OkloOKLO
13F holders, Q2 2026 (June 30)673holders −6
112new positions
120sold out
5famous investors
$52.59avg. 13F price*
At the end of Q2 2026, 673 institutions reported holding Oklo Inc. (OKLO) in their 13F filings, down 6 from Q1 2026. 112 opened new positions and 120 sold out. The largest holders were MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($467.6M), Van Eck Associates Corp. ($414.1M) and BlackRock, Inc. ($382.6M). 5 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Oklo Inc.
- CUSIP
- 02156V109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $139.0M |
| Exits | 120 | $264.9M |
All 13F filers, Q1 2026 → Q2 2026: 14,210,869 shares bought and 23,595,863 shares sold, net −9,384,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.56% | Add +0.9% | 8,935,822 | $467.6M |
| Van Eck Associates Corp. | 0.25% | Add +30.1% | 7,912,353 | $414.1M |
| BlackRock, Inc. | 0.01% | Reduce -54.0% | 7,311,968 | $382.6M |
| Vanguard Capital Management LLC | 0.01% | Add +12.2% | 6,539,334 | $342.2M |
| Vanguard Portfolio Management LLC | 0.02% | Add +3.0% | 6,425,515 | $336.2M |
| Morgan Stanley | 0.01% | Add +21.7% | 3,262,878 | $170.7M |
| State Street Corp. | 0.00% | Reduce -28.5% | 2,378,058 | $124.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -22.6% | 2,364,428 | $123.8M |
| UBS Group AG | 0.02% | Add +73.7% | 2,095,153 | $109.6M |
| Norges Bank | 0.01% | — | 1,758,267 | $92.0M |
| Clear Street Group Inc. | 0.22% | Add +166.2% | 1,329,523 | $69.6M |
| Jane Street Group, LLC | 0.04% | Add +138.1% | 1,269,146 | $66.4M |
| Marex Group Ltd | 0.47% | Add +104.7% | 1,207,636 | $63.2M |
| National Bank of Canada | 0.05% | Add +94.6% | 1,185,312 | $62.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.2% | 1,148,200 | $60.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.0% | 1,138,236 | $59.6M |
| Cantor Fitzgerald, L. P. | 1.10% | Add +125.2% | 1,091,138 | $57.1M |
| Marshall Wace, LLP | 0.05% | New | 1,066,394 | $55.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +7.2% | 880,052 | $46.1M |
| Northern Trust Corp. | 0.00% | Reduce -37.9% | 716,383 | $37.5M |
| Susquehanna International Group, LLP | 0.03% | Add +1.8% | 678,175 | $35.5M |
| Bank of Montreal | 0.01% | Add +26.2% | 677,701 | $35.5M |
| LPL Financial LLC | 0.01% | Add +17.8% | 629,015 | $32.9M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 592,471 | $31.0M |
| Portland Investment Counsel Inc. | 8.62% | No change | 589,480 | $30.8M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.83% | Add +1513.7% | 71,778 | $26.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.3% | 468,802 | $24.5M |
| Wells Fargo & Company | 0.00% | Add +23.4% | 434,127 | $22.7M |
| Raymond James Financial Inc. | 0.01% | Add +12.7% | 398,843 | $20.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.8% | 393,729 | $20.6M |
| ARK Investment Management | 0.13% | Add +6.0% | 372,257 | $19.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +6.4% | 352,541 | $18.4M |
| Exchange Traded Concepts, LLC | 0.08% | Add +3.9% | 310,563 | $16.3M |
| Wedbush Fund Advisers, LLC | 1.36% | Add +26.7% | 292,072 | $15.3M |
| Swiss National Bank | 0.01% | Reduce -11.5% | 287,600 | $15.1M |
| FMR LLC | 0.00% | Add +41.8% | 283,221 | $14.8M |
| Millennium Management | 0.01% | Add +390.5% | 278,978 | $14.6M |
| Nuveen, LLC | 0.00% | Reduce -44.6% | 255,304 | $13.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +39.2% | 253,057 | $13.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +465.2% | 250,323 | $13.1M |
| Royal Bank of Canada | 0.00% | Add +65.0% | 248,080 | $13.0M |
| Darrow Company, Inc. | 4.72% | New | 232,670 | $12.2M |
| Cardiff Park Advisors, LLC | 0.91% | Reduce 0.0% | 223,340 | $11.7M |
| Trexquant Investment LP | 0.07% | Add +2.8% | 208,730 | $10.9M |
| Citigroup Inc. | 0.01% | Add +8.7% | 205,222 | $10.7M |
| OpenArc Corporate Advisory, LLC | 0.13% | Add +5.9% | 200,884 | $10.5M |
| California Public Employees Retirement System | 0.01% | Add +13.3% | 183,331 | $9.6M |
| Corient Private Wealth LP | 0.01% | Reduce -11.3% | 181,698 | $9.5M |
| Cetera Investment Advisers | 0.01% | Add +26.6% | 181,474 | $9.5M |
| Virtu Financial LLC | 0.30% | Add +582.7% | 180,887 | $9.5M |
| SG Americas Securities, LLC | 0.01% | Add +96.2% | 172,312 | $9.0M |
| California State Teachers Retirement System | 0.01% | Add +26.5% | 165,926 | $8.7M |
| Foundations Investment Advisors, LLC | 0.09% | Add +11.2% | 161,780 | $8.5M |
| Tidal Investments LLC | 0.02% | Add +189.5% | 155,100 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.1% | 143,986 | $8.0M |
| Osaic Holdings, Inc. | 0.01% | Add +36.6% | 151,256 | $7.9M |
| Caption Management, LLC | 0.29% | Add +16626.7% | 150,540 | $7.9M |
| Focus Partners Wealth | 0.01% | Add +21.0% | 144,333 | $7.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 143,827 | $7.5M |
| Defiance ETFs, LLC | 0.10% | Reduce -96.2% | 139,574 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +20.6% | 138,129 | $7.2M |
| Barclays PLC | 0.00% | Reduce -52.9% | 132,153 | $6.9M |
| Caprock Group, LLC | 0.13% | Reduce -0.1% | 131,055 | $6.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -62.1% | 125,631 | $6.6M |
| Legal & General Group Plc | 0.00% | Reduce -60.5% | 125,527 | $6.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +244.5% | 125,335 | $6.6M |
| Jones Financial Companies LLLP | 0.00% | Add +23.2% | 128,241 | $6.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +178.0% | 120,334 | $6.3M |
| State of Wisconsin Investment Board | 0.01% | Add +105.4% | 118,577 | $6.2M |
| Freestone Grove Partners LP | 0.04% | Add +116.6% | 116,383 | $6.1M |
| Havemeyer Place LP | 0.59% | Add +413.9% | 113,742 | $6.0M |
| Invesco Ltd. | 0.00% | Reduce -13.3% | 113,178 | $5.9M |
| Rhumbline Advisers | 0.00% | Reduce -36.2% | 110,034 | $5.8M |
| AlphaStar Capital Management, LLC | 0.36% | Add +36.0% | 108,983 | $5.7M |
| Nomura Holdings Inc. | 0.02% | Add +346.7% | 108,430 | $5.7M |
| Simplex Trading, LLC | 0.14% | New | 103,032 | $5.4M |
| Allianz Asset Management GmbH | 0.00% | New | 101,869 | $5.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -13.1% | 99,054 | $5.2M |
| WINTON GROUP Ltd | 0.16% | Reduce -27.6% | 97,300 | $5.1M |
| Westwood Wealth Management | 1.48% | Add +4.3% | 97,240 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 95,362 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.6% | 93,900 | $4.9M |
| HITE Hedge Asset Management LLC | 0.27% | Reduce -9.4% | 93,886 | $4.9M |
| FORA Capital, LLC | 0.33% | Add +62.2% | 91,248 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +71.8% | 90,798 | $4.8M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -46.0% | 90,453 | $4.7M |
| Fideuram Asset Management (Ireland) dac | 0.09% | Add +3082.7% | 82,178 | $4.7M |
| Weiss Asset Management LP | 0.08% | New | 86,321 | $4.5M |
| Catalyst Funds Management Pty Ltd | 0.25% | New | 85,350 | $4.5M |
| KBC Group NV | 0.01% | Add +92.0% | 84,998 | $4.4M |
| Balyasny Asset Management L.P. | 0.01% | Add +159.4% | 84,965 | $4.4M |
| HSBC Holdings PLC | 0.00% | Reduce -34.2% | 83,605 | $4.4M |
| Brevan Howard Capital Management LP | 0.06% | Add +877.8% | 81,610 | $4.3M |
| Credit Agricole S A | 0.01% | Reduce -16.3% | 79,780 | $4.2M |
| Blair William & Co. | 0.01% | Add +54.1% | 79,266 | $4.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +21.9% | 77,326 | $4.0M |
| Jain Global LLC | 0.05% | New | 76,557 | $4.0M |
| Pacer Advisors, Inc. | 0.01% | Add +134.0% | 76,232 | $4.0M |
| Squarepoint Ops LLC | 0.01% | Add +161.8% | 73,779 | $3.9M |
| Cerity Partners LLC | 0.00% | Add +145.1% | 73,626 | $3.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -54.8% | 72,538 | $3.8M |
| Equitable Holdings, Inc. | 0.02% | Add +1.2% | 72,426 | $3.8M |
| Banque Transatlantique SA | 0.08% | Add +29.4% | 71,415 | $3.8M |
| New York State Common Retirement Fund | 0.00% | Add +84.6% | 70,900 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +54.6% | 69,887 | $3.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -51.8% | 68,694 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +46.9% | 68,094 | $3.6M |
| Algert Global LLC | 0.04% | New | 66,884 | $3.5M |
| Holocene Advisors, LP | 0.01% | Add +47.1% | 66,859 | $3.5M |
| Jupiter Topco LLC | 0.00% | — | 63,800 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +91.9% | 63,411 | $3.3M |
| Firsthand Capital Management, Inc. | 5.02% | Add +100.0% | 60,000 | $3.1M |
| Treasurer of the State of North Carolina | 0.01% | New | 59,860 | $3.1M |
| Bridgewater Associates | 0.01% | Add +2.3% | 56,194 | $2.9M |
| Natixis | 0.01% | Reduce -50.6% | 55,949 | $2.9M |
| DNB Asset Management AS | 0.01% | Add +92.6% | 55,136 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -22.8% | 54,353 | $2.8M |
| Leonteq Securities AG | 0.17% | Add +22.8% | 53,745 | $2.8M |
| SBI Securities Co., Ltd. | 0.06% | Add +5.2% | 53,475 | $2.8M |
| Vanguard Global Advisers, LLC | 0.00% | Add +7.3% | 53,003 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Add +43.8% | 52,900 | $2.8M |
| McGuire Investment Group, LLC | 0.24% | New | 51,877 | $2.7M |
| Caz Investments LP | 1.26% | No change | 50,800 | $2.7M |
| Prospera Financial Services Inc | 0.04% | Add +11.4% | 49,663 | $2.6M |
| Compound Planning, Inc. | 0.07% | Add +6.4% | 48,147 | $2.5M |
| Creative Planning | 0.00% | Reduce -0.5% | 48,048 | $2.5M |
| Destiny Wealth Partners, LLC | 0.35% | Reduce -18.9% | 63,665 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +20.9% | 46,562 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.7% | 46,232 | $2.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -71.9% | 45,320 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -65.0% | 47,697 | $2.4M |
| Spirit of America Management Corp. | 0.44% | No change | 45,050 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +21.8% | 44,361 | $2.3M |
| PEAK6 LLC | 0.05% | Add +3208.9% | 42,652 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +10.4% | 42,641 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +8.8% | 42,492 | $2.2M |
| Marathon Trading Investment Management LLC | 0.25% | New | 42,000 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +15.2% | 41,362 | $2.2M |
| Legacy Bridge, LLC | 0.66% | Add +0.4% | 40,705 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | New | 40,063 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +31.3% | 39,512 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -6.5% | 39,472 | $2.1M |
| Philadelphia Investment Partners, LLC | 1.28% | Add +19.6% | 39,334 | $2.1M |
| Alps Advisors Inc. | 0.01% | Add +39.9% | 38,650 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +47.8% | 38,188 | $2.0M |
| TB Alternative Assets Ltd. | 0.32% | New | 38,021 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.5% | 37,297 | $2.0M |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -29.2% | 36,753 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +12.9% | 36,609 | $1.9M |
| J. Safra Sarasin Holding AG | 0.03% | New | 34,643 | $1.8M |
| Encompass More Asset Management | 0.27% | Reduce -11.8% | 34,512 | $1.8M |
| Gradient Investments LLC | 0.02% | Add +38.6% | 34,335 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -72.4% | 34,300 | $1.8M |
| Snowden Capital Advisors LLC | 0.04% | Add +330.8% | 33,860 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +6.3% | 33,830 | $1.8M |
| &partners | 0.01% | Add +83.4% | 33,378 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 33,358 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +65.8% | 33,357 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | Add +9.1% | 32,388 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.8% | 32,215 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +15.0% | 31,933 | $1.7M |
| AQR Capital Management | 0.00% | Add +27.5% | 31,554 | $1.7M |
| Fortress Private Ledger, LLC | 0.45% | New | 31,285 | $1.6M |
| McGuire Capital Advisors Inc. | 0.89% | Add +11.9% | 31,219 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +26.1% | 31,182 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -35.3% | 30,933 | $1.6M |
| WCG Wealth Advisors LLC | 0.04% | Add +6.8% | 30,744 | $1.6M |
| CastleKnight Management LP | 0.06% | Add +119.8% | 29,900 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Add +6.5% | 29,571 | $1.5M |
| Bouvel Investment Partners, LLC | 0.35% | Add +0.5% | 29,482 | $1.5M |
| Marco Investment Management LLC | 0.10% | Add +100.3% | 29,300 | $1.5M |
| Traynor Capital Management, Inc. | 0.07% | Reduce -19.0% | 29,263 | $1.5M |
| Rakuten Securities, Inc. | 0.35% | Add +41.8% | 29,048 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -88.7% | 28,281 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -57.5% | 27,746 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +70.2% | 27,245 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +86.1% | 26,359 | $1.4M |
| Twin Tree Management, LP | 0.21% | Reduce -4.3% | 25,979 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +19.7% | 25,884 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 25,662 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | Add +38.6% | 25,314 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.1% | 24,528 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +9.6% | 24,431 | $1.3M |
| Walleye Trading LLC | 0.02% | New | 24,213 | $1.3M |
| Horizon Investments, LLC | 0.01% | Add +224.9% | 23,954 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +11.1% | 23,734 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +8.1% | 23,313 | $1.2M |
| Orion Investment Co | 0.35% | Add +159.1% | 23,102 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.3% | 22,942 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +17.2% | 22,834 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Reduce -5.0% | 22,727 | $1.2M |
| Geneos Wealth Management Inc. | 0.02% | Add +6.5% | 22,621 | $1.2M |
| Man Group plc | 0.00% | Reduce -89.3% | 22,553 | $1.2M |
| Quantbot Technologies LP | 0.04% | Reduce -83.2% | 21,701 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +449.7% | 21,593 | $1.1M |
| Pinebridge Investments LLC | 0.01% | Reduce -36.5% | 21,349 | $1.1M |
| Westbourne Investments, Inc. | 0.45% | New | 21,198 | $1.1M |
| Vantage Point Financial LLC | 0.34% | Reduce -0.3% | 21,167 | $1.1M |
| Bank of Nova Scotia | 0.00% | New | 21,077 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +7.8% | 20,953 | $1.1M |
| Storebrand Asset Management As | 0.00% | Reduce -26.9% | 20,031 | $1.0M |
| Hudson Bay Capital Management LP | 0.01% | New | 19,775 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +47.0% | 19,571 | $1.0M |
| Modus Advisors, LLC | 0.25% | Reduce -1.3% | 19,432 | $1.0M |
| Burnham & Co LLC | 0.82% | — | 19,360 | $1.0M |
| Aster Capital Management (DIFC) Ltd | 0.21% | New | 19,160 | $1.0M |
| Sepio Capital, LP | 0.05% | No change | 18,854 | $987K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.2% | 18,666 | $977K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +68.9% | 18,535 | $970K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -23.2% | 18,403 | $963K |
| SLT Holdings LLC | 0.61% | Add +27.3% | 18,175 | $951K |
| Themes Management Co LLC | 0.62% | Add +14.3% | 17,922 | $938K |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.0% | 17,862 | $935K |
| Independent Financial Group, LLC | 0.02% | Add +7.0% | 17,473 | $914K |
| Wealth Management Partners, LLC | 0.21% | Add +6.5% | 17,429 | $912K |
| Victory Capital Management Inc. | 0.00% | Add +19.4% | 16,915 | $885K |
| Sei Investments Co. | 0.00% | Reduce -66.5% | 16,792 | $879K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.1% | 17,865 | $873K |
| Axxcess Wealth Management, LLC | 0.01% | New | 16,672 | $872K |
| SIH Partners, LLLP | 0.03% | New | 16,000 | $837K |
| Triad Wealth Partners, LLC | 0.05% | Add +0.4% | 20,152 | $831K |
| Larson Financial Group LLC | 0.02% | Add +2.4% | 15,824 | $828K |
| Deutsche Bank AG | 0.00% | Reduce -96.0% | 15,822 | $828K |
| Mairs & Power Inc. | 0.01% | No change | 15,561 | $814K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +9.3% | 15,204 | $796K |
| LMR Partners LLP | 0.01% | Reduce -42.6% | 15,139 | $792K |
| Stiles Financial Services Inc | 0.20% | Add +9.8% | 15,117 | $791K |
| Arax Advisory Partners | 0.01% | Add +5294.5% | 14,673 | $768K |
| Amundi | 0.00% | Reduce -91.3% | 14,419 | $755K |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.0% | 14,196 | $743K |
| OneAscent Financial Services LLC | 0.04% | Add +167.1% | 14,179 | $742K |
| Envestnet Asset Management Inc. | 0.00% | Add +34.3% | 13,890 | $727K |
| Korea Investment CORP | 0.00% | Reduce -31.5% | 13,391 | $701K |
| Hilltop Holdings Inc. | 0.06% | Add +4.0% | 13,364 | $699K |
| Triton Wealth Management, PLLC | 0.21% | Add +0.1% | 14,775 | $699K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.3% | 13,291 | $696K |
| 1832 Asset Management L.P. | 0.00% | No change | 13,200 | $691K |
| Fox Run Management, L.L.C. | 0.11% | New | 13,197 | $691K |
| Neo Ivy Capital Management | 0.16% | Reduce -71.3% | 13,099 | $685K |
| ExodusPoint Capital Management, LP | 0.01% | New | 13,084 | $685K |
| Fox Hill Wealth Management | 0.27% | Reduce -0.4% | 13,074 | $684K |
| Private Wealth Partners, LLC | 0.05% | Add +85.7% | 13,000 | $680K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +20.7% | 12,965 | $678K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +53.1% | 12,748 | $667K |
| Integrated Wealth Concepts LLC | 0.00% | Add +74.2% | 12,731 | $666K |
| Dark Forest Capital Management LP | 0.04% | Add +49.7% | 12,658 | $662K |
| Formula Growth Ltd. | 0.23% | Add +65.4% | 12,567 | $658K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -14.2% | 12,482 | $653K |
| Optiver Holding B.V. | 0.01% | Reduce -74.6% | 12,378 | $648K |
| Canada Pension Plan Investment Board | 0.00% | New | 12,200 | $638K |
| Mgo One Seven LLC | 0.01% | Add +52.7% | 12,038 | $630K |
| Sigma Planning Corp | 0.02% | Add +36.6% | 11,991 | $627K |
| Summit Financial, LLC | 0.01% | Add +34.8% | 11,907 | $623K |
| Quantinno Capital Management LP | 0.00% | Add +54.4% | 11,773 | $616K |
| Rockline Wealth Management, LLC | 0.12% | Add +79.5% | 11,666 | $610K |
| International Assets Investment Management, LLC | 0.04% | Add +17.1% | 11,562 | $606K |
| NFSG Corp | 0.07% | Reduce -47.4% | 11,550 | $604K |
| GenTrust, LLC | 0.02% | Add +3.0% | 11,445 | $599K |
| Empowered Funds, LLC | 0.00% | Add +2.9% | 11,395 | $596K |
| Focused Wealth Management, Inc | 0.05% | Add +176.6% | 11,281 | $590K |
| Nikulski Financial, Inc. | 0.13% | Add +0.6% | 11,270 | $590K |
| Fieldview Capital Management, LLC | 0.17% | New | 11,231 | $588K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.02% | No change | 11,000 | $576K |
| Bokf, NA | 0.01% | No change | 11,000 | $576K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -43.2% | 10,930 | $572K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.24% | Reduce -6.9% | 10,843 | $567K |
| Flputnam Investment Management Co. | 0.01% | Add +0.7% | 10,831 | $567K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | No change | 10,804 | $565K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.1% | 10,771 | $564K |
| Sig Brokerage, LP | 0.09% | Add +1.9% | 10,756 | $563K |
| Voya Investment Management LLC | 0.00% | Reduce -83.9% | 10,754 | $563K |
| Odyssean, LLC | 0.09% | New | 10,608 | $555K |
| Centaurus Financial, Inc. | 0.02% | Reduce -6.5% | 10,611 | $555K |
| Old Mission Capital LLC | 0.01% | Reduce -20.2% | 10,600 | $555K |
| Aventura Private Wealth, LLC | 0.17% | Reduce -2.2% | 10,591 | $554K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.6% | 10,510 | $550K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +19.5% | 10,495 | $549K |
| MRA Advisory Group | 0.20% | Reduce -56.7% | 10,446 | $547K |
| Bessemer Group Inc. | 0.00% | Reduce -6.9% | 10,338 | $541K |
| Allstate Corp. | 0.01% | New | 10,318 | $540K |
| StoneCrest Wealth Management, Inc. | 0.17% | Reduce -3.2% | 10,261 | $537K |
| Choreo, LLC | 0.01% | Reduce -6.8% | 10,066 | $527K |
| Mariner, LLC | 0.00% | Reduce -80.5% | 10,065 | $527K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,030 | $525K |
| Navis Wealth Advisors, LLC | 0.20% | No change | 10,000 | $523K |
| Canal Insurance CO | 0.11% | New | 10,000 | $523K |
| Xponance LLC | 0.00% | Reduce -44.1% | 9,966 | $522K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -72.5% | 9,889 | $517K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +8.4% | 9,757 | $511K |
| Money Concepts Capital Corp. | 0.02% | Add +16.9% | 9,611 | $503K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 9,600 | $502K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 9,577 | $501K |
| Venture Visionary Partners LLC | 0.01% | Reduce -3.9% | 9,501 | $497K |
| Pacific Sun Financial Corp | 0.20% | Add +19.7% | 9,474 | $496K |
| Capstone Investment Advisors, LLC | 0.00% | Add +15.5% | 9,339 | $489K |
| Quantum Private Wealth, LLC | 0.12% | Add +10.1% | 9,251 | $484K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -35.6% | 9,250 | $484K |
| Global Assets Advisory, LLC | 0.11% | Reduce -5.4% | 9,050 | $482K |
| Independent Advisor Alliance | 0.01% | Add +4.9% | 9,198 | $481K |
| Ameritas Advisory Services, LLC | 0.01% | New | 9,183 | $481K |
| Mirabella Financial Services LLP | 0.05% | New | 9,157 | $479K |
| Palumbo Wealth Management LLC | 0.10% | Add +74.9% | 9,037 | $473K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 9,007 | $471K |
| Bluespring Wealth Management, LLC | 0.01% | New | 9,005 | $471K |
| D.A. Davidson & Co. | 0.00% | Add +24.4% | 8,898 | $466K |
| GWN Securities Inc. | 0.08% | Add +16.5% | 8,846 | $463K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -83.5% | 8,817 | $461K |
| Stevens Capital Management LP | 0.11% | Add +28.2% | 8,790 | $460K |
| AdvisorShares Investments LLC | 0.05% | No change | 8,680 | $454K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -49.7% | 8,656 | $453K |
| Atom Investors LP | 0.04% | New | 8,616 | $451K |
| Parallel Advisors, LLC | 0.01% | Add +3.6% | 8,614 | $451K |
| IHT Wealth Management, LLC | 0.01% | Add +19.0% | 8,553 | $448K |
| WJ Wealth Management, LLC | 0.18% | Reduce -6.2% | 8,533 | $447K |
| Stephens Inc. | 0.01% | New | 8,496 | $445K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +22.9% | 8,464 | $443K |
| Integrity Alliance, Llc. | 0.01% | Reduce -15.4% | 8,453 | $442K |
| PFG Investments, LLC | 0.02% | Reduce -1.3% | 8,401 | $440K |
| Bensler, LLC | 0.04% | Reduce -1.7% | 8,310 | $435K |
| Joule Financial, LLC | 0.12% | Add +5.0% | 8,148 | $426K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -11.0% | 8,100 | $424K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -15.5% | 8,078 | $423K |
| HMS Capital Management, LLC | 0.16% | No change | 8,055 | $422K |
| LJI Wealth Management, LLC | 0.06% | No change | 8,000 | $419K |
| Graham Capital Management, L.P. | 0.02% | New | 7,932 | $415K |
| Legacy Advisors, LLC | 0.04% | Reduce -1.0% | 7,889 | $413K |
| Mission Wealth Management, LP | 0.01% | Add +1.6% | 7,813 | $409K |
| Jennison Associates LLC | 0.00% | New | 7,813 | $409K |
| IMC-Chicago, LLC | 0.00% | New | 7,813 | $409K |
| Carlson Financial, Inc. | 0.21% | Reduce -2.2% | 7,796 | $408K |
| Lido Advisors, LLC | 0.00% | Reduce -13.6% | 7,651 | $400K |
| Vontobel Holding Ltd. | 0.00% | Reduce -91.9% | 7,616 | $399K |
| SteelPeak Wealth, LLC | 0.01% | New | 7,516 | $393K |
| Maryland State Retirement & Pension System | 0.01% | New | 7,468 | $391K |
| Kovack Advisors, Inc. | 0.02% | Reduce -12.3% | 7,427 | $389K |
| HBK Sorce Advisory LLC | 0.01% | Add +102.0% | 9,038 | $389K |
| Utah Retirement Systems | 0.00% | New | 7,332 | $384K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -6.8% | 7,312 | $383K |
| Regal Investment Advisors LLC | 0.02% | Add +1.8% | 7,250 | $379K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -0.4% | 7,190 | $376K |
| Sara-Bay Financial | 0.10% | Reduce -10.1% | 7,150 | $374K |
| First National Trust Co | 0.01% | Add +26.6% | 7,150 | $374K |
| Arkadios Wealth Advisors | 0.01% | Add +10.6% | 7,148 | $374K |
| IFP Advisors, Inc | 0.01% | Add +6.6% | 7,143 | $374K |
| Kingsview Wealth Management, LLC | 0.00% | New | 6,969 | $365K |
| Circle Wealth Management, LLC | 0.00% | Add +16.1% | 6,809 | $356K |
| Powell Investment Advisors, LLC | 0.11% | No change | 6,735 | $352K |
| First Business Financial Services, Inc. | 0.03% | No change | 6,650 | $348K |
| HUB Investment Partners, LLC | 0.01% | Add +24.3% | 6,637 | $347K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -1.0% | 6,513 | $341K |
| Blueshift Asset Management, LLC | 0.08% | New | 6,453 | $338K |
| Kaizen Financial Strategies | 0.13% | Reduce -18.6% | 6,427 | $337K |
| Apollon Wealth Management, LLC | 0.00% | Add +7.4% | 6,409 | $335K |
| Amalgamated Bank | 0.00% | New | 6,351 | $332K |
| Guggenheim Capital LLC | 0.00% | Reduce -33.2% | 6,327 | $331K |
| Spirepoint Private Client, LLC | 0.03% | Add +29.1% | 6,199 | $324K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +3.3% | 6,097 | $319K |
| Prestige Wealth Management Group LLC | 0.06% | Add +3.2% | 6,031 | $316K |
| Focus Financial Network, Inc. | 0.01% | Add +1.4% | 5,840 | $306K |
| Benin Management CORP | 0.06% | New | 5,800 | $304K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 5,789 | $303K |
| EP Wealth Advisors, LLC | 0.00% | New | 5,763 | $302K |
| Strategic Blueprint, LLC | 0.01% | Add +3.2% | 5,755 | $301K |
| Means Investment Co., Inc. | 0.02% | Add +1.8% | 5,700 | $298K |
| Lewis Asset Management, LLC | 0.10% | New | 5,625 | $294K |
| LeConte Wealth Management, LLC | 0.16% | Add +14.3% | 5,597 | $293K |
| Insigneo Advisory Services, LLC | 0.01% | Add +17.8% | 5,464 | $286K |
| Acropolis Investment Management, LLC | 0.01% | No change | 5,402 | $283K |
| CIBC Asset Management Inc | 0.00% | Reduce -23.8% | 5,394 | $282K |
| Empirical Asset Management, LLC | 0.06% | New | 5,390 | $282K |
| M&T Bank Corp | 0.00% | Add +25.2% | 5,386 | $282K |
| Plancorp, LLC | 0.01% | Reduce -0.1% | 6,008 | $275K |
| Clear Creek Financial Management, LLC | 0.02% | New | 5,232 | $274K |
| Global Retirement Partners, LLC | 0.00% | — | 5,213 | $273K |
| Evolve Private Wealth, LLC | 0.02% | New | 5,059 | $265K |
| Inspire Investing, LLC | 0.01% | Reduce -25.4% | 5,019 | $263K |
| Carbahal Olsen Financial Services Group, LLC | 0.18% | No change | 5,000 | $262K |
| Northbridge Financial Group, LLC | 0.10% | No change | 5,000 | $262K |
| Bull Oak Capital, LLC | 0.09% | No change | 5,000 | $262K |
| Wakefield Asset Management LLLP | 0.06% | No change | 5,000 | $262K |
| KLCM Advisors, Inc. | 0.02% | No change | 5,000 | $262K |
| Essex LLC | 0.04% | Add +0.2% | 4,999 | $262K |
| Jump Financial, LLC | 0.00% | Reduce -96.2% | 4,995 | $261K |
| Total Wealth Planning & Management, Inc. | 0.19% | New | 4,918 | $257K |
| BayBridge Capital Group, LLC | 0.13% | Reduce -15.8% | 4,907 | $257K |
| VARCOV Co. | 0.10% | Add +9.1% | 4,893 | $256K |
| Prudential Financial Inc. | 0.00% | Reduce -74.4% | 4,885 | $256K |
| TCFG Investment Advisors, LLC | 0.09% | Reduce -17.7% | 4,870 | $255K |
| Diametric Capital, LP | 0.03% | New | 4,831 | $253K |
| IFG Advisory, LLC | 0.01% | Add +21495.5% | 4,751 | $249K |
| Vestor Capital, LLC | 0.02% | Reduce -51.7% | 486 | $248K |
| Sunpointe, LLC | 0.07% | Add +0.0% | 4,701 | $246K |
| Herold Advisors, Inc. | 0.05% | No change | 4,700 | $246K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -77.7% | 4,677 | $245K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 4,670 | $244K |
| Howard Financial Services, LTD. | 0.02% | Add +1.8% | 4,604 | $241K |
| Sona Asset Management (us) LLC | 0.01% | No change | 4,600 | $241K |
| Meriwether Wealth & Planning, LLC | 0.12% | Add +0.4% | 4,580 | $240K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -3.9% | 4,580 | $240K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -6.9% | 4,575 | $239K |
| MAI Capital Management | 0.00% | Add +1.3% | 4,564 | $239K |
| Perennial Investment Advisors, LLC | 0.02% | New | 4,531 | $237K |
| GGM Financial LLC | 0.09% | No change | 4,519 | $236K |
| Midwest Professional Planners, LTD. | 0.05% | Reduce -10.5% | 4,517 | $236K |
| Vident Advisory, LLC | 0.00% | Reduce -32.6% | 4,489 | $235K |
| GTS Securities LLC | 0.00% | Reduce -52.5% | 4,452 | $233K |
| IF Advisors, LLC | 0.15% | No change | 4,443 | $233K |
| Evanson Financial, LLC | 0.01% | — | 4,438 | $232K |
| Delta Investment Management, LLC | 0.04% | New | 4,417 | $231K |
| NCP Inc. | 0.32% | New | 4,400 | $230K |
| Diversify Advisory Services, LLC | 0.00% | New | 5,483 | $229K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -6.8% | 5,483 | $229K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +4.2% | 4,363 | $228K |
| Retirement Planning Group, LLC / NY | 0.12% | New | 4,347 | $227K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.7% | 4,346 | $227K |
| LexAurum Advisors, LLC | 0.03% | No change | 4,345 | $227K |
| Signature Wealth Management Partners, LLC | 0.11% | Add +2.8% | 4,321 | $226K |
| Ancora Advisors LLC | 0.00% | No change | 4,310 | $226K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -5.8% | 4,250 | $222K |
| Sterling Capital Management LLC | 0.00% | Add +28.4% | 4,228 | $221K |
| Putney Financial Group LLC | 0.20% | Reduce -1.8% | 4,179 | $219K |
| Diligent Investors, LLC | 0.05% | New | 4,166 | $218K |
| North Dakota State Investment Board | 0.01% | New | 4,144 | $217K |
| Sovereign Financial Group, Inc. | 0.03% | New | 4,136 | $216K |
| Fifth Third Bancorp | 0.00% | Reduce -13.8% | 4,132 | $216K |
| StoneX Group Inc. | 0.01% | Reduce -38.3% | 3,607 | $216K |
| Prelude Capital Management, LLC | 0.02% | New | 4,061 | $213K |
| Vectors Research Management, LLC | 0.06% | New | 4,060 | $212K |
| Icon Wealth Advisors, LLC | 0.01% | Add +0.2% | 3,989 | $209K |
| Optivise Advisory Services LLC | 0.11% | New | 3,987 | $209K |
| RFG Holdings, Inc. | 0.04% | New | 3,961 | $207K |
| Koshinski Asset Management, Inc. | 0.01% | New | 3,953 | $207K |
| PFG Advisors | 0.01% | New | 3,930 | $206K |
| Stonebridge Financial Group, LLC | 0.03% | — | 3,898 | $203K |
| PDS Planning, Inc | 0.01% | New | 3,859 | $202K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 3,832 | $201K |
| Essex Financial Services, Inc. | 0.01% | New | 3,822 | $200K |
| Allworth Financial LP | 0.00% | Add +21.1% | 3,815 | $200K |
| Nykredit A/S | 0.00% | — | 3,798 | $199K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 3,778 | $198K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.3% | 3,564 | $187K |
| Walleye Capital LLC | 0.00% | Reduce -84.0% | 3,561 | $186K |
| Parkside Financial Bank & Trust | 0.01% | Add +6.9% | 3,395 | $178K |
| US Bancorp \de | 0.00% | Reduce -54.5% | 3,235 | $169K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,151 | $166K |
| STRS Ohio | 0.00% | Reduce -87.0% | 2,963 | $155K |
| Kozak & Associates, Inc. | 0.02% | No change | 2,700 | $142K |
| Obsidian Cio, LLC | 0.10% | Reduce -24.9% | 2,517 | $132K |
| Wolff Wiese Magana LLC | 0.06% | Add +6.5% | 2,514 | $132K |
| CoreCap Advisors, LLC | 0.00% | Add +4.9% | 2,505 | $131K |
| Spire Wealth Management | 0.00% | Reduce -37.5% | 2,385 | $125K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -1.9% | 2,322 | $122K |
| MetLife Investment Management, LLC | 0.00% | Reduce -96.5% | 2,293 | $120K |
| Operose Advisors LLC | 0.02% | Reduce -29.1% | 2,270 | $119K |
| Atlantic Union Bankshares Corp | 0.00% | Add +23.3% | 2,257 | $118K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -87.1% | 2,234 | $117K |
| BLI - Banque de Luxembourg Investments | 0.00% | Reduce -95.8% | 2,200 | $116K |
| Creative Financial Designs Inc. | 0.01% | Add +103.6% | 2,060 | $108K |
| EFG International AG | 0.00% | Add +172.9% | 2,052 | $107K |
| PeakShares LLC | 0.08% | No change | 2,000 | $105K |
| Chesapeake Asset Management LLC | 0.08% | No change | 1,943 | $102K |
| OP Asset Management Ltd | 0.00% | Reduce -85.1% | 1,823 | $95K |
| Forum Finance Group S.A. | 0.03% | No change | 2,245 | $95K |
| Silicon Valley Capital Partners | 0.01% | Reduce -3.9% | 1,789 | $94K |
| Knuff & Co LLC | 0.02% | No change | 1,750 | $92K |
| MCF Advisors LLC | 0.00% | Add +201.0% | 1,559 | $82K |
| Quaker Wealth Management, LLC | 0.02% | Add +15.4% | 1,500 | $78K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,500 | $78K |
| Copia Wealth Management | 0.04% | Add +23.4% | 1,400 | $73K |
| Rothschild Investment LLC | 0.00% | Add +7.0% | 1,287 | $67K |
| Eastern Bank | 0.00% | No change | 1,285 | $67K |
| Motco | 0.01% | No change | 1,260 | $66K |
| Brown Brothers Harriman & Co. | 0.00% | Add +44.8% | 1,221 | $64K |
| Hollencrest Capital Management | 0.00% | Add +42.6% | 1,178 | $62K |
| UMB Bank, n.a. | 0.00% | Add +1.0% | 1,161 | $61K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -91.0% | 1,147 | $61K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2.2% | 1,148 | $60K |
| Huntington National Bank | 0.00% | Add +351.2% | 1,137 | $60K |
| Rossby Financial, LCC | 0.01% | Add +37.5% | 1,100 | $58K |
| Signaturefd, LLC | 0.00% | Add +8.2% | 1,086 | $57K |
| Stone House Investment Management, LLC | 0.01% | No change | 1,028 | $54K |
| Pilgrim Partners Asia Pte Ltd | 0.02% | Add +33.3% | 1,000 | $52K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -71.4% | 1,000 | $52K |
| Avalon Capital Management | 0.01% | New | 1,000 | $52K |
| Archer Investment Corp | 0.01% | Add +1900.0% | 1,000 | $52K |
| FNY Investment Advisers, LLC | 0.02% | No change | 1,000 | $52K |
| Fulcrum Asset Management LLP | 0.01% | New | 972 | $51K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -2.6% | 940 | $49K |
| Mosley Wealth Management | 0.02% | Reduce -78.9% | 925 | $48K |
| Vision Retirement, LLC | 0.01% | Add +8.6% | 913 | $48K |
| Smithfield Trust Co | 0.00% | New | 821 | $43K |
| Financial Consulate, Inc. | 0.00% | No change | 800 | $42K |
| MTM Investment Management, LLC | 0.01% | New | 765 | $40K |
| Salem Investment Counselors Inc. | 0.00% | No change | 750 | $39K |
| Consultiva Wealth Management, Corp. | 0.09% | Add +16.0% | 725 | $38K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +9.7% | 676 | $35K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -4.7% | 671 | $35K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 665 | $35K |
| Lanark Financial, Inc. | 0.00% | Add +225.0% | 650 | $34K |
| Ameriflex Group, Inc. | 0.01% | Reduce -19.2% | 630 | $33K |
| Triumph Capital Management | 0.01% | Add +8.6% | 629 | $33K |
| CrossGen Wealth, LLC | 0.03% | No change | 628 | $33K |
| Highline Wealth Partners LLC | 0.01% | New | 598 | $31K |
| Strategic Advocates LLC | 0.12% | Reduce -24.2% | 596 | $31K |
| SJS Investment Consulting Inc. | 0.00% | Add +112.3% | 569 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +136.5% | 551 | $29K |
| Peterson Wealth Management | 0.01% | Add +256.7% | 535 | $28K |
| Vision Financial Markets LLC | 0.02% | No change | 525 | $28K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 500 | $26K |
| WPG Advisers, LLC | 0.02% | New | 500 | $26K |
| Alliance Wealth Advisors, LLC | 0.01% | New | 500 | $26K |
| Solstein Capital, LLC | 0.01% | No change | 500 | $26K |
| Costello Asset Management, INC | 0.01% | No change | 500 | $26K |
| Bogart Wealth, LLC | 0.00% | Add +36.6% | 500 | $26K |
| Macquarie Group Ltd. | 0.00% | Reduce -40.5% | 498 | $26K |
| TFC Financial Management, Inc. | 0.00% | Add +296.0% | 495 | $26K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -98.9% | 488 | $26K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -89.3% | 486 | $25K |
| Centiva Capital, LP | 0.00% | New | 462 | $24K |
| Blue Trust, Inc. | 0.00% | Add +15.3% | 460 | $24K |
| Sittner & Nelson, LLC | 0.01% | Add +200.0% | 450 | $24K |
| N.E.W. Advisory Services LLC | 0.00% | Add +2.3% | 450 | $24K |
| Manchester Capital Management LLC | 0.00% | Add +1.6% | 437 | $23K |
| Gilpin Wealth Management, LLC | 0.02% | Reduce -13.0% | 435 | $23K |
| Old Second National Bank of Aurora | 0.00% | New | 425 | $22K |
| Purpose Unlimited Inc. | 0.00% | New | 423 | $22K |
| Clearstead Advisors, LLC | 0.00% | Add +682.7% | 407 | $21K |
| Nvwm, LLC | 0.00% | Reduce -33.3% | 407 | $21K |
| Noble Wealth Management PBC | 0.01% | Reduce -33.3% | 400 | $21K |
| Front Row Advisors LLC | 0.01% | Add +21.4% | 425 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -48.6% | 374 | $20K |
| Westside Investment Management, Inc. | 0.00% | Add +131.3% | 370 | $19K |
| Truvestments Capital LLC | 0.00% | New | 355 | $19K |
| Ares Financial Consulting, LLC | 0.01% | Reduce -6.9% | 350 | $18K |
| NBH Bank | 0.01% | — | 350 | $18K |
| SHP Wealth Management | 0.00% | Reduce -25.3% | 349 | $18K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 333 | $17K |
| Essential Partners LLC | 0.01% | Add +0.3% | 332 | $17K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 318 | $17K |
| Planning Strategies Inc. | 0.01% | — | 300 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -74.0% | 300 | $16K |
| Stance Capital LLC | 0.00% | New | 292 | $15K |
| Persistent Asset Partners Ltd | 0.00% | New | 278 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 300 | $14K |
| GoalVest Advisory LLC | 0.00% | No change | 274 | $14K |
| Tsfg, LLC | 0.00% | No change | 265 | $14K |
| State of Alaska, Department of Revenue | 0.00% | No change | 276 | $14K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 300 | $14K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 254 | $13K |
| Nemes Rush Group LLC | 0.00% | No change | 250 | $13K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -29.4% | 240 | $13K |
| Lodestone Wealth Management LLC | 0.00% | No change | 240 | $13K |
| Vima LLC | 0.01% | — | 235 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 233 | $12K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -7.6% | 232 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -5.1% | 225 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +15.6% | 222 | $12K |
| Allianz SE | 0.00% | New | 221 | $12K |
| Strive Financial Group ,LLC | 0.00% | Add +7.2% | 209 | $11K |
| Hurley Capital, LLC | 0.01% | No change | 200 | $10K |
| Aberdeen Wealth Management LLC | 0.01% | New | 200 | $10K |
| Crewe Advisors LLC | 0.00% | No change | 200 | $10K |
| Capital Analysts, LLC | 0.00% | New | 193 | $10K |
| Fiduciary Financial Advisors | 0.00% | New | 192 | $10K |
| Colonial Trust Co / SC | 0.00% | New | 188 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 181 | $9K |
| Compass Financial Management LLC | 0.00% | — | 190 | $9K |
| Atlatl Advisers LLC | 0.00% | New | 175 | $9K |
| Financial Management Professionals, Inc. | 0.00% | New | 166 | $9K |
| Private Trust Co. NA | 0.00% | Add +23.9% | 166 | $9K |
| Continuum Advisory, LLC | 0.00% | New | 161 | $8K |
| LifeSteps Financial, Inc. | 0.00% | New | 157 | $8K |
| Hilltop National Bank | 0.00% | No change | 150 | $8K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -11.7% | 143 | $7K |
| Sankala Group LLC | 0.00% | No change | 175 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -33.2% | 137 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 135 | $7K |
| Signature Equity Partners, LLC | 0.00% | Add +35.4% | 134 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -14.1% | 122 | $6K |
| Zions Bancorporation, National Association | 0.00% | Add +48.1% | 120 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 120 | $6K |
| Assetmark, Inc. | 0.00% | Add +413.0% | 118 | $6K |
| Key Financial Inc | 0.00% | No change | 110 | $6K |
| Main Street Group, LTD | 0.00% | No change | 109 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 105 | $5K |
| Ascentis Independent Advisors | 0.01% | Reduce -84.9% | 100 | $5K |
| Sfam, LLC | 0.00% | No change | 100 | $5K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 100 | $5K |
| Hara Capital LLC | 0.00% | No change | 100 | $5K |
| Birchbrook, Inc. | 0.00% | Add +100.0% | 100 | $5K |
| Markowski Investments | 0.00% | — | 100 | $5K |
| Covestor Ltd | 0.00% | Add +1.0% | 102 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 95 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 100 | $5K |
| Allied Private Wealth LLC | 0.00% | — | 100 | $5K |
| Miller Wealth Advisors, LLC | 0.00% | No change | 90 | $5K |
| Dogwood Wealth Management LLC | 0.00% | New | 80 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 78 | $4K |
| Adirondack Trust Co. | 0.00% | Reduce -17.0% | 78 | $4K |
| TrinityBridge Ltd | 0.00% | New | 70 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 75 | $4K |
| TOWER TRUST & INVESTMENT Co | 0.00% | No change | 68 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 60 | $3K |
| Colonial Trust Advisors | 0.00% | Add +100.0% | 60 | $3K |
| City Holding Co. | 0.00% | No change | 57 | $3K |
| Golden State Wealth Management, LLC | 0.00% | New | 55 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 53 | $3K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 52 | $3K |
| Tripletail Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Gould Capital, LLC | 0.00% | No change | 50 | $3K |
| Gables Capital Management Inc. | 0.00% | No change | 50 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 50 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -33.3% | 50 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 50 | $3K |
| Quent Capital, LLC | 0.00% | No change | 50 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +48.5% | 49 | $3K |
| Brookwood Investment Group LLC | 0.00% | New | 49 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1433.3% | 46 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 45 | $2K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +31.3% | 42 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +17.1% | 41 | $2K |
| Cheviot Value Management, LLC | 0.00% | No change | 40 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 32 | $2K |
| GW&K Investment Management, LLC | 0.00% | Reduce -37.5% | 35 | $2K |
| Caitlin John, LLC | 0.00% | Reduce -56.8% | 38 | $2K |
| Kennebec Savings Bank | 0.00% | No change | 35 | $2K |
| Entrust Financial LLC | 0.00% | New | 35 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 35 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +255.6% | 32 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 30 | $2K |
| SouthState Bank Corp | 0.00% | No change | 30 | $2K |
| Trust Co. of Vermont | 0.00% | — | 28 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 26 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +425.0% | 21 | $1K |
| HM Payson & Co. | 0.00% | Add +42.9% | 20 | $1K |
| CKW Financial Group | 0.00% | No change | 25 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Add +26.7% | 19 | $995 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | Reduce -100.0% | 18 | $942 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 16 | $838 |
| TD Private Client Wealth LLC | 0.00% | New | 16 | $837 |
| Orion Capital Management LLC | 0.00% | Reduce -88.3% | 15 | $785 |
| North Star Investment Management Corp. | 0.00% | Reduce -34.8% | 15 | $785 |
| Toth Financial Advisory Corp. | 0.00% | No change | 10 | $524 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 10 | $523 |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 10 | $523 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 10 | $523 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $523 |
| First Horizon Corp. | 0.00% | Reduce -85.1% | 10 | $523 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 10 | $523 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 9 | $471 |
| Toronto Dominion Bank | 0.00% | Reduce -100.0% | 7 | $366 |
| Investors Portfolio Services LLC | 0.00% | No change | 6 | $314 |
| Altshuler Shaham Ltd | 0.00% | No change | 10 | $296 |
| Banque Cantonale Vaudoise | 0.00% | Reduce -37.5% | 4,912 | $257 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -69.2% | 4 | $209 |
| City State Bank | 0.00% | No change | 4 | $209 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 3 | $157 |
| Essential Investment Partners LLC | 0.00% | No change | 3 | $157 |
| Accordant Advisory Group Inc | 0.00% | Reduce -100.0% | 2 | $105 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $105 |
| True Wealth Design, LLC | 0.00% | New | 2 | $105 |
| Financially Speaking Inc | 0.00% | No change | 2 | $100 |
| JPL Wealth Management, LLC | 0.00% | No change | 1 | $53 |
| Islay Capital Management, LLC | 0.00% | New | 1 | $52 |
| CVA Family Office, LLC | 0.00% | Reduce -88.9% | 1 | $52 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1 | $52 |
| Signature Resources Capital Management, LLC | 0.00% | New | 1 | $52 |
| SWAN Capital LLC | 0.00% | Reduce -88.9% | 1 | $52 |
| Ankerstar Wealth, LLC | 0.00% | No change | 1 | $52 |
| Brooklyn FI, LLC | 0.00% | New | 1 | $45 |
| Avion Wealth | 0.00% | New | 9 | $0 |
"% of holder's portfolio" is OKLO's weight in each manager's 13F, not the share of Oklo Inc. the manager owns.