OktaOKTA

13F holders, Q3 2024 (September 30)
630holders −8
85new positions
95sold out
8famous investors
$74.34avg. 13F price*

At the end of Q3 2024, 630 institutions reported holding Okta Inc. (OKTA) in their 13F filings, down 8 from Q2 2024. 85 opened new positions and 95 sold out. The largest holders were FMR LLC ($1.4B), Vanguard Group Inc. ($1.3B) and BlackRock, Inc. ($743.0M). 8 famous investors held it, including Alex Sacerdote (2.3% of Whale Rock Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and David E. Shaw (0.1% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions85$191.7M
Exits95$200.1M

All 13F filers, Q2 2024 → Q3 2024: 12,572,503 shares bought and 13,376,511 shares sold, net −804,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 630 holders

FMR LLC 0.08% Add +7.0% 18,226,793 $1.4B
Vanguard Group Inc. 0.02% Add +3.6% 17,208,693 $1.3B
BlackRock, Inc. 0.02% — 9,994,345 $743.0M
Sands Capital Management, LLC 1.95% Reduce -2.2% 8,622,056 $641.0M
American Century Companies Inc. 0.20% Reduce -9.7% 4,588,323 $341.1M
Champlain Investment Partners, LLC 1.70% Reduce -1.9% 3,778,707 $280.9M
First Trust Advisors LP 0.27% Reduce -2.9% 3,758,409 $279.4M
State Street Corp. 0.01% Add +1.5% 3,352,789 $249.2M
Marshall Wace, LLP 0.26% Add +16.4% 2,645,428 $196.7M
Eminence Capital, LP 2.94% Add +30.9% 2,603,353 $193.5M
Geode Capital Management, LLC 0.02% Reduce -0.4% 2,565,106 $190.2M
Whale Rock Capital Management 2.28% Reduce -9.1% 2,182,419 $162.2M
Norges Bank 0.02% Reduce -6.2% 1,813,048 $134.8M
ArrowMark Colorado Holdings LLC 1.49% Reduce -2.6% 1,568,736 $116.6M
Morgan Stanley 0.01% Add +2.1% 1,549,875 $115.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -15.0% 1,419,249 $105.5M
Primecap Management Co. 0.07% Reduce -1.1% 1,341,316 $99.7M
D. E. Shaw & Co. 0.13% Reduce -4.3% 1,278,322 $95.0M
Jericho Capital Asset Management L.P. 2.15% Add +808.3% 1,197,462 $89.0M
Dimensional Fund Advisors LP 0.02% Add +6.3% 1,094,513 $81.4M
Pictet Asset Management Holding SA 0.09% Add +10.5% 1,090,512 $81.1M
Charles Schwab Investment Management Inc. 0.02% Add +1.7% 1,069,452 $79.5M
Legal & General Group Plc 0.02% Add +9.8% 1,041,173 $77.4M
Nomura Holdings Inc. 0.56% Add +526.6% 990,667 $73.6M
Deer Management Co. LLC 11.14% Reduce -1.6% 943,863 $70.2M
Voya Investment Management LLC 0.08% Reduce -76.3% 940,074 $69.9M
Bank of New York Mellon Corp 0.01% Add +16.0% 937,752 $69.7M
Northern Trust Corp. 0.01% Reduce -0.9% 895,109 $66.5M
Bessemer Group Inc. 0.11% Add +5.3% 893,770 $66.4M
Neuberger Berman Group LLC 0.05% Reduce -6.0% 868,236 $64.5M
Arrowstreet Capital, Limited Partnership 0.05% Add +20.8% 801,049 $59.5M
Optimus Prime Fund Management Co., Ltd. 7.57% Reduce -8.2% 780,000 $58.0M
Penserra Capital Management LLC 1.24% Add +9.8% 767,962 $57.1M
Point72 Asset Management 0.18% New 664,156 $49.4M
Alua Capital Management LP 3.34% Reduce -11.9% 663,778 $49.3M
Nuveen Asset Management, LLC 0.01% Reduce -20.7% 626,033 $46.5M
Bank of America Corp. 0.00% Reduce -5.8% 618,767 $46.0M
a16z Perennial Management, L.P. 5.47% No change 597,873 $44.4M
Storebrand Asset Management As 0.14% Add +20.6% 582,970 $43.3M
Royal Bank of Canada 0.01% Add +353.6% 560,325 $41.7M
UBS Group AG 0.01% Add +3.2% 559,305 $41.6M
Squarepoint Ops LLC 0.14% Reduce -43.5% 555,935 $41.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Reduce -6.8% 539,298 $40.1M
JPMorgan Chase & Co. 0.00% Add +288.6% 520,019 $38.7M
Glenmede Trust Co. NA 0.18% Add +17.6% 510,658 $38.0M
Capital World Investors 0.01% Add +0.3% 501,340 $37.3M
Millennium Management 0.03% Add +46.5% 500,175 $37.2M
Avala Global LP 2.44% Reduce -13.5% 499,291 $37.1M
Amundi 0.01% Add +109.2% 504,439 $36.9M
Swiss National Bank 0.02% Add +0.8% 477,700 $35.5M
Qube Research & Technologies Ltd 0.06% Reduce -49.7% 450,429 $33.5M
Goldman Sachs Group Inc. 0.01% Add +13.4% 429,211 $31.9M
Barclays PLC 0.01% Reduce -13.4% 428,028 $31.8M
Wells Fargo & Company 0.01% Add +4.4% 418,613 $31.1M
Stephens Investment Management Group LLC 0.42% Add +15.9% 410,131 $30.5M
Allianz Asset Management GmbH 0.05% Add +1230.1% 403,735 $30.0M
Renaissance Technologies 0.04% Reduce -1.5% 398,887 $29.7M
Robeco Institutional Asset Management B.V. 0.06% Add +232.0% 396,538 $29.5M
Man Group plc 0.08% Add +34.6% 378,038 $28.1M
Connor, Clark & Lunn Investment Management Ltd. 0.13% Add +105.8% 358,182 $26.6M
Shapiro Capital Management LLC 0.82% New 352,626 $26.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -0.2% 342,407 $25.5M
Jackson Square Partners, LLC 2.02% Reduce -34.8% 314,973 $23.4M
National Pension Service 0.02% No change 312,296 $23.2M
Invesco Ltd. 0.00% Reduce -0.7% 307,055 $22.8M
Citadel Advisors 0.02% Reduce -79.0% 290,747 $21.6M
CANADA LIFE ASSURANCE Co 0.04% Add +13.9% 284,180 $21.1M
Barton Investment Management 2.63% Reduce -1.6% 282,638 $21.0M
NewEdge Wealth, LLC 0.38% Add +28.4% 281,917 $21.0M
California Public Employees Retirement System 0.01% Add +3.7% 280,587 $20.9M
Federated Hermes, Inc. 0.04% Add +189.4% 272,211 $20.2M
Schroder Investment Management Group 0.02% Reduce -14.5% 272,426 $20.2M
CenterBook Partners LP 1.20% Add +248.8% 262,700 $19.5M
Sei Investments Co. 0.03% Reduce -7.4% 261,545 $19.4M
Bank of Montreal 0.01% Add +12.1% 259,056 $19.2M
California State Teachers Retirement System 0.02% Add +0.6% 256,813 $19.1M
Kodai Capital Management LP 0.40% Add +61.3% 256,341 $19.1M
Deutsche Bank AG 0.01% Add +5.0% 249,785 $18.6M
Staley Capital Advisers Inc. 0.82% No change 246,207 $18.3M
Allspring Global Investments Holdings, LLC 0.03% Add +4.8% 232,432 $17.3M
Ensign Peak Advisors, Inc 0.03% Reduce -1.1% 229,442 $17.1M
Railway Pension Investments Ltd 0.20% No change 225,296 $16.7M
Quantinno Capital Management LP 0.22% Add +126.0% 224,360 $16.7M
Insight Holdings Group, LLC 0.72% No change 223,850 $16.6M
Harber Asset Management LLC 4.68% Reduce -6.6% 208,566 $15.5M
Trexquant Investment LP 0.19% New 202,763 $15.1M
Nicholas Company, Inc. 0.24% Reduce -2.1% 198,947 $14.8M
Jane Street Group, LLC 0.02% Reduce -61.1% 198,362 $14.7M
Rhumbline Advisers 0.01% Add +4.8% 197,881 $14.7M
Alberta Investment Management Corp 0.13% No change 192,861 $14.3M
Susquehanna International Group, LLP 0.02% Add +50.3% 192,237 $14.3M
Thematics Asset Management 0.56% Add +30.1% 190,000 $14.1M
Pinebridge Investments, L.P. 0.10% Reduce -10.6% 180,222 $13.4M
Sea Cliff Partners Management, LP 4.39% New 175,943 $13.1M
Aquatic Capital Management LLC 0.33% New 168,300 $12.5M
Vontobel Holding Ltd. 0.04% Reduce -12.6% 165,066 $12.3M
HSBC Holdings PLC 0.01% Add +22.5% 161,510 $12.0M
Korea Investment CORP 0.03% Add +21.8% 156,299 $11.6M
State Board of Administration of Florida Retirement System 0.02% No change 153,571 $11.4M
Asset Management One Co., Ltd. 0.04% Add +4.7% 144,382 $10.7M
Smith Group Asset Management, LLC 0.87% Reduce -36.6% 140,432 $10.4M
Freestone Capital Holdings, LLC 0.36% Reduce -44.3% 139,932 $10.4M
Nomura Asset Management Co. Ltd. 0.03% Reduce -11.8% 135,609 $10.1M
Massachusetts Financial Services Co. 0.00% Reduce -3.8% 129,655 $9.6M
Citigroup Inc. 0.01% Add +52.0% 129,510 $9.6M
PEAK6 Investments LLC 0.47% Add +5.4% 125,262 $9.3M
Paragon Capital Management Ltd 1.82% No change 124,200 $9.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -15.2% 121,362 $9.0M
Aviva PLC 0.02% Add +2.2% 120,771 $9.0M
Alta Park Capital, LP 1.26% Reduce -52.9% 120,492 $9.0M
My Personal CFO, LLC 4.88% Reduce -0.0% 119,615 $8.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +7.5% 118,547 $8.8M
T. Rowe Price Associates Inc. 0.00% Add +4.6% 114,437 $8.5M
Frontier Capital Management Co. LLC 0.08% Reduce -5.8% 111,878 $8.3M
Twin Tree Management, LP 0.19% Add +769.6% 111,353 $8.3M
State of Wisconsin Investment Board 0.02% Add +15.7% 110,007 $8.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +12.0% 107,555 $8.0M
Kornitzer Capital Management Inc. 0.15% Add +10.4% 105,750 $7.9M
Walleye Trading LLC 0.19% Add +327.4% 104,901 $7.8M
Macquarie Group Ltd. 0.01% Reduce -14.0% 103,241 $7.7M
Raymond James & Associates 0.00% Reduce -32.8% 100,460 $7.5M
Candriam S.C.A. 0.04% Reduce -35.5% 95,773 $7.1M
Focus Partners Wealth 0.02% Add +280.8% 93,350 $6.9M
New York State Common Retirement Fund 0.01% Reduce -10.2% 92,715 $6.9M
Cibc World Market Inc. 0.02% Add +49.7% 91,890 $6.8M
Motley Fool Wealth Management, LLC 0.34% Reduce -5.6% 91,855 $6.8M
Twenty Acre Capital LP 6.27% Add +11.0% 91,641 $6.8M
Envestnet Asset Management Inc. 0.00% Reduce -72.4% 89,789 $6.7M
Whetstone Capital Advisors, LLC 3.21% Reduce -0.7% 89,528 $6.7M
Walleye Capital LLC 0.08% Add +131.3% 88,660 $6.6M
Vident Advisory, LLC 0.16% Add +17.3% 87,711 $6.5M
AQR Capital Management 0.01% Add +528.7% 87,182 $6.5M
Creative Planning 0.01% Add +661.0% 86,681 $6.4M
Ameriprise Financial Inc. 0.00% Reduce -17.7% 85,624 $6.4M
RPG Investment Advisory, LLC 0.88% Add +7.4% 83,127 $6.2M
Huntington National Bank 0.06% Add +0.2% 80,527 $6.0M
Blair William & Co. 0.02% Reduce -24.5% 80,204 $6.0M
Swedbank AB 0.01% Add +0.8% 80,011 $5.9M
US Bancorp \de 0.01% Reduce -14.0% 79,238 $5.9M
Congress Asset Management Co. 0.04% New 78,461 $5.8M
BNP Paribas Financial Markets 0.01% Add +15.7% 77,771 $5.8M
Alyeska Investment Group, L.P. 0.03% New 73,575 $5.5M
GMT Capital Corp 0.22% No change 73,000 $5.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.14% Reduce -42.0% 72,500 $5.4M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +1.4% 72,217 $5.4M
Oddo BHF Asset Management Sas 0.27% — 71,869 $5.3M
Treasurer of the State of North Carolina 0.02% Add +3.7% 71,742 $5.3M
Capital Fund Management S.A. 0.06% Reduce -30.6% 71,618 $5.3M
Alliancebernstein L.P. 0.00% Reduce -16.8% 70,748 $5.3M
Scalar Gauge Management, LLC 2.76% New 70,000 $5.2M
Sterling Capital Management LLC 0.06% — 66,705 $5.0M
Aberdeen Group plc 0.01% Reduce -33.8% 64,933 $4.8M
Balyasny Asset Management L.P. 0.01% Reduce -85.0% 64,469 $4.8M
Formula Growth Ltd. 1.63% New 64,000 $4.8M
Royal London Asset Management Ltd. 0.01% Add +2.3% 63,353 $4.7M
Parallax Volatility Advisers, L.P. 0.14% Reduce -43.1% 62,570 $4.7M
Stanley-Laman Group, Ltd. 0.60% Reduce -13.5% 62,502 $4.6M
Jacobson & Schmitt Advisors, LLC 0.95% Add +24.2% 62,408 $4.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.48% Reduce -7.2% 62,373 $4.6M
Mn Services Vermogensbeheer B.V. 0.03% No change 62,100 $4.6M
Maplelane Capital, LLC 0.53% Reduce -82.2% 61,000 $4.5M
Los Angeles Capital Management LLC 0.02% Reduce -42.4% 60,960 $4.5M
State of New Jersey Common Pension Fund D 0.02% No change 60,081 $4.5M
HighTower Advisors, LLC 0.01% Reduce -1.7% 58,836 $4.4M
Rockefeller Capital Management L.P. 0.01% Add +2.5% 58,105 $4.3M
Public Employees Retirement System of Ohio 0.02% Reduce -1.6% 58,103 $4.3M
Quantbot Technologies LP 0.17% New 57,057 $4.2M
Truist Financial Corp. 0.01% Reduce -89.2% 56,566 $4.2M
Danske Bank A/S 0.01% Add +2.2% 55,428 $4.1M
Clarius Group, LLC 0.29% Reduce -5.4% 55,367 $4.1M
Graham Capital Management, L.P. 0.22% Reduce -22.6% 55,262 $4.1M
Acadian Asset Management LLC 0.01% Add +48.6% 54,900 $4.1M
Cerity Partners LLC 0.01% Add +211.3% 54,412 $4.0M
Pinegrove Venture Partners, LLC 3.57% — 53,152 $4.0M
Forsta Ap-Fonden 0.03% Add +25.2% 52,600 $3.9M
Andra AP-fonden 0.06% Add +90.5% 52,400 $3.9M
Handelsbanken Fonder AB 0.02% No change 52,395 $3.9M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 50,000 $3.7M
Titan Global Capital Management USA LLC 0.58% Reduce -5.8% 49,703 $3.7M
Ieq Capital, LLC 0.04% Reduce -7.5% 48,986 $3.6M
Resona Asset Management Co.,Ltd. 0.02% Add +0.8% 48,180 $3.6M
Weiss Asset Management LP 0.13% New 46,889 $3.5M
Lecap Asset Management Ltd. 0.75% New 46,805 $3.5M
Arizona State Retirement System 0.02% Add +4.8% 46,112 $3.4M
Crestline Management, L.P. 0.19% Reduce -44.8% 45,701 $3.4M
Dark Forest Capital Management LP 0.42% New 44,131 $3.3M
LPL Financial LLC 0.00% Reduce -25.7% 43,295 $3.2M
Victory Capital Management Inc. 0.00% Reduce -8.5% 42,968 $3.2M
Maytus Capital Management, LLC 1.10% Add +12.7% 42,000 $3.1M
Jasper Ridge Partners, L.P. 0.09% No change 41,134 $3.1M
Granahan Investment Management, LLC 0.12% Reduce -1.6% 41,029 $3.1M
Beacon Pointe Advisors, LLC 0.04% Add +6.5% 40,735 $3.0M
Selective Wealth Management, Inc. 1.25% Reduce -6.7% 41,117 $3.0M
Brown Advisory Inc. 0.00% Reduce -13.1% 40,356 $3.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% — 40,300 $3.0M
Left Brain Wealth Management, LLC 1.39% Reduce -0.6% 40,065 $3.0M
Zacks Investment Management 0.03% Reduce -2.4% 39,064 $2.9M
TD Asset Management Inc 0.00% Add +2.7% 38,625 $2.9M
USS Investment Management Ltd 0.02% Add +0.3% 38,376 $2.9M
Gilder Gagnon Howe & Co. LLC 0.03% Reduce -68.7% 38,346 $2.9M
Sciencast Management LP 0.82% New 37,304 $2.8M
Stifel Financial Corp. 0.00% Add +56.1% 37,258 $2.8M
Seven Eight Capital, LP 0.24% New 36,065 $2.7M
Washington Harbour Partners LP 4.75% Add +19.4% 35,760 $2.7M
Summit Trail Advisors, LLC 0.06% Reduce -16.0% 35,011 $2.6M
S&co Inc. 0.17% No change 34,925 $2.6M
Cullinan Associates Inc. 0.15% Add +149.3% 34,900 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +40.9% 34,363 $2.6M
Cresset Asset Management, LLC 0.01% Add +3.8% 33,891 $2.5M
Russell Investments Group, Ltd. 0.00% Add +36.4% 33,748 $2.5M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +1.3% 33,736 $2.5M
Occidental Asset Management, LLC 0.40% No change 33,501 $2.5M
MML Investors Services, LLC 0.01% Add +43.1% 33,333 $2.5M
Nordea Investment Management AB 0.00% Add +4.3% 33,228 $2.5M
Engineers Gate Manager LP 0.05% Add +41.1% 32,951 $2.4M
IFM Investors Pty Ltd 0.02% No change 32,877 $2.4M
Virtu Financial LLC 0.13% New 32,766 $2.4M
Alamar Capital Management, LLC 1.34% New 32,620 $2.4M
SWS Partners 0.77% Add +31.8% 32,486 $2.4M
KBC Group NV 0.01% Reduce -0.8% 32,217 $2.4M
Osaic Holdings, Inc. 0.01% Add +7.3% 31,953 $2.4M
Slow Capital, Inc. 0.35% Add +7.2% 30,785 $2.3M
Rosenblum Silverman Sutton S F Inc. 0.58% Reduce -4.7% 30,625 $2.3M
Achmea Investment Management B.V. 0.04% Add +9.4% 29,978 $2.2M
Mariner, LLC 0.00% Reduce -3.8% 29,798 $2.2M
Moser Wealth Advisors, LLC 1.15% No change 29,723 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +79.7% 29,268 $2.2M
Assenagon Asset Management S.A. 0.00% Reduce -81.9% 28,994 $2.2M
Private Advisor Group, LLC 0.01% Reduce -38.2% 28,778 $2.1M
Royal Fund Management, LLC 0.15% Add +122.0% 28,200 $2.1M
Utah Retirement Systems 0.02% Add +1.1% 27,942 $2.1M
Migdal Insurance & Financial Holdings Ltd. 0.03% Reduce -2.6% 27,560 $2.0M
Strategic Planning Group, LLC 0.40% Add +8.2% 27,421 $2.0M
Dynamic Technology Lab Private Ltd 0.21% Add +478.1% 27,215 $2.0M
DNB Asset Management AS 0.01% Add +9.6% 27,108 $2.0M
CIBC Private Wealth Group LLC 0.00% Add +6267.9% 27,000 $2.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -12.4% 26,847 $2.0M
Tredje AP-fonden 0.02% No change 26,389 $2.0M
OMERS ADMINISTRATION Corp 0.02% No change 26,219 $1.9M
DekaBank Deutsche Girozentrale 0.00% Reduce -0.3% 26,155 $1.9M
Nisa Investment Advisors, LLC 0.01% Reduce -2.3% 25,880 $1.9M
Tidal Investments LLC 0.02% Add +132.0% 25,103 $1.9M
Qsemble Capital Management, LP 0.34% New 25,067 $1.9M
Wolverine Trading, LLC 0.05% Add +19.9% 25,126 $1.9M
Campbell & CO Investment Adviser LLC 0.13% Add +105.0% 24,054 $1.8M
IMC-Chicago, LLC 0.05% New 23,876 $1.8M
Diversified Trust Co. 0.04% Add +0.0% 23,736 $1.8M
Leonteq Securities AG 0.21% Add +26.0% 23,440 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -3.2% 23,163 $1.7M
Sandler Capital Management 0.33% New 23,095 $1.7M
Verition Fund Management LLC 0.01% Reduce -4.5% 23,085 $1.7M
River Global Investors LLP 0.35% Add +70.0% 22,144 $1.6M
Maverick Capital 0.03% Add +31.5% 21,649 $1.6M
Keybank National Association 0.01% Reduce -0.2% 21,494 $1.6M
Eagle Asset Management Inc. 0.01% Add +21.6% 20,784 $1.6M
Toronto Dominion Bank 0.00% Add +36.1% 20,901 $1.6M
Wellington Management Group LLP 0.00% Reduce -10.3% 20,173 $1.5M
Xponance LLC 0.01% Add +2.9% 20,118 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +11.9% 19,775 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +192.7% 19,609 $1.5M
LMG Wealth Partners, LLC 0.33% Add +60.7% 19,533 $1.5M
Rwa Wealth Partners, LLC 0.02% Add +0.1% 19,491 $1.4M
Inspire Investing, LLC 0.15% Reduce -27.6% 19,469 $1.4M
Nissay Asset Management Corp. /Japan 0.01% Add +3.3% 19,469 $1.4M
Boothbay Fund Management, LLC 0.05% New 19,217 $1.4M
Mackenzie Financial Corp. 0.00% Add +5.6% 18,915 $1.4M
Fort Washington Investment Advisors Inc. 0.01% No change 18,904 $1.4M
Thrivent Financial for Lutherans 0.00% No change 18,772 $1.4M
Rezny Wealth Management, Inc. 0.35% Add +45.1% 18,509 $1.4M
Knollwood Investment Advisory, LLC 0.15% No change 18,369 $1.4M
Y.D. More Investments Ltd 0.14% Reduce -8.1% 14,366 $1.3M
Stonegate Investment Group, LLC 0.04% Add +9.2% 17,910 $1.3M
Ion Asset Management Ltd. 0.08% New 17,400 $1.3M
Citizens Financial Group Inc. 0.03% Add +0.1% 17,337 $1.3M
Blue Zone Wealth Advisors, LLC 0.40% Add +5.1% 17,232 $1.3M
SG Americas Securities, LLC 0.00% Add +122.3% 17,021 $1.3M
STRS Ohio 0.00% Add +37.0% 16,703 $1.2M
272 Capital LP 0.71% New 16,700 $1.2M
Public Employees Retirement Association of Colorado 0.00% Reduce -88.9% 16,619 $1.2M
Sherbrooke Park Advisers LLC 0.28% Add +28.8% 16,326 $1.2M
ClariVest Asset Management LLC 0.12% No change 12,816 $1.2M
Vectors Research Management, LLC 0.36% Add +336.8% 16,112 $1.2M
Daiwa Securities Group Inc. 0.01% Reduce -3.0% 16,115 $1.2M
Ethic Inc. 0.03% Reduce -1.8% 11,391 $1.2M
Linden Thomas Advisory Services, LLC 0.15% Add +4.6% 15,126 $1.1M
Rafferty Asset Management, LLC 0.00% Reduce -19.0% 15,016 $1.1M
LB Partners LLC 0.97% New 15,000 $1.1M
Clarity Capital Partners LLC 0.64% Reduce -49.9% 14,567 $1.1M
Tairen Capital Ltd 0.04% New 15,000 $1.1M
Courier Capital LLC 0.07% Add +314.4% 14,449 $1.1M
Brevan Howard Capital Management LP 0.05% New 14,436 $1.1M
Illinois Municipal Retirement Fund 0.02% No change 14,407 $1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 14,301 $1.1M
Canada Pension Plan Investment Board 0.00% Reduce -74.6% 14,300 $1.1M
Elo Mutual Pension Insurance Co 0.02% Reduce -2.7% 14,297 $1.1M
Janus Henderson Group PLC 0.00% No change 14,298 $1.1M
Gilbert & Cook, Inc. 0.14% Reduce -2.6% 13,662 $1.0M
Two Sigma Investments, LP 0.00% Add +61.9% 13,600 $1.0M
Intech Investment Management LLC 0.01% Reduce -10.4% 13,547 $1.0M
Blueshift Asset Management, LLC 0.25% New 13,425 $998K
Burney Co./ 0.04% Add +121.7% 13,302 $989K
Paloma Partners Management Co 0.07% New 13,032 $969K
Brandywine Managers, LLC 1.01% No change 12,687 $943K
Cetera Investment Advisers 0.00% Reduce -14.8% 12,582 $935K
Nebula Research & Development LLC 0.11% New 12,552 $933K
Centiva Capital, LP 0.04% New 12,371 $920K
Gulf International Bank (UK) Ltd 0.02% Reduce -4.5% 12,256 $911K
Alps Advisors Inc. 0.01% Reduce -41.9% 12,211 $908K
Jupiter Asset Management Ltd. 0.01% New 12,141 $903K
Shelton Wealth Management, LLC 0.51% Add +10.9% 12,109 $900K
Advisors Management Group Inc. 0.21% Add +32.3% 11,758 $874K
Principal Financial Group Inc. 0.00% Reduce -5.3% 11,726 $872K
Axq Capital, LP 0.26% New 11,690 $869K
Sanctuary Advisors, LLC 0.01% Add +125.8% 11,244 $861K
Corient Private Wealth LP 0.00% Add +16.8% 11,525 $857K
Franklin Resources Inc. 0.00% Reduce -1.3% 10,964 $855K
Prospera Financial Services Inc 0.02% Reduce -0.7% 11,385 $846K
Pathstone Holdings, LLC 0.00% Add +45.8% 11,349 $844K
DAVENPORT & Co LLC 0.00% Reduce -78.8% 11,326 $842K
Jump Financial, LLC 0.02% New 11,310 $841K
Commerzbank Aktiengesellschaft 0.02% New 11,175 $831K
Pacer Advisors, Inc. 0.00% Reduce -65.9% 11,074 $823K
Plato Investment Management Ltd 0.07% No change 11,021 $818K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -4.4% 10,778 $801K
Lazard Asset Management LLC 0.00% Add +100.0% 10,404 $773K
AE Wealth Management LLC 0.01% Reduce -74.7% 10,375 $771K
Petrus Trust Company, LTA 0.07% Add +40.4% 10,240 $761K
Firsthand Capital Management, Inc. 1.47% Add +1624.1% 10,000 $743K
Schonfeld Strategic Advisors LLC 0.01% Reduce -96.1% 9,863 $733K
Kestra Advisory Services, LLC 0.00% Reduce -6.7% 9,599 $714K
Alerus Financial NA 0.05% Reduce -32.6% 9,559 $711K
Coastal Bridge Advisors, LLC 0.18% No change 9,519 $708K
TrueMark Investments, LLC 0.23% Reduce -14.0% 9,450 $703K
Cibc World Markets Corp. 0.01% Add +8.6% 9,379 $697K
Amalgamated Bank 0.01% Reduce -0.0% 9,349 $695K
Bank of Nova Scotia 0.00% Reduce -2.1% 9,175 $682K
Parametrica Management Ltd 0.81% New 9,145 $680K
Avantax Advisory Services, Inc. 0.00% Add +55.7% 9,123 $678K
Highland Capital Management, LLC 0.04% Reduce -3.6% 9,080 $675K
Maryland State Retirement & Pension System 0.01% Reduce -26.4% 8,828 $656K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -0.6% 8,820 $656K
Donor Advised Charitable Giving, Inc. 0.02% No change 8,775 $652K
Credit Agricole S A 0.00% Reduce -75.5% 8,311 $618K
Caxton Associates LP 0.03% New 8,125 $604K
Prudential Financial Inc. 0.00% Reduce -60.5% 8,085 $601K
Pitcairn Co. 0.04% Reduce -18.1% 8,016 $596K
Oak Thistle LLC 0.19% New 7,971 $593K
Atria Wealth Solutions, Inc. 0.01% Reduce -30.7% 7,956 $591K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.3% 7,955 $591K
Mediolanum International Funds Ltd 0.01% New 7,861 $581K
Manufacturers Life Insurance Company, The 0.00% Add +3.3% 7,737 $575K
Advisory Services Network, LLC 0.01% No change 6,092 $570K
Atom Investors LP 0.06% New 7,615 $566K
Stratos Wealth Partners, LTD. 0.01% Add +52.2% 7,507 $558K
Vinva Investment Management Ltd 0.02% Add +8.0% 7,445 $551K
Tower Research Capital LLC (TRC) 0.01% Add +223.3% 7,404 $550K
Point72 (DIFC) Ltd 0.04% New 7,376 $548K
AlphaQuest LLC 0.05% Add +346.1% 7,134 $530K
Captrust Financial Advisors 0.00% Reduce -3.4% 7,121 $529K
Harbor Capital Advisors, Inc. 0.02% Add +37.5% 7,031 $523K
Janney Montgomery Scott LLC 0.00% Reduce -2.0% 6,886 $512K
Great Lakes Advisors, LLC 0.00% Reduce -1.4% 6,886 $512K
Benjamin Edwards Inc. 0.01% New 6,799 $505K
Profund Advisors LLC 0.02% Reduce -25.1% 6,694 $498K
Pier 88 Investment Partners LLC 0.58% Reduce -45.5% 6,650 $494K
American Trust 0.04% Reduce -8.0% 6,554 $487K
Panagora Asset Management Inc. 0.00% Reduce -82.5% 6,554 $487K
Edgestream Partners, L.P. 0.02% New 6,481 $482K
Synergy Financial Group, LTD 0.45% Add +1.1% 6,383 $475K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.9% 6,347 $472K
GraniteShares Advisors LLC 0.32% Add +5.2% 6,335 $471K
APG Asset Management N.V. 0.00% Reduce -95.6% 7,056 $470K
Townsquare Capital LLC 0.01% Add +16.5% 6,321 $470K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -42.3% 6,249 $463K
M&T Bank Corp 0.00% Reduce -0.6% 6,144 $457K
Palo Alto Wealth Advisors, LLC 0.19% Reduce -24.3% 6,080 $450K
MetLife Investment Management, LLC 0.00% Add +1.2% 6,042 $449K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +1.2% 6,034 $446K
Alpha DNA Investment Management LLC 0.24% Add +9.3% 5,982 $445K
Guggenheim Capital LLC 0.00% Add +1.9% 5,950 $442K
Wealthfront Advisers LLC 0.00% Reduce -73.4% 5,941 $442K
PNC Financial Services Group, Inc. 0.00% Reduce -1.3% 5,925 $440K
Independent Advisor Alliance 0.02% Reduce -7.3% 5,886 $438K
Choreo, LLC 0.01% Reduce -18.1% 6,002 $436K
Empowered Funds, LLC 0.01% Add +5.4% 5,718 $425K
ORG Partners LLC 0.07% Add +8.0% 5,679 $422K
CIBC Asset Management Inc 0.00% Add +5.4% 5,650 $420K
Rather & Kittrell, Inc. 0.10% Add +0.1% 5,632 $419K
Flagship Harbor Advisors, LLC 0.02% Add +57.3% 5,625 $418K
Fox Run Management, L.L.C. 0.09% New 5,620 $418K
O'shaughnessy Asset Management, LLC 0.00% Add +73.9% 5,358 $418K
Mutual of America Capital Management LLC 0.00% Reduce -3.0% 5,600 $416K
PDT Partners, LLC 0.04% Reduce -85.9% 5,583 $415K
Mercer Global Advisors Inc. 0.00% Add +51.0% 5,475 $398K
Investment Management Corp of Ontario 0.01% Add +47.0% 5,317 $395K
Bridgefront Capital, LLC 0.15% New 5,309 $395K
Prudential PLC 0.00% New 5,301 $394K
Pingora Partners LLC 0.28% No change 5,290 $393K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.3% 5,276 $392K
Thoroughbred Financial Services, LLC 0.02% Reduce -83.0% 5,168 $384K
Clear Creek Financial Management, LLC 0.04% Reduce -1.8% 5,157 $383K
Triumph Capital Management 0.14% Reduce -2.0% 5,118 $380K
Perigon Wealth Management, LLC 0.01% Reduce -1.3% 5,065 $377K
Oppenheimer & Co. Inc. 0.01% Reduce -59.4% 4,953 $368K
Bristlecone Advisors, LLC 0.03% No change 4,888 $363K
Asahi Life Asset Management Co., LTD. 0.21% New 4,660 $346K
First Hawaiian Bank 0.01% New 4,581 $341K
Yarbrough Capital, LLC 0.01% Reduce -45.8% 4,400 $327K
Angeles Investment Advisors, LLC 0.02% Reduce -11.1% 4,384 $326K
Frank, Rimerman Advisors LLC 0.02% Reduce -0.8% 4,360 $324K
Federation des caisses Desjardins du Quebec 0.00% Add +42.3% 4,325 $321K
Swiss Life Asset Management Ltd 0.00% Add +60.8% 4,287 $318K
Geneos Wealth Management Inc. 0.01% Reduce -56.9% 4,198 $312K
Armistice Capital, LLC 0.01% New 4,139 $308K
B. Metzler seel. Sohn & Co. Holding AG 0.00% — 4,126 $307K
B. Metzler seel. Sohn & Co. AG 0.00% No change 4,126 $307K
Bleakley Financial Group, LLC 0.01% Add +4.6% 4,114 $306K
Composition Wealth, LLC 0.01% No change 4,064 $302K
D.A. Davidson & Co. 0.00% Reduce -40.8% 4,047 $301K
BluePointe Capital Management, LLC 0.19% Add +0.3% 4,033 $300K
Waldron Private Wealth LLC 0.01% Reduce -0.7% 4,023 $299K
Mission Wealth Management, LP 0.01% Add +0.7% 4,008 $298K
Resonant Capital Advisors, LLC 0.02% Add +7.7% 3,978 $296K
Cynosure Group, LLC 0.04% New 3,972 $295K
Vestmark Advisory Solutions, Inc. 0.01% No change 3,964 $295K
Machina Capital S.A.S. 0.12% New 3,953 $294K
NewEdge Advisors, LLC 0.00% No change 3,944 $293K
Commerce Bank 0.00% Reduce -1.1% 3,928 $292K
UniSuper Management Pty Ltd 0.00% No change 3,900 $290K
Independent Financial Group, LLC 0.01% Add +30.2% 3,882 $289K
Wahed Invest LLC 0.05% Add +14.8% 3,874 $288K
Trek Financial, LLC 0.02% Add +10.9% 3,831 $285K
Caprock Group, LLC 0.01% Add +32.6% 3,786 $281K
High Net Worth Advisory Group LLC 0.08% Reduce -4.7% 3,673 $273K
Signaturefd, LLC 0.01% Reduce -2.5% 3,638 $270K
United Capital Financial Advisors, LLC 0.00% Add +23.9% 3,636 $270K
Magnetar Financial LLC 0.01% New 3,619 $269K
Integrated Wealth Concepts LLC 0.00% Reduce -2.7% 3,597 $267K
Truvestments Capital LLC 0.07% Add +24.8% 3,547 $264K
Qtron Investments LLC 0.04% No change 3,494 $260K
Vestcor Inc 0.01% No change 3,485 $259K
Aaron Wealth Advisors LLC 0.03% Add +19.1% 3,419 $254K
Parallel Advisors, LLC 0.01% Reduce -1.5% 3,395 $252K
Red Wave Investments LLC 0.09% No change 3,391 $252K
EntryPoint Capital, LLC 0.14% New 3,218 $239K
Metis Global Partners, LLC 0.01% Add +7.1% 3,181 $236K
Stephens Inc. 0.00% Add +19.2% 3,139 $233K
Opes Wealth Management LLC 0.04% Reduce -1.2% 3,065 $228K
Financial Advocates Investment Management 0.01% New 3,064 $228K
Natixis 0.00% Add +3.2% 3,058 $227K
CW Advisors, LLC 0.00% New 3,047 $227K
MCF Advisors LLC 0.02% No change 3,035 $226K
Inspirion Wealth Advisors, LLC 0.03% No change 3,015 $224K
Alta Wealth Advisors LLC 0.10% New 3,005 $223K
Rakuten Investment Management, Inc. 0.00% Add +33.7% 2,944 $218K
CHICAGO TRUST Co NA 0.04% Add +8.2% 2,929 $218K
Pension & Wealth Management Advisors, Inc. 0.11% Add +124.2% 2,928 $218K
Cwm, LLC 0.00% Reduce -0.6% 2,893 $215K
Lanark Financial, Inc. 0.02% Add +1379.5% 2,885 $214K
J.W. Cole Advisors, Inc. 0.01% New 2,873 $214K
New York Life Investment Management LLC 0.00% Add +15.4% 2,774 $206K
Compound Planning, Inc. 0.01% Add +24.9% 2,747 $204K
HM Payson & Co. 0.00% No change 2,450 $182K
Quent Capital, LLC 0.02% No change 2,354 $175K
Point72 Hong Kong Ltd 0.01% New 2,133 $159K
Corebridge Financial, Inc. 0.00% Reduce -0.2% 2,027 $151K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +40.1% 1,920 $143K
Rakuten Securities, Inc. 0.06% Reduce -31.8% 1,815 $135K
Ostrum Asset Management 0.01% Reduce -24.5% 1,782 $132K
Sunbelt Securities, Inc. 0.01% Add +0.3% 1,778 $132K
Creative Financial Designs Inc. 0.01% Add +12.4% 1,704 $127K
Steward Partners Investment Advisory, LLC 0.00% Add +5.5% 1,602 $119K
Comerica Bank 0.00% Reduce -45.8% 1,595 $119K
Acima Private Wealth, LLC 0.04% No change 1,579 $117K
FNY Investment Advisers, LLC 0.05% Add +83.8% 1,500 $111K
Principal Securities, Inc. 0.00% Reduce -12.9% 1,482 $110K
Wilmington Savings Fund Society, FSB 0.00% New 1,452 $108K
CI Investments Inc. 0.00% Add +11.9% 1,364 $101K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +333.3% 1,300 $97K
Ossiam 0.00% Reduce -52.3% 1,291 $96K
Allworth Financial LP 0.00% Reduce -3.5% 1,290 $96K
HHM Wealth Advisors, LLC 0.01% No change 1,250 $93K
Quarry LP 0.03% Add +206.3% 1,210 $90K
Venturi Wealth Management, LLC 0.00% Add +71.7% 1,116 $83K
Advisors Asset Management, Inc. 0.00% Reduce -2.8% 1,070 $80K
Versant Capital Management, Inc 0.02% Add +34.0% 1,045 $78K
Silicon Valley Capital Partners 0.01% No change 947 $70K
Western Pacific Wealth Management, LP 0.05% Reduce -40.2% 943 $70K
Ancora Advisors LLC 0.00% Reduce -1.7% 934 $69K
Jones Financial Companies LLLP 0.00% Add +55.0% 862 $64K
Caitlin John, LLC 0.04% New 800 $63K
Coppell Advisory Solutions LLC 0.01% Add +20.5% 847 $63K
Covestor Ltd 0.04% No change 836 $62K
Natixis Investment Managers International 0.00% No change 802 $60K
National Bank of Canada 0.00% Reduce -40.2% 786 $58K
IFP Advisors, Inc 0.00% Add +42.7% 785 $58K
Frazier Financial Advisors, LLC 0.04% New 778 $58K
Quadrant Capital Group LLC 0.00% Reduce -13.7% 774 $58K
Fifth Third Bancorp 0.00% Add +0.8% 758 $56K
Catalyst Capital Advisors LLC 0.00% New 749 $56K
Brooklyn Investment Group 0.02% New 717 $53K
Nemes Rush Group LLC 0.01% Reduce -60.9% 496 $52K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.3% 657 $49K
Planning Capital Management Corp 0.03% New 657 $49K
UMB Bank, n.a. 0.00% Reduce -34.1% 625 $46K
GeoWealth Management, LLC 0.00% New 602 $45K
Farther Finance Advisors, LLC 0.00% Add +0.8% 602 $45K
Sandy Spring Bank 0.00% No change 596 $44K
Cedar Wealth Management, LLC 0.01% No change 592 $44K
First Horizon Advisors, Inc. 0.00% Add +9.5% 554 $41K
Smartleaf Asset Management LLC 0.00% Add +154.6% 522 $39K
GPS Wealth Strategies Group, LLC 0.01% No change 514 $38K
Hartford Financial Management Inc. 0.01% No change 500 $37K
First Command Advisory Services, Inc. 0.00% No change 500 $37K
Global Trust Asset Management, LLC 0.01% Reduce -4.5% 489 $36K
Blue Trust, Inc. 0.00% Add +105.5% 372 $35K
Lindbrook Capital, LLC 0.00% Reduce -7.3% 460 $34K
Global Retirement Partners, LLC 0.00% Reduce -52.9% 460 $34K
Manchester Capital Management LLC 0.00% Add +8.3% 445 $33K
Legacy Investment Solutions, LLC 0.02% — 408 $32K
Legacy Wealth Managment, LLC 0.02% — 408 $32K
EverSource Wealth Advisors, LLC 0.00% Reduce -79.8% 424 $31K
GoalVest Advisory LLC 0.01% No change 410 $30K
Arax Advisory Partners 0.00% Add +447.8% 367 $27K
Westpac Banking Corp. 0.00% No change 367 $27K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% No change 362 $27K
Future Financial Wealth Managment LLC 0.02% New 350 $26K
Itau Unibanco Holding S.A. 0.00% New 336 $25K
Spire Wealth Management 0.00% No change 300 $22K
Cullen/Frost Bankers, Inc. 0.00% Add +1452.6% 295 $22K
V-Square Quantitative Management LLC 0.00% New 282 $21K
GAMMA Investing LLC 0.00% Reduce -15.1% 281 $21K
Capital Advisors, Ltd. LLC 0.00% No change 265 $20K
City State Bank 0.01% No change 260 $19K
Hexagon Capital Partners LLC 0.00% Add +30.0% 260 $19K
JFS Wealth Advisors, LLC 0.00% Add +220.5% 250 $19K
Ashton Thomas Securities, LLC 0.00% New 233 $17K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.1% 169 $15K
Earned Wealth Advisors, LLC 0.00% New 196 $15K
CoreCap Advisors, LLC 0.00% New 191 $14K
True Wealth Design, LLC 0.01% Add +2037.5% 171 $13K
Exchange Traded Concepts, LLC 0.00% Add +69.1% 164 $12K
Financial Perspectives, Inc 0.00% No change 151 $11K
CVA Family Office, LLC 0.00% Add +36.4% 150 $11K
Macroview Investment Management LLC 0.01% Add +23.1% 149 $11K
Harbour Investments, Inc. 0.00% Reduce -15.5% 147 $11K
Concourse Financial Group Securities, Inc. 0.00% Add +115.6% 138 $10K
Trust Co. of Vermont 0.00% Add +37.0% 137 $10K
International Assets Investment Management, LLC 0.00% Reduce -48.6% 131 $10K
Private Trust Co. NA 0.00% No change 125 $9K
Tsfg, LLC 0.00% No change 115 $9K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -15.8% 117 $9K
Optiver Holding B.V. 0.00% Add +53.6% 106 $8K
Whittier Trust Co. 0.00% New 105 $8K
Trivant Custom Portfolio Group, LLC 0.00% No change 100 $7K
nVerses Capital, LLC 0.00% Reduce -80.0% 100 $7K
Addison Advisors LLC 0.00% No change 100 $7K
Rothschild Investment LLC 0.00% No change 100 $7K
BOK Financial Private Wealth, Inc. 0.00% New 100 $7K
Bruce G. Allen Investments, LLC 0.01% No change 95 $7K
Bell Investment Advisors, Inc 0.00% Reduce -6.1% 93 $7K
Wolff Wiese Magana LLC 0.00% No change 83 $6K
Thompson Investment Management, Inc. 0.00% No change 82 $6K
Hantz Financial Services, Inc. 0.00% Reduce -48.4% 80 $6K
Avior Wealth Management, LLC 0.00% Reduce -16.3% 77 $6K
Mather Group, Llc. 0.00% Reduce -67.2% 76 $6K
Parkside Financial Bank & Trust 0.00% Add +12.1% 74 $6K
Northwest Capital Management Inc 0.00% No change 70 $5K
Rise Advisors, LLC 0.00% No change 68 $5K
TrinityBridge Ltd 0.00% No change 56 $4K
Colonial Trust Advisors 0.00% No change 51 $4K
Clearstead Advisors, LLC 0.00% No change 50 $4K
Salem Investment Counselors Inc. 0.00% Add +12.5% 45 $3K
TD Waterhouse Canada Inc. 0.00% No change 44 $3K
Salomon & Ludwin, LLC 0.00% New 42 $3K
Tradewinds Capital Management, LLC 0.00% No change 40 $3K
Proffitt & Goodson Inc. 0.00% New 40 $3K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -99.4% 39 $3K
Private Wealth Management Group, LLC 0.00% Reduce -59.1% 36 $3K
Westside Investment Management, Inc. 0.00% No change 29 $3K
Larson Financial Group LLC 0.00% Add +146.2% 32 $2K
Sachetta, LLC 0.00% Add +25.0% 30 $2K
DT Investment Partners, LLC 0.00% New 30 $2K
Fairscale Capital, LLC 0.00% No change 30 $2K
IFS Advisors, LLC 0.00% No change 30 $2K
Field & Main Bank 0.00% No change 30 $2K
Sound Income Strategies, LLC 0.00% No change 30 $2K
Jaffetilchin Investment Partners, LLC 0.00% New 29 $2K
Hemington Wealth Management 0.00% New 36 $2K
Banque Cantonale Vaudoise 0.00% Reduce -99.0% 28 $2K
Valued Wealth Advisors LLC 0.00% Add +21.1% 23 $2K
SouthState Bank Corp 0.00% No change 23 $2K
Continuum Advisory, LLC 0.00% Add +69.2% 22 $2K
Wiser Advisor Group LLC 0.00% Reduce -8.3% 22 $2K
C M Bidwell & Associates Ltd. 0.00% No change 22 $2K
Fortitude Family Office, LLC 0.00% No change 22 $2K
Harbor Investment Advisory, LLC 0.00% Reduce -75.3% 20 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +30.8% 17 $1K
CBIZ Investment Advisory Services, LLC 0.00% No change 17 $1K
SJS Investment Consulting Inc. 0.00% No change 16 $1K
Raleigh Capital Management Inc. 0.00% Reduce -51.6% 15 $1K
Bangor Savings Bank 0.00% No change 14 $1K
Financial Management Professionals, Inc. 0.00% No change 16 $1K
FSA Wealth Management LLC 0.00% — 13 $966
TD Private Client Wealth LLC 0.00% No change 13 $966
Asset Dedication, LLC 0.00% Reduce -92.9% 12 $893
Caldwell Sutter Capital, Inc. 0.00% No change 12 $892
Raffa Wealth Management, LLC 0.00% No change 12 $892
Berkshire Capital Holdings Inc. 0.00% No change 10 $743
McIlrath & Eck, LLC 0.00% No change 10 $743
Glen Eagle Advisors, LLC 0.00% No change 10 $743
Elequin Capital, LP 0.00% New 8 $595
Claris Advisors, LLC / Mo / 0.00% New 8 $595
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -74.2% 8 $595
Kimelman & Baird, LLC 0.00% No change 8 $595
Darwin Wealth Management, LLC 0.00% New 6 $446
Zions Bancorporation, N.A. 0.00% Reduce -85.4% 6 $446
PayPay Securities Corp 0.03% Reduce -28.6% 5 $372
Tidemark, LLC 0.00% No change 5 $372
Voisard Asset Management Group, Inc. 0.00% New 5 $372
Key Financial Inc 0.00% New 5 $372
1620 Investment Advisors, Inc. 0.00% New 4 $320
AdvisorNet Financial, Inc 0.00% No change 4 $297
Montag A & Associates Inc. 0.00% No change 3 $224
Cornerstone Planning Group LLC 0.00% No change 3 $221
Tortoise Investment Management, LLC 0.00% No change 2 $149
CENTRAL TRUST Co 0.00% New 2 $138
Assetmark, Inc. 0.00% Add +0.0% 1 $77
MV Capital Management, Inc. 0.00% Reduce -85.7% 1 $75
Avion Wealth 0.00% Reduce -37.5% 10 $0

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