital Management LP 0.00% Add +263.3% 8,885 $638K
Wealthfront Advisers LLC 0.00% Add +11.6% 8,778 $630K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.3% 8,465 $607K
Allstate Corp. 0.01% New 8,421 $604K
Summit Financial, LLC 0.01% Reduce -10.6% 8,412 $604K
Orion Investment Co 0.18% Reduce -1.5% 8,303 $596K
Accordant Advisory Group Inc 0.41% Reduce -53.0% 8,300 $596K
Kaizen Financial Strategies 0.26% Reduce -5.7% 8,242 $591K
Snowden Capital Advisors LLC 0.02% Add +24.4% 8,235 $591K
US Bancorp \de 0.00% Add +14.8% 8,198 $588K
Mosley Wealth Management 0.27% — 4,325 $583K
Secure Asset Management, LLC 0.09% Reduce -76.9% 8,120 $583K
Themes Management Co LLC 0.46% — 8,046 $577K
Mutual Advisors, LLC 0.01% Reduce -6.9% 8,004 $574K
Legacy Advisors, LLC 0.06% No change 8,003 $574K
Bensler, LLC 0.06% Reduce -5.0% 7,975 $572K
Blueshift Asset Management, LLC 0.17% Add +83.0% 7,973 $572K
Carlson Financial, Inc. 0.33% — 7,956 $571K
Mission Wealth Management, LP 0.01% Reduce -0.2% 7,924 $569K
Flagship Harbor Advisors, LLC 0.03% Reduce -28.0% 7,899 $567K
Capstone Investment Advisors, LLC 0.01% Add +307.0% 7,887 $566K
Jennison Associates LLC 0.00% Reduce -3.6% 7,877 $565K
Sequoia Financial Advisors, LLC 0.00% New 7,854 $564K
Joule Financial, LLC 0.17% Reduce -6.2% 7,831 $562K
Adams Wealth Management 0.12% No change 7,797 $561K
CacheTech Inc. 0.10% No change 7,797 $561K
Quantum Private Wealth, LLC 0.16% Add +9.9% 7,750 $556K
Oxford Asset Management LLP 0.20% Add +142.7% 7,728 $555K
Kingswood Wealth Advisors, LLC 0.03% Add +4.9% 7,681 $551K
Choreo, LLC 0.01% Reduce -9.9% 7,619 $546K
Mgo One Seven LLC 0.01% Reduce -55.4% 7,498 $538K
Investment Management Corp of Ontario 0.01% New 7,497 $538K
Allspring Global Investments Holdings, LLC 0.00% Add +37.6% 6,829 $531K
Advisors Asset Management, Inc. 0.01% Add +33.6% 7,399 $531K
Diversify Wealth Management, LLC 0.02% Add +1.7% 5,410 $525K
Sigma Planning Corp 0.01% Add +57.2% 7,175 $515K
Magnetar Financial LLC 0.01% Add +75.7% 6,949 $499K
Lido Advisors, LLC 0.00% Add +95.0% 5,409 $495K
Empowered Funds, LLC 0.01% Reduce -22.5% 6,887 $494K
CIBC Asset Management Inc 0.00% Add +80.4% 6,814 $489K
Texas Capital Bank Wealth Management Services Inc 0.03% New 6,804 $488K
Powell Investment Advisors, LLC 0.17% No change 6,735 $483K
First Business Financial Services, Inc. 0.04% No change 6,650 $477K
Palumbo Wealth Management LLC 0.12% Add +69.8% 6,607 $474K
Darden Wealth Group Inc 0.23% Add +6.5% 6,538 $469K
IFP Advisors, Inc 0.01% Add +14.7% 6,484 $465K
Sara-Bay Financial 0.14% No change 6,450 $462K
D.A. Davidson & Co. 0.00% New 6,406 $460K
Independent Advisor Alliance 0.01% Reduce -31.2% 6,325 $454K
Focus Financial Network, Inc. 0.02% Add +81.8% 6,295 $452K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +75.9% 6,270 $450K
Vontobel Holding Ltd. 0.00% Add +80.8% 6,257 $449K
Horizon Investments, LLC 0.01% New 6,199 $445K
Plancorp, LLC 0.01% No change 6,089 $437K
Acropolis Investment Management, LLC 0.02% Add +5.4% 6,067 $435K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +59.7% 6,024 $432K
Stephens Consulting, LLC 0.14% Add +500.0% 6,000 $431K
Private Wealth Partners, LLC 0.03% New 6,000 $431K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +34.6% 5,945 $427K
Gulf International Bank (UK) Ltd 0.01% New 5,876 $422K
BayBridge Capital Group, LLC 0.26% Reduce -30.9% 5,825 $418K
Prestige Wealth Management Group LLC 0.08% Reduce -17.8% 5,812 $417K
CIBC Private Wealth Group LLC 0.00% Add +47.0% 5,809 $417K
United Capital Financial Advisors, LLC 0.00% Add +219.6% 5,807 $417K
Matisse Capital 0.19% Reduce -0.2% 5,800 $416K
Coastal Bridge Advisors, LLC 0.03% Add +10.3% 5,759 $413K
Johnson Investment Counsel Inc. 0.00% Reduce -34.8% 5,742 $412K
IHT Wealth Management, LLC 0.01% Add +14.7% 5,738 $412K
Arkadios Wealth Advisors 0.01% Add +166.3% 5,665 $407K
First National Trust Co 0.01% No change 5,650 $405K
Strategic Blueprint, LLC 0.02% Reduce -44.4% 5,644 $405K
Verition Fund Management LLC 0.00% Reduce -77.4% 5,580 $400K
Teachers Retirement System of the State of Kentucky 0.00% New 5,562 $399K
Guggenheim Capital LLC 0.00% Reduce -17.3% 5,556 $399K
Insigneo Advisory Services, LLC 0.03% Add +9.5% 5,509 $395K
REX Advisers, LLC 4.92% — 5,500 $395K
IF Advisors, LLC 0.32% — 5,493 $394K
Apollon Wealth Management, LLC 0.01% Add +13.1% 5,426 $389K
Circle Wealth Management, LLC 0.01% Add +0.7% 5,396 $387K
Essex LLC 0.07% Add +19.0% 5,354 $384K
Sheets Smith Wealth Management 0.04% Add +0.7% 5,314 $381K
Gainplan LLC 0.14% Add +8.4% 5,206 $374K
Means Investment Co., Inc. 0.03% Reduce -10.0% 5,200 $373K
Formidable Asset Management, LLC 0.05% New 3,334 $372K
Total Wealth Planning & Management, Inc. 0.29% — 5,175 $371K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.13% Add +540.9% 5,153 $370K
Banque Cantonale Vaudoise 0.01% Reduce -66.1% 5,024 $361K
Keystone Investors Pte Ltd. 0.03% New 5,030 $361K
World Equity Group, Inc. 0.10% Add +1.9% 5,004 $359K
Warberg Asset Management LLC 1.14% New 5,000 $359K
Carbahal Olsen Financial Services Group, LLC 0.28% No change 5,000 $359K
Northbridge Financial Group, LLC 0.16% — 5,000 $359K
Wakefield Asset Management LLLP 0.10% New 5,000 $359K
Alight Capital Management LP 0.10% Reduce -75.6% 5,000 $359K
Inspire Advisors, LLC 0.03% New 4,995 $358K
Sterling Capital Management LLC 0.01% Reduce -14.7% 4,977 $357K
Midwest Professional Planners, LTD. 0.08% New 4,962 $356K
Brown Advisory Inc. 0.00% Reduce -24.1% 4,955 $356K
Cibc World Market Inc. 0.00% Add +86.3% 4,888 $351K
Dynamic Advisor Solutions LLC 0.01% Add +13.2% 4,874 $350K
Rakuten Investment Management, Inc. 0.00% New 4,690 $347K
Axq Capital, LP 0.08% New 4,832 $347K
PFG Investments, LLC 0.02% Reduce -91.9% 4,812 $345K
Flputnam Investment Management Co. 0.01% Add +14.3% 4,805 $345K
Two Sigma Securities, LLC 0.05% New 4,735 $340K
Sunpointe, LLC 0.11% No change 4,700 $337K
Herold Advisors, Inc. 0.08% No change 4,700 $337K
Moneta Group Investment Advisors LLC 0.00% Add +2.3% 4,672 $335K
Legacy PCG, LLC 0.21% Add +20.9% 4,639 $333K
Tulsa Wealth Advisors, INC 0.11% — 4,632 $332K
Abn Amro Investment Solutions 0.00% New 4,595 $330K
Daiichi Life Insurance Co., Ltd. 0.01% New 4,590 $329K
AdvisorNet Financial, Inc 0.02% Reduce -19.0% 4,573 $328K
Bank of Nova Scotia 0.00% New 4,561 $327K
Meriwether Wealth & Planning, LLC 0.18% Add +2.7% 4,545 $326K
O'shaughnessy Asset Management, LLC 0.00% Add +4.8% 4,519 $324K
Pacific Sun Financial Corp 0.16% Add +136.3% 4,489 $322K
Evanson Asset Management, LLC 0.02% Add +1.1% 4,488 $322K
Sovereign Financial Group, Inc. 0.06% Reduce -33.2% 4,432 $318K
Gladstone Institutional Advisory LLC 0.01% Add +15.3% 4,385 $315K
Integrity Alliance, Llc. 0.01% Add +82.5% 4,381 $314K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -23.8% 4,370 $314K
Tower Research Capital LLC (TRC) 0.01% Reduce -64.8% 4,348 $312K
M&T Bank Corp 0.00% Add +60.5% 4,323 $310K
Rockline Wealth Management, LLC 0.06% Add +86.5% 4,313 $310K
AG2R La Mondiale Gestion D'actifs 0.01% New 4,210 $302K
Signature Wealth Management Partners, LLC 0.15% Reduce -10.8% 4,204 $302K
Northwestern Mutual Wealth Management Co. 0.00% Add +48.9% 4,169 $299K
Perennial Investment Advisors, LLC 0.02% Reduce -10.9% 4,166 $299K
GC Wealth Management RIA, LLC 0.01% Add +1.0% 4,164 $299K
Nikulski Financial, Inc. 0.07% New 4,161 $299K
Smartleaf Asset Management LLC 0.01% Add +2.7% 4,087 $293K
Howard Financial Services, LTD. 0.03% Reduce -6.7% 4,042 $290K
Global Retirement Partners, LLC 0.01% Add +11.7% 4,007 $288K
Kozak & Associates, Inc. 0.05% No change 2,700 $284K
Equitable Holdings, Inc. 0.00% Reduce -40.0% 3,942 $283K
Kingsview Wealth Management, LLC 0.00% Add +86.0% 3,926 $282K
Wealth Analytics Partners, LLC 0.11% — 3,908 $280K
Royal London Asset Management Ltd. 0.00% New 3,894 $279K
Pasadena Private Wealth, LLC 0.04% Add +2.2% 3,887 $279K
PDS Planning, Inc 0.02% Add +9.7% 3,829 $275K
Ancora Advisors LLC 0.01% Reduce -30.5% 3,810 $273K
Spire Wealth Management 0.01% Reduce -21.7% 3,759 $270K
Bailard, Inc. 0.01% Reduce -23.0% 3,703 $266K
Teacher Retirement System of Texas 0.00% Reduce -72.9% 3,663 $263K
Clarus Wealth Advisors 0.11% Add +10.2% 2,690 $261K
Cornerstone Capital, Inc. 0.03% No change 3,625 $260K
Nicolet Advisory Services, LLC 0.02% Add +12.1% 2,524 $259K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 3,604 $259K
Janus Henderson Group PLC 0.00% Reduce -92.0% 3,600 $258K
Principle Wealth Partners LLC 0.01% New 3,575 $257K
High Net Worth Advisory Group LLC 0.06% Reduce -6.8% 3,554 $255K
Marathon Trading Investment Management LLC 0.03% New 3,550 $255K
Fiduciary Wealth Partners, LLC 0.10% No change 3,525 $253K
IFG Advisory, LLC 0.01% Reduce -13.8% 3,510 $252K
HighPoint Advisor Group LLC 0.01% Reduce -40.9% 3,443 $247K
Waverly Advisors, LLC 0.00% Reduce -6.3% 3,433 $246K
Integrated Wealth Concepts LLC 0.00% Add +18.0% 3,429 $246K
Amalgamated Bank 0.00% Reduce -2.6% 3,417 $245K
WealthShield Partners, LLC 0.03% Reduce -41.6% 3,407 $244K
Parallax Volatility Advisers, L.P. 0.01% New 3,384 $243K
Tempo Wealth, LLC 0.04% — 3,349 $240K
Scientech Research LLC 0.15% New 3,283 $236K
Inscription Capital, LLC 0.02% Reduce -28.9% 3,263 $234K
Petredis Investment Advisors LLC 0.02% Reduce -7.7% 3,260 $234K
Curi Capital, LLC 0.00% Add +0.7% 3,231 $232K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% — 3,200 $230K
Praxis Investment Management Inc. 0.01% No change 3,140 $225K
EP Wealth Advisors, LLC 0.00% — 3,103 $223K
Delta Investment Management, LLC 0.04% New 3,093 $222K
Empirical Asset Management, LLC 0.06% Add +21.1% 3,075 $221K
Parkside Financial Bank & Trust 0.02% Add +15.9% 3,039 $218K
Walser Wealth Management Company, A Ltd Liability Co 0.11% — 3,030 $217K
Vermillion Wealth Management, Inc. 0.09% Add +500.0% 3,000 $215K
Clear Creek Financial Management, LLC 0.02% New 2,978 $214K
Diligent Investors, LLC 0.05% New 2,928 $210K
MAI Capital Management 0.00% Reduce -11.8% 2,905 $208K
Belpointe Asset Management LLC 0.01% Reduce -35.9% 2,896 $208K
Merit Financial Group, LLC 0.00% Add +22.2% 2,872 $206K
Spirepoint Private Client, LLC 0.02% New 2,869 $206K
Allworth Financial LP 0.00% Add +9.6% 2,832 $203K
Legato Capital Management LLC 0.02% Reduce -30.3% 2,822 $203K
Forum Financial Management, LP 0.00% New 2,817 $202K
Quaker Wealth Management, LLC 0.06% Reduce -9.7% 2,800 $201K
Archer Investment Corp 0.05% Add +2552.4% 2,785 $200K
Harbour Investments, Inc. 0.00% Add +18.4% 2,779 $199K
Stone House Investment Management, LLC 0.03% No change 2,478 $178K
Wolff Wiese Magana LLC 0.09% Reduce -48.0% 2,268 $163K
Vestcor Inc 0.00% New 2,238 $161K
Operose Advisors LLC 0.03% Add +202.7% 2,037 $146K
Triglav Investments, D.O.O. 0.01% New 2,032 $146K
Knuff & Co LLC 0.04% New 2,000 $144K
Obsidian Cio, LLC 0.21% Reduce -57.9% 1,985 $142K
Creative Financial Designs Inc. 0.01% Add +37.1% 1,960 $141K
Chesapeake Asset Management LLC 0.11% No change 1,870 $134K
Atlantic Union Bankshares Corp 0.00% Reduce -39.7% 1,713 $123K
Inspire Investing, LLC 0.01% New 1,701 $122K
Belvedere Trading LLC 0.02% New 1,645 $118K
Siemens Fonds Invest GmbH 0.01% New 1,545 $111K
V-Square Quantitative Management LLC 0.01% New 1,503 $108K
Strategic Investment Solutions, Inc. 0.03% Add +45.5% 1,488 $107K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,444 $104K
Los Angeles Capital Management LLC 0.00% New 676 $93K
Eastern Bank 0.00% No change 1,285 $92K
Ameriflex Group, Inc. 0.05% Reduce -50.0% 1,280 $92K
Motco 0.01% No change 1,260 $90K
Signaturefd, LLC 0.00% Add +23.7% 1,225 $88K
Ostrum Asset Management 0.00% New 1,186 $85K
GPS Wealth Strategies Group, LLC 0.07% Reduce -81.3% 1,185 $85K
Copia Wealth Management 0.06% Add +25.9% 1,180 $85K
Hollencrest Capital Management 0.00% Add +105.9% 1,153 $83K
CoreCap Advisors, LLC 0.00% Add +8.6% 1,136 $82K
SOA Wealth Advisors, LLC. 0.01% Add +2.3% 1,123 $81K
Rothschild Investment LLC 0.00% Add +52.1% 1,103 $79K
Vestor Capital, LLC 0.01% Add +80.5% 1,825 $72K
UMB Bank, n.a. 0.00% New 1,000 $72K
Intesa Sanpaolo S.p.A. 0.00% — 1,000 $72K
Banque Transatlantique SA 0.00% Reduce -96.5% 985 $71K
Greenline Wealth Management LLC 0.07% — 955 $69K
Vision Retirement, LLC 0.02% — 841 $60K
Macquarie Group Ltd. 0.00% Reduce -83.8% 837 $60K
Noble Wealth Management PBC 0.03% Reduce -75.7% 825 $59K
TD Waterhouse Canada Inc. 0.00% Reduce -68.0% 820 $59K
Comprehensive Financial Planning, Inc. 0.04% Add +158.7% 815 $58K
Financial Consulate, Inc. 0.01% No change 800 $57K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% New 800 $57K
Compagnie Lombard Odier SCmA 0.00% Reduce -73.3% 800 $57K
Comerica Bank 0.00% Reduce -22.9% 756 $54K
EFG International AG 0.00% — 752 $54K
Silicon Valley Capital Partners 0.00% Add +0.0% 728 $52K
Anfield Capital Management, LLC 0.02% Reduce -66.7% 671 $48K
Strategic Advocates LLC 0.01% Add +70.9% 663 $47K
CrossGen Wealth, LLC 0.04% — 628 $45K
Nvwm, LLC 0.01% New 610 $44K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% — 600 $43K
EverSource Wealth Advisors, LLC 0.00% Add +14.0% 594 $43K
Acadian Asset Management LLC 0.00% New 556 $39K
Vision Financial Markets LLC 0.04% No change 525 $38K
Caldwell Sutter Capital, Inc. 0.02% Add +11.8% 504 $36K
Solstein Capital, LLC 0.01% No change 500 $36K
Cornerstone National Bank & Trust Co 0.01% No change 500 $36K
Rossby Financial, LCC 0.01% Add +42.9% 500 $36K
Litman Gregory Wealth Management LLC 0.00% New 500 $36K
Kemnay Advisory Services Inc. 0.01% New 483 $35K
SHP Wealth Management 0.00% — 452 $32K
Triumph Capital Management 0.01% New 443 $32K
Strategic Wealth Partners, Ltd. 0.00% Reduce -51.5% 440 $32K
Manchester Capital Management LLC 0.00% Reduce -44.2% 430 $31K
Gilpin Wealth Management, LLC 0.02% — 400 $29K
Whittier Trust Co. of Nevada Inc. 0.00% No change 300 $29K
Bear Mountain Capital, Inc. 0.01% No change 300 $27K
GAMMA Investing LLC 0.00% Add +356.3% 365 $26K
Curio Wealth, LLC 0.01% No change 310 $25K
Lanark Financial, Inc. 0.00% Add +75.0% 350 $25K
Essential Partners LLC 0.01% No change 331 $24K
Basecamp Wealth Advisors LLC 0.00% — 319 $23K
Bogart Wealth, LLC 0.00% Add +278.3% 314 $23K
HM Payson & Co. 0.00% Add +51.5% 303 $22K
Costello Asset Management, INC 0.01% Reduce -40.0% 300 $22K
Morton Brown Family Wealth, LLC 0.01% Add +20.0% 300 $22K
SageView Advisory Group, LLC 0.00% New 275 $20K
GoalVest Advisory LLC 0.00% No change 274 $20K
SJS Investment Consulting Inc. 0.00% Reduce -69.9% 268 $19K
Wilmington Savings Fund Society, FSB 0.00% Reduce -33.8% 265 $19K
Tsfg, LLC 0.00% New 265 $19K
State of Alaska, Department of Revenue 0.00% New 276 $19K
Chung Wu Investment Group, LLC 0.02% Reduce -91.8% 260 $19K
Blue Trust, Inc. 0.00% Reduce -80.0% 256 $18K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 254 $18K
Huntington National Bank 0.00% No change 252 $18K
Nemes Rush Group LLC 0.00% No change 250 $18K
Armstrong Advisory Group, Inc. 0.00% No change 241 $17K
Oakworth Capital, Inc. 0.00% New 233 $17K
Raiffeisen Bank International AG 0.00% New 223 $16K
Quadrant Capital Group LLC 0.00% Add +16.6% 218 $16K
HighMark Wealth Management LLC 0.01% Add +2.4% 210 $15K
Dogwood Wealth Management LLC 0.01% New 202 $14K
Winnacle Wealth LLC 0.01% New 200 $14K
WFA of San Diego, LLC 0.01% Reduce -50.0% 200 $14K
Lodestone Wealth Management LLC 0.01% New 200 $14K
Front Row Advisors LLC 0.00% No change 200 $14K
Covestor Ltd 0.01% Reduce -1.0% 190 $14K
Ascentis Wealth Management, LLC 0.00% New 181 $13K
TFC Financial Management, Inc. 0.00% No change 175 $13K
Allianz SE 0.00% New 171 $12K
Sankala Group LLC 0.01% — 175 $11K
Sittner & Nelson, LLC 0.00% No change 150 $11K
HHM Wealth Advisors, LLC 0.00% Reduce -41.5% 137 $10K
First Horizon Corp. 0.00% Add +109.8% 128 $9K
Orion Capital Management LLC 0.00% No change 128 $9K
Cape Investment Advisory, Inc. 0.00% New 126 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -37.5% 125 $9K
Tradewinds Capital Management, LLC 0.00% Add +55.1% 121 $9K
Hilton Head Capital Partners, LLC 0.01% — 120 $9K
Murphy & Mullick Capital Management Corp 0.01% Add +83.3% 110 $8K
Key Financial Inc 0.00% New 110 $8K
Anchor Investment Management, LLC 0.00% No change 110 $8K
Sfam, LLC 0.01% — 100 $7K
Berbice Capital Management LLC 0.00% No change 100 $7K
Hara Capital LLC 0.00% No change 100 $7K
Hilltop National Bank 0.00% No change 100 $7K
CBIZ Investment Advisory Services, LLC 0.00% No change 100 $7K
Signature Equity Partners, LLC 0.00% — 95 $7K
Barrett & Company, Inc. 0.00% Add +11.8% 95 $7K
Contravisory Investment Management, Inc. 0.00% New 95 $7K
Miller Wealth Advisors, LLC 0.00% New 90 $6K
GW&K Investment Management, LLC 0.00% New 84 $6K
Zions Bancorporation, National Association 0.00% New 81 $6K
Private Trust Co. NA 0.00% Reduce -42.5% 80 $6K
Adirondack Trust Co. 0.00% New 79 $6K
Turning Point Benefit Group, Inc. 0.00% Reduce -9.6% 75 $5K
Vermillion & White Wealth Management Group, LLC 0.00% No change 74 $5K
Quintet Private Bank (Europe) S.A. 0.00% New 70 $5K
Sound Income Strategies, LLC 0.00% Reduce -50.0% 50 $5K
City Holding Co. 0.00% No change 57 $4K
First Command Advisory Services, Inc. 0.00% No change 53 $4K
Cheviot Value Management, LLC 0.00% No change 40 $4K
Clearstead Advisors, LLC 0.00% New 52 $4K
Tripletail Wealth Management, LLC 0.00% New 50 $4K
Gables Capital Management Inc. 0.00% Reduce -80.0% 50 $4K
Center for Financial Planning, Inc. 0.00% No change 50 $4K
McIlrath & Eck, LLC 0.00% No change 50 $4K
Sunbelt Securities, Inc. 0.00% No change 50 $4K
Arax Advisory Partners 0.00% Reduce -25.4% 50 $4K
Toth Financial Advisory Corp. 0.00% No change 45 $3K
Pinnacle Bancorp, Inc. 0.00% Reduce -25.0% 45 $3K
Meeder Asset Management Inc. 0.00% No change 43 $3K
Fortitude Family Office, LLC 0.00% Add +17.1% 41 $3K
Evolution Wealth Management Inc. 0.00% New 40 $3K
Garner Asset Management Corp 0.00% New 40 $3K
N.E.W. Advisory Services LLC 0.00% No change 40 $3K
Quattro Advisors LLC 0.00% — 38 $3K
Physician Wealth Advisors, Inc. 0.00% Reduce -21.7% 36 $3K
Kennebec Savings Bank 0.00% No change 35 $3K
Caitlin John, LLC 0.00% Reduce -32.6% 33 $2K
Activest Wealth Management 0.00% Reduce -75.0% 30 $2K
Colonial Trust Advisors 0.00% New 30 $2K
SouthState Bank Corp 0.00% Reduce -56.5% 30 $2K
Trust Co. of Vermont 0.00% New 28 $2K
CKW Financial Group 0.00% New 25 $2K
Hughes Financial Services, LLC 0.00% No change 27 $2K
Assetmark, Inc. 0.00% Add +145.4% 27 $2K
Fifth Third Bancorp 0.00% Reduce -7.1% 26 $2K
Smallwood Wealth Investment Management, LLC 0.00% Add +25.0% 25 $2K
Midwest Capital Advisors, LLC 0.00% No change 25 $2K
New England Capital Financial Advisors LLC 0.00% New 25 $2K
ORG Partners LLC 0.00% Reduce -96.0% 25 $2K
Laurel Wealth Advisors LLC 0.00% New 25 $2K
Millstone Evans Group, LLC 0.00% No change 23 $2K
Keating Financial Advisory Services, Inc. 0.00% — 23 $2K
North Ridge Wealth Advisors, Inc. 0.00% New 21 $2K
Tucker Asset Management LLC 0.00% New 21 $2K
First Pacific Financial 0.00% New 21 $2K
MCF Advisors LLC 0.00% New 18 $1K
GHP Investment Advisors, Inc. 0.00% No change 17 $1K
Garton & Associates Financial Advisors LLC 0.00% — 16 $1K
Bare Financial Services, Inc 0.00% Reduce -36.0% 16 $1K
Godsey & Gibb, Inc. 0.00% New 15 $1K
NBT Bank, N.A. 0.00% New 72 $1K
Motiv8 Investments LLC 0.00% New 10 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 10 $1K
Scarborough Advisors, LLC 0.00% Add +160.0% 13 $933
Bell Investment Advisors, Inc 0.00% Reduce -40.9% 13 $933
IMA Advisory Services, Inc. 0.00% New 12 $861
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -99.4% 10 $718
Barnes Dennig Private Wealth Management LLC 0.00% No change 10 $718
MPWM Advisory Solutions, LLC 0.00% New 10 $718
Berkshire Capital Holdings Inc. 0.00% No change 10 $718
Brown Brothers Harriman & Co. 0.00% New 10 $718
SWAN Capital LLC 0.00% Reduce -55.0% 9 $646
Investment Research & Advisory Group, Inc. 0.00% New 9 $646
Rialto Wealth Management, LLC 0.00% Reduce -35.7% 9 $646
Retirement Wealth Solutions LLC 0.00% New 8 $575
Glass Jacobson Investment Advisors llc 0.00% New 8 $575
Optima Capital LLC 0.00% New 8 $574
Versant Capital Management, Inc 0.00% New 8 $574
Kilter Group LLC 0.00% New 7 $503
Cornerstone Financial Management LLC 0.00% — 7 $502
CVA Family Office, LLC 0.00% Reduce -96.2% 7 $502
Breakwater Investment Management 0.00% New 6 $431
Pension & Wealth Management Advisors, Inc. 0.00% New 5 $412
City State Bank 0.00% No change 4 $287
Godfrey Financial Associates, Inc. 0.00% — 3 $215
Essential Investment Partners LLC 0.00% — 3 $215
Strive Financial Group ,LLC 0.00% — 3 $215
Dunhill Financial, LLC 0.00% New 3 $198
Financially Speaking Inc 0.00% No change 2 $144
MassMutual Private Wealth & Trust, FSB 0.00% New 2 $144
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 1 $72
Principia Wealth Advisory, LLC 0.00% New 1 $72
Avion Wealth 0.00% Reduce -98.3% 4 $0

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