OktaOKTA
13F holders, Q2 2024 (June 30)638holders −14
72new positions
87sold out
10famous investors
$93.60avg. 13F price*
At the end of Q2 2024, 638 institutions reported holding Okta Inc. (OKTA) in their 13F filings, down 14 from Q1 2024. 72 opened new positions and 87 sold out. The largest holders were FMR LLC ($1.6B), Vanguard Group Inc. ($1.6B) and BlackRock Inc. ($897.1M). 10 famous investors held it, including Alex Sacerdote (3.2% of Whale Rock Capital Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Okta Inc.
- CUSIP
- 679295105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $242.1M |
| Exits | 87 | $443.9M |
All 13F filers, Q1 2024 → Q2 2024: 15,858,317 shares bought and 12,450,316 shares sold, net +3,408,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 638 holders
| FMR LLC | 0.10% | Add +12.6% | 17,038,748 | $1.6B |
| Vanguard Group Inc. | 0.03% | Add +4.8% | 16,607,022 | $1.6B |
| BlackRock Inc. | 0.02% | Add +3.3% | 9,582,940 | $897.1M |
| Sands Capital Management, LLC | 2.42% | Reduce -2.5% | 8,812,081 | $824.9M |
| American Century Companies Inc. | 0.29% | Add +9.3% | 5,078,881 | $475.4M |
| Voya Investment Management LLC | 0.42% | Reduce -31.1% | 3,957,680 | $370.5M |
| First Trust Advisors LP | 0.37% | Add +17.1% | 3,868,648 | $362.1M |
| Champlain Investment Partners, LLC | 2.21% | Reduce -1.1% | 3,851,937 | $360.6M |
| State Street Corp. | 0.01% | Add +1.8% | 3,303,236 | $309.2M |
| Geode Capital Management, LLC | 0.02% | Add +4.1% | 2,574,668 | $240.6M |
| Whale Rock Capital Management | 3.19% | Add +5.5% | 2,401,573 | $224.8M |
| Marshall Wace, LLP | 0.30% | Add +117.4% | 2,273,700 | $212.8M |
| Eminence Capital, LP | 3.00% | Add +18.1% | 1,989,375 | $186.2M |
| Norges Bank | 0.03% | Add +14.3% | 1,931,895 | $180.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +76.4% | 1,669,163 | $156.3M |
| ArrowMark Colorado Holdings LLC | 1.80% | Add +11.7% | 1,610,037 | $150.7M |
| Morgan Stanley | 0.01% | Reduce -11.7% | 1,518,421 | $142.1M |
| Citadel Advisors | 0.13% | Add +167.6% | 1,384,261 | $129.6M |
| Primecap Management Co. | 0.09% | Add +0.8% | 1,356,216 | $127.0M |
| D. E. Shaw & Co. | 0.19% | Reduce -32.5% | 1,335,968 | $125.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.4% | 1,051,502 | $98.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +20.9% | 1,029,753 | $96.4M |
| Pictet Asset Management Holding SA | 0.11% | Add +33.4% | 986,662 | $92.3M |
| Squarepoint Ops LLC | 0.35% | Reduce -1.0% | 983,268 | $92.0M |
| Deer Management Co. LLC | 18.48% | Reduce -3.3% | 959,683 | $89.8M |
| Legal & General Group Plc | 0.03% | Add +0.2% | 948,666 | $88.8M |
| Neuberger Berman Group LLC | 0.07% | Add +8.5% | 923,124 | $86.4M |
| Northern Trust Corp. | 0.01% | Add +3.4% | 903,499 | $84.6M |
| Qube Research & Technologies Ltd | 0.15% | Reduce -18.8% | 896,243 | $83.9M |
| Optimus Prime Fund Management Co., Ltd. | 9.37% | Add +6.3% | 850,000 | $79.6M |
| Bessemer Group Inc. | 0.14% | Reduce -0.4% | 849,087 | $79.5M |
| Bank of New York Mellon Corp | 0.01% | Add +6.1% | 808,408 | $75.7M |
| Nuveen Asset Management, LLC | 0.02% | Add +38.0% | 789,031 | $73.9M |
| Alua Capital Management LP | 3.71% | New | 753,478 | $70.5M |
| Penserra Capital Management LLC | 0.83% | Add +4.4% | 699,205 | $65.5M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -14.9% | 663,082 | $62.1M |
| Bank of America Corp. | 0.01% | Add +19.3% | 657,220 | $61.5M |
| a16z Perennial Management, L.P. | 5.99% | No change | 597,873 | $56.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.13% | — | 578,896 | $54.2M |
| Avala Global LP | 3.93% | Add +20.3% | 577,317 | $54.0M |
| Matrix Capital Management Company, LP | 0.41% | New | 575,000 | $53.8M |
| UBS Group AG | 0.02% | Add +39.9% | 541,794 | $50.7M |
| Truist Financial Corp. | 0.07% | Add +62.5% | 522,057 | $48.9M |
| Jane Street Group, LLC | 0.05% | Reduce -14.8% | 509,352 | $47.7M |
| Capital World Investors | 0.01% | No change | 500,000 | $46.8M |
| Barclays PLC | 0.02% | Add +4.9% | 494,468 | $46.3M |
| Storebrand Asset Management As | 0.15% | Add +9.3% | 483,476 | $45.3M |
| Jackson Square Partners, LLC | 2.76% | Reduce -29.1% | 483,040 | $45.2M |
| Swiss National Bank | 0.03% | Add +0.2% | 474,100 | $44.4M |
| Glenmede Trust Co. NA | 0.21% | Add +224.7% | 434,070 | $40.6M |
| Balyasny Asset Management L.P. | 0.11% | Add +196.2% | 428,947 | $40.2M |
| Renaissance Technologies | 0.06% | Reduce -53.3% | 404,800 | $37.9M |
| Wells Fargo & Company | 0.01% | Add +23.4% | 401,098 | $37.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -52.3% | 378,375 | $35.4M |
| Stephens Investment Management Group LLC | 0.46% | Add +9.5% | 353,937 | $33.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -6.0% | 343,176 | $32.1M |
| Maplelane Capital, LLC | 2.41% | Add +31.9% | 343,000 | $32.1M |
| Millennium Management | 0.03% | Reduce -54.0% | 341,473 | $32.0M |
| Glynn Capital Management LLC | 6.34% | Add +15.8% | 335,668 | $31.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +52.1% | 325,302 | $30.5M |
| Schroder Investment Management Group | 0.03% | Add +1143.5% | 318,626 | $29.8M |
| National Pension Service | 0.03% | New | 312,296 | $29.2M |
| Invesco Ltd. | 0.01% | Reduce -16.0% | 309,258 | $28.9M |
| Barton Investment Management | 3.58% | Reduce -6.2% | 287,155 | $26.9M |
| Sei Investments Co. | 0.04% | Reduce -31.3% | 282,340 | $26.4M |
| Man Group plc | 0.07% | Add +132.4% | 280,809 | $26.3M |
| California Public Employees Retirement System | 0.02% | Add +2.3% | 270,609 | $25.3M |
| Alta Park Capital, LP | 3.14% | Add +173.7% | 256,065 | $24.0M |
| California State Teachers Retirement System | 0.03% | Add +7.1% | 255,252 | $23.9M |
| Schonfeld Strategic Advisors LLC | 0.18% | Add +884.4% | 252,400 | $23.6M |
| Freestone Capital Holdings, LLC | 0.84% | Add +0.0% | 251,044 | $23.5M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +8.9% | 249,533 | $23.4M |
| Staley Capital Advisers Inc. | 1.06% | No change | 246,207 | $23.0M |
| Vista Equity Partners Management, LLC | 0.61% | Add +68.7% | 243,946 | $22.8M |
| Amundi | 0.01% | Reduce -36.9% | 241,101 | $22.6M |
| Deutsche Bank AG | 0.01% | Reduce -2.7% | 238,007 | $22.3M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -3.5% | 231,977 | $21.7M |
| Bank of Montreal | 0.01% | Add +58.5% | 231,047 | $21.7M |
| Railway Pension Investments Ltd | 0.25% | Add +27.7% | 225,296 | $21.1M |
| Insight Holdings Group, LLC | 0.73% | Add +10.3% | 223,850 | $21.0M |
| Harber Asset Management LLC | 5.63% | Add +7.1% | 223,250 | $20.9M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -9.1% | 221,671 | $20.8M |
| Smith Group Asset Management, LLC | 1.84% | Add +7.8% | 221,439 | $20.7M |
| NewEdge Wealth, LLC | 0.45% | Add +24.8% | 219,573 | $20.6M |
| Nicholas Company, Inc. | 0.32% | Add +6.0% | 203,297 | $19.0M |
| Pinebridge Investments, L.P. | 0.15% | Reduce -21.7% | 201,525 | $18.8M |
| Alberta Investment Management Corp | 0.20% | Reduce -1.9% | 192,861 | $18.1M |
| Vontobel Holding Ltd. | 0.06% | Reduce -26.7% | 188,828 | $17.7M |
| Rhumbline Advisers | 0.02% | Add +2.9% | 188,785 | $17.7M |
| ExodusPoint Capital Management, LP | 0.18% | Reduce -48.1% | 180,317 | $16.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Reduce -22.3% | 174,075 | $16.3M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -14.7% | 159,793 | $15.0M |
| Kodai Capital Management LP | 0.28% | Add +94.6% | 158,952 | $14.9M |
| Nomura Holdings Inc. | 0.10% | Reduce -17.1% | 158,089 | $14.8M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +1.4% | 153,670 | $14.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -6.1% | 153,571 | $14.4M |
| Raymond James & Associates | 0.01% | Add +43.0% | 149,536 | $14.0M |
| Public Employees Retirement Association of Colorado | 0.06% | Reduce -0.3% | 149,343 | $14.0M |
| Candriam S.C.A. | 0.09% | Add +96.2% | 148,506 | $13.9M |
| APG Asset Management N.V. | 0.02% | Add +3.4% | 158,771 | $13.9M |
| Thematics Asset Management | 0.56% | Reduce -10.4% | 146,000 | $13.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -2.2% | 143,144 | $13.4M |
| Asset Management One Co., Ltd. | 0.05% | Add +1.0% | 137,845 | $12.9M |
| Massachusetts Financial Services Co. | 0.00% | New | 134,783 | $12.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.6% | 133,801 | $12.5M |
| Jericho Capital Asset Management L.P. | 0.37% | New | 131,836 | $12.3M |
| HSBC Holdings PLC | 0.01% | Reduce -4.4% | 131,843 | $12.3M |
| Korea Investment CORP | 0.03% | Reduce -10.1% | 128,311 | $12.0M |
| Susquehanna International Group, LLP | 0.02% | Add +248.2% | 127,941 | $12.0M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.35% | Reduce -37.5% | 125,000 | $11.7M |
| Paragon Capital Management Ltd | 2.13% | No change | 124,200 | $11.6M |
| EULAV Asset Management | 0.31% | Add +25.3% | 124,000 | $11.6M |
| Royal Bank of Canada | 0.00% | Add +18.7% | 123,532 | $11.6M |
| Gilder Gagnon Howe & Co. LLC | 0.14% | Reduce -2.9% | 122,495 | $11.5M |
| Macquarie Group Ltd. | 0.01% | Add +4.5% | 120,030 | $11.2M |
| My Personal CFO, LLC | 5.98% | Reduce -0.0% | 119,627 | $11.2M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +63.0% | 119,454 | $11.2M |
| PEAK6 Investments LLC | 0.52% | Add +1.6% | 118,799 | $11.1M |
| Frontier Capital Management Co. LLC | 0.11% | Reduce -20.1% | 118,700 | $11.1M |
| Aviva PLC | 0.03% | Add +1997.1% | 118,149 | $11.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +57.0% | 110,308 | $10.3M |
| Parallax Volatility Advisers, L.P. | 0.30% | Reduce -19.0% | 109,939 | $10.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 109,435 | $10.2M |
| Blair William & Co. | 0.03% | Reduce -1.4% | 106,263 | $9.9M |
| Los Angeles Capital Management LLC | 0.04% | Reduce -57.5% | 105,765 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +141.8% | 104,067 | $9.7M |
| New York State Common Retirement Fund | 0.01% | Add +3.8% | 103,215 | $9.7M |
| Capital Fund Management S.A. | 0.11% | Reduce -39.1% | 103,151 | $9.7M |
| Quantinno Capital Management LP | 0.17% | Add +10.1% | 99,286 | $9.3M |
| Aberdeen Group plc | 0.02% | Reduce -24.3% | 98,050 | $9.2M |
| SQN Investors LP | 6.73% | Reduce -6.1% | 97,876 | $9.2M |
| Motley Fool Wealth Management, LLC | 0.46% | Reduce -3.5% | 97,265 | $9.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +13.7% | 96,059 | $9.0M |
| Kornitzer Capital Management Inc. | 0.17% | New | 95,750 | $9.0M |
| State of Wisconsin Investment Board | 0.02% | Add +6.3% | 95,105 | $8.9M |
| Federated Hermes, Inc. | 0.02% | Add +1708.3% | 94,049 | $8.8M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 92,173 | $8.6M |
| Gratus Capital, LLC | 0.34% | Add +3.0% | 91,082 | $8.5M |
| Whetstone Capital Advisors, LLC | 3.92% | Reduce -0.3% | 90,115 | $8.4M |
| Citigroup Inc. | 0.01% | Reduce -37.8% | 85,211 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.9% | 85,064 | $8.0M |
| Crestline Management, L.P. | 0.61% | Add +427.8% | 82,712 | $7.7M |
| Huntington National Bank | 0.08% | Reduce -0.0% | 80,346 | $7.5M |
| Swedbank AB | 0.01% | Reduce -1.4% | 79,402 | $7.4M |
| Twenty Acre Capital LP | 6.90% | Add +19.7% | 82,541 | $7.4M |
| RPG Investment Advisory, LLC | 1.07% | Reduce -0.5% | 77,405 | $7.2M |
| Pearl River Capital, LLC | 1.12% | Add +96.7% | 75,638 | $7.1M |
| CenterBook Partners LP | 0.44% | Add +2.6% | 75,318 | $7.1M |
| Vident Advisory, LLC | 0.19% | Add +32.5% | 74,765 | $7.0M |
| GMT Capital Corp | 0.25% | Add +484.0% | 73,000 | $6.8M |
| Stanley-Laman Group, Ltd. | 0.89% | Reduce -10.8% | 72,231 | $6.8M |
| Graham Capital Management, L.P. | 0.42% | Add +203.5% | 71,422 | $6.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -11.5% | 71,199 | $6.7M |
| GTS Securities LLC | 0.14% | New | 69,551 | $6.5M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -15.4% | 69,202 | $6.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.72% | Reduce -18.5% | 67,197 | $6.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -16.6% | 67,195 | $6.3M |
| Ardsley Advisory Partners LP | 1.08% | Add +300.6% | 63,900 | $6.0M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Reduce -2.8% | 62,100 | $5.8M |
| Royal London Asset Management Ltd. | 0.01% | Add +3.6% | 61,938 | $5.8M |
| Cibc World Market Inc. | 0.01% | Add +8.3% | 61,388 | $5.7M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -33.5% | 60,081 | $5.6M |
| Honeycomb Asset Management LP | 1.54% | New | 60,000 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -34.3% | 59,833 | $5.6M |
| Public Employees Retirement System of Ohio | 0.02% | Add +0.8% | 59,022 | $5.5M |
| Cinctive Capital Management LP | 0.29% | New | 58,551 | $5.5M |
| Clarius Group, LLC | 0.39% | Reduce -5.3% | 58,540 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 58,284 | $5.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +103.2% | 56,664 | $5.3M |
| Canada Pension Plan Investment Board | 0.01% | Add +639.5% | 56,200 | $5.3M |
| Danske Bank A/S | 0.02% | Reduce -27.8% | 54,228 | $5.1M |
| DAVENPORT & Co LLC | 0.03% | Add +56.5% | 53,414 | $5.0M |
| SVB Financial Group | 3.49% | No change | 53,152 | $5.0M |
| Ieq Capital, LLC | 0.07% | Reduce -5.7% | 52,937 | $5.0M |
| Titan Global Capital Management USA LLC | 0.79% | Add +10.1% | 52,743 | $4.9M |
| Handelsbanken Fonder AB | 0.02% | Add +155.7% | 52,395 | $4.9M |
| Jacobson & Schmitt Advisors, LLC | 1.07% | Add +14.6% | 50,240 | $4.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | Reduce -44.4% | 50,000 | $4.7M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -6.5% | 47,806 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Add +0.8% | 46,964 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Add +73.5% | 46,596 | $4.4M |
| Brown Advisory Inc. | 0.01% | Reduce -0.1% | 46,450 | $4.3M |
| Selective Wealth Management, Inc. | 1.84% | Reduce -7.3% | 44,071 | $4.2M |
| APG Asset Management US Inc. | 0.02% | Reduce -7.7% | 43,890 | $4.1M |
| Arizona State Retirement System | 0.03% | Add +1.2% | 43,980 | $4.1M |
| Forsta Ap-Fonden | 0.03% | Add +23.9% | 42,000 | $3.9M |
| Granahan Investment Management, LLC | 0.16% | Add +17.9% | 41,710 | $3.9M |
| Summit Trail Advisors, LLC | 0.10% | Reduce -9.5% | 41,659 | $3.9M |
| Jasper Ridge Partners, L.P. | 0.12% | No change | 41,134 | $3.9M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.04% | — | 41,100 | $3.8M |
| AE Wealth Management LLC | 0.04% | Add +36.6% | 40,951 | $3.8M |
| Left Brain Wealth Management, LLC | 1.76% | Add +2.5% | 40,303 | $3.8M |
| Zacks Investment Management | 0.04% | Add +2.6% | 40,006 | $3.7M |
| PDT Partners, LLC | 0.35% | Add +15.3% | 39,677 | $3.7M |
| Walleye Capital LLC | 0.04% | Reduce -52.4% | 38,329 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -38.4% | 38,238 | $3.6M |
| USS Investment Management Ltd | 0.03% | No change | 38,243 | $3.6M |
| TD Asset Management Inc | 0.00% | Add +5.3% | 37,625 | $3.5M |
| Panagora Asset Management Inc. | 0.02% | Add +340.2% | 37,358 | $3.5M |
| Maytus Capital Management, LLC | 1.25% | New | 37,274 | $3.5M |
| Acadian Asset Management LLC | 0.01% | Add +335.9% | 36,946 | $3.5M |
| S&co Inc. | 0.23% | No change | 34,925 | $3.3M |
| Credit Agricole S A | 0.02% | Add +849625.0% | 33,989 | $3.2M |
| Occidental Asset Management, LLC | 0.55% | No change | 33,501 | $3.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -1.3% | 33,313 | $3.1M |
| IFM Investors Pty Ltd | 0.03% | Add +0.5% | 32,877 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Add +1.4% | 32,653 | $3.1M |
| KBC Group NV | 0.01% | Reduce -7.0% | 32,484 | $3.0M |
| Pacer Advisors, Inc. | 0.01% | Add +900.4% | 32,452 | $3.0M |
| Nordea Investment Management AB | 0.00% | Add +164.0% | 31,860 | $3.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.81% | Add +1.4% | 32,120 | $3.0M |
| Mariner, LLC | 0.01% | Add +27.9% | 30,959 | $2.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +62.5% | 30,660 | $2.9M |
| Allianz Asset Management GmbH | 0.00% | Add +106.7% | 30,354 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +191.9% | 30,302 | $2.8M |
| Washington Harbour Partners LP | 4.90% | Reduce -30.1% | 29,960 | $2.8M |
| Natixis Advisors, LLC | 0.01% | Add +29.7% | 29,932 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.7% | 29,781 | $2.8M |
| Moser Wealth Advisors, LLC | 1.51% | No change | 29,723 | $2.8M |
| Concentric Capital Strategies, LP | 0.17% | New | 29,359 | $2.7M |
| Clarity Capital Partners LLC | 1.67% | Add +5.8% | 29,087 | $2.7M |
| Slow Capital, Inc. | 0.44% | Add +7.3% | 28,714 | $2.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +524.0% | 28,287 | $2.6M |
| Utah Retirement Systems | 0.03% | Reduce -3.5% | 27,642 | $2.6M |
| Andra AP-fonden | 0.04% | Add +42.5% | 27,500 | $2.6M |
| Achmea Investment Management B.V. | 0.05% | Add +458.5% | 27,395 | $2.6M |
| Inspire Investing, LLC | 0.29% | Add +15.4% | 26,882 | $2.5M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.1% | 26,480 | $2.5M |
| Tredje AP-fonden | 0.02% | Reduce -1.5% | 26,389 | $2.5M |
| OMERS ADMINISTRATION Corp | 0.02% | New | 26,219 | $2.5M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +1.0% | 26,221 | $2.4M |
| Strategic Planning Group, LLC | 0.52% | Add +16.5% | 25,333 | $2.4M |
| Focus Partners Wealth | 0.01% | Add +102.0% | 24,514 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.6% | 24,744 | $2.3M |
| DNB Asset Management AS | 0.01% | Add +2.4% | 24,725 | $2.3M |
| SWS Partners | 0.69% | Add +1.4% | 24,648 | $2.3M |
| Walleye Trading LLC | 0.05% | New | 24,545 | $2.3M |
| Tybourne Capital Management (hk) Ltd. | 0.47% | New | 24,504 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 24,389 | $2.3M |
| WINTON GROUP Ltd | 0.15% | New | 24,256 | $2.3M |
| Verition Fund Management LLC | 0.02% | Add +166.9% | 24,184 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -12.3% | 23,922 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +263.7% | 23,871 | $2.2M |
| Diversified Trust Co. | 0.06% | Add +18.7% | 23,732 | $2.2M |
| Engineers Gate Manager LP | 0.05% | Reduce -67.6% | 23,348 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -10.4% | 23,285 | $2.2M |
| Wellington Management Group LLP | 0.00% | Add +150.8% | 22,478 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -4.4% | 22,350 | $2.1M |
| Versor Investments LP | 0.37% | Add +290.2% | 21,646 | $2.0M |
| Keybank National Association | 0.01% | Reduce -1.4% | 21,544 | $2.0M |
| Alps Advisors Inc. | 0.01% | Add +13.1% | 21,011 | $2.0M |
| Wolverine Trading, LLC | 0.03% | Add +11.4% | 20,959 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +146.0% | 20,460 | $1.9M |
| Xponance LLC | 0.02% | Add +40.4% | 19,559 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 19,472 | $1.8M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 18,904 | $1.8M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.5% | 18,843 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | New | 18,772 | $1.8M |
| Leonteq Securities AG | 0.24% | Add +74.8% | 18,607 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -20.4% | 18,547 | $1.7M |
| Knollwood Investment Advisory, LLC | 0.19% | No change | 18,369 | $1.7M |
| Mackenzie Financial Corp. | 0.00% | Add +19.7% | 17,919 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +12.6% | 17,676 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -7.2% | 17,476 | $1.6M |
| Citizens Financial Group Inc. | 0.04% | New | 17,329 | $1.6M |
| Eagle Asset Management Inc. | 0.01% | New | 17,099 | $1.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +10.7% | 16,608 | $1.6M |
| Simplex Trading, LLC | 0.05% | Reduce -49.1% | 16,492 | $1.5M |
| Maverick Capital | 0.03% | Add +235.4% | 16,459 | $1.5M |
| Stonegate Investment Group, LLC | 0.04% | No change | 16,408 | $1.5M |
| Blue Zone Wealth Advisors, LLC | 0.53% | Add +201.9% | 16,402 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.8% | 16,285 | $1.5M |
| Gotham Asset Management | 0.02% | Reduce -64.4% | 16,141 | $1.5M |
| Y.D. More Investments Ltd | 0.15% | Add +27.5% | 15,623 | $1.5M |
| Toronto Dominion Bank | 0.00% | Reduce -5.0% | 15,353 | $1.4M |
| Intech Investment Management LLC | 0.02% | Add +36.4% | 15,116 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -14.5% | 14,760 | $1.4M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +1.7% | 14,691 | $1.4M |
| Linden Thomas Advisory Services, LLC | 0.21% | New | 14,463 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 14,407 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -0.0% | 14,301 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.3% | 14,298 | $1.3M |
| Alerus Financial NA | 0.10% | Reduce -0.2% | 14,178 | $1.3M |
| Gilbert & Cook, Inc. | 0.19% | Reduce -9.1% | 14,030 | $1.3M |
| Cullinan Associates Inc. | 0.07% | No change | 14,000 | $1.3M |
| AQR Capital Management | 0.00% | Reduce -9.9% | 13,867 | $1.3M |
| River Global Investors LLP | 0.34% | Reduce -1.4% | 13,030 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -4.1% | 12,839 | $1.2M |
| ClariVest Asset Management LLC | 0.12% | Reduce -1.0% | 12,816 | $1.2M |
| Twin Tree Management, LP | 0.04% | Add +139.9% | 12,805 | $1.2M |
| Rezny Wealth Management, Inc. | 0.32% | New | 12,757 | $1.2M |
| Royal Fund Management, LLC | 0.16% | Reduce -44.0% | 12,700 | $1.2M |
| Brandywine Managers, LLC | 1.26% | Add +23.8% | 12,687 | $1.2M |
| Sherbrooke Park Advisers LLC | 0.21% | Add +38.5% | 12,679 | $1.2M |
| Fortis Capital Advisors, LLC | 0.43% | New | 12,664 | $1.2M |
| Belpointe Asset Management LLC | 0.08% | New | 12,664 | $1.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -5.8% | 12,380 | $1.2M |
| STRS Ohio | 0.00% | Add +37.4% | 12,195 | $1.1M |
| Pier 88 Investment Partners LLC | 1.25% | Add +93.8% | 12,190 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +50.4% | 12,186 | $1.1M |
| LMG Wealth Partners, LLC | 0.28% | Add +12.6% | 12,155 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | No change | 11,993 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.09% | Reduce -45.2% | 11,734 | $1.1M |
| Ethic Inc. | 0.03% | Add +1.8% | 11,595 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +75.4% | 11,477 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -14.3% | 11,464 | $1.1M |
| Creative Planning | 0.00% | Reduce -3.7% | 11,391 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -1.4% | 11,376 | $1.1M |
| MBB Public Markets I LLC | 0.02% | New | 11,333 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +83.2% | 11,276 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 11,108 | $1.0M |
| Plato Investment Management Ltd | 0.10% | Add +82.4% | 11,021 | $1.0M |
| TrueMark Investments, LLC | 0.35% | Reduce -33.8% | 10,993 | $1.0M |
| Twinbeech Capital LP | 0.02% | Reduce -95.3% | 10,987 | $1.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +17.1% | 10,820 | $1.0M |
| Shelton Wealth Management, LLC | 0.61% | New | 10,922 | $1.0M |
| Tidal Investments LLC | 0.01% | Add +100.2% | 10,820 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -8.9% | 9,866 | $924K |
| Pitcairn Co. | 0.06% | Add +0.5% | 9,791 | $917K |
| Geneos Wealth Management Inc. | 0.04% | Add +6.4% | 9,738 | $912K |
| Kestra Advisory Services, LLC | 0.01% | Add +16.5% | 10,285 | $905K |
| Coastal Bridge Advisors, LLC | 0.22% | No change | 9,519 | $891K |
| Highland Capital Management, LLC | 0.05% | Reduce -16.5% | 9,424 | $882K |
| Mirabella Financial Services LLP | 0.07% | New | 9,372 | $877K |
| Bank of Nova Scotia | 0.00% | Reduce -53.3% | 9,368 | $877K |
| Amalgamated Bank | 0.01% | Add +5.2% | 9,351 | $875K |
| Profund Advisors LLC | 0.03% | Reduce -34.5% | 8,942 | $837K |
| Advisors Management Group Inc. | 0.21% | New | 8,887 | $832K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -9.2% | 8,870 | $830K |
| Donor Advised Charitable Giving, Inc. | 0.02% | No change | 8,775 | $821K |
| Cibc World Markets Corp. | 0.01% | Add +33.4% | 8,633 | $808K |
| Two Sigma Investments, LP | 0.00% | Reduce -97.5% | 8,400 | $786K |
| Yarbrough Capital, LLC | 0.03% | No change | 8,116 | $760K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.7% | 8,057 | $754K |
| Palo Alto Wealth Advisors, LLC | 0.52% | Reduce -19.1% | 8,035 | $752K |
| Teza Capital Management LLC | 0.09% | New | 7,885 | $738K |
| Pathstone Holdings, LLC | 0.00% | Add +48.8% | 7,782 | $728K |
| Tudor Investment Corporation | 0.01% | Reduce -87.0% | 7,769 | $727K |
| SG Americas Securities, LLC | 0.00% | Reduce -89.2% | 7,657 | $717K |
| XTX Topco Ltd | 0.06% | Add +21.0% | 7,531 | $705K |
| Prosperity Wealth Management, Inc. | 0.35% | New | 7,505 | $703K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.7% | 7,487 | $701K |
| Choreo, LLC | 0.01% | Add +166.7% | 7,328 | $692K |
| Captrust Financial Advisors | 0.00% | Add +2.7% | 7,372 | $690K |
| Petrus Trust Company, LTA | 0.06% | Add +15.2% | 7,296 | $683K |
| American Trust | 0.05% | Add +118.7% | 7,122 | $667K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 7,026 | $658K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -2.0% | 7,020 | $657K |
| Great Lakes Advisors, LLC | 0.01% | Add +13.1% | 6,981 | $653K |
| D.A. Davidson & Co. | 0.01% | Add +94.0% | 6,837 | $640K |
| Vinva Investment Management Ltd | 0.03% | Reduce -12.4% | 6,893 | $637K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -45.6% | 6,699 | $627K |
| Rockline Wealth Management, LLC | 0.19% | Add +7.5% | 6,649 | $622K |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -24.9% | 6,631 | $613K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 6,536 | $612K |
| Independent Advisor Alliance | 0.02% | Add +4.2% | 6,349 | $594K |
| Synergy Financial Group, LTD | 0.62% | Add +4.5% | 6,314 | $591K |
| M&T Bank Corp | 0.00% | Reduce -10.3% | 6,178 | $579K |
| Bayesian Capital Management, LP | 0.07% | Reduce -89.3% | 6,100 | $571K |
| Advisory Services Network, LLC | 0.01% | Add +2.2% | 6,092 | $570K |
| GraniteShares Advisors LLC | 0.19% | New | 6,020 | $564K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 6,003 | $562K |
| Burney Co./ | 0.02% | New | 5,999 | $562K |
| MetLife Investment Management, LLC | 0.00% | Add +76.3% | 5,971 | $559K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -99.1% | 5,963 | $551K |
| Avantax Advisory Services, Inc. | 0.00% | Add +34.0% | 5,858 | $548K |
| Guggenheim Capital LLC | 0.00% | Reduce -49.4% | 5,840 | $547K |
| Mutual of America Capital Management LLC | 0.01% | No change | 5,773 | $540K |
| Eisler Capital (US) LLC | 0.10% | New | 5,769 | $540K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 5,628 | $527K |
| Rather & Kittrell, Inc. | 0.14% | No change | 5,628 | $527K |
| Alpha DNA Investment Management LLC | 0.29% | Reduce -33.1% | 5,472 | $512K |
| Townsquare Capital LLC | 0.01% | Add +64.2% | 5,425 | $508K |
| Empowered Funds, LLC | 0.01% | Add +17.1% | 5,423 | $508K |
| Moore Capital Management, LP | 0.01% | Reduce -69.2% | 5,400 | $505K |
| CIBC Asset Management Inc | 0.00% | Add +10.2% | 5,362 | $502K |
| ORG Partners LLC | 0.06% | Add +4141.9% | 5,260 | $497K |
| Pingora Partners LLC | 0.35% | Add +42.4% | 5,290 | $495K |
| Clear Creek Financial Management, LLC | 0.06% | Add +0.9% | 5,252 | $492K |
| Triumph Capital Management | 0.19% | Add +64.6% | 5,225 | $489K |
| Lazard Asset Management LLC | 0.00% | Add +88.2% | 5,201 | $486K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.1% | 5,133 | $481K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +10.0% | 5,115 | $479K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.5% | 4,932 | $462K |
| Angeles Investment Advisors, LLC | 0.02% | Add +4.2% | 4,929 | $461K |
| Sanctuary Advisors, LLC | 0.00% | — | 4,979 | $460K |
| Bristlecone Advisors, LLC | 0.04% | Reduce -4.3% | 4,888 | $458K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 4,708 | $441K |
| Arete Wealth Advisors, LLC | 0.03% | New | 4,503 | $421K |
| Grandeur Peak Global Advisors, LLC | 0.03% | New | 4,487 | $420K |
| SVB Wealth LLC | 0.01% | Reduce -0.7% | 4,413 | $413K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +20.5% | 4,394 | $411K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Add +5.0% | 4,126 | $386K |
| Composition Wealth, LLC | 0.01% | Reduce -2.4% | 4,064 | $380K |
| Waldron Private Wealth LLC | 0.02% | Reduce -0.6% | 4,051 | $379K |
| BluePointe Capital Management, LLC | 0.25% | Add +0.3% | 4,021 | $376K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.4% | 3,979 | $372K |
| Commerce Bank | 0.00% | Add +2.9% | 3,971 | $372K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -0.3% | 3,964 | $371K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.4% | 3,944 | $369K |
| Bleakley Financial Group, LLC | 0.01% | Add +1.3% | 3,932 | $368K |
| Simplicity Wealth,LLC | 0.01% | Add +1.3% | 3,932 | $368K |
| UniSuper Management Pty Ltd | 0.00% | Add +69.6% | 3,900 | $365K |
| Fisher Asset Management | 0.00% | Add +6.0% | 3,874 | $363K |
| High Net Worth Advisory Group LLC | 0.11% | Reduce -0.8% | 3,853 | $361K |
| Nicholas Wealth, LLC. | 0.26% | Reduce -7.7% | 3,824 | $358K |
| Signaturefd, LLC | 0.01% | Reduce -8.6% | 3,732 | $349K |
| Oxford Asset Management LLP | 0.34% | New | 3,700 | $346K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.1% | 3,698 | $346K |
| Resonant Capital Advisors, LLC | 0.03% | Reduce -0.2% | 3,695 | $346K |
| Vectors Research Management, LLC | 0.11% | Reduce -1.1% | 3,689 | $345K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.9% | 3,627 | $340K |
| Investment Management Corp of Ontario | 0.01% | Add +43.7% | 3,617 | $339K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -12.5% | 3,575 | $335K |
| Qtron Investments LLC | 0.05% | No change | 3,494 | $327K |
| Courier Capital LLC | 0.03% | Reduce -4.1% | 3,487 | $326K |
| Vestcor Inc | 0.01% | No change | 3,485 | $326K |
| Trek Financial, LLC | 0.03% | Add +31.1% | 3,454 | $323K |
| Parallel Advisors, LLC | 0.01% | Add +0.1% | 3,448 | $323K |
| Occudo Quantitative Strategies LP | 0.06% | Reduce -60.6% | 3,414 | $320K |
| Red Wave Investments LLC | 0.12% | No change | 3,391 | $317K |
| Wahed Invest LLC | 0.06% | Add +11.4% | 3,375 | $316K |
| Levin Capital Strategies, L.P. | 0.03% | New | 3,318 | $311K |
| Teacher Retirement System of Texas | 0.00% | Reduce -22.5% | 3,113 | $291K |
| Opes Wealth Management LLC | 0.06% | Add +2.8% | 3,103 | $290K |
| First Trust Direct Indexing L.P. | 0.02% | Add +8.3% | 3,084 | $289K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.2% | 3,081 | $288K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +49.6% | 3,039 | $284K |
| MCF Advisors LLC | 0.02% | No change | 3,035 | $284K |
| Awm Capital, LLC | 0.04% | No change | 3,018 | $283K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 3,015 | $282K |
| Independent Financial Group, LLC | 0.01% | Reduce -59.1% | 2,982 | $279K |
| Metis Global Partners, LLC | 0.01% | Add +0.4% | 2,969 | $278K |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 2,967 | $278K |
| Natixis | 0.00% | Reduce -4.0% | 2,963 | $277K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,947 | $276K |
| Comerica Bank | 0.00% | Reduce -48.1% | 2,945 | $276K |
| Atria Investments, Inc | 0.00% | New | 2,941 | $275K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.4% | 2,934 | $275K |
| Cwm, LLC | 0.00% | Add +5.3% | 2,910 | $272K |
| Aaron Wealth Advisors LLC | 0.04% | Add +29.9% | 2,872 | $269K |
| Caprock Group, LLC | 0.01% | Add +4.7% | 2,856 | $267K |
| Truvestments Capital LLC | 0.11% | Add +15.1% | 2,842 | $266K |
| Verus Capital Partners, LLC | 0.03% | Add +9.3% | 2,819 | $264K |
| Ossiam | 0.00% | Add +4.0% | 2,708 | $253K |
| CHICAGO TRUST Co NA | 0.05% | Add +29.6% | 2,708 | $253K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -8.8% | 2,676 | $251K |
| Creekside Partners | 0.14% | — | 2,666 | $250K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,666 | $250K |
| Rakuten Securities, Inc. | 0.11% | Reduce -39.4% | 2,660 | $249K |
| Stephens Inc. | 0.00% | Add +15.0% | 2,634 | $247K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +12.8% | 2,624 | $246K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +8.5% | 2,550 | $239K |
| Motley Fool Asset Management LLC | 0.02% | Reduce -3.5% | 2,513 | $238K |
| Independent Solutions Wealth Management, LLC | 0.05% | Add +1.8% | 2,492 | $233K |
| Brighton Jones LLC | 0.01% | Reduce -38.0% | 2,474 | $232K |
| Forum Financial Management, LP | 0.00% | Reduce -0.4% | 2,462 | $230K |
| HM Payson & Co. | 0.00% | No change | 2,450 | $229K |
| Invst, LLC | 0.03% | New | 2,394 | $226K |
| New York Life Investment Management LLC | 0.00% | Reduce -6.1% | 2,404 | $225K |
| Ostrum Asset Management | 0.02% | Add +5.6% | 2,359 | $221K |
| Quent Capital, LLC | 0.02% | Add +1.3% | 2,354 | $220K |
| Greenleaf Trust | 0.00% | Reduce -3.4% | 2,307 | $216K |
| Ballentine Partners, LLC | 0.00% | Reduce -13.2% | 2,300 | $215K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +9441.7% | 2,290 | $214K |
| Schulz Wealth, LTD. | 0.18% | No change | 2,284 | $214K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -0.9% | 2,213 | $207K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -22.4% | 2,212 | $207K |
| Claret Asset Management Corp | 0.04% | Add +11.9% | 2,216 | $207K |
| L & S Advisors Inc | 0.03% | New | 2,200 | $206K |
| Compound Planning, Inc. | 0.02% | New | 2,200 | $206K |
| Rakuten Investment Management, Inc. | 0.00% | Add +61.0% | 2,202 | $203K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +514.4% | 2,095 | $197K |
| Tucker Asset Management LLC | 0.04% | Add +2544.3% | 2,089 | $196K |
| Corebridge Financial, Inc. | 0.00% | — | 2,031 | $190K |
| West Tower Group, LLC | 0.51% | No change | 2,000 | $187K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -6.9% | 1,772 | $166K |
| Principal Securities, Inc. | 0.00% | Add +7.1% | 1,701 | $159K |
| AlphaQuest LLC | 0.02% | New | 1,599 | $150K |
| Acima Private Wealth, LLC | 0.05% | No change | 1,579 | $148K |
| Western Pacific Wealth Management, LP | 0.11% | No change | 1,578 | $148K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +65.5% | 1,519 | $142K |
| Creative Financial Designs Inc. | 0.01% | Reduce -33.0% | 1,516 | $142K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.05% | Reduce -11.0% | 1,370 | $128K |
| Allworth Financial LP | 0.00% | Reduce -1.8% | 1,337 | $126K |
| National Bank of Canada | 0.00% | Add +11.0% | 1,315 | $124K |
| Firsthand Capital Management, Inc. | 0.24% | Reduce -94.2% | 580 | $124K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | New | 1,306 | $122K |
| Nemes Rush Group LLC | 0.02% | Add +155.4% | 1,267 | $119K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,250 | $117K |
| CI Investments Inc. | 0.00% | Reduce -7.0% | 1,219 | $114K |
| Amova Asset Management Americas, Inc. | 0.00% | Reduce -18.9% | 1,129 | $106K |
| Advisors Asset Management, Inc. | 0.00% | Add +5.7% | 1,101 | $103K |
| Global Retirement Partners, LLC | 0.00% | Add +211.8% | 976 | $91K |
| Ancora Advisors LLC | 0.00% | Add +2.7% | 950 | $89K |
| UMB Bank, n.a. | 0.00% | Reduce -21.1% | 949 | $89K |
| Silicon Valley Capital Partners | 0.01% | No change | 947 | $89K |
| Quadrant Capital Group LLC | 0.01% | Add +0.1% | 897 | $84K |
| Covestor Ltd | 0.05% | Reduce -23.2% | 836 | $78K |
| FNY Investment Advisers, LLC | 0.05% | Reduce -46.1% | 816 | $76K |
| Natixis Investment Managers International | 0.01% | No change | 802 | $75K |
| Versant Capital Management, Inc | 0.02% | Add +1400.0% | 780 | $73K |
| Fifth Third Bancorp | 0.00% | Reduce -3.5% | 752 | $70K |
| Kelly Financial Services LLC | 0.02% | Add +15.3% | 722 | $68K |
| Coppell Advisory Solutions LLC | 0.01% | — | 703 | $66K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -37.0% | 658 | $62K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.6% | 659 | $62K |
| Venturi Wealth Management, LLC | 0.00% | Add +66.2% | 650 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.2% | 597 | $56K |
| Sandy Spring Bank | 0.00% | Reduce -4.9% | 596 | $56K |
| Cedar Wealth Management, LLC | 0.02% | Reduce -1.0% | 592 | $55K |
| Jones Financial Companies LLLP | 0.00% | Add +243.2% | 556 | $52K |
| IFP Advisors, Inc | 0.00% | Add +21.1% | 550 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -15.5% | 514 | $48K |
| Global Trust Asset Management, LLC | 0.02% | No change | 512 | $48K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.8% | 506 | $47K |
| nVerses Capital, LLC | 0.03% | New | 500 | $47K |
| Hartford Financial Management Inc. | 0.01% | New | 500 | $47K |
| First Command Advisory Services, Inc. | 0.00% | New | 500 | $47K |
| Arcadia Investment Management Corp. | 0.01% | No change | 500 | $47K |
| Lindbrook Capital, LLC | 0.00% | Reduce -34.0% | 496 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.8% | 424 | $42K |
| Manchester Capital Management LLC | 0.00% | Add +22.0% | 411 | $38K |
| GoalVest Advisory LLC | 0.01% | No change | 410 | $38K |
| Quarry LP | 0.02% | Reduce -68.3% | 395 | $37K |
| Great Lakes Retirement, Inc. | 0.01% | New | 390 | $37K |
| Westpac Banking Corp. | 0.00% | No change | 367 | $34K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.02% | No change | 362 | $34K |
| GAMMA Investing LLC | 0.00% | Add +26.3% | 331 | $31K |
| Spire Wealth Management | 0.00% | Reduce -40.7% | 300 | $28K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 300 | $28K |
| Ibex Wealth Advisors | 0.00% | New | 298 | $28K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 265 | $25K |
| City State Bank | 0.01% | No change | 260 | $24K |
| Mather Group, Llc. | 0.00% | Add +354.9% | 232 | $24K |
| International Assets Investment Management, LLC | 0.00% | New | 255 | $24K |
| Innealta Capital, LLC | 0.01% | New | 232 | $22K |
| Riverview Trust Co | 0.02% | No change | 206 | $19K |
| Blue Trust, Inc. | 0.00% | Add +144.6% | 181 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +454.1% | 205 | $19K |
| Hexagon Capital Partners LLC | 0.00% | Add +17.6% | 200 | $19K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.0% | 180 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 195 | $18K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 185 | $17K |
| Harbour Investments, Inc. | 0.00% | Reduce -32.8% | 174 | $16K |
| Asset Dedication, LLC | 0.00% | Add +1300.0% | 168 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Add +162.7% | 155 | $15K |
| Pacifica Partners Inc. | 0.01% | No change | 153 | $14K |
| Financial Perspectives, Inc | 0.01% | No change | 151 | $14K |
| Optimum Investment Advisors | 0.01% | Reduce -57.1% | 150 | $14K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +10.3% | 139 | $13K |
| Private Trust Co. NA | 0.00% | No change | 125 | $12K |
| Macroview Investment Management LLC | 0.01% | Add +11.0% | 121 | $11K |
| Tsfg, LLC | 0.00% | No change | 115 | $11K |
| Unique Wealth Strategies, LLC | 0.00% | New | 100 | $10K |
| CVA Family Office, LLC | 0.00% | Add +4.8% | 110 | $10K |
| Opal Wealth Advisors, LLC | 0.00% | New | 105 | $10K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 100 | $9K |
| Addison Advisors LLC | 0.00% | No change | 100 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $9K |
| Trust Co. of Vermont | 0.00% | New | 100 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +11.2% | 99 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | New | 97 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -4.0% | 95 | $9K |
| Avior Wealth Management, LLC | 0.00% | Reduce -41.4% | 92 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Add +46.7% | 88 | $8K |
| AlphaMark Advisors, LLC | 0.00% | No change | 90 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 83 | $8K |
| Thompson Investment Management, Inc. | 0.00% | No change | 82 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | Add +6.6% | 81 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 78 | $7K |
| Northwest Capital Management Inc | 0.00% | No change | 70 | $7K |
| Optiver Holding B.V. | 0.00% | New | 69 | $6K |
| Rise Advisors, LLC | 0.00% | Reduce -8.1% | 68 | $6K |
| Arax Advisory Partners | 0.00% | New | 67 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Add +17.9% | 66 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 66 | $6K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +60.0% | 64 | $6K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 62 | $6K |
| TrinityBridge Ltd | 0.00% | No change | 56 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 51 | $5K |
| Clearstead Advisors, LLC | 0.00% | No change | 50 | $5K |
| 1832 Asset Management L.P. | 0.00% | New | 50 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 44 | $4K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 40 | $4K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -52.9% | 41 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 40 | $4K |
| Salem Investment Counselors Inc. | 0.00% | New | 40 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -27.7% | 34 | $3K |
| Fairscale Capital, LLC | 0.00% | — | 30 | $3K |
| Valley National Advisers Inc. | 0.00% | Reduce -12.5% | 35 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.8% | 31 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Add +106.7% | 31 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 30 | $3K |
| Field & Main Bank | 0.00% | No change | 30 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 30 | $3K |
| Creekmur Asset Management LLC | 0.00% | No change | 30 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 30 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 29 | $3K |
| Balefire, LLC | 0.00% | Reduce -6.7% | 28 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 24 | $2K |
| Sachetta, LLC | 0.00% | No change | 24 | $2K |
| SouthState Bank Corp | 0.00% | Add +228.6% | 23 | $2K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 22 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 22 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 19 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -48.6% | 19 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 17 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $1K |
| Bangor Savings Bank | 0.00% | No change | 14 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 13 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +30.0% | 13 | $1K |
| Larson Financial Group LLC | 0.00% | Add +1200.0% | 13 | $1K |
| TD Private Client Wealth LLC | 0.00% | Reduce -7.1% | 13 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | Reduce -75.5% | 12 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 12 | $1K |
| Avion Wealth | 0.00% | Reduce -81.4% | 16 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 16 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | New | 10 | $936 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $936 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 10 | $936 |
| McIlrath & Eck, LLC | 0.00% | No change | 10 | $936 |
| True Wealth Design, LLC | 0.00% | Add +60.0% | 8 | $749 |
| Kimelman & Baird, LLC | 0.00% | — | 8 | $749 |
| MV Capital Management, Inc. | 0.00% | Reduce -12.5% | 7 | $656 |
| PayPay Securities Corp | 0.05% | Reduce -41.7% | 7 | $655 |
| Tidemark, LLC | 0.00% | New | 5 | $468 |
| Family Firm, Inc. | 0.00% | New | 4 | $374 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -71.4% | 4 | $374 |
| Bokf, NA | 0.00% | New | 3 | $281 |
| Montag A & Associates Inc. | 0.00% | No change | 3 | $281 |
| Gradient Investments LLC | 0.00% | New | 3 | $281 |
| Cornerstone Planning Group LLC | 0.00% | No change | 3 | $249 |
| Baldwin Wealth Partners LLC | 0.00% | New | 2 | $187 |
| Tortoise Investment Management, LLC | 0.00% | No change | 2 | $187 |
"% of holder's portfolio" is OKTA's weight in each manager's 13F, not the share of Okta Inc. the manager owns.