OktaOKTA

13F holders, Q1 2024 (March 31)
652holders
13famous investors
$104.45avg. 13F price*

At the end of Q1 2024, 652 institutions reported holding Okta Inc. (OKTA) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.7B), FMR LLC ($1.6B) and BlackRock Inc. ($970.4M). 13 famous investors held it, including Alex Sacerdote (3.5% of Whale Rock Capital Management's portfolio), George Soros (1.7% of Soros Fund Management's portfolio) and David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio).

Company
Okta Inc.
CUSIP
679295105
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 652Q1 2024Q2 2024: 638Q2 2024Q3 2024: 630Q3 2024Q4 2024: 667Q4 2024Q1 2025: 735Q1 2025Q2 2025: 750Q2 2025Q3 2025: 751Q3 2025Q4 2025: 740Q4 2025Q1 2026: 733Q1 2026Q2 2026: 825Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions101$313.8M
Exits63$163.5M

Ownership 652 holders

Vanguard Group Inc. 0.03% Add +0.8% 15,848,525 $1.7B
FMR LLC 0.11% Reduce -2.0% 15,127,994 $1.6B
BlackRock Inc. 0.02% Add +1.7% 9,275,926 $970.4M
Sands Capital Management, LLC 2.65% Add +8.1% 9,038,677 $945.6M
Voya Investment Management LLC 0.68% Add +22.4% 5,747,735 $601.3M
American Century Companies Inc. 0.31% Reduce -3.6% 4,646,984 $486.2M
Champlain Investment Partners, LLC 2.33% Reduce -2.6% 3,896,922 $407.7M
First Trust Advisors LP 0.35% Reduce -19.1% 3,303,952 $345.7M
State Street Corp. 0.02% Add +0.3% 3,244,265 $339.4M
Geode Capital Management, LLC 0.02% Add +4.2% 2,472,583 $258.2M
Whale Rock Capital Management 3.54% Reduce -5.4% 2,275,743 $238.1M
D. E. Shaw & Co. 0.29% Add +2213.2% 1,978,083 $206.9M
Morgan Stanley 0.01% Reduce -5.6% 1,719,294 $179.9M
Norges Bank 0.03% Add +1.5% 1,690,708 $176.9M
Eminence Capital, LP 3.23% Reduce -11.9% 1,683,994 $176.2M
ArrowMark Colorado Holdings LLC 1.69% Reduce -16.4% 1,441,895 $150.9M
Primecap Management Co. 0.10% Add +105.3% 1,345,416 $140.8M
Qube Research & Technologies Ltd 0.21% Add +33.1% 1,103,006 $115.4M
Marshall Wace, LLP 0.18% Reduce -51.6% 1,045,810 $109.4M
Charles Schwab Investment Management Inc. 0.02% Add +4.1% 1,007,434 $105.4M
Squarepoint Ops LLC 0.43% Reduce -12.0% 992,953 $103.9M
Deer Management Co. LLC 18.82% Reduce -4.6% 992,183 $103.8M
Legal & General Group Plc 0.03% Reduce -2.4% 946,885 $99.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +35.0% 946,083 $99.0M
Northern Trust Corp. 0.02% Reduce -4.2% 873,482 $91.4M
Renaissance Technologies 0.14% Add +32.8% 866,300 $90.6M
Bessemer Group Inc. 0.16% Reduce -12.4% 852,413 $89.2M
Dimensional Fund Advisors LP 0.02% Add +1.1% 851,742 $89.1M
Neuberger Berman Group LLC 0.07% Reduce -11.9% 850,821 $89.0M
Optimus Prime Fund Management Co., Ltd. 8.36% Add +50.9% 800,000 $83.7M
Goldman Sachs Group Inc. 0.02% Add +41.7% 793,667 $83.0M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -25.0% 779,430 $81.5M
Credit Suisse AG/ 0.08% Reduce -3.4% 774,592 $81.0M
Bank of New York Mellon Corp 0.02% Reduce -10.3% 761,928 $79.7M
Millennium Management 0.07% Add +60.3% 741,960 $77.6M
Pictet Asset Management Holding SA 0.08% Add +1.3% 739,479 $77.4M
Jackson Square Partners, LLC 2.97% Reduce -16.3% 681,341 $71.3M
Penserra Capital Management LLC 0.88% Add +98987.7% 669,833 $70.1M
Jane Street Group, LLC 0.08% Reduce -16.4% 598,137 $62.6M
a16z Perennial Management, L.P. 5.84% No change 597,873 $62.5M
Nuveen Asset Management, LLC 0.02% Add +10.4% 571,703 $59.8M
Bank of America Corp. 0.01% Add +174.2% 551,022 $57.6M
Baker Avenue Asset Management, LP 2.18% Add +0.1% 525,379 $56.5M
Citadel Advisors 0.05% Add +34.9% 517,356 $54.1M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +49.7% 645,448 $53.3M
Capital World Investors 0.01% No change 500,000 $52.3M
Alyeska Investment Group, L.P. 0.32% Reduce -13.2% 498,289 $52.1M
Avala Global LP 3.67% Reduce -4.0% 479,917 $50.2M
Sachem Head Capital Management LP 2.30% Reduce -46.1% 475,900 $49.8M
Swiss National Bank 0.03% Reduce -3.4% 473,300 $49.5M
Barclays PLC 0.02% Reduce -4.3% 471,251 $49.3M
Storebrand Asset Management As 0.16% Reduce -16.3% 442,260 $46.3M
Soros Fund Management 1.74% New 426,326 $44.6M
Sei Investments Co. 0.06% Reduce -0.3% 410,814 $43.0M
UBS Group AG 0.01% Add +105.4% 387,157 $40.5M
Invesco Ltd. 0.01% Add +15.1% 368,170 $38.5M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.0% 365,161 $38.2M
Worldquant Millennium Advisors LLC 0.47% New 360,363 $37.7M
ExodusPoint Capital Management, LP 0.45% Add +15.8% 347,307 $36.3M
Amundi 0.02% Reduce -11.4% 382,035 $35.8M
Two Sigma Investments, LP 0.09% Add +416.4% 340,832 $35.7M
Wells Fargo & Company 0.01% Add +20.5% 325,094 $34.0M
Stephens Investment Management Group LLC 0.45% Add +11.3% 323,155 $33.8M
Truist Financial Corp. 0.05% Add +179.9% 321,287 $33.6M
JPMorgan Chase & Co. 0.00% Reduce -84.3% 315,871 $33.0M
Barton Investment Management 3.89% Add +2.5% 306,145 $32.0M
Glynn Capital Management LLC 5.68% Reduce -3.2% 289,883 $30.3M
California Public Employees Retirement System 0.02% Reduce -1.6% 264,437 $27.7M
Maplelane Capital, LLC 1.84% New 259,984 $27.2M
Vontobel Holding Ltd. 0.22% Reduce -0.8% 257,554 $26.9M
Pinebridge Investments, L.P. 0.21% Add +61.5% 257,476 $26.9M
Freestone Capital Holdings, LLC 0.98% Reduce -9.1% 250,958 $26.3M
Los Angeles Capital Management LLC 0.09% Add +282.5% 248,658 $26.0M
Staley Capital Advisers Inc. 1.20% No change 246,207 $25.8M
Deutsche Bank AG 0.01% Reduce -22.0% 244,602 $25.6M
Allspring Global Investments Holdings, LLC 0.04% Reduce -27.0% 243,768 $25.5M
Point72 Asset Management 0.07% Reduce -64.4% 243,100 $25.4M
Ensign Peak Advisors, Inc 0.05% Add +5.6% 240,448 $25.2M
California State Teachers Retirement System 0.03% Add +0.2% 238,270 $24.9M
ING Groep NV 0.17% New 236,800 $24.8M
Twinbeech Capital LP 0.51% New 234,916 $24.6M
CANADA LIFE ASSURANCE Co 0.05% Add +14.0% 229,105 $24.0M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Add +110.8% 224,088 $23.4M
Envestnet Asset Management Inc. 0.01% Add +84.8% 213,887 $22.4M
Harber Asset Management LLC 5.36% Reduce -2.2% 208,496 $21.8M
Smith Group Asset Management, LLC 1.23% Add +3522.7% 205,407 $21.5M
Insight Holdings Group, LLC 0.59% Add +27.1% 202,850 $21.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.65% Add +135.3% 200,000 $20.9M
Alberta Investment Management Corp 0.22% No change 196,661 $20.6M
Nicholas Company, Inc. 0.33% No change 191,712 $20.1M
Nomura Holdings Inc. 0.16% Add +10.1% 190,736 $20.0M
Assenagon Asset Management S.A. 0.05% Add +6.4% 187,383 $19.6M
Rhumbline Advisers 0.02% Add +0.1% 183,504 $19.2M
Railway Pension Investments Ltd 0.18% No change 176,396 $18.5M
Capital Fund Management S.A. 0.22% Reduce -49.6% 169,376 $17.7M
Thematics Asset Management 0.71% Add +32.5% 163,000 $17.1M
NewEdge Wealth, LLC 0.38% Reduce -3.7% 175,935 $16.8M
Moran Wealth Management, LLC 0.54% New 158,479 $16.6M
Bank of Montreal 0.01% Add +5.6% 145,812 $16.3M
Two Sigma Advisers, LP 0.04% Add +6602.6% 154,160 $16.1M
Nomura Asset Management Co. Ltd. 0.06% Add +1.9% 151,524 $15.9M
Public Employees Retirement Association of Colorado 0.07% Reduce -0.7% 149,785 $15.7M
Frontier Capital Management Co. LLC 0.15% Add +39.2% 148,550 $15.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +117.8% 146,305 $15.3M
Balyasny Asset Management L.P. 0.04% Add +639.0% 144,840 $15.2M
Vista Equity Partners Management, LLC 0.40% Reduce -28.9% 144,590 $15.1M
Korea Investment CORP 0.04% Reduce -6.0% 142,717 $14.9M
APG Asset Management N.V. 0.03% Add +30.6% 153,562 $14.9M
Cubist Systematic Strategies, LLC 0.17% Add +551.5% 140,071 $14.7M
HSBC Holdings PLC 0.01% Add +10.7% 137,928 $14.4M
Citigroup Inc. 0.02% Reduce -14.6% 137,014 $14.3M
Asset Management One Co., Ltd. 0.06% Add +0.5% 136,431 $14.3M
Parallax Volatility Advisers, L.P. 0.47% Add +126.3% 135,800 $14.2M
State Board of Administration of Florida Retirement System 0.03% Add +0.8% 163,580 $14.1M
Glenmede Trust Co. NA 0.07% Reduce -1.5% 133,679 $14.0M
Aberdeen Group plc 0.03% Add +4.7% 129,498 $13.5M
Gilder Gagnon Howe & Co. LLC 0.16% Reduce -48.0% 126,106 $13.2M
Quadrature Capital Ltd 0.22% New 125,303 $13.1M
Paragon Capital Management Ltd 2.32% Reduce -0.1% 124,200 $13.0M
Man Group plc 0.04% Add +64.6% 120,813 $12.6M
My Personal CFO, LLC 7.21% Reduce -0.4% 119,638 $12.5M
PEAK6 Investments LLC 0.59% Add +17.9% 116,899 $12.2M
Macquarie Group Ltd. 0.01% Reduce -3.9% 114,836 $12.0M
Coronation Fund Managers Ltd. 0.32% Reduce -14.5% 111,522 $11.7M
Blair William & Co. 0.04% Reduce -4.2% 107,805 $11.3M
Voloridge Investment Management, LLC 0.04% New 105,203 $11.0M
Raymond James & Associates 0.01% Add +386.2% 104,539 $10.9M
SQN Investors LP 7.05% Add +38.9% 104,200 $10.9M
Royal Bank of Canada 0.00% Reduce -10.3% 104,109 $10.9M
T. Rowe Price Associates Inc. 0.00% Add +5.0% 101,079 $10.6M
Motley Fool Wealth Management, LLC 0.54% Reduce -0.2% 100,738 $10.5M
New York State Common Retirement Fund 0.01% Reduce -11.3% 99,414 $10.4M
EULAV Asset Management 0.28% Reduce -2.0% 99,000 $10.4M
Alta Park Capital, LP 1.06% New 93,563 $9.8M
US Bancorp \de 0.01% Reduce -7.3% 92,231 $9.6M
Alliancebernstein L.P. 0.00% Reduce -64.7% 91,370 $9.6M
HighTower Advisors, LLC 0.02% Add +28.0% 91,003 $9.5M
State of New Jersey Common Pension Fund D 0.03% No change 90,398 $9.5M
Whetstone Capital Advisors, LLC 4.14% Reduce 0.0% 90,380 $9.5M
Quantinno Capital Management LP 0.20% Add +38.4% 90,142 $9.4M
Ilmarinen Mutual Pension Insurance Co 0.11% No change 90,000 $9.4M
State of Wisconsin Investment Board 0.02% Add +10.6% 89,439 $9.4M
Gratus Capital, LLC 0.43% Add +2.5% 88,438 $9.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +20.0% 84,465 $8.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.98% Reduce -1.2% 82,430 $8.6M
Treasurer of the State of North Carolina 0.04% Add +3.7% 81,765 $8.6M
Kodai Capital Management LP 0.20% New 81,677 $8.5M
Stanley-Laman Group, Ltd. 1.09% Reduce -1.6% 80,950 $8.5M
BNP Paribas Financial Markets 0.01% Add +29.1% 80,579 $8.4M
Swedbank AB 0.01% Reduce -36.1% 80,502 $8.4M
Walleye Capital LLC 0.10% Reduce -43.9% 80,486 $8.4M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -11.3% 80,470 $8.4M
Huntington National Bank 0.09% Add +0.1% 80,353 $8.4M
RPG Investment Advisory, LLC 1.22% Add +0.7% 77,786 $8.1M
Candriam S.C.A. 0.05% Add +9.8% 75,678 $7.9M
Danske Bank A/S 0.02% — 75,128 $7.9M
Shellback Capital, LP 0.52% New 74,326 $7.8M
CenterBook Partners LP 0.53% Add +32.7% 73,387 $7.7M
Robeco Institutional Asset Management B.V. 0.02% Reduce -31.9% 73,294 $7.7M
Engineers Gate Manager LP 0.20% Add +2904.2% 72,040 $7.5M
SG Americas Securities, LLC 0.04% Add +639.6% 70,895 $7.4M
Leuthold Group, LLC 0.83% Reduce -0.2% 70,262 $7.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -0.7% 70,256 $7.4M
Twenty Acre Capital LP 6.97% Reduce -28.2% 68,941 $7.2M
Fred Alger Management, LLC 0.03% New 67,322 $7.0M
Mn Services Vermogensbeheer B.V. 0.05% New 63,900 $6.7M
Beacon Pointe Advisors, LLC 0.07% Add +1.2% 62,055 $6.5M
Clarius Group, LLC 0.45% Add +48.7% 61,810 $6.5M
LPL Financial LLC 0.00% Add +41.1% 61,247 $6.4M
Tudor Investment Corporation 0.08% Reduce -53.7% 59,895 $6.3M
Royal London Asset Management Ltd. 0.02% Add +0.9% 59,807 $6.3M
Public Employees Retirement System of Ohio 0.02% Reduce -8.5% 58,567 $6.1M
Bayesian Capital Management, LP 0.57% New 57,000 $6.0M
Cibc World Market Inc. 0.02% Add +165.3% 56,706 $5.9M
Vident Advisory, LLC 0.12% Add +265.1% 56,429 $5.9M
Ieq Capital, LLC 0.08% Reduce -12.4% 56,116 $5.9M
SVB Financial Group 3.07% Reduce -32.9% 53,152 $5.6M
Resona Asset Management Co.,Ltd. 0.03% — 51,131 $5.3M
Trexquant Investment LP 0.10% New 48,023 $5.0M
Titan Global Capital Management USA LLC 0.79% Reduce -4.8% 47,923 $5.0M
APG Asset Management US Inc. 0.03% Add +52.7% 47,570 $4.9M
Victory Capital Management Inc. 0.00% Add +13.4% 46,615 $4.9M
Brown Advisory Inc. 0.01% Add +0.1% 46,471 $4.9M
Summit Trail Advisors, LLC 0.13% Reduce -10.8% 46,040 $4.8M
Gotham Asset Management 0.07% New 45,330 $4.7M
Selective Wealth Management, Inc. 2.05% Reduce -4.1% 47,551 $4.7M
Jacobson & Schmitt Advisors, LLC 1.08% Reduce -3.1% 43,833 $4.6M
Arizona State Retirement System 0.03% Add +0.9% 43,470 $4.5M
Ameriprise Financial Inc. 0.00% Reduce -7.8% 43,040 $4.5M
Washington Harbour Partners LP 7.27% Add +9.4% 42,860 $4.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +18.9% 42,800 $4.5M
Jasper Ridge Partners, L.P. 0.14% No change 41,134 $4.3M
Resolute Capital Asset Partners LLC 2.19% New 40,000 $4.2M
Left Brain Wealth Management, LLC 1.99% New 39,333 $4.1M
Zacks Investment Management 0.04% Add +14.3% 38,974 $4.1M
Pearl River Capital, LLC 0.64% New 38,458 $4.0M
USS Investment Management Ltd 0.03% Add +6.2% 38,243 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -85.4% 36,739 $3.8M
TD Asset Management Inc 0.00% Add +2.6% 35,722 $3.7M
Granahan Investment Management, LLC 0.13% Reduce -27.9% 35,380 $3.7M
KBC Group NV 0.01% Reduce -52.3% 34,929 $3.7M
S&co Inc. 0.26% No change 34,925 $3.7M
PDT Partners, LLC 0.34% Add +114.0% 34,403 $3.6M
DAVENPORT & Co LLC 0.02% Add +115.8% 34,127 $3.6M
Degroof Petercam Asset Management 0.04% Reduce -37.0% 33,985 $3.6M
Forsta Ap-Fonden 0.03% Add +12.6% 33,900 $3.5M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -29.8% 33,751 $3.5M
Occidental Asset Management, LLC 0.66% No change 33,501 $3.5M
IFM Investors Pty Ltd 0.04% Add +5.1% 32,703 $3.4M
Simplex Trading, LLC 0.10% Add +363.4% 32,426 $3.4M
Osaic Holdings, Inc. 0.01% Add +39.9% 32,252 $3.4M
Cresset Asset Management, LLC 0.02% Reduce -1.0% 32,210 $3.4M
Rosenblum Silverman Sutton S F Inc. 0.94% No change 31,665 $3.3M
Point72 (DIFC) Ltd 0.24% — 30,113 $3.2M
Russell Investments Group, Ltd. 0.01% Reduce -18.8% 30,028 $3.1M
AE Wealth Management LLC 0.04% Reduce -70.4% 29,969 $3.1M
Moser Wealth Advisors, LLC 1.73% Add +58180.4% 29,723 $3.1M
Utah Retirement Systems 0.04% No change 28,642 $3.0M
Rockefeller Capital Management L.P. 0.01% Reduce -12.3% 27,893 $2.9M
Clarity Capital Partners LLC 1.89% Reduce -1.1% 27,488 $2.9M
Raymond James Financial Services Advisors, Inc. 0.00% Add +13.7% 27,262 $2.9M
Private Advisor Group, LLC 0.02% Add +23.1% 26,861 $2.8M
Tredje AP-fonden 0.03% Add +5.7% 26,799 $2.8M
Slow Capital, Inc. 0.45% Reduce -1.2% 26,758 $2.8M
Nisa Investment Advisors, LLC 0.02% Add +0.3% 26,455 $2.8M
MML Investors Services, LLC 0.01% Add +18.2% 26,000 $2.7M
DekaBank Deutsche Girozentrale 0.01% Reduce -10.2% 25,965 $2.7M
Schonfeld Strategic Advisors LLC 0.02% New 25,641 $2.7M
Schroder Investment Management Group 0.00% Reduce -71.5% 25,624 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -9.2% 25,079 $2.6M
SWS Partners 0.76% Reduce -1.3% 24,313 $2.5M
Mariner, LLC 0.01% Add +9.4% 24,208 $2.5M
DNB Asset Management AS 0.01% Reduce -2.5% 24,152 $2.5M
Graham Capital Management, L.P. 0.13% Add +389.5% 23,533 $2.5M
Wealthfront Advisers LLC 0.01% Reduce -12.4% 23,377 $2.4M
Rafferty Asset Management, LLC 0.01% Reduce -26.7% 23,314 $2.4M
Inspire Investing, LLC 0.25% Add +17.5% 23,296 $2.4M
Natixis Advisors, LLC 0.01% Add +59.7% 23,081 $2.4M
Bridgewater Associates 0.01% New 22,996 $2.4M
Royal Fund Management, LLC 0.27% Add +21.4% 22,700 $2.4M
Keybank National Association 0.01% Reduce -0.6% 21,846 $2.3M
Strategic Planning Group, LLC 0.57% Add +4.5% 21,740 $2.3M
Campbell & CO Investment Adviser LLC 0.19% Add +254.6% 21,426 $2.2M
Y-Intercept (Hong Kong) Ltd 0.16% New 20,537 $2.1M
Handelsbanken Fonder AB 0.01% Add +0.1% 20,490 $2.1M
Bank of Nova Scotia 0.00% Add +154.7% 20,068 $2.1M
Diversified Trust Co. 0.06% Add +1.9% 19,990 $2.1M
Rwa Wealth Partners, LLC 0.03% No change 19,472 $2.0M
Andra AP-fonden 0.04% New 19,300 $2.0M
Two Sigma Securities, LLC 0.10% New 19,111 $2.0M
Fort Washington Investment Advisors Inc. 0.01% No change 18,904 $2.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +4.5% 18,869 $2.0M
Cerity Partners LLC 0.01% Reduce -99.4% 18,821 $2.0M
Wolverine Trading, LLC 0.02% Add +282.5% 18,813 $2.0M
Alps Advisors Inc. 0.01% Reduce -35.7% 18,577 $1.9M
Knollwood Investment Advisory, LLC 0.35% Add +13.5% 18,369 $1.9M
Nissay Asset Management Corp. /Japan 0.01% Add +2.4% 18,201 $1.9M
Moore Capital Management, LP 0.04% New 17,526 $1.8M
Cetera Investment Advisers 0.00% Add +87.4% 17,265 $1.8M
Jump Financial, LLC 0.05% New 16,613 $1.7M
TrueMark Investments, LLC 1.59% Add +13.5% 16,597 $1.7M
Stonegate Investment Group, LLC 0.05% No change 16,408 $1.7M
Toronto Dominion Bank 0.00% Reduce -24.7% 16,160 $1.7M
Ardsley Advisory Partners LP 0.24% Reduce -25.8% 15,950 $1.7M
Vanguard Personalized Indexing Management, LLC 0.04% Add +5.4% 15,701 $1.6M
Crestline Management, L.P. 0.16% New 15,671 $1.6M
Gilbert & Cook, Inc. 0.22% Add +1.6% 15,437 $1.6M
AQR Capital Management 0.00% Reduce -91.4% 15,388 $1.6M
Gainplan LLC 0.76% New 15,099 $1.6M
Janus Henderson Group PLC 0.00% Add +0.1% 15,093 $1.6M
Daiwa Securities Group Inc. 0.01% Add +51.6% 15,004 $1.6M
Mackenzie Financial Corp. 0.00% Add +54.8% 14,966 $1.6M
Allianz Asset Management GmbH 0.00% Reduce -16.1% 14,684 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +11.1% 14,564 $1.5M
Elo Mutual Pension Insurance Co 0.04% Add +5.5% 14,441 $1.5M
Illinois Municipal Retirement Fund 0.02% New 14,407 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +32.8% 14,306 $1.5M
Alerus Financial NA 0.11% Reduce -1.3% 14,211 $1.5M
Cullinan Associates Inc. 0.08% No change 14,000 $1.5M
Xponance LLC 0.02% Add +115.7% 13,928 $1.5M
Profund Advisors LLC 0.06% Reduce -10.5% 13,642 $1.4M
Gulf International Bank (UK) Ltd 0.04% No change 13,393 $1.4M
Prospera Financial Services Inc 0.04% Reduce -4.9% 13,378 $1.4M
River Global Investors LLP 0.35% Reduce -1.1% 13,217 $1.4M
Centiva Capital, LP 0.08% Add +5451.5% 13,157 $1.4M
Principal Financial Group Inc. 0.00% Add +28.6% 13,144 $1.4M
ClariVest Asset Management LLC 0.14% Add +143766.7% 12,948 $1.4M
GMT Capital Corp 0.05% New 12,500 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +1618.6% 12,305 $1.3M
Y.D. More Investments Ltd 0.23% Reduce -7.0% 12,254 $1.3M
Focus Partners Wealth 0.01% New 12,134 $1.3M
Nordea Investment Management AB 0.00% Add +5.5% 12,068 $1.3M
Creative Planning 0.00% Add +15.6% 11,825 $1.2M
Guggenheim Capital LLC 0.01% Reduce -8.9% 11,546 $1.2M
Benjamin F. Edwards & Company, Inc. 0.02% Reduce -23.8% 11,535 $1.2M
Semanteon Capital Management, LP 0.76% Reduce -18.7% 11,431 $1.2M
Ethic Inc. 0.03% Add +66.5% 11,391 $1.2M
Highland Capital Management, LLC 0.07% Reduce -2.0% 11,292 $1.2M
Virtu Financial LLC 0.09% New 11,205 $1.2M
Franklin Resources Inc. 0.00% Reduce -2.7% 11,116 $1.2M
Intech Investment Management LLC 0.02% Add +0.1% 11,085 $1.2M
Corient Private Wealth LP 0.00% Add +18.6% 10,829 $1.1M
LMG Wealth Partners, LLC 0.28% New 10,791 $1.1M
Maryland State Retirement & Pension System 0.02% Add +4.6% 11,993 $1.1M
Leonteq Securities AG 0.15% Reduce -27.2% 10,645 $1.1M
Thoroughbred Financial Services, LLC 0.10% Add +232.4% 10,382 $1.1M
Brandywine Managers, LLC 1.06% No change 10,248 $1.1M
Firsthand Capital Management, Inc. 1.71% No change 10,000 $1.0M
Palo Alto Wealth Advisors, LLC 0.73% Add +14.7% 9,928 $1.0M
Beacon Investment Advisory Services, Inc. 0.04% Reduce -14.8% 9,770 $1.0M
Pitcairn Co. 0.07% Add +18.6% 9,741 $1.0M
Coastal Bridge Advisors, LLC 0.23% Reduce -0.9% 9,519 $996K
Commerzbank Aktiengesellschaft 0.03% New 9,412 $985K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -2.1% 9,240 $967K
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.5% 9,233 $966K
Brevan Howard Capital Management LP 0.09% Add +92.0% 9,201 $963K
Lecap Asset Management Ltd. 0.20% Reduce -48.5% 9,194 $962K
Sherbrooke Park Advisers LLC 0.19% New 9,155 $958K
Geneos Wealth Management Inc. 0.04% Add +234.3% 9,149 $957K
Verition Fund Management LLC 0.01% Add +116.6% 9,060 $948K
Wellington Management Group LLP 0.00% Reduce -64.2% 8,963 $938K
Amalgamated Bank 0.01% Reduce -40.9% 8,890 $930K
STRS Ohio 0.00% Reduce -24.2% 8,875 $928K
Fox Run Management, L.L.C. 0.20% New 8,869 $928K
Sumitomo Mitsui Financial Group, Inc. 0.03% Reduce -31.9% 8,831 $924K
Kestra Advisory Services, LLC 0.01% Add +13.4% 8,828 $924K
Donor Advised Charitable Giving, Inc. 0.03% No change 8,775 $918K
Occudo Quantitative Strategies LP 0.16% New 8,670 $907K
Panagora Asset Management Inc. 0.00% No change 8,487 $888K
Acadian Asset Management LLC 0.00% Add +446.1% 8,476 $883K
Eschler Asset Management LLP 0.57% New 8,371 $876K
Prudential Financial Inc. 0.00% Reduce -1.7% 8,318 $870K
Williamson Legacy Group, LLC 0.67% Add +1.0% 8,314 $870K
Alpha DNA Investment Management LLC 0.47% Add +32.4% 8,185 $856K
Yarbrough Capital, LLC 0.04% No change 8,116 $849K
Oppenheimer & Co. Inc. 0.01% Reduce -9.2% 8,103 $848K
Kapitalo Investimentos Ltda 0.18% New 7,959 $833K
Vinva Investment Management Ltd 0.05% Add +61.9% 7,871 $823K
Canada Pension Plan Investment Board 0.00% Reduce -93.9% 7,600 $795K
Oak Thistle LLC 0.70% New 7,503 $785K
Manufacturers Life Insurance Company, The 0.00% Reduce -77.2% 7,438 $778K
Independent Financial Group, LLC 0.04% Add +83.0% 7,291 $763K
Boothbay Fund Management, LLC 0.02% New 7,230 $756K
Captrust Financial Advisors 0.00% Add +1.4% 7,177 $751K
Ameritas Advisory Services, LLC 0.03% New 7,165 $746K
Janney Montgomery Scott LLC 0.00% Reduce -2.2% 7,013 $734K
Point72 Asia (Singapore) Pte. Ltd. 0.19% New 6,992 $732K
M&T Bank Corp 0.00% Add +3.4% 6,891 $721K
Gsa Capital Partners LLP 0.06% New 6,776 $709K
Stifel Financial Corp. 0.00% Reduce -34.1% 6,563 $687K
Atria Wealth Solutions, Inc. 0.01% Add +17.3% 6,545 $685K
Cibc World Markets Corp. 0.00% Add +48.2% 6,471 $677K
Bridgefront Capital, LLC 0.50% New 6,333 $663K
Petrus Trust Company, LTA 0.06% Add +137.2% 6,332 $662K
Pier 88 Investment Partners LLC 1.04% Add +52.3% 6,290 $658K
XTX Topco Ltd 0.09% Add +156.1% 6,222 $651K
HRT Financial LP 0.00% New 6,195 $648K
Rockline Wealth Management, LLC 0.23% Add +22.5% 6,187 $647K
Great Lakes Advisors, LLC 0.01% Add +0.3% 6,173 $646K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +0.8% 6,155 $644K
Independent Advisor Alliance 0.02% Add +7.1% 6,091 $637K
Plato Investment Management Ltd 0.07% Add +594.5% 6,042 $632K
Synergy Financial Group, LTD 0.71% Add +2.3% 6,039 $632K
Sender Co & Partners, Inc. 1.09% New 6,036 $631K
PNC Financial Services Group, Inc. 0.00% Reduce -21.8% 6,001 $628K
Advisory Services Network, LLC 0.01% Add +1.1% 5,961 $624K
Capstone Investment Advisors, LLC 0.02% Add +9.5% 5,940 $621K
Mutual of America Capital Management LLC 0.01% No change 5,773 $604K
Corton Capital Inc. 0.22% Reduce -6.2% 5,737 $600K
Comerica Bank 0.00% Reduce -93.7% 5,670 $593K
Aviva PLC 0.00% Reduce -0.2% 5,634 $589K
Rather & Kittrell, Inc. 0.18% No change 5,628 $589K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.1% 5,593 $585K
Versor Investments LP 0.12% Reduce -4.2% 5,547 $580K
Blue Zone Wealth Advisors, LLC 0.20% Add +5.7% 5,433 $568K
Tidal Investments LLC 0.01% Add +15.7% 5,405 $565K
Twin Tree Management, LP 0.01% New 5,337 $558K
Susquehanna Portfolio Strategies, LLC 0.01% No change 5,300 $554K
Perigon Wealth Management, LLC 0.02% Reduce -7.3% 5,296 $554K
Pathstone Holdings, LLC 0.00% Add +12.1% 5,229 $547K
Clear Creek Financial Management, LLC 0.07% Add +8.6% 5,207 $545K
Federated Hermes, Inc. 0.00% Reduce -98.7% 5,201 $544K
Bristlecone Advisors, LLC 0.05% Reduce -5.6% 5,110 $535K
Maverick Capital 0.01% New 4,907 $513K
Achmea Investment Management B.V. 0.01% No change 4,905 $513K
CIBC Asset Management Inc 0.00% Add +0.2% 4,864 $509K
Angeles Investment Advisors, LLC 0.03% Add +32.8% 4,732 $495K
Harbor Capital Advisors, Inc. 0.06% Reduce -39.5% 4,650 $486K
Stratos Wealth Partners, LTD. 0.01% New 4,633 $485K
Empowered Funds, LLC 0.01% Add +7.9% 4,633 $485K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -77.0% 4,533 $474K
SVB Wealth LLC 0.01% Reduce -3.8% 4,446 $465K
Lombard Odier Asset Management (Switzerland) SA 0.03% New 4,437 $464K
Rakuten Securities, Inc. 0.20% Add +6.9% 4,391 $459K
Avantax Advisory Services, Inc. 0.00% New 4,373 $457K
CM Wealth Advisors LLC 0.13% New 4,560 $449K
Composition Wealth, LLC 0.01% Reduce -16.0% 4,164 $436K
National Wealth Management Group, LLC 0.34% New 4,155 $435K
Nicholas Wealth, LLC. 0.34% Reduce -18.9% 4,145 $434K
Balentine LLC 0.01% Reduce -1.6% 4,100 $429K
NewEdge Advisors, LLC 0.00% Reduce -3.5% 4,084 $427K
Flagship Harbor Advisors, LLC 0.03% Add +1.3% 4,084 $427K
Signaturefd, LLC 0.01% Add +5.7% 4,081 $427K
Waldron Private Wealth LLC 0.02% Add +0.2% 4,077 $427K
Clark Capital Management Group, Inc. 0.00% No change 4,068 $426K
Teacher Retirement System of Texas 0.00% Reduce -43.6% 4,018 $420K
BluePointe Capital Management, LLC 0.29% Add +8.9% 4,007 $419K
Armistice Capital, LLC 0.01% Add +49.1% 3,999 $418K
Mission Wealth Management, LP 0.01% Add +0.7% 3,995 $418K
Brighton Jones LLC 0.02% Add +38.3% 3,990 $417K
Vestmark Advisory Solutions, Inc. 0.02% Add +37.0% 3,977 $416K
B. Metzler seel. Sohn & Co. AG 0.00% No change 3,931 $411K
High Net Worth Advisory Group LLC 0.13% New 3,885 $406K
Bleakley Financial Group, LLC 0.01% Reduce -74.6% 3,881 $406K
Simplicity Wealth,LLC 0.01% New 3,881 $406K
Commerce Bank 0.00% Add +0.8% 3,860 $404K
Atom Investors LP 0.05% Reduce -18.6% 3,858 $404K
Vectors Research Management, LLC 0.11% Reduce -3.9% 3,728 $390K
Pingora Partners LLC 0.28% Reduce -3.9% 3,715 $389K
Mercer Global Advisors Inc. 0.00% Reduce -13.9% 3,561 $388K
Resonant Capital Advisors, LLC 0.03% Add +8.8% 3,704 $388K
Fisher Asset Management 0.00% Add +11.8% 3,653 $382K
Frank, Rimerman Advisors LLC 0.07% No change 3,647 $382K
Courier Capital LLC 0.03% Reduce -2.7% 3,636 $380K
Integrated Wealth Concepts LLC 0.01% Add +9.8% 3,622 $379K
D.A. Davidson & Co. 0.00% New 3,525 $369K
Qtron Investments LLC 0.05% No change 3,494 $366K
Vestcor Inc 0.01% Reduce -0.7% 3,485 $365K
Blueshift Asset Management, LLC 0.19% Reduce -40.0% 3,450 $361K
Parallel Advisors, LLC 0.01% Reduce -0.9% 3,443 $360K
Red Wave Investments LLC 0.13% No change 3,391 $355K
MetLife Investment Management, LLC 0.00% Add +0.2% 3,386 $354K
Townsquare Capital LLC 0.01% Add +26.9% 3,304 $346K
American Trust 0.03% Reduce -0.8% 3,257 $341K
Pacer Advisors, Inc. 0.00% Add +112.2% 3,244 $339K
Mezzasalma Advisors, LLC 0.16% Reduce -30.1% 3,230 $338K
Fullerton Fund Management Co Ltd. 0.02% New 3,200 $335K
Triumph Capital Management 0.13% Reduce -27.3% 3,175 $329K
Natixis 0.00% Reduce -32.7% 3,088 $323K
Qsemble Capital Management, LP 0.07% New 3,077 $322K
O'shaughnessy Asset Management, LLC 0.00% Add +16.8% 3,074 $322K
Wesbanco Bank Inc. 0.01% New 3,051 $319K
MCF Advisors LLC 0.02% New 3,035 $318K
Wahed Invest LLC 0.07% Add +16.2% 3,029 $317K
Opes Wealth Management LLC 0.07% Add +0.2% 3,020 $316K
Awm Capital, LLC 0.05% No change 3,018 $316K
Inspirion Wealth Advisors, LLC 0.05% No change 3,015 $315K
United Capital Financial Advisors, LLC 0.00% Reduce -6.4% 2,977 $311K
Metis Global Partners, LLC 0.01% Reduce -0.5% 2,957 $309K
Banque Cantonale Vaudoise 0.01% Add +4.3% 2,933 $307K
Duality Advisers, LP 0.03% New 2,930 $307K
Baird Financial Group, Inc. 0.00% New 2,905 $304K
First Trust Direct Indexing L.P. 0.02% Add +15.8% 2,848 $298K
Cwm, LLC 0.00% Add +15.2% 2,763 $289K
Lazard Asset Management LLC 0.00% Add +20.8% 2,763 $289K
Choreo, LLC 0.01% Reduce -8.3% 2,748 $288K
Caprock Group, LLC 0.02% Add +1.0% 2,727 $285K
Ballentine Partners, LLC 0.01% Add +6.8% 2,651 $277K
Trek Financial, LLC 0.02% New 2,634 $276K
Motley Fool Asset Management LLC 0.02% Reduce -2.4% 2,605 $273K
Ossiam 0.00% Add +94.3% 2,605 $273K
Inceptionr LLC 0.07% New 2,586 $271K
Verus Capital Partners, LLC 0.03% Add +2.3% 2,578 $270K
New York Life Investment Management LLC 0.00% Reduce -0.3% 2,560 $268K
Investment Management Corp of Ontario 0.01% Reduce -30.4% 2,517 $263K
Forum Financial Management, LP 0.00% Reduce -0.1% 2,473 $259K
Truvestments Capital LLC 0.10% Add +1135.0% 2,470 $258K
HM Payson & Co. 0.00% No change 2,450 $256K
Independent Solutions Wealth Management, LLC 0.06% Add +8.3% 2,449 $256K
Aigen Investment Management, LP 0.06% New 2,447 $256K
Oracle Alpha Inc. 0.45% Reduce -9.6% 2,418 $253K
Greenleaf Trust 0.00% Reduce -5.9% 2,389 $250K
Bramshill Investments, LLC 0.03% New 2,365 $247K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -17.5% 2,350 $246K
Kingswood Wealth Advisors, LLC 0.03% Reduce -27.1% 2,326 $243K
Quent Capital, LLC 0.03% Reduce -3.4% 2,324 $243K
UniSuper Management Pty Ltd 0.00% Add +109.1% 2,300 $241K
Stephens Inc. 0.00% Reduce -1.6% 2,290 $240K
Schulz Wealth, LTD. 0.20% No change 2,284 $239K
Creative Financial Designs Inc. 0.02% Add +17.4% 2,261 $237K
Baker Tilly Wealth Management, LLC 0.04% No change 2,243 $235K
Ostrum Asset Management 0.02% Add +21.7% 2,233 $234K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 2,233 $234K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -16.3% 2,849 $232K
Aaron Wealth Advisors LLC 0.03% New 2,210 $231K
Apollon Wealth Management, LLC 0.01% New 2,150 $225K
Symmetry Partners, LLC 0.02% New 2,110 $221K
CHICAGO TRUST Co NA 0.05% New 2,089 $219K
Sequoia Financial Advisors, LLC 0.00% New 2,048 $214K
Lombard Odier Asset Management (USA) Corp 0.03% Reduce -8.9% 2,041 $214K
Prelude Capital Management, LLC 0.01% New 2,019 $211K
Abbrea Capital, LLC 0.03% New 2,015 $211K
West Tower Group, LLC 0.63% Add +1718.2% 2,000 $209K
Legal Advantage Investments, Inc. 0.12% New 2,000 $209K
EPIQ Capital Group, LLC 0.08% Reduce -29.6% 2,000 $209K
Yousif Capital Management, LLC 0.00% New 1,985 $208K
Claret Asset Management Corp 0.03% New 1,981 $207K
Leavell Investment Management, Inc. 0.01% New 1,975 $207K
Federation des caisses Desjardins du Quebec 0.00% Add +81.1% 2,032 $205K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 1,930 $202K
Sunbelt Securities, Inc. 0.02% Add +310.1% 1,903 $199K
Principal Securities, Inc. 0.01% Add +201.9% 1,588 $166K
Acima Private Wealth, LLC 0.06% No change 1,579 $165K
Western Pacific Wealth Management, LP 0.12% Add +148.5% 1,578 $165K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +24.2% 1,540 $161K
FNY Investment Advisers, LLC 0.10% New 1,514 $158K
Catalyst Funds Management Pty Ltd 0.04% — 1,400 $146K
Amova Asset Management Americas, Inc. 0.00% Reduce -6.7% 1,393 $146K
Rakuten Investment Management, Inc. 0.00% Add +1121.4% 1,368 $143K
Allworth Financial LP 0.00% Add +577.1% 1,361 $142K
American International Group, Inc. 0.00% Reduce -0.1% 1,342 $140K
CI Investments Inc. 0.00% Reduce -76.8% 1,311 $137K
HHM Wealth Advisors, LLC 0.02% No change 1,250 $131K
Quarry LP 0.06% Add +430.2% 1,246 $130K
UMB Bank, n.a. 0.00% Add +60.5% 1,202 $126K
National Bank of Canada 0.00% Add +1.0% 1,185 $115K
Covestor Ltd 0.07% Add +25.9% 1,088 $114K
Advisors Asset Management, Inc. 0.00% Add +23.6% 1,042 $109K
Harvest Fund Management Co., Ltd 0.01% New 1,045 $109K
Silicon Valley Capital Partners 0.01% No change 947 $99K
Ancora Advisors LLC 0.00% Reduce -30.2% 925 $97K
Steward Partners Investment Advisory, LLC 0.00% Reduce -96.4% 918 $96K
Quadrant Capital Group LLC 0.01% Reduce -19.4% 896 $94K
Natixis Investment Managers International 0.01% No change 802 $84K
Fifth Third Bancorp 0.00% Add +13.2% 779 $81K
Lindbrook Capital, LLC 0.01% Reduce -3.8% 752 $79K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.6% 663 $69K
Sandy Spring Bank 0.00% No change 627 $66K
Kelly Financial Services LLC 0.03% Reduce -24.0% 626 $65K
GPS Wealth Strategies Group, LLC 0.01% Reduce -10.6% 608 $64K
Future Financial Wealth Managment LLC 0.05% New 600 $63K
Cedar Wealth Management, LLC 0.02% Add +1.7% 598 $63K
CIBC Private Wealth Group LLC 0.00% New 564 $58K
Farther Finance Advisors, LLC 0.00% Add +4.3% 552 $57K
First Manhattan Co. Llc. 0.00% Reduce -1.3% 540 $56K
Global Trust Asset Management, LLC 0.02% No change 512 $54K
Spire Wealth Management 0.00% Reduce -15.0% 506 $53K
Arcadia Investment Management Corp. 0.01% No change 500 $52K
Nemes Rush Group LLC 0.01% Add +588.9% 496 $52K
First Horizon Advisors, Inc. 0.00% Reduce -4.5% 465 $49K
IFP Advisors, Inc 0.00% Reduce -50.7% 454 $47K
GoalVest Advisory LLC 0.01% No change 410 $43K
Venturi Wealth Management, LLC 0.00% Add +50.4% 391 $41K
Brown Brothers Harriman & Co. 0.00% No change 368 $39K
Westpac Banking Corp. 0.00% Reduce -93.8% 367 $38K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.03% No change 362 $38K
Optimum Investment Advisors 0.02% Reduce -22.2% 350 $37K
Manchester Capital Management LLC 0.00% Reduce -0.9% 337 $35K
Global Retirement Partners, LLC 0.00% Add +1.0% 313 $33K
EverSource Wealth Advisors, LLC 0.00% Add +71.4% 341 $32K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 300 $31K
Capital Advisors, Ltd. LLC 0.00% No change 265 $28K
GAMMA Investing LLC 0.01% Reduce -26.2% 262 $27K
Harbour Investments, Inc. 0.00% Add +13.1% 259 $27K
City State Bank 0.01% Add +160.0% 260 $27K
CoreCap Advisors, LLC 0.00% New 217 $23K
Riverview Trust Co 0.02% New 206 $22K
Lanark Financial, Inc. 0.00% Reduce -52.1% 195 $21K
Planning Capital Management Corp 0.02% New 200 $21K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 200 $21K
Hexagon Capital Partners LLC 0.00% No change 170 $18K
Jones Financial Companies LLLP 0.00% New 162 $17K
Avior Wealth Management, LLC 0.00% Reduce -95.8% 157 $16K
Pacifica Partners Inc. 0.01% Add +665.0% 153 $16K
Financial Perspectives, Inc 0.01% No change 151 $16K
Private Trust Co. NA 0.00% Reduce -2.3% 125 $13K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -35.0% 126 $13K
ORG Partners LLC 0.02% Reduce -97.7% 124 $13K
Tsfg, LLC 0.00% No change 115 $12K
Macroview Investment Management LLC 0.01% Reduce -7.6% 109 $11K
CVA Family Office, LLC 0.00% No change 105 $11K
Trivant Custom Portfolio Group, LLC 0.01% No change 100 $10K
Addison Advisors LLC 0.00% No change 100 $10K
Rothschild Investment LLC 0.00% No change 100 $10K
Bruce G. Allen Investments, LLC 0.01% No change 99 $10K
Bell Investment Advisors, Inc 0.00% No change 89 $9K
Meeder Asset Management Inc. 0.00% New 88 $9K
Zions Bancorporation, N.A. 0.00% Reduce -17.1% 87 $9K
AlphaMark Advisors, LLC 0.00% No change 90 $9K
Avion Wealth 0.00% Add +14.7% 86 $9K
Wolff Wiese Magana LLC 0.01% Reduce -55.1% 83 $9K
Thompson Investment Management, Inc. 0.00% No change 82 $9K
Tucker Asset Management LLC 0.00% New 79 $8K
JFS Wealth Advisors, LLC 0.00% No change 78 $8K
Harbor Investment Advisory, LLC 0.00% Reduce -26.2% 76 $8K
Rise Advisors, LLC 0.00% No change 74 $8K
Blue Trust, Inc. 0.00% Reduce -66.1% 74 $8K
Northwest Capital Management Inc 0.00% No change 70 $7K
FinTrust Capital Advisors, LLC 0.00% No change 66 $7K
Private Wealth Management Group, LLC 0.00% No change 60 $6K
LifeSteps Financial, Inc. 0.00% New 60 $6K
Barrett & Company, Inc. 0.00% No change 60 $6K
TrinityBridge Ltd 0.00% No change 56 $6K
Hantz Financial Services, Inc. 0.00% No change 59 $6K
Parkside Financial Bank & Trust 0.00% No change 56 $6K
Versant Capital Management, Inc 0.00% Add +57.6% 52 $5K
Colonial Trust Advisors 0.00% No change 51 $5K
Quantbot Technologies LP 0.00% New 50 $5K
Janiczek Wealth Management, LLC 0.00% Add +11.4% 49 $5K
Elequin Capital, LP 0.00% New 48 $5K
Clearstead Advisors, LLC 0.00% Reduce -89.1% 50 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +38.2% 47 $5K
Mather Group, Llc. 0.00% New 51 $5K
TD Waterhouse Canada Inc. 0.00% No change 44 $5K
JCIC Asset Management Inc. 0.00% No change 40 $4K
Tradewinds Capital Management, LLC 0.00% No change 40 $4K
Concourse Financial Group Securities, Inc. 0.00% No change 40 $4K
Valley National Advisers Inc. 0.00% Add +60.0% 40 $4K
Smartleaf Asset Management LLC 0.00% New 37 $4K
Cullen/Frost Bankers, Inc. 0.00% Add +85.0% 37 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +17.2% 34 $4K
Balefire, LLC 0.00% Add +7.1% 30 $3K
Creekmur Asset Management LLC 0.00% No change 30 $3K
Sound Income Strategies, LLC 0.00% No change 30 $3K
IFS Advisors, LLC 0.00% No change 30 $3K
Field & Main Bank 0.00% No change 30 $3K
Westside Investment Management, Inc. 0.00% No change 29 $3K
First PREMIER Bank 0.00% New 31 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.3% 24 $3K
Wiser Advisor Group LLC 0.00% No change 24 $3K
C M Bidwell & Associates Ltd. 0.00% No change 22 $2K
Fortitude Family Office, LLC 0.00% No change 22 $2K
Sachetta, LLC 0.00% No change 24 $2K
Financial Management Professionals, Inc. 0.00% No change 16 $2K
Valued Wealth Advisors LLC 0.00% No change 19 $2K
City Holding Co. 0.00% No change 18 $2K
SJS Investment Consulting Inc. 0.00% No change 16 $2K
Raleigh Capital Management Inc. 0.00% Reduce -95.6% 15 $2K
Bangor Savings Bank 0.00% Reduce -93.1% 14 $1K
AdvisorNet Financial, Inc 0.00% Reduce -46.1% 14 $1K
TD Private Client Wealth LLC 0.00% New 14 $1K
FSA Wealth Management LLC 0.00% No change 13 $1K
Continuum Advisory, LLC 0.00% New 13 $1K
PayPay Securities Corp 0.06% Reduce -14.3% 12 $1K
Caldwell Sutter Capital, Inc. 0.00% Reduce -47.8% 12 $1K
Raffa Wealth Management, LLC 0.00% No change 12 $1K
Plante Moran Financial Advisors, LLC 0.00% Reduce -71.4% 12 $1K
SYSTM Wealth Solutions LLC 0.00% New 10 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
McIlrath & Eck, LLC 0.00% No change 10 $1K
Glen Eagle Advisors, LLC 0.00% No change 10 $1K
Asset Dedication, LLC 0.00% Reduce -40.0% 12 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
MV Capital Management, Inc. 0.00% Add +700.0% 8 $837
SouthState Bank Corp 0.00% New 7 $732
True Wealth Design, LLC 0.00% Add +400.0% 5 $524
Credit Agricole S A 0.00% Reduce -94.8% 4 $375
Montag A & Associates Inc. 0.00% No change 3 $314
Cornerstone Planning Group LLC 0.00% No change 3 $290
Tortoise Investment Management, LLC 0.00% No change 2 $209
Larson Financial Group LLC 0.00% No change 1 $105

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