OktaOKTA

13F holders, Q4 2024 (December 31)
667holders +37
100new positions
89sold out
10famous investors
$78.84avg. 13F price*

At the end of Q4 2024, 667 institutions reported holding Okta Inc. (OKTA) in their 13F filings, up 37 from Q3 2024. 100 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($1.4B), FMR LLC ($1.3B) and BlackRock, Inc. ($809.7M). 10 famous investors held it, including Alex Sacerdote (0.8% of Whale Rock Capital Management's portfolio), Steve Cohen (0.5% of Point72 Asset Management's portfolio) and Philippe Laffont (0.3% of Coatue Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions100$470.0M
Exits89$215.4M

All 13F filers, Q3 2024 → Q4 2024: 24,336,170 shares bought and 22,848,726 shares sold, net +1,487,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 667 holders

Vanguard Group Inc. 0.02% Add +0.0% 17,209,930 $1.4B
FMR LLC 0.08% Reduce -7.0% 16,952,253 $1.3B
BlackRock, Inc. 0.02% Add +2.8% 10,275,763 $809.7M
American Century Companies Inc. 0.17% Reduce -18.6% 3,734,938 $294.3M
First Trust Advisors LP 0.26% Reduce -1.4% 3,705,088 $292.0M
Marshall Wace, LLP 0.36% Add +35.5% 3,583,937 $282.4M
State Street Corp. 0.01% Add +5.4% 3,534,519 $278.6M
Champlain Investment Partners, LLC 1.62% Reduce -13.9% 3,253,267 $256.4M
Norges Bank 0.03% Add +64.5% 2,982,138 $235.0M
Geode Capital Management, LLC 0.02% Add +5.3% 2,700,216 $212.4M
Eminence Capital, LP 3.09% Reduce -1.5% 2,564,915 $202.1M
Point72 Asset Management 0.49% Add +236.8% 2,236,942 $176.3M
D. E. Shaw & Co. 0.18% Add +51.1% 1,931,415 $152.2M
Ameriprise Financial Inc. 0.04% Add +2135.7% 1,914,254 $150.8M
Alyeska Investment Group, L.P. 0.53% Add +2309.4% 1,772,751 $139.7M
ArrowMark Colorado Holdings LLC 1.75% Add +5.2% 1,649,906 $130.0M
Morgan Stanley 0.01% Add +4.3% 1,617,164 $127.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +9.9% 1,559,625 $122.9M
Sachem Head Capital Management LP 5.82% New 1,340,000 $105.6M
Primecap Management Co. 0.08% Reduce -2.4% 1,308,766 $103.1M
Coatue Management 0.33% New 1,254,080 $98.8M
Arrowstreet Capital, Limited Partnership 0.08% Add +55.0% 1,241,220 $97.8M
Millennium Management 0.09% Add +145.9% 1,230,091 $96.9M
Charles Schwab Investment Management Inc. 0.02% Add +4.3% 1,115,516 $87.9M
Dimensional Fund Advisors LP 0.02% Reduce -0.5% 1,088,593 $85.8M
Northern Trust Corp. 0.01% Add +11.8% 1,001,027 $78.9M
Bank of New York Mellon Corp 0.01% Reduce -0.5% 932,808 $73.5M
Pictet Asset Management Holding SA 0.08% Reduce -17.3% 901,474 $71.0M
Massachusetts Financial Services Co. 0.02% Add +570.5% 869,362 $68.5M
Legal & General Group Plc 0.02% Reduce -17.4% 859,613 $67.7M
AQR Capital Management 0.09% Add +874.6% 849,642 $67.0M
Shapiro Capital Management LLC 2.25% Add +138.2% 839,768 $66.2M
Whale Rock Capital Management 0.76% Reduce -62.7% 813,701 $64.1M
Optimus Prime Fund Management Co., Ltd. 6.83% Add +3.9% 810,000 $63.8M
Westfield Capital Management Co. LP 0.28% New 802,426 $63.2M
Penserra Capital Management LLC 1.14% Add +3.0% 791,005 $62.3M
Citadel Advisors 0.05% Add +154.5% 739,919 $58.3M
Neuberger Berman Group LLC 0.04% Reduce -22.4% 674,059 $53.1M
Wells Fargo & Company 0.01% Add +54.9% 648,571 $51.1M
Royal Bank of Canada 0.01% Add +10.4% 618,704 $48.8M
Kodai Capital Management LP 1.95% Add +135.0% 602,492 $47.5M
a16z Perennial Management, L.P. 5.47% No change 597,873 $47.1M
UBS Group AG 0.01% Add +6.1% 593,607 $46.8M
Glenmede Trust Co. NA 0.23% Add +13.6% 580,035 $45.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% Add +6.6% 574,877 $45.3M
Amundi 0.02% Add +4.6% 527,574 $45.1M
Connor, Clark & Lunn Investment Management Ltd. 0.20% Add +58.8% 568,797 $44.8M
Allspring Global Investments Holdings, LLC 0.07% Add +138.6% 554,633 $43.7M
Ensign Peak Advisors, Inc 0.07% Add +126.5% 519,782 $41.0M
Barclays PLC 0.02% Add +20.1% 514,074 $40.5M
Man Group plc 0.13% Add +34.5% 508,309 $40.1M
Squarepoint Ops LLC 0.10% Reduce -8.7% 507,672 $40.0M
Nuveen Asset Management, LLC 0.01% Reduce -19.3% 505,182 $39.8M
Voya Investment Management LLC 0.05% Reduce -46.4% 503,539 $39.7M
Capital World Investors 0.01% Reduce -0.1% 501,001 $39.5M
Hudson Bay Capital Management LP 0.28% New 500,000 $39.4M
Storebrand Asset Management As 0.12% Reduce -14.5% 498,653 $39.3M
Qube Research & Technologies Ltd 0.06% Add +3.2% 464,719 $36.6M
Swiss National Bank 0.02% Reduce -4.0% 458,800 $36.2M
Sands Capital Management, LLC 0.11% Reduce -94.7% 457,648 $36.1M
Stephens Investment Management Group LLC 0.48% Add +10.3% 452,307 $35.6M
Deer Management Co. LLC 2.76% Reduce -52.5% 448,740 $35.4M
Goldman Sachs Group Inc. 0.01% Add +4.0% 446,584 $35.2M
Nordea Investment Management AB 0.03% Add +1150.2% 415,418 $33.1M
Avala Global LP 1.96% Reduce -20.0% 399,555 $31.5M
Robeco Institutional Asset Management B.V. 0.06% Reduce -4.1% 380,397 $30.0M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +6.3% 363,950 $28.7M
Adage Capital Partners Gp, L.L.C. 0.05% New 350,000 $27.6M
National Bank of Canada 0.03% Add +37792.8% 297,837 $23.5M
Invesco Ltd. 0.00% Reduce -3.9% 295,138 $23.3M
Freestone Grove Partners LP 0.28% — 290,157 $22.9M
NewEdge Wealth, LLC 0.38% Reduce -1.2% 278,627 $22.0M
JPMorgan Chase & Co. 0.00% Reduce -47.8% 271,712 $21.4M
Jackson Square Partners, LLC 2.15% Reduce -16.8% 262,198 $20.7M
Barton Investment Management 2.18% Reduce -7.8% 260,744 $20.5M
California Public Employees Retirement System 0.01% Reduce -8.5% 256,859 $20.2M
California State Teachers Retirement System 0.02% Reduce -1.7% 252,562 $19.9M
Renaissance Technologies 0.03% Reduce -37.5% 249,315 $19.6M
Staley Capital Advisers Inc. 0.86% No change 246,207 $19.4M
CANADA LIFE ASSURANCE Co 0.03% Reduce -14.6% 242,770 $19.1M
Quantinno Capital Management LP 0.18% Add +5.4% 236,485 $18.6M
Candriam S.C.A. 0.11% Add +146.1% 235,650 $18.6M
Verition Fund Management LLC 0.10% Add +915.6% 234,454 $18.5M
Capital Fund Management S.A. 0.18% Add +225.5% 233,098 $18.4M
Sea Cliff Partners Management, LP 6.29% Add +30.7% 230,000 $18.1M
Jane Street Group, LLC 0.03% Add +15.6% 229,217 $18.1M
Tredje AP-fonden 0.16% Add +757.5% 226,295 $17.8M
Railway Pension Investments Ltd 0.24% No change 225,296 $17.8M
Paloma Partners Management Co 1.63% Add +1619.3% 224,053 $17.7M
Smith Group Asset Management, LLC 1.29% Add +57.7% 221,401 $17.4M
Schroder Investment Management Group 0.02% Reduce -19.8% 218,372 $17.4M
Deutsche Bank AG 0.01% Reduce -12.7% 218,112 $17.2M
Raymond James Financial Inc. 0.01% — 207,096 $16.3M
Alta Park Capital, LP 2.13% Add +71.6% 206,815 $16.3M
Ion Asset Management Ltd. 0.97% Add +1073.6% 204,200 $16.1M
Susquehanna Fundamental Investments, LLC 0.26% — 198,738 $15.7M
Rhumbline Advisers 0.01% Reduce -2.3% 193,361 $15.2M
Frontier Capital Management Co. LLC 0.14% Add +70.7% 191,010 $15.1M
Acadian Asset Management LLC 0.04% Add +245.8% 189,870 $15.0M
Pinebridge Investments, L.P. 0.11% Add +5.1% 189,366 $14.9M
Sei Investments Co. 0.02% Reduce -28.9% 185,929 $14.7M
Harber Asset Management LLC 4.40% Reduce -11.6% 184,333 $14.5M
Nicholas Company, Inc. 0.23% Reduce -8.6% 181,884 $14.3M
Comerica Bank 0.06% Add +11019.6% 177,358 $14.0M
HSBC Holdings PLC 0.01% Add +9.3% 176,476 $13.9M
Bank of America Corp. 0.00% Reduce -72.4% 170,622 $13.4M
Citigroup Inc. 0.01% Add +24.1% 160,663 $12.7M
Korea Investment CORP 0.03% Add +2.5% 160,216 $12.6M
Bank of Montreal 0.01% Reduce -40.7% 153,649 $12.1M
State Board of Administration of Florida Retirement System 0.02% No change 153,571 $12.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +28.6% 152,510 $12.0M
ExodusPoint Capital Management, LP 0.12% New 151,299 $11.9M
Blue Grotto Capital, LLC 2.16% New 149,700 $11.8M
Jain Global LLC 0.34% — 142,824 $11.3M
Bessemer Group Inc. 0.02% Reduce -84.0% 142,645 $11.2M
Freestone Capital Holdings, LLC 0.38% Reduce 0.0% 139,930 $11.0M
Alua Capital Management LP 0.69% Reduce -78.9% 139,915 $11.0M
Asset Management One Co., Ltd. 0.04% Reduce -7.7% 133,220 $10.9M
Thematics Asset Management 0.45% Reduce -31.1% 131,000 $10.3M
Kingdon Capital Management, L.L.C. 1.75% New 130,000 $10.2M
PEAK6 LLC 0.40% — 128,335 $10.1M
Walleye Trading LLC 0.19% Add +19.7% 125,562 $9.9M
Paragon Capital Management Ltd 1.97% No change 124,200 $9.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +12.3% 120,834 $9.8M
Vontobel Holding Ltd. 0.03% Reduce -26.1% 122,031 $9.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +0.2% 121,592 $9.6M
My Personal CFO, LLC 4.83% Reduce -0.0% 119,582 $9.4M
Concentric Capital Strategies, LP 0.58% New 115,807 $9.1M
Vident Advisory, LLC 0.15% Add +27.1% 111,463 $8.8M
Focus Partners Wealth 0.02% Add +18.5% 110,623 $8.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% — 110,155 $8.7M
Sellaronda Global Management LP 8.81% — 110,000 $8.7M
T. Rowe Price Associates Inc. 0.00% Reduce -4.3% 109,561 $8.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -20.0% 108,544 $8.6M
Balyasny Asset Management L.P. 0.02% Add +66.0% 107,049 $8.4M
Union Bancaire Privee, UBP SA 0.15% — 108,597 $8.3M
Kornitzer Capital Management Inc. 0.16% No change 105,750 $8.3M
KLP Kapitalforvaltning As 0.04% — 102,900 $8.1M
Federated Hermes, Inc. 0.02% Reduce -62.8% 101,344 $8.0M
State of Wisconsin Investment Board 0.02% Reduce -8.6% 100,506 $7.9M
CenterBook Partners LP 0.46% Reduce -62.4% 98,725 $7.8M
Ieq Capital, LLC 0.07% Add +100.0% 97,988 $7.7M
Aviva PLC 0.02% Reduce -18.9% 97,897 $7.7M
Ardsley Advisory Partners LP 1.49% New 97,200 $7.7M
Torque Asset Management LLC 3.55% New 96,300 $7.6M
Jacobson & Schmitt Advisors, LLC 1.46% Add +53.5% 95,793 $7.5M
Twin Tree Management, LP 0.18% Reduce -14.0% 95,757 $7.5M
Alliancebernstein L.P. 0.00% Add +32.1% 93,450 $7.4M
APG Asset Management N.V. 0.02% Add +1266.3% 96,406 $7.3M
Rockefeller Capital Management L.P. 0.02% Add +56.4% 90,895 $7.2M
Whetstone Capital Advisors, LLC 2.69% Add +0.1% 89,648 $7.1M
New York State Common Retirement Fund 0.01% Reduce -5.9% 87,215 $6.9M
Twenty Acre Capital LP 5.53% Reduce -6.1% 86,041 $6.8M
Swedbank AB 0.01% Add +6.4% 85,124 $6.7M
RPG Investment Advisory, LLC 0.89% Add +1.6% 84,463 $6.7M
Huntington National Bank 0.06% Add +0.2% 80,656 $6.4M
Motley Fool Wealth Management, LLC 0.33% Reduce -13.0% 79,926 $6.4M
Nomura Holdings Inc. 0.03% Reduce -91.9% 80,409 $6.3M
Congress Asset Management Co. 0.04% Add +1.4% 79,531 $6.3M
HRT Financial LP 0.03% New 79,234 $6.2M
Blair William & Co. 0.02% Reduce -1.3% 79,172 $6.2M
Creative Planning 0.01% Reduce -9.6% 78,344 $6.2M
BNP Paribas Financial Markets 0.00% Reduce -0.2% 77,650 $6.1M
US Bancorp \de 0.01% Reduce -2.0% 77,646 $6.1M
Macquarie Group Ltd. 0.01% Reduce -25.9% 76,475 $6.0M
Ilmarinen Mutual Pension Insurance Co 0.05% Add +50.0% 75,000 $5.9M
Forsta Ap-Fonden 0.04% Add +40.5% 73,900 $5.8M
Royal London Asset Management Ltd. 0.01% Add +16.2% 73,629 $5.8M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +1.9% 73,621 $5.8M
GMT Capital Corp 0.28% No change 73,000 $5.8M
Treasurer of the State of North Carolina 0.02% Reduce -0.8% 71,182 $5.6M
Formula Growth Ltd. 1.87% Add +9.4% 70,000 $5.5M
Danske Bank A/S 0.02% Add +26.0% 69,828 $5.5M
Stifel Financial Corp. 0.01% Add +86.3% 69,426 $5.5M
iA Global Asset Management Inc. 0.09% New 68,214 $5.4M
CIBC Private Wealth Group LLC 0.01% Add +131.1% 62,409 $5.3M
Point72 (DIFC) Ltd 0.47% Add +805.1% 66,763 $5.3M
Cerity Partners LLC 0.01% Add +22.6% 66,734 $5.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.61% Add +5.7% 65,931 $5.2M
Twinbeech Capital LP 0.09% New 65,905 $5.2M
Parallax Volatility Advisers, L.P. 0.13% Add +4.8% 65,588 $5.2M
Canada Pension Plan Investment Board 0.00% Add +358.0% 65,500 $5.2M
Wolverine Trading, LLC 0.12% Add +155.9% 64,303 $5.1M
HighTower Advisors, LLC 0.01% Add +7.3% 63,153 $5.0M
Los Angeles Capital Management LLC 0.02% Add +2.2% 62,290 $4.9M
Mn Services Vermogensbeheer B.V. 0.03% No change 62,100 $4.9M
Brevan Howard Capital Management LP 0.12% Add +320.1% 60,642 $4.8M
State of New Jersey Common Pension Fund D 0.02% No change 60,081 $4.7M
Assenagon Asset Management S.A. 0.01% Add +106.8% 59,951 $4.7M
Beacon Pointe Advisors, LLC 0.05% Add +44.6% 58,922 $4.6M
Stanley-Laman Group, Ltd. 0.64% Reduce -7.0% 58,095 $4.6M
Westerly Capital Management, LLC 2.11% New 58,000 $4.6M
LPL Financial LLC 0.00% Add +32.5% 57,352 $4.5M
Bayesian Capital Management, LP 0.55% New 57,100 $4.5M
Envestnet Asset Management Inc. 0.00% Reduce -36.5% 57,028 $4.5M
Schonfeld Strategic Advisors LLC 0.03% Add +471.7% 56,390 $4.4M
Public Employees Retirement System of Ohio 0.02% Reduce -3.9% 55,823 $4.4M
Lansforsakringar Fondforvaltning AB (publ) 0.02% — 55,508 $4.4M
Walleye Capital LLC 0.05% Reduce -38.0% 54,997 $4.3M
Pinegrove Venture Partners, LLC 6.03% No change 53,152 $4.2M
Crestline Management, L.P. 0.14% Add +11.4% 50,902 $4.0M
Granahan Investment Management, LLC 0.17% Add +23.9% 50,852 $4.0M
Clarius Group, LLC 0.27% Reduce -10.4% 49,581 $3.9M
Arizona State Retirement System 0.02% Add +2.3% 47,155 $3.7M
Insight Holdings Group, LLC 0.24% Reduce -79.0% 47,050 $3.7M
Aberdeen Group plc 0.01% Reduce -28.5% 46,447 $3.7M
Resona Asset Management Co.,Ltd. 0.02% Reduce -4.8% 45,846 $3.6M
Prevail Innovative Wealth Advisors, LLC 1.05% New 45,984 $3.6M
Titan Global Capital Management USA LLC 0.54% Reduce -8.3% 45,557 $3.6M
SWS Partners 1.07% Add +38.3% 44,916 $3.5M
Galilei Investment Office LLP 1.71% — 37,000 $3.4M
Jump Financial, LLC 0.07% Add +277.3% 42,668 $3.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +2.0% 41,100 $3.2M
Handelsbanken Fonder AB 0.01% Reduce -22.7% 40,500 $3.2M
Selective Wealth Management, Inc. 1.28% Reduce -7.6% 37,980 $3.2M
Jasper Ridge Partners, L.P. 0.10% Reduce -3.6% 39,660 $3.1M
Oak Thistle LLC 0.92% Add +395.4% 39,485 $3.1M
Andra AP-fonden 0.05% Reduce -24.8% 39,400 $3.1M
Zacks Investment Management 0.03% Add +0.7% 39,340 $3.1M
Brown Advisory Inc. 0.00% Reduce -2.5% 39,332 $3.1M
Left Brain Wealth Management, LLC 1.15% Reduce -3.4% 38,710 $3.1M
Edgestream Partners, L.P. 0.13% Add +490.5% 38,273 $3.0M
Maytus Capital Management, LLC 1.05% Reduce -9.5% 38,000 $3.0M
Russell Investments Group, Ltd. 0.00% Add +12.3% 37,895 $3.0M
Altrinsic Global Advisors LLC 0.14% New 37,558 $3.0M
Group One Trading LLC 0.10% New 36,810 $2.9M
272 Capital LP 2.70% Add +117.1% 36,252 $2.9M
MML Investors Services, LLC 0.01% Add +7.5% 35,818 $2.8M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +2.8% 34,695 $2.8M
Channel Wealth LLC 0.90% New 35,036 $2.8M
S&co Inc. 0.19% No change 34,925 $2.8M
Cullinan Associates Inc. 0.18% No change 34,900 $2.8M
Wellington Management Group LLP 0.00% Add +68.8% 34,042 $2.7M
Occidental Asset Management, LLC 0.41% No change 33,501 $2.6M
Engineers Gate Manager LP 0.04% Reduce -2.0% 32,292 $2.5M
KBC Group NV 0.01% Add +0.2% 32,280 $2.5M
Alamar Capital Management, LLC 1.37% Reduce -2.7% 31,730 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +15.9% 31,109 $2.5M
IFM Investors Pty Ltd 0.02% Reduce -6.9% 30,598 $2.4M
Boothbay Fund Management, LLC 0.08% Add +58.9% 30,528 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.7% 30,055 $2.4M
Moser Wealth Advisors, LLC 1.22% No change 29,723 $2.3M
Rosenblum Silverman Sutton S F Inc. 0.58% Reduce -4.5% 29,260 $2.3M
Credit Agricole S A 0.01% Add +251.4% 29,202 $2.3M
Pacer Advisors, Inc. 0.01% Add +162.8% 29,103 $2.3M
Diversify Advisory Services, LLC 0.13% New 26,888 $2.3M
WINTON GROUP Ltd 0.15% New 28,478 $2.2M
Utah Retirement Systems 0.02% Add +1.8% 28,442 $2.2M
DNB Asset Management AS 0.01% Add +4.8% 28,423 $2.2M
Private Advisor Group, LLC 0.01% Reduce -2.6% 28,041 $2.2M
Woodline Partners LP 0.01% New 27,905 $2.2M
Mediolanum International Funds Ltd 0.03% Add +247.1% 27,289 $2.2M
Campbell & CO Investment Adviser LLC 0.16% Add +12.4% 27,041 $2.1M
DekaBank Deutsche Girozentrale 0.00% No change 26,155 $2.1M
Diversified Trust Co. 0.05% Add +11.6% 26,492 $2.1M
Illinois Municipal Retirement Fund 0.03% Add +80.9% 26,065 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -24.3% 26,025 $2.1M
Rwa Wealth Partners, LLC 0.03% Add +33.0% 25,928 $2.0M
Nisa Investment Advisors, LLC 0.01% Reduce -0.2% 25,835 $2.0M
Cibc World Market Inc. 0.00% Reduce -72.0% 25,697 $2.0M
LBP Am SA 0.03% New 25,205 $2.0M
Vinva Investment Management Ltd 0.07% Add +231.2% 24,655 $2.0M
Vestcor Inc 0.06% Add +573.9% 23,485 $1.9M
Pathstone Holdings, LLC 0.01% Add +106.3% 23,410 $1.8M
Fieldview Capital Management, LLC 0.28% — 23,407 $1.8M
Police & Firemen's Retirement System of New Jersey 0.02% — 23,355 $1.8M
Lecap Asset Management Ltd. 0.50% Reduce -50.3% 23,268 $1.8M
Migdal Insurance & Financial Holdings Ltd. 0.03% Reduce -16.1% 23,124 $1.8M
Allianz Asset Management GmbH 0.00% Reduce -94.3% 23,086 $1.8M
Sciencast Management LP 0.49% Reduce -38.7% 22,861 $1.8M
Fox Run Management, L.L.C. 0.32% Add +300.7% 22,517 $1.8M
LMG Wealth Partners, LLC 0.39% Add +15.2% 22,507 $1.8M
Xponance LLC 0.02% Add +11.3% 22,389 $1.8M
Dark Forest Capital Management LP 0.26% Reduce -49.4% 22,324 $1.8M
Intech Investment Management LLC 0.02% Add +64.7% 22,311 $1.8M
Keybank National Association 0.01% Reduce -0.1% 21,480 $1.7M
Magnetar Financial LLC 0.05% Add +493.4% 21,477 $1.7M
SBI Securities Co., Ltd. 0.05% — 21,399 $1.7M
Leonteq Securities AG 0.17% Reduce -11.7% 20,693 $1.7M
Toronto Dominion Bank 0.00% Add +1.6% 21,246 $1.7M
Pursue Wealth Partners LLC 0.96% New 21,235 $1.7M
Mariner, LLC 0.00% Reduce -29.0% 21,161 $1.7M
Victory Capital Management Inc. 0.00% Reduce -50.8% 21,154 $1.7M
Nissay Asset Management Corp. /Japan 0.01% Add +2.2% 19,890 $1.6M
Atom Investors LP 0.20% Add +163.8% 20,088 $1.6M
Teza Capital Management LLC 0.24% New 19,884 $1.6M
Cetera Investment Advisers 0.00% Add +54.0% 19,371 $1.5M
OMERS ADMINISTRATION Corp 0.01% Reduce -26.2% 19,346 $1.5M
Algert Global LLC 0.04% New 19,270 $1.5M
Rezny Wealth Management, Inc. 0.37% Add +3.5% 19,148 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -40.7% 18,953 $1.5M
Fort Washington Investment Advisors Inc. 0.01% No change 18,904 $1.5M
Inspire Investing, LLC 0.17% Reduce -3.4% 18,804 $1.5M
Blue Zone Wealth Advisors, LLC 0.42% Add +6.8% 18,400 $1.4M
Tidal Investments LLC 0.01% Reduce -28.5% 17,940 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -10.9% 17,624 $1.4M
Swiss Life Asset Management Ltd 0.01% Add +303.2% 17,284 $1.4M
Symmetry Investments LP 0.08% New 17,200 $1.4M
Public Employees Retirement Association of Colorado 0.01% No change 16,619 $1.3M
Quinn Opportunity Partners LLC 0.09% New 16,471 $1.3M
Rafferty Asset Management, LLC 0.00% Add +8.8% 16,333 $1.3M
Fluent Financial, LLC 0.57% New 16,329 $1.3M
Linden Thomas Advisory Services, LLC 0.16% Add +6.6% 16,130 $1.3M
TD Asset Management Inc 0.00% Reduce -58.6% 15,996 $1.3M
Cwm, LLC 0.01% Add +446.9% 15,821 $1.2M
Gotham Asset Management 0.01% New 15,488 $1.2M
LB Partners LLC 0.89% No change 15,000 $1.2M
River Global Investors LLP 0.23% Reduce -32.4% 14,968 $1.2M
Sanctuary Advisors, LLC 0.01% Add +10.7% 12,445 $1.2M
Lazard Asset Management LLC 0.00% Add +42.2% 14,791 $1.2M
Citizens Financial Group Inc. 0.02% Reduce -15.7% 14,618 $1.2M
Tairen Capital Ltd 0.17% Reduce -2.7% 14,600 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 14,301 $1.1M
Clarity Capital Partners LLC 0.58% Reduce -2.6% 14,190 $1.1M
Y.D. More Investments Ltd 0.10% Reduce -1.6% 14,136 $1.1M
Mackenzie Financial Corp. 0.00% Reduce -26.4% 13,920 $1.1M
Vectors Research Management, LLC 0.37% Reduce -14.6% 13,761 $1.1M
Daiwa Securities Group Inc. 0.00% Reduce -16.9% 13,385 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -29.5% 13,230 $1.0M
Janus Henderson Group PLC 0.00% Reduce -8.6% 13,071 $1.0M
Truist Financial Corp. 0.00% Reduce -77.3% 12,830 $1.0M
Dynamic Technology Lab Private Ltd 0.16% Reduce -52.9% 12,815 $1.0M
Perpetual Ltd 0.01% New 12,735 $1.0M
Brandywine Managers, LLC 1.05% No change 12,687 $1000K
Two Sigma Advisers, LP 0.00% New 12,500 $985K
Advisors Management Group Inc. 0.23% Add +4.4% 12,272 $967K
Gulf International Bank (UK) Ltd 0.02% Reduce -0.9% 12,144 $956K
Wealth Enhancement Advisory Services, LLC 0.00% Add +52.4% 12,126 $956K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +85.4% 11,588 $922K
Sherbrooke Park Advisers LLC 0.29% Reduce -28.5% 11,669 $920K
Fortis Capital Advisors, LLC 0.31% New 11,621 $915K
Belpointe Asset Management LLC 0.06% New 11,621 $915K
Royal Fund Management, LLC 0.10% Reduce -58.9% 11,600 $914K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -41.9% 11,396 $898K
Graham Capital Management, L.P. 0.04% Reduce -79.5% 11,301 $891K
Elo Mutual Pension Insurance Co 0.02% Reduce -21.3% 11,249 $886K
Alps Advisors Inc. 0.01% Reduce -9.0% 11,107 $875K
Principal Financial Group Inc. 0.00% Reduce -5.5% 11,077 $873K
Plato Investment Management Ltd 0.06% No change 11,021 $872K
Tower Research Capital LLC (TRC) 0.02% Add +46.3% 10,833 $854K
Prospera Financial Services Inc 0.02% Reduce -7.4% 10,543 $831K
Savant Capital, LLC 0.01% New 10,515 $829K
Geneos Wealth Management Inc. 0.03% Add +149.3% 10,466 $825K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -3.7% 10,377 $818K
AlphaQuest LLC 0.11% Add +43.7% 10,251 $808K
Corient Private Wealth LP 0.00% Reduce -12.0% 10,147 $800K
Avanza Fonder AB 0.02% — 10,109 $797K
Firsthand Capital Management, Inc. 1.64% No change 10,000 $788K
Petrus Trust Company, LTA 0.08% Reduce -2.7% 9,961 $785K
Courier Capital LLC 0.05% Reduce -31.3% 9,924 $782K
ORG Partners LLC 0.11% Add +74.3% 9,900 $780K
Westpac Banking Corp. 0.05% Add +2574.9% 9,817 $774K
Franklin Resources Inc. 0.00% Reduce -12.5% 9,591 $756K
Prudential Financial Inc. 0.00% Add +26.2% 10,200 $751K
Coastal Bridge Advisors, LLC 0.19% No change 9,519 $750K
Concurrent Investment Advisors, LLC 0.02% New 9,487 $748K
Amalgamated Bank 0.01% Add +0.9% 9,431 $743K
Gilbert & Cook, Inc. 0.10% Reduce -31.8% 9,319 $734K
Guggenheim Capital LLC 0.01% Add +54.9% 9,217 $726K
Alerus Financial NA 0.05% Reduce -4.8% 9,100 $717K
Maryland State Retirement & Pension System 0.01% No change 8,828 $696K
Ethic Inc. 0.01% Reduce -22.9% 8,785 $692K
Donor Advised Charitable Giving, Inc. 0.02% No change 8,775 $691K
TrueMark Investments, LLC 0.22% Reduce -7.5% 8,737 $688K
Captrust Financial Advisors 0.00% Add +21.8% 8,676 $684K
Kestra Advisory Services, LLC 0.00% Reduce -10.7% 8,572 $675K
Pier 88 Investment Partners LLC 0.82% Add +27.5% 8,480 $668K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.40% — 8,311 $655K
Inceptionr LLC 0.14% New 8,161 $643K
Townsquare Capital LLC 0.01% Add +26.1% 7,973 $628K
Bank of Nova Scotia 0.00% Reduce -13.3% 7,951 $627K
Slow Capital, Inc. 0.09% Reduce -74.3% 7,907 $623K
Manufacturers Life Insurance Company, The 0.00% Add +1.8% 7,873 $620K
Empowered Funds, LLC 0.01% Add +32.0% 7,550 $595K
Shay Capital LLC 0.14% New 7,500 $591K
Cibc World Markets Corp. 0.00% Reduce -21.6% 7,350 $579K
Cresset Asset Management, LLC 0.00% Reduce -78.8% 7,178 $566K
Great Lakes Advisors, LLC 0.00% Add +2.7% 7,070 $557K
Ameritas Advisory Services, LLC 0.02% New 7,020 $553K
Synergy Financial Group, LTD 0.46% Add +9.7% 6,999 $552K
Janney Montgomery Scott LLC 0.00% Reduce -0.5% 6,855 $540K
Susquehanna International Group, LLP 0.00% Reduce -96.5% 6,829 $538K
Bryce Point Capital, LLC 0.16% — 6,802 $536K
Profund Advisors LLC 0.02% Add +1.3% 6,783 $535K
Hel Ved Capital Management Ltd 0.16% New 6,700 $528K
True Link Financial Advisors, LLC 0.04% New 6,640 $523K
Bristlecone Advisors, LLC 0.04% Add +35.2% 6,607 $521K
Wealthfront Advisers LLC 0.00% Add +11.1% 6,600 $520K
Calamos Advisors LLC 0.00% New 6,488 $511K
CIBC Asset Management Inc 0.00% Add +13.9% 6,433 $507K
Sterling Capital Management LLC 0.01% Reduce -90.4% 6,426 $506K
American Trust 0.04% Reduce -2.6% 6,384 $503K
Occudo Quantitative Strategies LP 0.09% New 6,364 $501K
PNC Financial Services Group, Inc. 0.00% Add +7.4% 6,362 $501K
EntryPoint Capital, LLC 0.21% Add +94.1% 6,245 $492K
M&T Bank Corp 0.00% Reduce -1.0% 6,084 $479K
Benjamin Edwards Inc. 0.01% Reduce -10.8% 6,068 $478K
MetLife Investment Management, LLC 0.00% Reduce -0.2% 6,032 $475K
Centiva Capital, LP 0.02% Reduce -51.5% 6,006 $473K
Connective Portfolio Management, LLC 0.70% New 6,000 $473K
Alpha DNA Investment Management LLC 0.25% Reduce -1.4% 5,898 $465K
Triumph Capital Management 0.16% Add +13.2% 5,791 $456K
Mercer Global Advisors Inc. 0.00% Add +3.1% 5,646 $445K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -10.5% 5,402 $441K
Independent Advisor Alliance 0.01% Reduce -5.3% 5,576 $439K
Stratos Wealth Partners, LTD. 0.01% Reduce -25.8% 5,569 $439K
Choreo, LLC 0.01% Reduce -8.5% 5,490 $435K
Palo Alto Wealth Advisors, LLC 0.15% Reduce -9.9% 5,480 $432K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.5% 5,460 $430K
Prudential PLC 0.00% No change 5,301 $418K
Pingora Partners LLC 0.27% No change 5,290 $417K
Independent Financial Group, LLC 0.01% Add +36.1% 5,283 $416K
Daiichi Life Insurance Co., Ltd. 0.01% New 5,188 $409K
Mutual of America Capital Management LLC 0.00% Reduce -8.3% 5,133 $404K
APG Asset Management US Inc. 0.00% New 5,113 $403K
GraniteShares Advisors LLC 0.25% Reduce -19.5% 5,097 $402K
Alta Wealth Advisors LLC 0.17% Add +67.4% 5,030 $396K
Jefferies Financial Group Inc. 0.00% New 5,000 $394K
Aquatic Capital Management LLC 0.01% Reduce -97.0% 4,967 $391K
Nebula Research & Development LLC 0.05% Reduce -60.5% 4,961 $391K
Legal Advantage Investments, Inc. 0.21% New 4,950 $390K
Oppenheimer & Co. Inc. 0.01% Reduce -0.4% 4,933 $389K
Sumitomo Mitsui Financial Group, Inc. 0.01% Add +12051.3% 4,739 $387K
Allstate Corp. 0.01% New 4,790 $377K
Clear Creek Financial Management, LLC 0.04% Reduce -7.5% 4,771 $376K
Machina Capital S.A.S. 0.16% Add +19.9% 4,739 $373K
Federation des caisses Desjardins du Quebec 0.00% Add +9.5% 4,734 $373K
Parallel Advisors, LLC 0.01% Add +37.6% 4,670 $368K
Harvest Fund Management Co., Ltd 0.02% New 4,701 $367K
First Hawaiian Bank 0.01% Add +1.3% 4,640 $366K
Asahi Life Asset Management Co., LTD. 0.22% Reduce -2.1% 4,560 $359K
Avantax Advisory Services, Inc. 0.00% Reduce -50.1% 4,549 $358K
Bridgewater Associates 0.00% New 4,533 $357K
Sapience Investments, LLC 0.21% New 4,519 $356K
Praxis Investment Management Inc. 0.02% New 4,510 $355K
Frank, Rimerman Advisors LLC 0.03% Add +2.4% 4,465 $352K
Quarry LP 0.07% Add +268.9% 4,464 $352K
Atria Investments, Inc 0.00% New 4,464 $352K
Yarbrough Capital, LLC 0.01% No change 4,400 $347K
Mission Wealth Management, LP 0.01% Add +9.4% 4,383 $345K
Harbor Capital Advisors, Inc. 0.01% Reduce -38.2% 4,344 $342K
Nemes Rush Group LLC 0.04% Add +757.3% 4,252 $335K
Sender Co & Partners, Inc. 0.42% New 4,250 $335K
Forum Financial Management, LP 0.01% New 4,231 $333K
World Equity Group, Inc. 0.07% New 4,210 $332K
Numerai GP LLC 0.09% New 4,171 $329K
XTX Topco Ltd 0.03% New 4,156 $327K
B. Metzler seel. Sohn & Co. AG 0.00% No change 4,126 $325K
Composition Wealth, LLC 0.01% Add +0.8% 4,096 $323K
Gsa Capital Partners LLP 0.02% New 4,055 $320K
Waldron Private Wealth LLC 0.01% Add +0.6% 4,047 $319K
Octavia Wealth Advisors, LLC 0.04% New 4,035 $318K
Caprock Group, LLC 0.01% Add +6.5% 4,032 $318K
Resonant Capital Advisors, LLC 0.02% Add +1.2% 4,026 $317K
Rather & Kittrell, Inc. 0.07% Reduce -29.4% 3,979 $314K
Cynosure Group, LLC 0.05% Reduce -0.3% 3,961 $312K
Wahed Invest LLC 0.05% Add +2.2% 3,958 $312K
GenTrust, LLC 0.01% New 3,945 $311K
Bridgefront Capital, LLC 0.10% Reduce -26.5% 3,903 $308K
Truvestments Capital LLC 0.08% Add +8.0% 3,829 $302K
Avior Wealth Management, LLC 0.01% Add +4844.2% 3,807 $300K
PharVision Advisers, LLC 0.25% — 3,794 $299K
Bleakley Financial Group, LLC 0.01% Reduce -8.3% 3,774 $297K
Commerce Bank 0.00% Reduce -4.9% 3,734 $294K
Graypoint LLC 0.02% New 3,629 $286K
Lombard Odier Asset Management (USA) Corp 0.12% New 3,583 $282K
Signaturefd, LLC 0.01% Reduce -3.0% 3,528 $278K
Flagship Harbor Advisors, LLC 0.01% Reduce -37.7% 3,504 $276K
Qtron Investments LLC 0.04% No change 3,494 $275K
Aaron Wealth Advisors LLC 0.03% Add +1.3% 3,462 $273K
Red Wave Investments LLC 0.09% No change 3,391 $267K
Metis Global Partners, LLC 0.01% Add +6.4% 3,386 $267K
GK Wealth Management LLC 0.34% — 3,380 $266K
United Capital Financial Advisors, LLC 0.00% Reduce -7.7% 3,357 $265K
Brighton Jones LLC 0.01% New 3,307 $261K
Stephens Inc. 0.00% Add +5.0% 3,296 $260K
Evanson Asset Management, LLC 0.02% New 3,282 $259K
New World Advisors LLC 0.06% New 3,260 $257K
Inspirion Wealth Advisors, LLC 0.04% No change 3,015 $255K
CI Investments Inc. 0.00% Add +134.3% 3,196 $252K
J.W. Cole Advisors, Inc. 0.01% Add +10.4% 3,172 $250K
CHICAGO TRUST Co NA 0.05% Add +6.5% 3,120 $246K
Norden Group LLC 0.03% New 3,106 $245K
UniSuper Management Pty Ltd 0.00% Reduce -20.5% 3,100 $244K
Opes Wealth Management LLC 0.05% Reduce -0.2% 3,060 $241K
MCF Advisors LLC 0.02% No change 3,035 $239K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Add +56.8% 3,010 $237K
West Tower Group, LLC 0.52% New 3,000 $236K
Kazazian Asset Management, LLC 0.19% — 3,000 $236K
EPIQ Capital Group, LLC 0.06% New 3,000 $236K
Atria Wealth Solutions, Inc. 0.00% Reduce -62.4% 2,992 $236K
Edmond DE Rothschild Holding S.A. 0.00% New 2,980 $235K
Flow Traders U.S. LLC 0.01% New 2,957 $233K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 2,889 $228K
O'shaughnessy Asset Management, LLC 0.00% Reduce -47.0% 2,841 $224K
Veltria Advisors Corp. 0.09% New 2,810 $221K
CW Advisors, LLC 0.00% Reduce -8.2% 2,798 $216K
Compound Planning, Inc. 0.01% Reduce -0.3% 2,738 $216K
GTS Securities LLC 0.01% New 2,693 $212K
Pension & Wealth Management Advisors, Inc. 0.08% Reduce -8.7% 2,674 $211K
Creekside Partners 0.11% New 2,666 $210K
Greenwood Capital Associates LLC 0.03% New 2,653 $209K
Kera Capital Partners, Inc. 0.06% — 2,650 $209K
Ballentine Partners, LLC 0.00% New 2,591 $204K
Achmea Investment Management B.V. 0.00% Reduce -91.4% 2,583 $204K
Ostrum Asset Management 0.02% Add +40.0% 2,494 $197K
HM Payson & Co. 0.00% No change 2,450 $193K
Spire Wealth Management 0.01% Add +696.7% 2,390 $188K
Quent Capital, LLC 0.02% Reduce -1.5% 2,319 $183K
Creative Financial Designs Inc. 0.01% Add +23.9% 2,111 $166K
Corebridge Financial, Inc. 0.00% Reduce -3.5% 1,956 $154K
Jones Financial Companies LLLP 0.00% Add +114.3% 1,847 $146K
Steward Partners Investment Advisory, LLC 0.00% Add +14.5% 1,834 $145K
Allworth Financial LP 0.00% Add +25.3% 1,616 $143K
Sunbelt Securities, Inc. 0.01% Reduce -4.8% 1,692 $135K
Principal Securities, Inc. 0.00% Add +13.8% 1,686 $133K
Acima Private Wealth, LLC 0.04% No change 1,579 $124K
Wilmington Savings Fund Society, FSB 0.00% No change 1,452 $114K
GPS Wealth Strategies Group, LLC 0.01% Add +169.3% 1,384 $109K
Covestor Ltd 0.07% Add +65.1% 1,380 $109K
Caitong International Asset Management Co., Ltd 0.10% — 1,310 $103K
Rakuten Securities, Inc. 0.04% Reduce -27.9% 1,309 $103K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,300 $102K
Optiver Holding B.V. 0.00% Add +1118.9% 1,292 $102K
HHM Wealth Advisors, LLC 0.01% Add +0.1% 1,251 $99K
MAI Capital Management 0.00% New 1,231 $97K
GeoWealth Management, LLC 0.00% Add +67.9% 1,011 $80K
Pilgrim Partners Asia Pte Ltd 0.07% — 980 $77K
Advisors Asset Management, Inc. 0.00% Reduce -10.9% 953 $75K
Silicon Valley Capital Partners 0.01% No change 947 $75K
Johnson Financial Group, Inc. 0.00% New 771 $73K
Venturi Wealth Management, LLC 0.00% Reduce -19.9% 894 $70K
IFP Advisors, Inc 0.00% Add +4.5% 820 $65K
Natixis Investment Managers International 0.00% No change 802 $63K
FNY Investment Advisers, LLC 0.03% Reduce -50.0% 750 $59K
Coppell Advisory Solutions LLC 0.01% Reduce -12.8% 739 $59K
Smartleaf Asset Management LLC 0.01% Add +40.2% 732 $58K
Brooklyn Investment Group 0.02% Reduce -6.3% 672 $53K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 657 $52K
Fifth Third Bancorp 0.00% Reduce -15.2% 643 $51K
Quadrant Capital Group LLC 0.00% Reduce -18.6% 630 $50K
Farther Finance Advisors, LLC 0.00% Reduce -3.5% 581 $46K
NewEdge Advisors, LLC 0.00% Reduce -85.3% 580 $46K
True Wealth Design, LLC 0.02% Add +237.4% 577 $45K
First Horizon Advisors, Inc. 0.00% Add +2.9% 570 $45K
Modus Advisors, LLC 0.01% New 563 $44K
Wingate Wealth Advisors, Inc. 0.04% — 560 $44K
Legacy Investment Solutions, LLC 0.03% Add +10.5% 451 $44K
Legacy Wealth Managment, LLC 0.03% Add +10.5% 451 $44K
Brown Brothers Harriman & Co. 0.00% New 548 $43K
University of Texas/Texas Am Investment Management Co. 0.00% New 505 $40K
Hartford Financial Management Inc. 0.01% No change 500 $39K
First Command Advisory Services, Inc. 0.00% No change 500 $39K
Global Trust Asset Management, LLC 0.01% No change 489 $39K
TD Private Client Wealth LLC 0.00% Add +3507.7% 469 $37K
Pinnacle Holdings, LLC 0.02% New 450 $35K
EverSource Wealth Advisors, LLC 0.00% Add +6.1% 450 $35K
Global Retirement Partners, LLC 0.00% Reduce -2.2% 450 $35K
Ancora Advisors LLC 0.00% Reduce -53.5% 434 $34K
Manchester Capital Management LLC 0.00% Reduce -4.3% 426 $34K
Versant Capital Management, Inc 0.01% Reduce -60.7% 411 $32K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% Reduce -2.8% 352 $28K
Future Financial Wealth Managment LLC 0.02% No change 350 $28K
GAMMA Investing LLC 0.00% Add +20.3% 338 $27K
Lindbrook Capital, LLC 0.00% Reduce -27.8% 332 $26K
2UniFi Bank 0.02% — 315 $25K
Golden State Wealth Management, LLC 0.00% — 301 $24K
Aventura Private Wealth, LLC 0.01% — 290 $23K
JFS Wealth Advisors, LLC 0.00% Add +10.8% 277 $22K
Hexagon Capital Partners LLC 0.00% Add +3.9% 270 $21K
Capital Advisors, Ltd. LLC 0.00% No change 265 $21K
City State Bank 0.01% No change 260 $20K
Colonial Trust Co / SC 0.00% New 221 $17K
Concourse Financial Group Securities, Inc. 0.00% Add +31.2% 181 $16K
Western Pacific Wealth Management, LP 0.01% Reduce -78.8% 200 $16K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +7.1% 181 $16K
Ossiam 0.00% Reduce -85.7% 185 $15K
Arax Advisory Partners 0.00% Reduce -55.0% 165 $13K
Financial Perspectives, Inc 0.00% No change 151 $12K
CoreCap Advisors, LLC 0.00% Reduce -25.6% 142 $11K
Washington Trust Advisors, Inc. 0.00% New 141 $11K
Trust Co. of Vermont 0.00% No change 137 $11K
Exchange Traded Concepts, LLC 0.00% Reduce -16.5% 137 $11K
Bruce G. Allen Investments, LLC 0.01% Add +43.2% 136 $11K
UMB Bank, n.a. 0.00% Reduce -79.0% 131 $10K
CVA Family Office, LLC 0.00% Reduce -15.3% 127 $10K
Private Trust Co. NA 0.00% No change 125 $10K
Whittier Trust Co. 0.00% Add +9.5% 115 $9K
Tsfg, LLC 0.00% No change 115 $9K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -1.7% 115 $9K
Harbour Investments, Inc. 0.00% Reduce -29.9% 103 $8K
Rothschild Investment LLC 0.00% Add +2.0% 102 $8K
Trivant Custom Portfolio Group, LLC 0.00% No change 100 $8K
Addison Advisors LLC 0.00% No change 100 $8K
Sandy Spring Bank 0.00% Reduce -83.9% 96 $8K
Cullen/Frost Bankers, Inc. 0.00% Reduce -67.5% 96 $8K
Bell Investment Advisors, Inc 0.00% No change 93 $7K
Wolff Wiese Magana LLC 0.00% Add +10.8% 92 $7K
Thompson Investment Management, Inc. 0.00% No change 82 $6K
Hantz Financial Services, Inc. 0.00% No change 80 $6K
Blue Trust, Inc. 0.00% Reduce -80.7% 72 $6K
TD Waterhouse Canada Inc. 0.00% Add +54.5% 68 $5K
Mather Group, Llc. 0.00% Reduce -13.2% 66 $5K
Private Wealth Management Group, LLC 0.00% Add +80.6% 65 $5K
Carolinas Wealth Consulting LLC 0.00% New 64 $5K
Van Hulzen Asset Management, LLC 0.00% New 64 $5K
Hollencrest Capital Management 0.00% New 60 $5K
Clearstead Advisors, LLC 0.00% Add +16.0% 58 $5K
Parkside Financial Bank & Trust 0.00% Reduce -29.7% 52 $4K
Winthrop Capital Management, LLC 0.00% New 49 $4K
Hemington Wealth Management 0.00% Add +72.2% 62 $4K
TrinityBridge Ltd 0.00% No change 56 $4K
Pathway Financial Advisers, LLC 0.00% New 34 $3K
Cedar Wealth Management, LLC 0.00% Reduce -94.6% 32 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +300.0% 32 $3K
Sachetta, LLC 0.00% Add +3.3% 31 $2K
Fairscale Capital, LLC 0.00% No change 30 $2K
IFS Advisors, LLC 0.00% No change 30 $2K
Sound Income Strategies, LLC 0.00% No change 30 $2K
Field & Main Bank 0.00% No change 30 $2K
Westside Investment Management, Inc. 0.00% No change 29 $2K
Parvin Asset Management, LLC 0.00% — 25 $2K
Raleigh Capital Management Inc. 0.00% Add +66.7% 25 $2K
Tradewinds Capital Management, LLC 0.00% Reduce -37.5% 25 $2K
Valued Wealth Advisors LLC 0.00% No change 23 $2K
SJS Investment Consulting Inc. 0.00% Add +43.8% 23 $2K
SouthState Bank Corp 0.00% No change 23 $2K
C M Bidwell & Associates Ltd. 0.00% No change 22 $2K
Fortitude Family Office, LLC 0.00% No change 22 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +29.4% 22 $2K
MPWM Advisory Solutions, LLC 0.00% — 21 $2K
Larson Financial Group LLC 0.00% Reduce -43.8% 18 $1K
Sierra Ocean, LLC 0.00% — 17 $1K
Financial Management Professionals, Inc. 0.00% No change 16 $1K
Riggs Asset Managment Co. Inc. 0.00% New 15 $1K
Cassady Schiller Wealth Management, LLC 0.00% New 15 $1K
Assetmark, Inc. 0.00% Add +1300.0% 14 $1K
FSA Wealth Management LLC 0.00% No change 13 $1K
New Wave Wealth Advisors LLC 0.00% New 13 $1K
Continuum Advisory, LLC 0.00% Reduce -40.9% 13 $1K
PayPay Securities Corp 0.04% Add +140.0% 12 $946
Raffa Wealth Management, LLC 0.00% No change 12 $946
Murphy & Mullick Capital Management Corp 0.00% — 10 $788
Decker Retirement Planning Inc. 0.00% — 10 $788
Berkshire Capital Holdings Inc. 0.00% No change 10 $788
McIlrath & Eck, LLC 0.00% No change 10 $788
Stonebridge Financial Group, LLC 0.00% — 10 $788
Glen Eagle Advisors, LLC 0.00% No change 10 $788
Kimelman & Baird, LLC 0.00% No change 8 $631
Wiser Advisor Group LLC 0.00% Reduce -63.6% 8 $630
Principia Wealth Advisory, LLC 0.00% — 8 $630
Carolina Wealth Advisors, LLC 0.00% New 8 $630
AdvisorNet Financial, Inc 0.00% Add +100.0% 8 $630
Colonial Trust Advisors 0.00% Reduce -86.3% 7 $552
Global Financial Private Client, LLC 0.00% New 6 $473
Darwin Wealth Management, LLC 0.00% No change 6 $472
Physician Wealth Advisors, Inc. 0.00% New 5 $394
Key Financial Inc 0.00% No change 5 $394
WPG Advisers, LLC 0.00% — 4 $315
Elequin Capital, LP 0.00% Reduce -50.0% 4 $315
Cornerstone Planning Group LLC 0.00% No change 3 $273
Winnacle Wealth LLC 0.00% — 4 $239
Montag A & Associates Inc. 0.00% No change 3 $237
Parkworth Wealth Management, Inc. 0.00% — 3 $236
Tortoise Investment Management, LLC 0.00% No change 2 $158
REAP Financial Group, LLC 0.00% New 1 $39
Wood Tarver Financial Group, LLC 0.00% — 5 $0

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