OktaOKTA

13F holders, Q1 2025 (March 31)
735holders +68
154new positions
90sold out
9famous investors
$105.17avg. 13F price*

At the end of Q1 2025, 735 institutions reported holding Okta Inc. (OKTA) in their 13F filings, up 68 from Q4 2024. 154 opened new positions and 90 sold out. The largest holders were FMR LLC ($2.2B), Vanguard Group Inc. ($1.9B) and BlackRock, Inc. ($1.1B). 9 famous investors held it, including Alex Sacerdote (4.6% of Whale Rock Capital Management's portfolio), Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.2% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions154$840.3M
Exits90$504.5M

All 13F filers, Q4 2024 → Q1 2025: 30,933,460 shares bought and 24,058,880 shares sold, net +6,874,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 735 holders

FMR LLC 0.14% Add +23.3% 20,901,996 $2.2B
Vanguard Group Inc. 0.03% Add +3.4% 17,792,886 $1.9B
BlackRock, Inc. 0.02% Add +0.7% 10,343,662 $1.1B
First Trust Advisors LP 0.42% Add +21.3% 4,494,036 $472.9M
Massachusetts Financial Services Co. 0.13% Add +325.6% 3,699,944 $389.3M
State Street Corp. 0.02% Add +1.0% 3,568,930 $375.5M
American Century Companies Inc. 0.22% Reduce -8.3% 3,422,929 $360.2M
Geode Capital Management, LLC 0.02% Add +5.2% 2,840,486 $298.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +76.3% 2,748,847 $289.2M
Whale Rock Capital Management 4.64% Add +212.5% 2,543,104 $267.6M
Eminence Capital, LP 4.37% Reduce -3.1% 2,484,344 $261.4M
Norges Bank 0.03% Reduce -27.1% 2,174,721 $228.8M
Ameriprise Financial Inc. 0.06% Add +5.3% 2,014,665 $212.0M
Bank of America Corp. 0.02% Add +1054.9% 1,970,568 $207.3M
Champlain Investment Partners, LLC 1.49% Reduce -39.8% 1,958,225 $206.0M
Alkeon Capital Management LLC 1.18% New 1,900,000 $199.9M
Ninety One UK Ltd 0.53% New 1,804,935 $189.9M
Voya Investment Management LLC 0.24% Add +243.5% 1,729,565 $182.0M
JPMorgan Chase & Co. 0.01% Add +533.4% 1,721,089 $181.1M
Morgan Stanley 0.01% Reduce -0.9% 1,602,013 $168.6M
Pictet Asset Management Holding SA 0.17% Add +57.2% 1,416,895 $149.2M
D. E. Shaw & Co. 0.19% Reduce -28.2% 1,387,473 $146.0M
Primecap Management Co. 0.11% Reduce -0.2% 1,306,266 $137.4M
Charles Schwab Investment Management Inc. 0.02% Add +6.7% 1,190,360 $125.2M
Dimensional Fund Advisors LP 0.03% Add +0.7% 1,096,286 $115.4M
Northern Trust Corp. 0.02% Add +7.9% 1,080,533 $113.7M
Alyeska Investment Group, L.P. 0.44% Reduce -40.8% 1,049,891 $110.5M
AQR Capital Management 0.11% Add +21.5% 1,032,042 $107.8M
Squarepoint Ops LLC 0.26% Add +99.2% 1,011,121 $106.4M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -24.9% 932,701 $98.1M
Marshall Wace, LLP 0.13% Reduce -74.4% 916,576 $96.4M
Penserra Capital Management LLC 1.69% Add +14.1% 902,585 $95.0M
Legal & General Group Plc 0.02% Add +0.8% 866,439 $91.2M
Citadel Advisors 0.09% Add +15.0% 850,603 $89.5M
Bank of New York Mellon Corp 0.02% Reduce -11.9% 821,776 $86.5M
Optimus Prime Fund Management Co., Ltd. 9.74% No change 810,000 $85.2M
Ensign Peak Advisors, Inc 0.16% Add +48.8% 773,497 $81.4M
Soma Equity Partners LP 4.85% New 764,149 $80.4M
PointState Capital LP 1.73% New 742,197 $78.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Add +13.4% 651,969 $68.6M
Nordea Investment Management AB 0.07% Add +51.8% 630,486 $65.2M
a16z Perennial Management, L.P. 7.84% No change 597,873 $62.9M
Wells Fargo & Company 0.01% Reduce -8.9% 590,737 $62.2M
Westfield Capital Management Co. LP 0.30% Reduce -27.9% 578,946 $60.9M
Barclays PLC 0.03% Add +12.1% 576,365 $60.6M
Susquehanna International Group, LLP 0.09% Add +7786.4% 538,564 $56.7M
Connor, Clark & Lunn Investment Management Ltd. 0.24% Reduce -8.7% 519,071 $54.6M
Goldman Sachs Group Inc. 0.01% Add +13.8% 508,193 $53.5M
Capital World Investors 0.01% No change 501,001 $52.7M
Stephens Investment Management Group LLC 0.76% Add +10.3% 499,125 $52.5M
Glenmede Trust Co. NA 0.28% Reduce -14.3% 497,408 $52.3M
Swedbank AB 0.07% Add +483.1% 496,324 $52.2M
Tudor Investment Corporation 0.45% New 483,343 $50.9M
Capital Fund Management S.A. 0.64% Add +104.3% 476,306 $50.1M
UBS Group AG 0.01% Reduce -20.2% 473,659 $49.8M
Swiss National Bank 0.03% Add +0.8% 462,600 $48.7M
Neuberger Berman Group LLC 0.04% Reduce -34.4% 441,937 $46.5M
Nuveen, LLC 0.01% — 421,399 $44.3M
Amundi 0.02% Reduce -18.5% 429,739 $43.1M
Allspring Global Investments Holdings, LLC 0.07% Reduce -26.6% 407,111 $42.6M
Shapiro Capital Management LLC 1.73% Reduce -52.5% 399,346 $42.0M
Quantinno Capital Management LP 0.27% Add +68.7% 398,992 $42.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.8% 360,927 $38.0M
Sands Capital Management, LLC 0.13% Reduce -21.6% 358,721 $37.7M
Storebrand Asset Management As 0.12% Reduce -30.1% 348,555 $36.7M
Man Group plc 0.11% Reduce -31.9% 346,376 $36.4M
Jane Street Group, LLC 0.06% Add +42.2% 325,886 $34.3M
DAVENPORT & Co LLC 0.20% New 324,690 $34.2M
Invesco Ltd. 0.01% Add +8.8% 321,230 $33.8M
Twin Tree Management, LP 0.72% Add +223.3% 309,586 $32.6M
Schonfeld Strategic Advisors LLC 0.21% Add +432.1% 300,080 $31.6M
Robeco Institutional Asset Management B.V. 0.06% Reduce -21.3% 299,562 $31.5M
BNP Paribas Financial Markets 0.02% Add +255.6% 276,140 $29.1M
Vident Advisory, LLC 0.41% Add +138.3% 265,577 $27.9M
California State Teachers Retirement System 0.03% Add +3.2% 260,556 $27.4M
Barton Investment Management 3.34% Reduce -0.8% 258,648 $27.2M
California Public Employees Retirement System 0.02% Add +0.5% 258,059 $27.2M
Two Sigma Investments, LP 0.06% New 251,610 $26.5M
CANADA LIFE ASSURANCE Co 0.05% Add +2.6% 249,210 $26.2M
Staley Capital Advisers Inc. 1.17% No change 246,207 $25.9M
Smith Group Asset Management, LLC 1.88% Add +7.5% 237,995 $25.0M
Sei Investments Co. 0.03% Add +26.1% 234,540 $24.7M
Zacks Investment Management 0.23% Add +495.6% 234,311 $24.7M
Migdal Insurance & Financial Holdings Ltd. 0.35% Add +912.0% 234,005 $24.6M
Renaissance Technologies 0.04% Reduce -8.4% 228,415 $24.0M
Deutsche Bank AG 0.01% Add +3.7% 226,272 $23.8M
Railway Pension Investments Ltd 0.34% No change 225,296 $23.7M
Trexquant Investment LP 0.27% New 223,304 $23.5M
Raymond James Financial Inc. 0.01% Add +5.5% 218,569 $23.0M
Jackson Square Partners, LLC 3.09% Reduce -16.8% 218,237 $23.0M
Susquehanna Fundamental Investments, LLC 0.35% No change 198,738 $20.9M
Ion Asset Management Ltd. 1.52% Reduce -3.8% 196,400 $20.7M
ArrowMark Colorado Holdings LLC 0.33% Reduce -88.1% 196,018 $20.6M
Vontobel Holding Ltd. 0.08% Add +60.5% 195,871 $20.6M
Goldentree Asset Management LP 1.67% New 195,294 $20.5M
Rhumbline Advisers 0.02% Add +0.5% 194,272 $20.4M
Tredje AP-fonden 0.19% Reduce -14.4% 193,777 $20.4M
Pinebridge Investments, L.P. 0.15% Reduce -4.3% 181,225 $19.1M
NewEdge Wealth, LLC 0.34% Reduce -35.1% 180,801 $19.0M
Schroder Investment Management Group 0.02% Reduce -19.7% 175,302 $18.9M
RPG Investment Advisory, LLC 1.32% Add +108.1% 175,770 $18.5M
HSBC Holdings PLC 0.01% Reduce -0.6% 175,354 $18.4M
Comerica Bank 0.08% Reduce -1.6% 174,617 $18.4M
Nicholas Company, Inc. 0.31% Reduce -5.2% 172,473 $18.1M
Sea Cliff Partners Management, LP 6.47% Reduce -25.6% 171,200 $18.0M
Verition Fund Management LLC 0.10% Reduce -28.3% 168,025 $17.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +46.4% 161,235 $17.0M
Harber Asset Management LLC 5.87% Reduce -16.2% 154,527 $16.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +1.1% 154,257 $16.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.4% 151,501 $15.9M
DNB Asset Management AS 0.07% Add +426.8% 149,727 $15.8M
Frontier Capital Management Co. LLC 0.17% Reduce -23.6% 145,944 $15.4M
Asset Management One Co., Ltd. 0.05% Add +7.4% 143,119 $15.1M
Two Sigma Advisers, LP 0.03% Add +1037.3% 142,160 $15.0M
Blue Grotto Capital, LLC 2.81% Reduce -6.5% 140,000 $14.7M
Freestone Capital Holdings, LLC 0.55% Add +0.0% 139,968 $14.7M
Allianz Asset Management GmbH 0.02% Add +506.1% 139,923 $14.7M
Citigroup Inc. 0.01% Reduce -13.9% 138,249 $14.5M
Korea Investment CORP 0.04% Reduce -14.1% 137,616 $14.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +11.6% 134,892 $14.2M
Bank of Montreal 0.01% Reduce -12.8% 133,950 $14.1M
Thematics Asset Management 0.68% Reduce -2.4% 127,877 $13.5M
Point72 Asset Management 0.04% Reduce -94.4% 125,956 $13.3M
Assenagon Asset Management S.A. 0.02% Add +110.1% 125,948 $13.3M
Royal Bank of Canada 0.00% Reduce -79.7% 125,660 $13.2M
Nomura Holdings Inc. 0.07% Add +55.3% 124,877 $13.1M
Paragon Capital Management Ltd 2.70% No change 124,200 $13.1M
Ieq Capital, LLC 0.10% Add +25.9% 123,315 $13.0M
Pacer Advisors, Inc. 0.03% Add +320.2% 122,282 $12.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +0.2% 121,857 $12.8M
Worldquant Millennium Advisors LLC 0.08% New 120,418 $12.7M
T. Rowe Price Associates Inc. 0.00% Add +8.8% 119,247 $12.5M
Federated Hermes, Inc. 0.03% Add +14.4% 115,957 $12.2M
Focus Partners Wealth 0.03% Add +3.5% 114,480 $12.0M
Torque Asset Management LLC 5.72% Add +17.2% 112,860 $11.9M
Kornitzer Capital Management Inc. 0.25% Add +6.5% 112,650 $11.9M
Aviva PLC 0.03% Add +14.5% 112,108 $11.8M
Union Bancaire Privee, UBP SA 0.23% Add +2.5% 111,345 $11.4M
Rockefeller Capital Management L.P. 0.03% Add +18.9% 108,066 $11.4M
Ardsley Advisory Partners LP 2.62% Add +10.6% 107,500 $11.3M
My Personal CFO, LLC 5.63% Reduce -11.2% 106,162 $11.2M
Nomura Asset Management Co. Ltd. 0.03% Reduce -3.2% 105,058 $11.1M
Magnetar Financial LLC 0.16% Add +384.0% 103,952 $10.9M
Aberdeen Group plc 0.02% Add +123.2% 103,654 $10.9M
KLP Kapitalforvaltning As 0.05% Reduce -1.9% 100,900 $10.6M
Acadian Asset Management LLC 0.03% Reduce -47.1% 100,354 $10.6M
Holocene Advisors, LP 0.03% New 99,782 $10.5M
ExodusPoint Capital Management, LP 0.13% Reduce -35.8% 97,138 $10.2M
Envestnet Asset Management Inc. 0.00% Add +68.7% 96,217 $10.1M
Stanley-Laman Group, Ltd. 1.54% Add +63.5% 95,004 $10.0M
State of Wisconsin Investment Board 0.03% Reduce -7.9% 92,573 $9.7M
Alliancebernstein L.P. 0.00% Reduce -1.7% 91,886 $9.7M
Whetstone Capital Advisors, LLC 4.17% Reduce 0.0% 89,646 $9.4M
Creative Planning 0.01% Add +12.0% 87,748 $9.2M
New York State Common Retirement Fund 0.01% No change 87,215 $9.2M
APG Asset Management N.V. 0.03% Reduce -3.0% 93,536 $9.1M
Sellaronda Global Management LP 9.02% Reduce -22.7% 85,000 $8.9M
PEAK6 LLC 0.35% Reduce -34.0% 84,709 $8.9M
Hood River Capital Management LLC 0.15% New 84,233 $8.9M
Candriam S.C.A. 0.06% Reduce -64.6% 83,507 $8.8M
Russell Investments Group, Ltd. 0.01% Add +117.0% 82,250 $8.7M
Huntington National Bank 0.08% Add +0.3% 80,940 $8.5M
Congress Asset Management Co. 0.06% Add +1.6% 80,765 $8.5M
Royal London Asset Management Ltd. 0.02% Add +7.3% 78,997 $8.3M
Jacobson & Schmitt Advisors, LLC 1.63% Reduce -20.9% 75,772 $8.0M
LPL Financial LLC 0.00% Add +30.7% 74,974 $7.9M
Treasurer of the State of North Carolina 0.03% Add +4.1% 74,072 $7.8M
Wolverine Trading, LLC 0.25% Add +12.2% 72,146 $7.8M
Motley Fool Wealth Management, LLC 0.46% Reduce -7.6% 73,818 $7.8M
KBC Group NV 0.02% Add +128.0% 73,601 $7.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -2.6% 71,713 $7.5M
US Bancorp \de 0.01% Reduce -8.9% 70,745 $7.4M
Beacon Pointe Advisors, LLC 0.08% Add +18.3% 69,710 $7.3M
Aquatic Capital Management LLC 0.19% Add +1296.5% 69,363 $7.3M
Millennium Management 0.01% Reduce -94.4% 69,344 $7.3M
Danske Bank A/S 0.02% Reduce -4.9% 66,428 $7.0M
Parallax Volatility Advisers, L.P. 0.27% Add +1.3% 66,418 $7.0M
Waratah Capital Advisors Ltd. 0.47% New 64,883 $6.8M
Twenty Acre Capital LP 5.53% No change 86,041 $6.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.79% Reduce -3.0% 63,963 $6.7M
Macquarie Group Ltd. 0.01% Reduce -17.3% 63,277 $6.7M
Blair William & Co. 0.02% Reduce -20.7% 62,815 $6.6M
Cerity Partners LLC 0.01% Reduce -6.6% 62,302 $6.6M
Forsta Ap-Fonden 0.05% Reduce -16.6% 61,600 $6.5M
HighTower Advisors, LLC 0.01% Reduce -2.9% 61,346 $6.5M
Los Angeles Capital Management LLC 0.03% Reduce -1.6% 61,285 $6.4M
Paloma Partners Management Co 2.22% Reduce -73.9% 58,484 $6.2M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -7.1% 57,700 $6.1M
State of New Jersey Common Pension Fund D 0.03% Reduce -5.1% 56,997 $6.0M
FORA Capital, LLC 0.60% New 56,060 $5.9M
Kingdon Capital Management, L.L.C. 1.20% Reduce -57.7% 55,000 $5.8M
Granahan Investment Management, LLC 0.29% Add +7.9% 54,862 $5.8M
Quadrature Capital Ltd 0.13% New 54,326 $5.7M
Walleye Capital LLC 0.07% Reduce -3.6% 52,991 $5.6M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -6.3% 52,032 $5.5M
Stifel Financial Corp. 0.01% Reduce -26.5% 51,041 $5.4M
Bessemer Group Inc. 0.01% Reduce -64.2% 51,016 $5.4M
Bayesian Capital Management, LP 0.88% Reduce -11.0% 50,800 $5.3M
Public Employees Retirement System of Ohio 0.02% Reduce -10.2% 50,113 $5.3M
Resona Asset Management Co.,Ltd. 0.03% Add +6.7% 48,936 $5.2M
Graham Capital Management, L.P. 0.24% Add +333.7% 49,011 $5.2M
Arizona State Retirement System 0.03% Add +0.5% 47,389 $5.0M
HRT Financial LP 0.03% Reduce -40.4% 47,254 $5.0M
Insight Holdings Group, LLC 0.38% No change 47,050 $5.0M
Maytus Capital Management, LLC 1.39% Add +13.2% 43,024 $4.5M
CloudAlpha Capital Management Limited/Hong Kong 0.69% New 42,698 $4.5M
Vinva Investment Management Ltd 0.18% Add +64.9% 40,651 $4.4M
Mathes Company, Inc. 1.80% New 41,640 $4.4M
Pier 88 Investment Partners LLC 5.26% Add +390.7% 41,610 $4.4M
Alamar Capital Management, LLC 2.60% Add +31.1% 41,590 $4.4M
Pathstone Holdings, LLC 0.02% Add +77.0% 41,445 $4.4M
Osaic Holdings, Inc. 0.01% Add +117.6% 41,241 $4.3M
Occudo Quantitative Strategies LP 0.58% Add +530.0% 40,090 $4.3M
Handelsbanken Fonder AB 0.02% No change 40,500 $4.3M
Clarius Group, LLC 0.27% Reduce -18.4% 40,436 $4.3M
Brown Advisory Inc. 0.01% Add +2.2% 40,186 $4.2M
Jasper Ridge Partners, L.P. 0.13% No change 39,660 $4.2M
Canada Pension Plan Investment Board 0.00% Reduce -39.9% 39,400 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +220.9% 38,917 $4.1M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +8.5% 37,633 $4.0M
Credit Agricole S A 0.01% Add +27.2% 37,137 $3.9M
MML Investors Services, LLC 0.01% Add +3.5% 37,081 $3.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -10.2% 36,900 $3.9M
Selective Wealth Management, Inc. 1.66% Reduce -1.2% 37,514 $3.8M
XTX Topco Ltd 0.19% Add +765.5% 35,968 $3.8M
Commonwealth Equity Services, LLC 0.01% Add +38.0% 35,926 $3.8M
Victory Capital Management Inc. 0.00% Add +67.8% 35,494 $3.7M
S&co Inc. 0.25% No change 34,925 $3.7M
Gotham Asset Management 0.03% Add +123.5% 34,622 $3.6M
Cullinan Associates Inc. 0.26% Reduce -1.3% 34,450 $3.6M
Altrinsic Global Advisors LLC 0.18% Reduce -9.2% 34,091 $3.6M
Royal Fund Management, LLC 0.42% Add +191.4% 33,800 $3.6M
Versor Investments LP 0.57% New 33,367 $3.5M
Occidental Asset Management, LLC 0.53% Reduce -1.2% 33,105 $3.5M
Left Brain Wealth Management, LLC 1.50% Reduce -15.6% 32,683 $3.4M
Cibc World Market Inc. 0.01% Add +25.8% 32,316 $3.4M
Leuthold Group, LLC 0.44% New 32,215 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +0.8% 31,370 $3.3M
Investment Management Corp of Ontario 0.07% New 31,203 $3.3M
Federation des caisses Desjardins du Quebec 0.02% Add +558.5% 31,172 $3.3M
Ninety One SA (Pty) Ltd 0.61% New 31,163 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.2% 31,025 $3.3M
IFM Investors Pty Ltd 0.03% No change 30,598 $3.2M
Private Advisor Group, LLC 0.02% Add +8.3% 30,366 $3.2M
Rosenblum Silverman Sutton S F Inc. 0.85% Add +0.2% 29,321 $3.1M
SWS Partners 1.01% Reduce -34.7% 29,313 $3.1M
Diversify Advisory Services, LLC 0.19% Add +0.0% 26,896 $3.0M
Mariner, LLC 0.01% Add +35.5% 28,678 $3.0M
Cwm, LLC 0.01% Add +81.0% 28,630 $3.0M
Elo Mutual Pension Insurance Co 0.07% Add +154.0% 28,569 $3.0M
Utah Retirement Systems 0.03% No change 28,442 $3.0M
Engineers Gate Manager LP 0.05% Reduce -12.4% 28,271 $3.0M
Moser Wealth Advisors, LLC 1.52% Reduce -7.2% 27,583 $2.9M
Ilmarinen Mutual Pension Insurance Co 0.03% Reduce -64.0% 27,000 $2.8M
SBI Securities Co., Ltd. 0.09% Add +23.7% 26,466 $2.8M
DekaBank Deutsche Girozentrale 0.01% Reduce -0.7% 25,965 $2.8M
Walleye Trading LLC 0.08% Reduce -79.2% 26,172 $2.8M
Illinois Municipal Retirement Fund 0.04% No change 26,065 $2.7M
Titan Global Capital Management USA LLC 0.56% Reduce -42.9% 26,010 $2.7M
Lecap Asset Management Ltd. 0.64% Add +11.4% 25,920 $2.7M
Mediolanum International Funds Ltd 0.04% Reduce -7.7% 25,195 $2.7M
Capula Management Ltd 0.02% New 25,698 $2.7M
Qsemble Capital Management, LP 0.29% New 25,604 $2.7M
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -92.9% 25,000 $2.6M
Toronto Dominion Bank 0.01% Add +16.1% 24,675 $2.6M
LBP Am SA 0.04% Reduce -3.0% 24,443 $2.6M
Teacher Retirement System of Texas 0.01% New 23,961 $2.5M
Police & Firemen's Retirement System of New Jersey 0.03% Add +1.8% 23,768 $2.5M
Vestcor Inc 0.08% Add +0.0% 23,495 $2.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +33.2% 23,479 $2.5M
Nisa Investment Advisors, LLC 0.01% Reduce -9.7% 23,335 $2.5M
Norris Financial Group, LLC 1.14% New 23,233 $2.4M
LMG Wealth Partners, LLC 0.54% Add +3.2% 23,223 $2.4M
Xponance LLC 0.02% Add +2.3% 22,894 $2.4M
Cetera Investment Advisers 0.00% Add +15.6% 22,396 $2.4M
Jain Global LLC 0.05% Reduce -84.5% 22,129 $2.3M
Rational Advisors, Inc. 0.24% New 22,100 $2.3M
Rwa Wealth Partners, LLC 0.03% Reduce -15.8% 21,819 $2.3M
OMERS ADMINISTRATION Corp 0.02% Add +11.0% 21,481 $2.3M
Keybank National Association 0.01% Reduce -0.3% 21,417 $2.3M
Advisory Services Network, LLC 0.04% New 21,394 $2.3M
Leonteq Securities AG 0.17% Add +2.1% 21,137 $2.2M
Blue Zone Wealth Advisors, LLC 0.61% Add +12.9% 20,770 $2.2M
PDT Partners, LLC 0.15% New 20,600 $2.2M
Truist Financial Corp. 0.00% Add +59.4% 20,446 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Add +2.1% 20,303 $2.1M
Alta Park Capital, LP 0.40% Reduce -90.4% 19,824 $2.1M
Rezny Wealth Management, Inc. 0.58% Add +3.3% 19,780 $2.1M
Boothbay Fund Management, LLC 0.07% Reduce -35.8% 19,605 $2.1M
Y-Intercept (Hong Kong) Ltd 0.14% New 18,988 $2.0M
Lazard Asset Management LLC 0.00% Add +21.8% 18,011 $1.9M
G2 Investment Partners Management LLC 0.62% New 18,000 $1.9M
Diversified Trust Co. 0.05% Reduce -32.1% 17,985 $1.9M
OP Asset Management Ltd 0.03% — 17,879 $1.9M
CenterBook Partners LP 0.12% Reduce -82.1% 17,708 $1.9M
Linden Thomas Advisory Services, LLC 0.23% Add +6.7% 17,213 $1.8M
&partners 0.02% New 17,160 $1.8M
Public Employees Retirement Association of Colorado 0.01% No change 16,619 $1.7M
Virtu Financial LLC 0.09% New 16,434 $1.7M
ASR Vermogensbeheer N.V. 0.03% — 16,393 $1.7M
TD Asset Management Inc 0.00% Add +1.0% 16,150 $1.7M
Intech Investment Management LLC 0.02% Reduce -28.4% 15,974 $1.7M
Qube Research & Technologies Ltd 0.00% Reduce -96.6% 15,649 $1.6M
Janney Montgomery Scott LLC 0.00% Add +119.1% 15,021 $1.6M
Swiss Life Asset Management Ltd 0.01% Reduce -14.0% 14,869 $1.6M
Ethic Inc. 0.03% Add +69.6% 14,898 $1.6M
Tidal Investments LLC 0.01% Reduce -17.6% 14,788 $1.6M
Baird Financial Group, Inc. 0.00% New 14,575 $1.5M
Scientech Research LLC 0.40% New 14,479 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.6% 14,216 $1.5M
Mackenzie Financial Corp. 0.00% Add +1.5% 14,130 $1.5M
Daiwa Securities Group Inc. 0.01% Add +4.3% 13,958 $1.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -26.2% 13,954 $1.5M
Wellington Management Group LLP 0.00% Reduce -59.5% 13,799 $1.5M
Oak Thistle LLC 0.29% Reduce -65.3% 13,719 $1.4M
Vectors Research Management, LLC 0.50% Reduce -0.3% 13,719 $1.4M
Semanteon Capital Management, LP 0.78% New 13,716 $1.4M
Geneos Wealth Management Inc. 0.05% Add +27.2% 13,314 $1.4M
Calamos Advisors LLC 0.01% Add +96.3% 12,739 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -4.1% 12,683 $1.3M
Ascentis Wealth Management, LLC 0.43% New 12,727 $1.3M
Advisors Management Group Inc. 0.28% Add +1.2% 12,417 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +7.0% 12,405 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +8.4% 12,350 $1.3M
Y.D. More Investments Ltd 0.11% Add +2.3% 14,455 $1.3M
Corient Private Wealth LP 0.00% Add +19.3% 12,103 $1.3M
SCS Capital Management LLC 0.02% New 12,033 $1.3M
Janus Henderson Group PLC 0.00% Reduce -14.3% 11,201 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -9.5% 11,265 $1.2M
Captrust Financial Advisors 0.00% Add +29.0% 11,194 $1.2M
Brandywine Managers, LLC 1.40% Reduce -12.4% 11,109 $1.2M
Rafferty Asset Management, LLC 0.01% Reduce -32.2% 11,067 $1.2M
Kentucky Retirement Systems 0.04% New 11,050 $1.2M
Caprock Group, LLC 0.04% Add +170.9% 10,922 $1.1M
Plato Investment Management Ltd 0.10% Reduce -2.7% 10,727 $1.1M
Franklin Resources Inc. 0.00% Add +11.5% 10,695 $1.1M
Harvest Fund Management Co., Ltd 0.06% Add +125.7% 10,611 $1.1M
Prospera Financial Services Inc 0.03% Reduce -0.2% 10,523 $1.1M
Aigen Investment Management, LP 0.18% New 10,447 $1.1M
Guggenheim Capital LLC 0.01% Add +10.8% 10,210 $1.1M
Entropy Technologies, LP 0.10% New 10,136 $1.1M
Firsthand Capital Management, Inc. 2.55% No change 10,000 $1.1M
Coastal Bridge Advisors, LLC 0.15% Add +2.4% 9,748 $1.0M
Amalgamated Bank 0.01% Add +2.9% 9,704 $1.0M
APG Asset Management US Inc. 0.01% Add +89.8% 9,706 $1.0M
Avanza Fonder AB 0.03% Reduce -5.5% 9,552 $1.0M
Profund Advisors LLC 0.04% Add +40.6% 9,536 $1.0M
Courier Capital LLC 0.07% Reduce -3.9% 9,535 $1.0M
Gulf International Bank (UK) Ltd 0.03% Reduce -21.6% 9,522 $1.0M
Mercer Global Advisors Inc. 0.00% Add +65.8% 9,363 $985K
Teza Capital Management LLC 0.45% Reduce -53.0% 9,349 $984K
Gilbert & Cook, Inc. 0.14% Reduce -0.5% 9,277 $976K
Principal Financial Group Inc. 0.00% Reduce -17.2% 9,172 $965K
Kestra Advisory Services, LLC 0.00% Add +5.5% 9,042 $951K
Manufacturers Life Insurance Company, The 0.00% Add +14.1% 8,980 $945K
Perpetual Ltd 0.01% Reduce -30.3% 8,874 $934K
Alerus Financial NA 0.07% Reduce -2.5% 8,873 $934K
Citizens Financial Group Inc. 0.02% Reduce -39.4% 8,858 $932K
Fieldview Capital Management, LLC 0.13% Reduce -62.2% 8,850 $931K
Hel Ved Capital Management Ltd 0.47% Add +31.9% 8,840 $930K
Wealthfront Advisers LLC 0.00% Add +33.5% 8,811 $927K
Donor Advised Charitable Giving, Inc. 0.03% No change 8,775 $923K
Algert Global LLC 0.02% Reduce -56.1% 8,459 $890K
Accurate Wealth Management, LLC 0.17% New 8,571 $873K
Townsquare Capital LLC 0.01% Add +2.9% 8,202 $863K
AG2R La Mondiale Gestion D'actifs 0.05% — 8,346 $861K
Gsa Capital Partners LLP 0.08% Add +101.7% 8,180 $861K
Pinnacle Wealth Management, LLC 0.95% New 8,026 $844K
Merit Financial Group, LLC 0.01% New 7,821 $823K
Alps Advisors Inc. 0.00% Reduce -29.8% 7,795 $820K
Pallas Capital Advisors LLC 0.03% New 7,790 $820K
O'shaughnessy Asset Management, LLC 0.01% Add +173.8% 7,779 $819K
Machina Capital S.A.S. 0.24% Add +63.0% 7,727 $813K
Triumph Capital Management 0.27% Add +32.8% 7,688 $809K
Bryce Point Capital, LLC 0.60% Add +11.8% 7,602 $801K
Maryland State Retirement & Pension System 0.02% Reduce -14.3% 7,566 $796K
MIG Capital, LLC 0.10% New 7,539 $793K
Empowered Funds, LLC 0.01% Reduce -0.2% 7,536 $793K
Cibc World Markets Corp. 0.01% Add +1.5% 7,462 $785K
DC Investments Management, LLC 0.40% New 7,396 $778K
Bridgefront Capital, LLC 0.22% Add +89.3% 7,388 $777K
Synergy Financial Group, LTD 0.69% Add +4.4% 7,304 $769K
Group One Trading LLC 0.03% Reduce -80.3% 7,265 $764K
Choreo, LLC 0.01% Add +31.9% 7,240 $762K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +30.5% 7,050 $761K
Northwestern Mutual Wealth Management Co. 0.00% Add +31.6% 7,185 $756K
Greenwood Capital Associates LLC 0.10% Add +165.7% 7,048 $742K
CIBC Asset Management Inc 0.00% Add +5.5% 6,786 $714K
Bristlecone Advisors, LLC 0.06% Add +0.6% 6,644 $699K
PNC Financial Services Group, Inc. 0.00% Add +3.7% 6,598 $694K
Thompson Investment Management, Inc. 0.10% Add +7743.9% 6,432 $677K
B. Metzler seel. Sohn & Co. AG 0.01% Add +55.2% 6,403 $674K
Bank of Nova Scotia 0.00% Reduce -21.0% 6,283 $661K
Prudential Financial Inc. 0.00% Reduce -18.1% 8,350 $658K
Cresset Asset Management, LLC 0.00% Reduce -12.9% 6,255 $658K
Evanson Asset Management, LLC 0.05% Add +90.3% 6,244 $657K
Great Lakes Advisors, LLC 0.01% Reduce -11.7% 6,243 $657K
Benjamin Edwards Inc. 0.01% Add +2.5% 6,218 $654K
Prelude Capital Management, LLC 0.07% New 6,206 $653K
Ostrum Asset Management 0.03% Add +145.2% 6,116 $644K
MetLife Investment Management, LLC 0.00% Add +0.5% 6,059 $638K
Aster Capital Management (DIFC) Ltd 0.12% New 7,036 $637K
True Link Financial Advisors, LLC 0.05% Reduce -9.6% 6,000 $631K
M&T Bank Corp 0.00% Reduce -2.2% 5,950 $626K
Cantor Fitzgerald, L. P. 0.02% New 5,904 $621K
Qtron Investments LLC 0.09% Add +68.1% 5,874 $618K
E. Ohman J:or Asset Management AB 0.02% New 5,800 $610K
Avantax Advisory Services, Inc. 0.00% Add +24.7% 5,673 $597K
Oppenheimer & Co. Inc. 0.01% Add +12.7% 5,558 $585K
Fluent Financial, LLC 0.25% Reduce -66.0% 5,553 $584K
Allstate Corp. 0.02% Add +15.8% 5,546 $584K
NewEdge Advisors, LLC 0.00% Add +853.5% 5,530 $582K
Thoroughbred Financial Services, LLC 0.04% New 5,516 $580K
K.J. Harrison & Partners Inc 0.11% New 5,500 $579K
Cynosure Group, LLC 0.08% Add +38.8% 5,498 $579K
Two Sigma Securities, LLC 0.09% New 5,424 $571K
Independent Financial Group, LLC 0.02% Add +2.5% 5,417 $570K
Kestra Private Wealth Services, LLC 0.01% New 5,398 $568K
Praxis Investment Management Inc. 0.04% Add +17.5% 5,300 $558K
Prudential PLC 0.00% No change 5,301 $558K
Independent Advisor Alliance 0.02% Reduce -5.2% 5,288 $556K
Sterling Capital Management LLC 0.01% Reduce -18.8% 5,220 $549K
Daiichi Life Insurance Co., Ltd. 0.02% No change 5,188 $546K
Truvestments Capital LLC 0.12% Add +35.4% 5,183 $545K
Signaturefd, LLC 0.01% Add +46.0% 5,149 $542K
Jackson Creek Investment Advisors LLC 0.17% New 5,096 $536K
Alta Wealth Advisors LLC 0.24% Add +0.8% 5,071 $534K
Atria Investments, Inc 0.01% Add +12.6% 5,027 $529K
Oak Harvest Investment Services 0.07% New 5,000 $526K
Legal Advantage Investments, Inc. 0.28% Add +0.8% 4,990 $525K
Simon Quick Advisors, LLC 0.03% New 4,984 $524K
Sherbrooke Park Advisers LLC 0.24% Reduce -57.4% 4,975 $523K
Aaron Wealth Advisors LLC 0.06% Add +43.5% 4,969 $523K
Raiffeisen Bank International AG 0.01% New 4,820 $521K
Caxton Associates LLP 0.02% — 4,924 $518K
Versant Capital Management, Inc 0.09% Add +1093.7% 4,906 $516K
Focus Partners Advisor Solutions, LLC 0.01% New 4,891 $515K
CreativeOne Wealth, LLC 0.02% New 4,883 $514K
Mutual of America Capital Management LLC 0.01% Reduce -7.6% 4,745 $499K
Parallel Advisors, LLC 0.01% Add +1.3% 4,730 $498K
Kentucky Retirement Systems Insurance Trust Fund 0.04% New 4,707 $495K
Nemes Rush Group LLC 0.06% Add +10.3% 4,690 $493K
J.W. Cole Advisors, Inc. 0.02% Add +46.4% 4,645 $489K
Rakuten Investment Management, Inc. 0.00% — 4,525 $489K
GraniteShares Advisors LLC 0.31% Reduce -10.3% 4,573 $481K
Frank, Rimerman Advisors LLC 0.04% Add +0.8% 4,499 $473K
Resonant Capital Advisors, LLC 0.03% Add +10.2% 4,437 $467K
Commerce Bank 0.00% Add +18.8% 4,434 $467K
Yarbrough Capital, LLC 0.02% No change 4,400 $463K
Banque Cantonale Vaudoise 0.02% — 4,375 $461K
Octavia Wealth Advisors, LLC 0.06% Add +8.2% 4,367 $459K
IHT Wealth Management, LLC 0.01% New 4,262 $448K
Stratos Wealth Partners, LTD. 0.01% Reduce -23.7% 4,249 $447K
Metis Global Partners, LLC 0.01% Add +23.8% 4,192 $441K
Composition Wealth, LLC 0.01% Add +2.3% 4,190 $441K
Wahed Invest LLC 0.08% Add +5.3% 4,167 $438K
Trek Financial, LLC 0.03% New 4,053 $426K
FNY Investment Advisers, LLC 0.26% Add +433.3% 4,000 $420K
Dark Forest Capital Management LP 0.02% Reduce -82.1% 3,991 $420K
Sapience Investments, LLC 0.30% Reduce -12.6% 3,949 $416K
GK Wealth Management LLC 0.50% Add +13.6% 3,838 $404K
Ossiam 0.01% Add +1964.9% 3,820 $402K
Avior Wealth Management, LLC 0.02% Add +0.2% 3,815 $401K
Knollwood Investment Advisory, LLC 0.04% New 3,809 $401K
Mach-1 Financial Group, LLC 0.12% New 3,790 $399K
Clarity Capital Partners LLC 0.15% Reduce -74.6% 3,601 $379K
Bayforest Capital Ltd 0.16% New 3,559 $374K
Mgo One Seven LLC 0.01% New 3,557 $374K
CW Advisors, LLC 0.00% Add +26.7% 3,545 $373K
111 Capital 0.07% New 3,534 $372K
Arete Wealth Advisors, LLC 0.03% New 3,500 $368K
Private Wealth Partners, LLC 0.03% New 3,450 $363K
United Capital Financial Advisors, LLC 0.00% Add +2.6% 3,444 $362K
iA Global Asset Management Inc. 0.01% Reduce -95.0% 3,439 $362K
Compound Planning, Inc. 0.02% Add +25.2% 3,428 $361K
Stephens Inc. 0.01% Add +3.7% 3,417 $360K
Waldron Private Wealth LLC 0.02% Reduce -16.4% 3,383 $356K
EntryPoint Capital, LLC 0.16% Reduce -46.3% 3,353 $353K
Covestor Ltd 0.24% Add +142.9% 3,352 $352K
Menard Financial Group LLC 0.23% New 2,954 $346K
Exencial Wealth Advisors, LLC 0.01% New 3,278 $345K
CHICAGO TRUST Co NA 0.06% Add +2.1% 3,187 $335K
Norden Group LLC 0.04% Add +1.2% 3,144 $331K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.11% Add +3.6% 3,120 $328K
Forum Financial Management, LP 0.01% Reduce -26.3% 3,118 $328K
Opes Wealth Management LLC 0.07% Add +1.8% 3,115 $328K
UniSuper Management Pty Ltd 0.00% No change 3,100 $326K
MCF Advisors LLC 0.02% No change 3,035 $319K
Jefferies Financial Group Inc. 0.01% Reduce -39.7% 3,016 $317K
Inspirion Wealth Advisors, LLC 0.04% Reduce -0.2% 3,010 $317K
Kazazian Asset Management, LLC 0.26% No change 3,000 $316K
Kera Capital Partners, Inc. 0.09% Add +10.5% 2,928 $308K
Flagship Harbor Advisors, LLC 0.02% Reduce -16.6% 2,922 $307K
Motley Fool Asset Management LLC 0.02% New 2,887 $304K
Prosperity Wealth Management, Inc. 0.14% New 2,880 $303K
Atria Wealth Solutions, Inc. 0.00% Reduce -5.3% 2,834 $298K
Jones Financial Companies LLLP 0.00% Add +44.7% 2,673 $289K
Rather & Kittrell, Inc. 0.06% Reduce -31.3% 2,733 $288K
Moore Capital Management, LP 0.01% New 2,714 $286K
TrueMark Investments, LLC 0.07% Reduce -69.0% 2,712 $285K
Creekside Partners 0.15% No change 2,666 $281K
Ballentine Partners, LLC 0.00% Add +1.3% 2,625 $276K
Chicago Partners Investment Group LLC 0.01% New 2,289 $270K
C M Bidwell & Associates Ltd. 0.16% Add +11377.3% 2,525 $266K
Olympiad Research LP 0.31% New 2,524 $266K
Sequoia Financial Advisors, LLC 0.00% New 2,518 $265K
PharVision Advisers, LLC 0.37% Reduce -33.8% 2,510 $264K
Freedom Investment Management, Inc. 0.02% New 2,492 $262K
Graypoint LLC 0.02% Reduce -31.8% 2,476 $261K
Capital Advisors Inc. 0.01% New 2,476 $260K
Portland Investment Counsel Inc. 0.08% New 2,450 $258K
HM Payson & Co. 0.00% No change 2,450 $258K
SG Americas Securities, LLC 0.00% New 2,434 $256K
Certuity, LLC 0.03% New 2,417 $254K
Quent Capital, LLC 0.03% Add +3.6% 2,402 $253K
Kingswood Wealth Advisors, LLC 0.02% New 2,393 $252K
HB Wealth Management, LLC 0.00% New 2,315 $244K
Jump Financial, LLC 0.00% Reduce -94.6% 2,289 $241K
Schulz Wealth, LTD. 0.18% New 2,284 $240K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 2,273 $239K
Avestar Capital, LLC 0.02% New 2,266 $238K
Farringdon Capital, Ltd. 0.12% New 2,261 $238K
Baker Avenue Asset Management, LP 0.01% New 2,259 $238K
Mindset Wealth Management, LLC 0.09% New 2,247 $236K
Claret Asset Management Corp 0.05% New 2,245 $236K
J. Goldman & Co LP 0.01% New 2,240 $236K
Greenleaf Trust 0.00% New 2,236 $235K
Fred Alger Management, LLC 0.00% New 2,226 $234K
World Equity Group, Inc. 0.07% Reduce -47.1% 2,225 $234K
Fairscale Capital, LLC 0.21% Add +7296.7% 2,219 $233K
Farther Finance Advisors, LLC 0.01% Add +283.5% 2,228 $233K
Quarry LP 0.06% Reduce -50.7% 2,202 $232K
New World Advisors LLC 0.05% Reduce -33.0% 2,185 $230K
Eventide Asset Management, LLC 0.00% New 2,127 $230K
Envestnet Portfolio Solutions, Inc. 0.00% New 2,175 $229K
Mission Wealth Management, LP 0.01% Reduce -50.6% 2,166 $228K
Integrated Wealth Concepts LLC 0.00% New 2,142 $225K
Bridgewater Advisors Inc. 0.02% New 1,991 $224K
Alamea Verwaltungs GmbH 0.19% — 2,125 $224K
Steward Partners Investment Advisory, LLC 0.00% Add +15.9% 2,125 $224K
Yousif Capital Management, LLC 0.00% New 2,111 $222K
Valeo Financial Advisors, LLC 0.01% New 2,104 $221K
Total Wealth Planning & Management, Inc. 0.23% New 2,099 $221K
Venturi Wealth Management, LLC 0.01% Add +134.7% 2,098 $221K
Awm Capital, LLC 0.03% New 2,090 $220K
Snowden Capital Advisors LLC 0.01% New 2,072 $218K
FourThought Financial Partners, LLC 0.02% New 2,027 $213K
Avity Investment Management Inc. 0.02% New 2,025 $213K
QRG Capital Management, Inc. 0.00% New 2,018 $212K
Rodgers Brothers Inc. 0.03% New 2,010 $211K
Brighton Jones LLC 0.01% Reduce -39.6% 1,998 $210K
Leavell Investment Management, Inc. 0.01% New 1,975 $208K
Earned Wealth Advisors, LLC 0.05% New 1,954 $206K
Evergreen Capital Management LLC 0.01% New 1,952 $205K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% New 1,930 $203K
Perbak Capital Partners LLP 0.15% New 1,925 $203K
Syon Capital LLC 0.02% New 1,919 $202K
Johnson Financial Group, Inc. 0.01% Add +145.5% 1,893 $199K
Corebridge Financial, Inc. 0.00% Reduce -3.5% 1,887 $199K
Siemens Fonds Invest GmbH 0.01% New 1,865 $196K
CI Investments Inc. 0.00% Reduce -45.0% 1,759 $185K
Westpac Banking Corp. 0.01% Reduce -82.2% 1,747 $184K
Allworth Financial LP 0.00% Add +5.7% 1,708 $173K
Acima Private Wealth, LLC 0.06% No change 1,579 $166K
GPS Wealth Strategies Group, LLC 0.02% Add +7.2% 1,484 $156K
Wilmington Savings Fund Society, FSB 0.00% Add +2.1% 1,482 $156K
Sunbelt Securities, Inc. 0.01% Reduce -21.3% 1,332 $140K
Wellington Shields & Co., LLC 0.04% New 1,300 $137K
LGT Fund Management Co Ltd. 0.01% New 1,300 $137K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,300 $137K
Principal Securities, Inc. 0.00% No change 1,686 $133K
S-Bank Fund Management Ltd 0.02% — 1,258 $132K
HHM Wealth Advisors, LLC 0.02% Reduce -0.1% 1,250 $132K
GAMMA Investing LLC 0.01% Add +255.3% 1,201 $126K
MAI Capital Management 0.00% Reduce -3.1% 1,193 $126K
Coldstream Capital Management Inc. 0.00% New 1,191 $125K
Raleigh Capital Management Inc. 0.06% Add +4516.0% 1,154 $121K
Advisors Asset Management, Inc. 0.00% Add +12.6% 1,073 $113K
Wellington Shields Capital Management, LLC 0.02% New 1,000 $105K
GeoWealth Management, LLC 0.00% Reduce -2.9% 982 $103K
Silicon Valley Capital Partners 0.01% No change 947 $102K
Central Pacific Bank - Trust Division 0.01% New 935 $98K
Lanark Financial, Inc. 0.01% — 905 $95K
Brown Brothers Harriman & Co. 0.00% Add +64.2% 900 $95K
Private Trust Co. NA 0.01% Add +617.6% 897 $94K
IFP Advisors, Inc 0.00% Add +5.5% 865 $91K
Smartleaf Asset Management LLC 0.01% Add +12.6% 824 $89K
National Bank of Canada 0.00% Reduce -99.7% 830 $87K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.5% 810 $85K
Fifth Third Bancorp 0.00% Add +13.5% 730 $77K
EverSource Wealth Advisors, LLC 0.00% Add +61.8% 728 $77K
Point72 Hong Kong Ltd 0.01% New 726 $76K
MPWM Advisory Solutions, LLC 0.05% Add +3280.9% 710 $75K
ORG Partners LLC 0.02% Reduce -92.8% 711 $74K
Larson Financial Group LLC 0.00% Add +3827.8% 707 $74K
Brooklyn Investment Group 0.02% Add +4.6% 703 $74K
True Wealth Design, LLC 0.03% Add +20.1% 693 $73K
Creative Financial Designs Inc. 0.01% Reduce -67.3% 690 $73K
First Horizon Advisors, Inc. 0.00% Add +18.9% 678 $71K
Quadrant Capital Group LLC 0.00% Add +3.5% 652 $69K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.6% 640 $67K
CoreCap Advisors, LLC 0.00% Add +346.5% 634 $67K
Rakuten Securities, Inc. 0.03% Reduce -53.1% 614 $65K
Lindbrook Capital, LLC 0.01% Add +79.2% 595 $63K
TD Private Client Wealth LLC 0.00% Add +19.6% 561 $59K
AlphaQuest LLC 0.01% Reduce -94.6% 557 $59K
Arax Advisory Partners 0.00% Add +217.6% 524 $55K
Vega Investment Solutions 0.01% New 518 $55K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -89.5% 495 $53K
Hartford Financial Management Inc. 0.01% No change 500 $53K
First Command Advisory Services, Inc. 0.00% No change 500 $53K
CX Institutional 0.00% New 497 $52K
Global Trust Asset Management, LLC 0.03% No change 489 $51K
Pilgrim Partners Asia Pte Ltd 0.05% Reduce -53.1% 460 $48K
Center for Financial Planning, Inc. 0.01% New 450 $47K
Ancora Advisors LLC 0.00% Reduce -0.2% 433 $46K
Manchester Capital Management LLC 0.01% Add +0.5% 428 $45K
CIBC Private Wealth Group LLC 0.00% Reduce -99.3% 463 $42K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.02% No change 352 $37K
Future Financial Wealth Managment LLC 0.03% No change 350 $37K
Hexagon Capital Partners LLC 0.01% Add +21.5% 328 $35K
Golden State Wealth Management, LLC 0.01% Add +7.3% 323 $34K
Spire Wealth Management 0.00% Reduce -87.0% 310 $33K
Rossby Financial, LCC 0.01% New 300 $31K
JFS Wealth Advisors, LLC 0.00% Add +1.4% 281 $30K
Clearstead Advisors, LLC 0.00% Add +381.0% 279 $29K
2UniFi Bank 0.02% No change 315 $29K
City State Bank 0.01% No change 260 $27K
Harbour Investments, Inc. 0.00% Add +152.4% 260 $27K
Wayfinding Financial, LLC 0.01% New 260 $27K
Wolff Wiese Magana LLC 0.02% Add +167.4% 246 $26K
V-Square Quantitative Management LLC 0.00% New 223 $23K
Western Pacific Wealth Management, LP 0.02% No change 200 $21K
Capital Advisors, Ltd. LLC 0.00% Reduce -26.4% 195 $21K
CVA Family Office, LLC 0.00% Add +55.9% 198 $21K
Cullen/Frost Bankers, Inc. 0.00% Add +87.5% 180 $19K
REAP Financial Group, LLC 0.00% Add +17500.0% 176 $19K
Washington Trust Advisors, Inc. 0.00% Add +23.4% 174 $18K
SouthState Bank Corp 0.00% Add +639.1% 170 $18K
Aventura Private Wealth, LLC 0.01% Reduce -42.8% 166 $17K
Financial Perspectives, Inc 0.01% Reduce -2.6% 147 $15K
TD Waterhouse Canada Inc. 0.00% Add +107.3% 141 $15K
Highline Wealth Partners LLC 0.01% New 140 $15K
Bruce G. Allen Investments, LLC 0.01% No change 136 $14K
Hemington Wealth Management 0.00% Add +100.0% 124 $13K
Caas Capital Management LP 0.01% New 116 $12K
Whittier Trust Co. 0.00% No change 115 $12K
Tsfg, LLC 0.00% No change 115 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Add +231.3% 106 $11K
Bell Investment Advisors, Inc 0.00% Add +9.7% 102 $11K
Rothschild Investment LLC 0.00% No change 102 $11K
Trivant Custom Portfolio Group, LLC 0.01% No change 100 $11K
Addison Advisors LLC 0.00% No change 100 $11K
AdvisorNet Financial, Inc 0.00% Add +1025.0% 90 $9K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -21.7% 90 $9K
Private Wealth Management Group, LLC 0.00% Add +27.7% 83 $9K
Blue Trust, Inc. 0.00% Add +9.7% 79 $8K
Hantz Financial Services, Inc. 0.00% No change 80 $8K
Fuller & Thaler Asset Management, Inc. 0.00% New 75 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 75 $8K
Blue Bell Private Wealth Management, LLC 0.00% New 71 $7K
Mather Group, Llc. 0.00% No change 66 $7K
Garde Capital, Inc. 0.00% New 65 $7K
Saudi Central Bank 0.04% New 65 $7K
Carolinas Wealth Consulting LLC 0.00% No change 64 $7K
Parkside Financial Bank & Trust 0.00% Add +21.1% 63 $7K
Hollencrest Capital Management 0.00% No change 60 $6K
TrinityBridge Ltd 0.00% No change 56 $6K
Sandy Spring Bank 0.00% Reduce -45.8% 52 $5K
Winthrop Capital Management, LLC 0.00% No change 49 $5K
Colonial Trust Co / SC 0.00% Reduce -79.2% 46 $5K
Sierra Ocean, LLC 0.00% Add +152.9% 43 $5K
Sachetta, LLC 0.00% Add +32.3% 41 $4K
Trust Co. of Vermont 0.00% Reduce -73.7% 36 $4K
Activest Wealth Management 0.00% Add +0.0% 34 $4K
Sound Income Strategies, LLC 0.00% No change 30 $3K
IFS Advisors, LLC 0.00% No change 30 $3K
Field & Main Bank 0.00% No change 30 $3K
Westside Investment Management, Inc. 0.00% No change 29 $3K
MV Capital Management, Inc. 0.00% New 28 $3K
Kiker Wealth Management, LLC 0.00% New 27 $3K
HUB Investment Partners, LLC 0.00% New 27 $3K
Accent Capital Management, LLC 0.00% New 26 $3K
Valued Wealth Advisors LLC 0.00% No change 23 $2K
SJS Investment Consulting Inc. 0.00% No change 23 $2K
Global Financial Private Client, LLC 0.00% Add +283.3% 23 $2K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -99.1% 23 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.3% 22 $2K
Fortitude Family Office, LLC 0.00% No change 22 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 22 $2K
Parvin Asset Management, LLC 0.00% Reduce -16.0% 21 $2K
Salem Investment Counselors Inc. 0.00% New 21 $2K
Curio Wealth, LLC 0.00% New 1 $2K
Financial Management Professionals, Inc. 0.00% No change 16 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 14 $1K
FSA Wealth Management LLC 0.00% No change 13 $1K
Continuum Advisory, LLC 0.00% No change 13 $1K
Raffa Wealth Management, LLC 0.00% No change 12 $1K
Clearstead Trust, LLC 0.00% New 12 $1K
Stonebridge Financial Group, LLC 0.00% Add +10.0% 11 $1K
Assetmark, Inc. 0.00% Reduce -28.6% 10 $1K
Murphy & Mullick Capital Management Corp 0.00% No change 10 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
Brown, Lisle/Cummings, Inc. 0.00% New 10 $1K
Glen Eagle Advisors, LLC 0.00% No change 10 $1K
McIlrath & Eck, LLC 0.00% No change 10 $1K
Cornerstone Planning Group LLC 0.00% Add +233.3% 10 $983
Carolina Wealth Advisors, LLC 0.00% No change 8 $842
Cromwell Holdings LLC 0.00% New 8 $842
Zions Bancorporation, National Association 0.00% — 8 $842
Kimelman & Baird, LLC 0.00% No change 8 $842
Principia Wealth Advisory, LLC 0.00% No change 8 $814
Colonial Trust Advisors 0.00% No change 7 $737
PayPay Securities Corp 0.04% Reduce -50.0% 6 $687
Wood Tarver Financial Group, LLC 0.00% No change 5 $527
Tidemark, LLC 0.00% New 5 $526
Key Financial Inc 0.00% No change 5 $526
Darwin Wealth Management, LLC 0.00% No change 6 $472
Winnacle Wealth LLC 0.00% Add +25.0% 5 $471
Wiser Advisor Group LLC 0.00% Reduce -50.0% 4 $421
WPG Advisers, LLC 0.00% No change 4 $421
Parkworth Wealth Management, Inc. 0.00% Add +33.3% 4 $421
HFM Investment Advisors, LLC 0.00% — 4 $421
Bay Harbor Wealth Management, LLC 0.00% New 4 $420
Hughes Financial Services, LLC 0.00% New 4 $419
Vision Financial Markets LLC 0.00% New 3 $316
UMB Bank, n.a. 0.00% Reduce -97.7% 3 $316
Halbert Hargrove Global Advisors, LLC 0.00% New 3 $316
WealthTrak Capital Management LLC 0.00% New 2 $211
American Capital Advisory, LLC 0.00% New 2 $211
Physician Wealth Advisors, Inc. 0.00% Reduce -60.0% 2 $211
Clean Yield Group 0.00% New 2 $210
Painted Porch Advisors LLC 0.00% New 2 $210
Tortoise Investment Management, LLC 0.00% No change 2 $210
Avion Wealth 0.00% New 10 $0

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