OktaOKTA

13F holders, Q3 2025 (September 30)
751holders +1
104new positions
101sold out
9famous investors
$91.75avg. 13F price*

At the end of Q3 2025, 751 institutions reported holding Okta Inc. (OKTA) in their 13F filings, up 1 from Q2 2025. 104 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.7B) and FMR LLC ($898.4M). 9 famous investors held it, including Alex Sacerdote (0.5% of Whale Rock Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions104$304.5M
Exits101$521.5M

All 13F filers, Q2 2025 → Q3 2025: 16,053,844 shares bought and 20,041,765 shares sold, net −3,987,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 751 holders

Vanguard Group Inc. 0.03% Add +5.7% 19,803,227 $1.8B
BlackRock, Inc. 0.03% Reduce -0.1% 18,548,502 $1.7B
FMR LLC 0.05% Reduce -39.5% 9,797,273 $898.4M
State Street Corp. 0.02% Add +0.3% 5,918,028 $542.7M
First Trust Advisors LP 0.32% Reduce -4.0% 4,704,039 $431.4M
Massachusetts Financial Services Co. 0.13% Add +4.0% 4,635,572 $425.1M
Geode Capital Management, LLC 0.02% Add +1.5% 3,203,698 $293.0M
American Century Companies Inc. 0.14% Reduce -13.6% 2,927,423 $268.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -1.5% 2,425,736 $222.4M
Ameriprise Financial Inc. 0.05% Add +9.3% 2,226,676 $204.2M
JPMorgan Chase & Co. 0.01% Reduce -29.9% 2,136,121 $195.9M
Ninety One UK Ltd 0.40% Reduce -27.0% 2,003,681 $183.7M
Squarepoint Ops LLC 0.39% Add +597.7% 1,969,419 $180.6M
Pictet Asset Management Holding SA 0.17% Reduce -1.1% 1,912,198 $175.5M
Morgan Stanley 0.01% Reduce -17.4% 1,735,204 $159.1M
Champlain Investment Partners, LLC 1.18% Add +4.7% 1,700,387 $155.9M
Bank of America Corp. 0.01% Reduce -7.9% 1,668,640 $153.0M
Northern Trust Corp. 0.02% Add +3.9% 1,631,097 $149.6M
Primecap Management Co. 0.11% Add +0.2% 1,589,038 $145.7M
Bank of New York Mellon Corp 0.02% Reduce -9.6% 1,409,300 $129.2M
Alyeska Investment Group, L.P. 0.39% Add +276.9% 1,403,499 $128.7M
Marshall Wace, LLP 0.13% Add +18.2% 1,320,715 $121.1M
Voya Investment Management LLC 0.14% Reduce -18.8% 1,318,346 $120.9M
Dimensional Fund Advisors LP 0.03% Add +12.6% 1,299,021 $119.2M
Charles Schwab Investment Management Inc. 0.02% Add +4.1% 1,295,157 $118.8M
UBS Group AG 0.02% Reduce -14.9% 1,166,016 $106.9M
Point72 Asset Management 0.24% New 1,110,632 $101.8M
Legal & General Group Plc 0.02% Add +4.7% 1,008,847 $92.5M
ShawSpring Partners LLC 13.50% Add +3.8% 990,486 $90.8M
Soma Equity Partners LP 4.52% No change 982,709 $90.1M
PointState Capital LP 1.62% Add +36.4% 981,850 $90.0M
Allspring Global Investments Holdings, LLC 0.14% Add +122.2% 967,166 $88.7M
AQR Capital Management 0.06% Reduce -19.4% 947,738 $86.9M
Penserra Capital Management LLC 1.01% Add +3.9% 915,886 $84.0M
Optimus Prime Fund Management Co., Ltd. 7.39% Add +11.7% 910,000 $83.4M
DAVENPORT & Co LLC 0.42% Add +42.8% 841,676 $77.9M
Pacer Advisors, Inc. 0.20% Reduce -11.6% 838,826 $76.9M
Swedbank AB 0.08% Add +63.1% 811,166 $74.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.11% Add +9.4% 774,054 $71.0M
Ensign Peak Advisors, Inc 0.11% Add +14.3% 752,725 $69.0M
Man Group plc 0.13% Add +132.1% 741,924 $68.0M
Greenvale Capital LLP 5.43% New 740,000 $67.9M
Raymond James Financial Inc. 0.02% Reduce -13.9% 690,445 $63.3M
T. Rowe Price Associates Inc. 0.01% Reduce -46.4% 681,142 $62.5M
Victory Capital Management Inc. 0.03% Add +816.3% 641,382 $58.8M
Barclays PLC 0.02% Add +8.2% 617,966 $56.7M
Quantinno Capital Management LP 0.15% Add +81.3% 610,799 $56.0M
Goldman Sachs Group Inc. 0.01% Reduce -52.6% 609,699 $55.9M
a16z Perennial Management, L.P. 4.35% Add +0.0% 598,107 $54.8M
Storebrand Asset Management As 0.14% Add +13.0% 574,917 $52.7M
US Bancorp \de 0.06% Add +36.0% 555,988 $51.0M
Wells Fargo & Company 0.01% Reduce -1.1% 547,091 $50.2M
Citadel Advisors 0.04% Add +306.2% 517,378 $47.4M
Glenmede Investment Management, LP 0.23% Add +3.7% 509,371 $46.7M
Capital World Investors 0.01% Add +0.4% 505,607 $46.4M
Rhumbline Advisers 0.04% Reduce -1.1% 488,995 $44.8M
Swiss National Bank 0.03% Reduce -4.0% 481,900 $44.2M
Tredje AP-fonden 0.34% Add +19.0% 465,635 $42.7M
Amundi 0.01% Add +4.9% 451,072 $42.3M
Invesco Ltd. 0.01% Add +6.9% 460,629 $42.2M
Jane Street Group, LLC 0.05% Add +7409.2% 459,339 $42.1M
Senvest Management, LLC 1.33% Add +906.9% 453,115 $41.6M
Stephens Investment Management Group LLC 0.52% Reduce -5.5% 436,680 $40.0M
BNP Paribas Financial Markets 0.03% Reduce -1.5% 435,486 $39.9M
Whale Rock Capital Management 0.47% No change 434,854 $39.9M
Nuveen, LLC 0.01% Add +53.8% 424,547 $38.9M
CANADA LIFE ASSURANCE Co 0.05% Add +7.2% 384,586 $36.1M
Vident Advisory, LLC 0.35% Add +2.1% 385,697 $35.4M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +1.5% 381,075 $34.9M
DNB Asset Management AS 0.13% Add +134.4% 374,569 $34.3M
Deutsche Bank AG 0.01% Add +50.0% 372,615 $34.2M
Principal Financial Group Inc. 0.02% Reduce -2.3% 370,676 $34.0M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Reduce -22.0% 347,740 $31.9M
Smith Group Asset Management, LLC 1.77% Add +38.1% 335,266 $30.7M
Alliancebernstein L.P. 0.01% Add +45.4% 309,245 $28.4M
California Public Employees Retirement System 0.02% Add +1.4% 304,566 $27.9M
Robeco Institutional Asset Management B.V. 0.04% Reduce -1.6% 304,301 $27.9M
Freestone Grove Partners LP 0.20% New 294,700 $27.0M
Schroder Investment Management Group 0.02% Reduce -2.0% 284,984 $26.1M
Federated Hermes, Inc. 0.04% Add +18.7% 269,505 $24.7M
California State Teachers Retirement System 0.02% Add +1.3% 265,066 $24.3M
Sei Investments Co. 0.03% Add +18.0% 264,364 $24.2M
Walleye Trading LLC 0.37% Add +851.8% 252,746 $23.2M
Barton Investment Management 2.34% Reduce -0.6% 250,525 $23.0M
Staley Capital Advisers Inc. 0.93% No change 246,207 $22.6M
Schonfeld Strategic Advisors LLC 0.16% Add +894.1% 244,956 $22.5M
Nomura Asset Management Co. Ltd. 0.06% Add +5.8% 235,161 $21.6M
Balyasny Asset Management L.P. 0.04% Add +4576.0% 232,349 $21.3M
Summit Trail Advisors, LLC 0.29% Add +40.1% 225,737 $20.7M
D. E. Shaw & Co. 0.02% Reduce -12.5% 224,702 $20.6M
HSBC Holdings PLC 0.01% Add +12.1% 219,584 $20.0M
Sea Cliff Partners Management, LP 7.53% Add +2.5% 214,500 $19.7M
Korea Investment CORP 0.04% Add +1.7% 214,474 $19.7M
Torque Asset Management LLC 6.77% Add +49.6% 205,804 $18.9M
Susquehanna International Group, LLP 0.03% Add +44.1% 204,671 $18.8M
Ieq Capital, LLC 0.06% Add +25.8% 202,206 $18.5M
Retirement Systems of Alabama 0.06% Reduce -1.1% 202,109 $18.5M
Sellaronda Global Management LP 16.20% Add +60.0% 200,000 $18.3M
Susquehanna Fundamental Investments, LLC 0.71% No change 198,738 $18.2M
Verition Fund Management LLC 0.11% Add +460.7% 195,643 $17.9M
Aware Super Pty Ltd as trustee of Aware Super 0.25% New 195,249 $17.9M
Canada Pension Plan Investment Board 0.01% Add +70.5% 183,500 $16.8M
Nicholas Company, Inc. 0.27% Reduce -0.1% 172,388 $15.8M
Rockefeller Capital Management L.P. 0.03% Add +37.8% 170,634 $15.6M
Asset Management One Co., Ltd. 0.04% Add +14.3% 167,857 $15.4M
Harber Asset Management LLC 5.42% Add +6.0% 159,924 $14.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +11.4% 150,532 $13.8M
Bank of Montreal 0.01% Reduce -2.1% 149,851 $13.7M
State Board of Administration of Florida Retirement System 0.02% Reduce -3.7% 148,177 $13.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.0% 146,303 $13.4M
Bridgewater Associates 0.05% Reduce -39.3% 140,562 $12.9M
Tairen Capital Ltd 1.38% Add +115.6% 139,700 $12.8M
Acadian Asset Management LLC 0.02% Reduce -43.4% 138,880 $12.7M
Royal Bank of Canada 0.00% Reduce -23.9% 135,526 $12.4M
Freestone Capital Holdings, LLC 0.38% Reduce -0.0% 134,911 $12.4M
Aviva PLC 0.02% Add +6.4% 130,452 $12.0M
Ion Asset Management Ltd. 1.46% Reduce -22.1% 130,000 $11.9M
Renaissance Technologies 0.02% Reduce -74.7% 129,300 $11.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +7.7% 128,296 $11.7M
Pinebridge Investments, L.P. 0.09% Reduce -16.3% 126,408 $11.6M
Paragon Capital Management Ltd 2.16% No change 124,200 $11.4M
Focus Partners Wealth 0.02% Add +3.5% 122,131 $11.2M
New York State Teachers Retirement System 0.02% Reduce -0.1% 121,231 $11.1M
STRS Ohio 0.04% Reduce -14.8% 120,939 $11.1M
Twin Tree Management, LP 0.49% Reduce -48.3% 114,326 $10.5M
Aberdeen Group plc 0.02% Add +2.3% 113,319 $10.4M
LPL Financial LLC 0.00% Add +12.8% 112,808 $10.3M
NewEdge Wealth, LLC 0.15% Reduce -26.4% 117,996 $10.3M
Public Employees Retirement System of Ohio 0.03% Add +108.4% 107,148 $9.8M
Ardsley Advisory Partners LP 1.49% New 106,000 $9.7M
Granahan Investment Management, LLC 0.40% Add +45.5% 105,403 $9.7M
Rakuten Investment Management, Inc. 0.03% — 16,022 $9.5M
Citigroup Inc. 0.01% Add +12.5% 102,579 $9.4M
KLP Kapitalforvaltning As 0.04% Add +0.1% 102,100 $9.4M
Concentric Capital Strategies, LP 0.44% New 99,765 $9.1M
RPG Investment Advisory, LLC 1.06% Add +7.3% 98,102 $9.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.5% 95,913 $8.8M
APG Asset Management N.V. 0.02% No change 110,101 $8.6M
Zacks Investment Management 0.07% Reduce -8.5% 92,588 $8.5M
Envestnet Asset Management Inc. 0.00% Add +3.5% 90,629 $8.3M
IMC-Chicago, LLC 0.15% Add +100.1% 90,350 $8.3M
Union Bancaire Privee, UBP SA 0.12% Reduce -8.9% 101,395 $8.2M
New York State Common Retirement Fund 0.01% Reduce -0.2% 89,515 $8.2M
MetLife Investment Management, LLC 0.04% Reduce -4.3% 88,950 $8.2M
State of Wisconsin Investment Board 0.02% Reduce -15.8% 87,764 $8.0M
Bourgeon Capital Management LLC 1.47% New 86,650 $7.9M
Jacobson & Schmitt Advisors, LLC 1.36% Add +12.0% 86,196 $7.9M
Gotham Asset Management 0.03% Add +481.5% 83,021 $7.6M
Beacon Pointe Advisors, LLC 0.06% Add +10.1% 82,526 $7.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -28.0% 81,968 $7.5M
Creative Planning 0.01% Reduce -60.9% 81,032 $7.4M
Huntington National Bank 0.06% Reduce -0.3% 80,401 $7.4M
Vontobel Holding Ltd. 0.02% Reduce -4.7% 80,133 $7.3M
Congress Asset Management Co. 0.05% Reduce -0.6% 79,738 $7.3M
Hood River Capital Management LLC 0.09% Reduce -10.2% 78,759 $7.2M
Amalgamated Bank 0.05% Add +0.6% 78,485 $7.2M
Mutual of America Capital Management LLC 0.07% Reduce -12.2% 77,200 $7.1M
State of Tennessee, Department of Treasury 0.02% Add +7.1% 76,569 $7.0M
Caisse de depot et placement du Quebec 0.01% Add +32.9% 74,949 $6.9M
Cerity Partners LLC 0.01% Add +3.3% 74,653 $6.8M
Cubist Systematic Strategies, LLC 0.10% New 74,513 $6.8M
Frontier Capital Management Co. LLC 0.06% Reduce -8.2% 74,190 $6.8M
Treasurer of the State of North Carolina 0.02% Reduce -3.8% 74,062 $6.8M
Royal London Asset Management Ltd. 0.01% Reduce -2.1% 73,952 $6.8M
Danske Bank A/S 0.02% Add +5.1% 73,730 $6.8M
Forsta Ap-Fonden 0.04% Add +66.4% 71,400 $6.5M
Federation des caisses Desjardins du Quebec 0.03% Add +73.2% 71,164 $6.5M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -1.9% 69,983 $6.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +5.5% 69,474 $6.4M
HighTower Advisors, LLC 0.01% Add +3.6% 67,901 $6.2M
Parallax Volatility Advisers, L.P. 0.21% Reduce -37.5% 67,644 $6.2M
Russell Investments Group, Ltd. 0.01% Add +20.6% 65,097 $6.0M
Y-Intercept (Hong Kong) Ltd 0.14% Add +111.6% 64,641 $5.9M
Mn Services Vermogensbeheer B.V. 0.04% No change 62,000 $5.7M
Mediolanum International Funds Ltd 0.06% Add +57.6% 59,741 $5.6M
SG Americas Securities, LLC 0.02% Reduce -23.1% 60,737 $5.6M
S&co Inc. 0.33% Add +70.2% 59,451 $5.5M
Osaic Holdings, Inc. 0.01% Add +5.2% 57,902 $5.4M
State of New Jersey Common Pension Fund D 0.02% Add +3.2% 58,457 $5.4M
Stifel Financial Corp. 0.00% Add +17.4% 58,229 $5.3M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +20.7% 56,537 $5.2M
PEAK6 LLC 0.13% Add +492.2% 55,164 $5.1M
Blair William & Co. 0.01% Add +2.4% 54,221 $5.0M
Yousif Capital Management, LLC 0.05% Reduce -6.7% 52,907 $4.9M
Macquarie Group Ltd. 0.01% Reduce -12.1% 52,711 $4.8M
Elo Mutual Pension Insurance Co 0.08% Add +40.1% 52,597 $4.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.33% Add +1.9% 52,448 $4.8M
Teachers Retirement System of the State of Kentucky 0.04% No change 51,300 $4.7M
Two Sigma Investments, LP 0.01% Add +27.3% 50,392 $4.6M
Comerica Bank 0.02% Reduce -77.5% 49,967 $4.6M
Cibc World Market Inc. 0.01% Reduce -49.0% 49,659 $4.6M
Arizona State Retirement System 0.02% Add +2.5% 49,632 $4.6M
Resona Asset Management Co.,Ltd. 0.02% Reduce -5.1% 48,944 $4.5M
Handelsbanken Fonder AB 0.01% Add +17.9% 48,200 $4.4M
Royal Fund Management, LLC 0.53% Add +1.3% 48,000 $4.4M
Simplex Trading, LLC 0.10% New 47,070 $4.3M
Louisiana State Employees Retirement System 0.07% Reduce -1.1% 46,500 $4.3M
Channel Wealth LLC 1.12% New 45,681 $4.2M
Burney Co./ 0.13% New 44,684 $4.1M
Wolverine Trading, LLC 0.08% Reduce -36.9% 43,567 $4.1M
Bessemer Group Inc. 0.01% Add +1.1% 44,529 $4.1M
Altrinsic Global Advisors LLC 0.15% Add +31.6% 44,458 $4.1M
Assenagon Asset Management S.A. 0.01% Add +5.0% 43,672 $4.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -0.1% 42,902 $3.9M
Illinois Municipal Retirement Fund 0.05% Reduce -0.9% 41,667 $3.8M
South Dakota Investment Council 0.07% Add +43.9% 40,906 $3.8M
Alamar Capital Management, LLC 1.98% Add +0.1% 40,840 $3.7M
Bayesian Capital Management, LP 0.76% New 40,400 $3.7M
Mathes Company, Inc. 1.34% Add +0.5% 40,380 $3.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +6.4% 40,000 $3.7M
State of Michigan Retirement System 0.02% Reduce -1.0% 39,800 $3.6M
Jasper Ridge Partners, L.P. 0.08% No change 39,660 $3.6M
Cetera Investment Advisers 0.00% Add +43.4% 39,421 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -23.3% 38,715 $3.5M
SBI Securities Co., Ltd. 0.09% Add +8.0% 38,683 $3.5M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.2% 37,259 $3.4M
SWS Partners 0.83% Add +22.6% 37,100 $3.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -3.7% 36,405 $3.3M
Aquatic Capital Management LLC 0.06% New 36,146 $3.3M
Clarius Group, LLC 0.20% Reduce -1.6% 36,034 $3.3M
Nordea Investment Management AB 0.00% Add +5.8% 36,057 $3.3M
CenterBook Partners LP 0.16% Reduce -76.0% 35,277 $3.2M
Norris Financial Group, LLC 1.17% Add +92.1% 34,877 $3.2M
Selective Wealth Management, Inc. 1.03% Reduce -3.2% 35,164 $3.2M
Paloma Partners Management Co 1.45% Add +25.5% 34,789 $3.2M
Xponance LLC 0.03% Add +1.6% 34,713 $3.2M
New Age Alpha Advisors, LLC 0.13% Reduce -2.9% 34,162 $3.1M
Oregon Public Employees Retirement Fund 0.04% Reduce -1.5% 33,700 $3.1M
New Mexico Educational Retirement Board 0.10% No change 33,600 $3.1M
Mariner, LLC 0.00% Add +0.9% 33,323 $3.1M
Occidental Asset Management, LLC 0.38% Add +0.0% 33,108 $3.0M
Steward Partners Investment Advisory, LLC 0.02% Add +1378.0% 33,077 $3.0M
Banque Cantonale Vaudoise 0.11% Add +122.8% 32,298 $3.0M
Commonwealth Equity Services, LLC 0.00% Reduce -11.8% 32,227 $3.0M
Wellington Management Group LLP 0.00% Reduce -15.0% 32,198 $3.0M
Toronto Dominion Bank 0.01% Reduce -6.5% 31,448 $2.9M
KBC Group NV 0.01% Reduce -55.1% 31,405 $2.9M
Ilmarinen Mutual Pension Insurance Co 0.02% Reduce -10.4% 31,375 $2.9M
Ameritas Investment Partners, Inc. 0.09% Reduce -3.5% 31,335 $2.9M
Titan Global Capital Management USA LLC 0.42% Reduce -3.3% 31,276 $2.9M
Y.D. More Investments Ltd 0.16% Reduce -2.4% 30,844 $2.9M
Rosenblum Silverman Sutton S F Inc. 0.65% Add +4.8% 31,046 $2.8M
IFM Investors Pty Ltd 0.02% No change 30,766 $2.8M
TD Asset Management Inc 0.00% Reduce -69.5% 30,343 $2.8M
Leonteq Securities AG 0.15% Add +79.4% 29,640 $2.7M
NFJ Investment Group, LLC 0.09% New 29,278 $2.7M
Cwm, LLC 0.01% Reduce -3.1% 29,118 $2.7M
Vestcor Inc 0.08% Add +21.3% 28,469 $2.6M
Utah Retirement Systems 0.03% No change 28,442 $2.6M
Jackson Square Partners, LLC 1.05% Reduce -22.0% 28,349 $2.6M
Cullinan Associates Inc. 0.17% No change 28,300 $2.6M
Arax Advisory Partners 0.04% Add +7432.3% 27,719 $2.5M
&partners 0.02% Add +370.8% 27,503 $2.5M
Qsemble Capital Management, LP 0.24% Add +27.4% 27,079 $2.5M
Walleye Capital LLC 0.02% Add +400.3% 26,956 $2.5M
Diversify Advisory Services, LLC 0.08% Reduce -0.1% 27,069 $2.5M
DekaBank Deutsche Girozentrale 0.00% No change 26,155 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% Add +6.2% 26,524 $2.4M
Advisors Management Group Inc. 0.42% Add +21.5% 26,125 $2.4M
Private Advisor Group, LLC 0.01% Reduce -10.3% 25,965 $2.4M
Vinva Investment Management Ltd 0.05% Add +80.6% 25,207 $2.4M
Empowered Funds, LLC 0.02% Add +8.5% 25,774 $2.4M
Brown Advisory Inc. 0.00% Reduce -34.3% 25,765 $2.4M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -16.0% 25,366 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.9% 25,395 $2.3M
LMG Wealth Partners, LLC 0.42% Add +5.5% 24,554 $2.3M
Blue Zone Wealth Advisors, LLC 0.44% Add +6.4% 24,138 $2.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -7.9% 24,021 $2.2M
Truist Financial Corp. 0.00% Reduce -12.4% 23,796 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -17.0% 23,785 $2.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -60.5% 23,304 $2.1M
Andra AP-fonden 0.03% Add +125.1% 23,300 $2.1M
Guggenheim Capital LLC 0.02% Add +26.3% 22,616 $2.1M
Edgestream Partners, L.P. 0.06% New 22,538 $2.1M
GFG Capital, LLC 0.71% Add +18.9% 22,480 $2.1M
MML Investors Services, LLC 0.01% Reduce -46.0% 22,319 $2.0M
Teacher Retirement System of Texas 0.01% Reduce -13.1% 21,866 $2.0M
Natixis Advisors, LLC 0.00% Reduce -10.0% 21,861 $2.0M
Mackenzie Financial Corp. 0.00% Add +10.9% 21,497 $2.0M
Keybank National Association 0.01% Add +0.0% 21,393 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -19.8% 21,351 $2.0M
Rwa Wealth Partners, LLC 0.02% Add +0.1% 21,237 $1.9M
Qube Research & Technologies Ltd 0.00% Reduce -22.5% 21,236 $1.9M
Optiver Holding B.V. 0.03% Add +12433.7% 21,182 $1.9M
Nissay Asset Management Corp. /Japan 0.01% Add +1.8% 21,048 $1.9M
Formula Growth Ltd. 0.69% New 21,000 $1.9M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -90.3% 20,653 $1.9M
Prospera Financial Services Inc 0.03% Add +5.2% 19,853 $1.8M
Landscape Capital Management, L.L.C. 0.11% Add +707.7% 19,643 $1.8M
Generali Asset Management SPA SGR 0.04% Add +37.0% 19,213 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +89.1% 19,097 $1.8M
Crossmark Global Holdings, Inc. 0.03% Reduce -59.1% 19,019 $1.7M
Nomura Holdings Inc. 0.01% New 18,979 $1.7M
Credit Agricole S A 0.01% — 18,713 $1.7M
Geneos Wealth Management Inc. 0.04% Add +24.0% 18,623 $1.7M
Candriam S.C.A. 0.01% Reduce -7.7% 18,451 $1.7M
ExodusPoint Capital Management, LP 0.02% Reduce -77.8% 18,205 $1.7M
1832 Asset Management L.P. 0.00% Reduce -6.7% 18,133 $1.7M
Swiss Life Asset Management Ltd 0.01% Add +15.6% 18,131 $1.7M
Linden Thomas Advisory Services, LLC 0.17% Add +2.4% 18,105 $1.7M
OP Asset Management Ltd 0.02% No change 17,930 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -4.7% 17,936 $1.6M
Fluent Financial, LLC 0.64% Add +64.8% 17,844 $1.6M
Investment Management Corp of Ontario 0.02% Reduce -5.7% 17,815 $1.6M
Nisa Investment Advisors, LLC 0.01% Reduce -42.6% 17,752 $1.6M
Mercer Global Advisors Inc. 0.00% Add +64.5% 17,474 $1.6M
Cantor Fitzgerald, L. P. 0.03% Add +197.5% 17,417 $1.6M
Graham Capital Management, L.P. 0.09% Reduce -85.3% 16,945 $1.6M
Jupiter Asset Management Ltd. 0.01% Reduce -94.5% 16,691 $1.5M
ASR Vermogensbeheer N.V. 0.02% Reduce -0.5% 16,552 $1.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.1% 16,431 $1.5M
Highland Capital Management, LLC 0.07% New 16,082 $1.5M
Prudential Financial Inc. 0.00% Reduce -41.7% 16,007 $1.5M
Ballentine Partners, LLC 0.02% Reduce -2.6% 15,884 $1.5M
Cambria Investment Management, L.P. 0.09% Add +1.5% 15,627 $1.4M
Prudential PLC 0.01% Add +36.5% 15,379 $1.4M
Tidal Investments LLC 0.01% Add +8.3% 15,247 $1.4M
Optimize Financial Inc. 0.72% New 15,124 $1.4M
Susquehanna Portfolio Strategies, LLC 0.02% New 14,851 $1.4M
Vectors Research Management, LLC 0.43% Add +7.1% 14,768 $1.4M
Lido Advisors, LLC 0.01% Add +0.1% 14,699 $1.3M
Ascentis Wealth Management, LLC 0.32% Add +2.7% 14,397 $1.3M
Inscription Capital, LLC 0.14% New 14,392 $1.3M
Aaron Wealth Advisors LLC 0.08% Add +230.2% 14,355 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -0.4% 14,165 $1.3M
Daiwa Securities Group Inc. 0.00% Reduce -12.4% 14,095 $1.3M
AXA Investment Managers S.A. 0.00% — 13,855 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +33.5% 13,635 $1.3M
Legal Advantage Investments, Inc. 0.56% Add +41.9% 13,540 $1.2M
Ethic Inc. 0.02% Reduce -25.2% 13,525 $1.2M
Fort Washington Investment Advisors Inc. 0.01% No change 13,498 $1.2M
Captrust Financial Advisors 0.00% Reduce -14.2% 13,446 $1.2M
Rafferty Asset Management, LLC 0.00% Reduce -5.4% 13,183 $1.2M
Polianta Ltd 0.49% New 13,100 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +24.8% 12,895 $1.2M
Triumph Capital Management 0.31% Add +60.0% 12,725 $1.2M
OMERS ADMINISTRATION Corp 0.01% No change 12,646 $1.2M
Millennium Management 0.00% Reduce -56.4% 12,546 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -1.7% 12,519 $1.1M
LBP Am SA 0.01% Reduce -1.7% 12,289 $1.1M
Brevan Howard Capital Management LP 0.02% Reduce -69.9% 12,084 $1.1M
Campbell & CO Investment Adviser LLC 0.08% Add +116.3% 12,061 $1.1M
SCS Capital Management LLC 0.01% No change 11,856 $1.1M
Franklin Resources Inc. 0.00% Add +9.3% 11,836 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +87.7% 11,801 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -17.3% 11,667 $1.1M
Caprock Group, LLC 0.03% — 11,291 $1.0M
Group One Trading LLC 0.03% Reduce -44.4% 11,398 $1.0M
Corient Private Wealth LP 0.00% Add +4.9% 11,182 $1.0M
Sanctuary Advisors, LLC 0.01% Reduce -1.0% 10,881 $998K
Plato Investment Management Ltd 0.07% No change 10,709 $975K
Hussman Strategic Advisors, Inc. 0.21% New 10,500 $963K
Diversified Trust Co. 0.02% Reduce -36.9% 10,442 $958K
Profund Advisors LLC 0.03% Reduce -0.7% 10,381 $952K
B. Metzler seel. Sohn & Co. AG 0.01% Add +154.4% 10,362 $950K
Kentucky Retirement Systems 0.03% Reduce -0.3% 10,343 $948K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -6.9% 10,306 $945K
PNC Financial Services Group, Inc. 0.00% Add +15.8% 10,258 $941K
Avanza Fonder AB 0.02% No change 10,243 $939K
Courier Capital LLC 0.05% Add +5.0% 10,169 $932K
Janus Henderson Group PLC 0.00% Reduce -15.0% 10,159 $931K
Virtu Financial LLC 0.05% Reduce -18.7% 10,082 $925K
Pier 88 Investment Partners LLC 1.02% Add +21.9% 10,000 $917K
Allianz Asset Management GmbH 0.00% Reduce -92.5% 9,964 $914K
Lazard Asset Management LLC 0.00% Add +97.0% 9,933 $911K
APG Asset Management US Inc. 0.01% No change 9,706 $890K
Bradley Foster & Sargent Inc. 0.01% New 9,551 $876K
Kestra Advisory Services, LLC 0.00% Reduce -8.6% 9,519 $873K
Alps Advisors Inc. 0.00% Add +12.2% 9,437 $865K
Boston Partners 0.00% New 9,429 $865K
Wealthfront Advisers LLC 0.00% Add +11.1% 9,416 $863K
Bank of Nova Scotia 0.00% Add +38.9% 9,381 $860K
FNY Investment Advisers, LLC 0.28% Add +96.3% 9,181 $841K
Natixis 0.00% New 9,010 $826K
Neuberger Berman Group LLC 0.00% Add +10.1% 8,948 $821K
Alerus Financial NA 0.04% No change 8,861 $813K
Praxis Investment Management Inc. 0.05% Add +67.0% 8,849 $811K
Donor Advised Charitable Giving, Inc. 0.02% No change 8,775 $805K
Perbak Capital Partners LLP 0.14% Add +124.9% 8,767 $804K
Ostrum Asset Management 0.04% Reduce -3.0% 8,737 $801K
Greenwood Capital Associates LLC 0.09% Reduce -5.3% 8,713 $799K
Citizens Financial Group Inc. 0.01% Reduce -4.2% 8,524 $782K
Picton Mahoney Asset Management 0.01% New 8,510 $781K
Ossiam 0.01% Reduce -2.6% 8,395 $770K
NorthCoast Asset Management LLC 0.00% Add +26.5% 8,305 $762K
Baird Financial Group, Inc. 0.00% Reduce -9.2% 8,279 $759K
111 Capital 0.14% Add +113.0% 8,267 $758K
XTX Topco Ltd 0.04% New 8,109 $744K
Maryland State Retirement & Pension System 0.02% No change 8,007 $734K
Gulf International Bank (UK) Ltd 0.02% Reduce -2.5% 7,986 $732K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% Add +125.9% 7,960 $730K
Fox Run Management, L.L.C. 0.11% Reduce -34.4% 7,888 $723K
Metis Global Partners, LLC 0.02% Add +21.9% 7,690 $705K
J.W. Cole Advisors, Inc. 0.01% Add +13.1% 7,459 $684K
DC Investments Management, LLC 0.28% No change 7,396 $678K
Evanson Asset Management, LLC 0.04% Add +17.5% 7,337 $673K
Gilbert & Cook, Inc. 0.09% Reduce -22.7% 7,324 $672K
Choreo, LLC 0.01% Add +2.0% 7,239 $664K
ProShare Advisors LLC 0.00% Reduce -4.1% 7,109 $652K
Merit Financial Group, LLC 0.01% Add +2.8% 7,000 $642K
Qtron Investments LLC 0.08% Add +17.5% 6,902 $633K
CIBC Asset Management Inc 0.00% Add +0.7% 6,880 $631K
Sherbrooke Park Advisers LLC 0.29% Add +51.6% 6,855 $629K
Integrated Quantitative Investments LLC 0.18% No change 6,845 $628K
ADAPT Investment Managers SA 0.13% New 6,806 $624K
Synergy Financial Group, LTD 0.42% Reduce -1.8% 6,721 $616K
GC Wealth Management RIA, LLC 0.02% New 6,682 $613K
Independent Advisor Alliance 0.02% Add +26.5% 6,662 $611K
Perpetual Ltd 0.01% Reduce -11.6% 6,500 $596K
Allstate Corp. 0.01% New 6,469 $593K
Verdence Capital Advisors LLC 0.03% New 6,555 $590K
Kornitzer Capital Management Inc. 0.01% Add +33.3% 6,300 $578K
Sterling Capital Management LLC 0.01% Reduce -7.0% 6,271 $575K
Advisory Services Network, LLC 0.01% Add +13.8% 6,243 $572K
Engineers Gate Manager LP 0.01% Reduce -77.8% 6,075 $557K
Oppenheimer & Co. Inc. 0.01% Reduce -30.0% 6,072 $557K
CIBC Bancorp USA Inc. 0.00% — 5,994 $550K
Hennion & Walsh Asset Management, Inc. 0.02% New 5,986 $549K
Nemes Rush Group LLC 0.05% Add +8.5% 5,944 $545K
Trek Financial, LLC 0.03% Add +90.0% 5,861 $537K
Shelton Capital Management 0.01% No change 5,803 $532K
Hel Ved Capital Management Ltd 0.29% New 5,760 $528K
Tower Research Capital LLC (TRC) 0.01% Add +51.0% 5,732 $526K
Impact Partnership Wealth, LLC 0.08% New 5,730 $525K
Forum Financial Management, LP 0.01% Add +19.6% 5,717 $524K
Stratos Wealth Partners, LTD. 0.01% Reduce -8.4% 5,703 $523K
Syon Capital LLC 0.03% Add +179.2% 5,677 $521K
Stableford Capital II LLC 0.19% Add +0.5% 5,619 $515K
Truvestments Capital LLC 0.09% Add +5.5% 5,584 $512K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.5% 5,572 $511K
Cynosure Group, LLC 0.05% No change 5,498 $504K
Benjamin Edwards Inc. 0.01% Reduce -2.2% 5,477 $502K
Point72 (DIFC) Ltd 0.03% New 5,432 $498K
Avity Investment Management Inc. 0.03% No change 5,425 $497K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -14.1% 5,628 $495K
Stephens Inc. 0.01% Add +2.0% 5,395 $495K
True Link Financial Advisors, LLC 0.03% Reduce -4.5% 5,350 $491K
Redwood Wealth Management Group, LLC 0.21% Add +0.2% 5,346 $490K
Chicago Partners Investment Group LLC 0.01% Add +82.5% 5,415 $484K
Fore Capital, LLC 1.22% New 5,250 $481K
SteelPeak Wealth, LLC 0.02% Reduce -4.3% 5,233 $480K
Thompson Investment Management, Inc. 0.06% No change 5,232 $480K
GK Wealth Management LLC 0.36% Add +5.1% 5,230 $480K
Arkadios Wealth Advisors 0.01% Add +3.9% 5,211 $478K
Daiichi Life Insurance Co., Ltd. 0.01% No change 5,188 $476K
KG Capital Management 0.13% New 5,180 $475K
Intech Investment Management LLC 0.00% Reduce -75.2% 5,029 $461K
Fieldview Capital Management, LLC 0.08% New 5,019 $460K
Evergreen Capital Management LLC 0.01% Add +144.7% 4,936 $453K
Sapience Investments, LLC 1.77% Add +22.2% 4,921 $451K
Pallas Capital Advisors LLC 0.02% Reduce -52.4% 4,915 $451K
Kestra Private Wealth Services, LLC 0.01% Reduce -4.4% 4,880 $447K
Marex Group Ltd 0.01% New 4,736 $434K
GraniteShares Advisors LLC 0.25% Add +6.7% 4,702 $431K
Jones Financial Companies LLLP 0.00% Add +32.0% 4,707 $429K
GDS Wealth Management 0.03% Reduce -48.1% 4,670 $428K
Resonant Capital Advisors, LLC 0.02% Reduce -2.9% 4,635 $425K
Woodline Partners LP 0.00% New 4,626 $424K
Raiffeisen Bank International AG 0.01% Add +4.0% 4,369 $410K
American Trust 0.03% Reduce -8.9% 4,457 $409K
Wahed Invest LLC 0.06% Add +0.6% 4,446 $408K
Prelude Capital Management, LLC 0.03% Add +46.9% 4,406 $404K
Yarbrough Capital, LLC 0.01% No change 4,400 $403K
U.S. Capital Wealth Advisors, LLC 0.01% New 4,377 $401K
Octavia Wealth Advisors, LLC 0.04% Add +52.3% 4,367 $400K
Fifth Third Wealth Advisors LLC 0.01% Add +0.1% 4,352 $399K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -1.5% 4,335 $398K
Sender Co & Partners, Inc. 0.15% Reduce -75.1% 4,319 $396K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -2.9% 4,256 $390K
Clearstead Advisors, LLC 0.01% Add +386.0% 4,233 $388K
Composition Wealth, LLC 0.01% Add +1.0% 4,221 $387K
Brandywine Managers, LLC 0.37% Reduce -59.2% 4,209 $386K
Lecap Asset Management Ltd. 0.13% New 4,162 $382K
Concurrent Investment Advisors, LLC 0.01% Reduce -27.6% 4,149 $381K
NewEdge Advisors, LLC 0.00% Reduce -4.6% 4,147 $380K
Parallel Advisors, LLC 0.01% Reduce -19.5% 4,133 $379K
E. Ohman J:or Asset Management AB 0.01% No change 4,121 $378K
Baker Avenue Asset Management, LP 0.01% New 4,112 $377K
Yorktown Management & Research Co Inc 0.30% New 4,100 $376K
Independent Financial Group, LLC 0.01% Reduce -60.2% 4,070 $373K
Armistice Capital, LLC 0.01% New 4,049 $371K
Quadrant Capital Group LLC 0.01% Reduce -54.3% 3,964 $363K
Point72 Europe (London) LLP 0.02% New 3,875 $355K
HUB Investment Partners, LLC 0.01% New 3,834 $352K
Knollwood Investment Advisory, LLC 0.03% No change 3,809 $349K
Galvin, Gaustad & Stein, LLC 0.03% New 3,800 $348K
Global Retirement Partners, LLC 0.01% Reduce -70.5% 3,800 $348K
Farther Finance Advisors, LLC 0.01% Add +9.1% 3,778 $346K
Generali Investments, Management Co LLC 0.07% Add +109.3% 3,743 $343K
M&T Bank Corp 0.00% Reduce -33.1% 3,745 $343K
Commerce Bank 0.00% Reduce -13.5% 3,703 $340K
Brighton Jones LLC 0.01% Add +13.5% 3,648 $335K
Versor Investments LP 0.06% Reduce -45.7% 3,592 $329K
Signaturefd, LLC 0.01% Reduce -16.1% 3,557 $326K
Compound Planning, Inc. 0.01% Reduce -5.8% 3,461 $317K
Atria Investments, Inc 0.00% Reduce -12.8% 3,447 $316K
Kera Capital Partners, Inc. 0.05% Reduce -0.8% 3,426 $314K
Principal Securities, Inc. 0.01% Add +42.0% 3,417 $313K
Waldron Private Wealth LLC 0.01% No change 3,383 $310K
Eventide Asset Management, LLC 0.01% Add +16.2% 3,299 $310K
Bfsg, LLC 0.03% No change 3,365 $309K
Lombard Odier Asset Management (USA) Corp 0.08% New 3,304 $303K
iA Global Asset Management Inc. 0.00% Reduce -3.4% 3,284 $301K
HB Wealth Management, LLC 0.00% New 3,234 $297K
Fred Alger Management, LLC 0.00% Add +29.5% 3,216 $295K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 3,225 $294K
Certuity, LLC 0.02% Add +51.4% 3,203 $294K
D.A. Davidson & Co. 0.00% New 3,192 $293K
Norden Group LLC 0.03% Reduce -2.2% 3,187 $292K
Prime Capital Investment Advisors, LLC 0.00% Add +2.9% 3,173 $291K
Requisite Capital Management, LLC 0.05% New 3,168 $291K
Coastal Bridge Advisors, LLC 0.02% Reduce -4.0% 3,164 $290K
Callan Family Office, LLC 0.01% Reduce -21.7% 3,124 $286K
Scotia Capital Inc. 0.00% Reduce -13.9% 3,091 $283K
Oak Thistle LLC 0.04% Reduce -80.5% 3,079 $282K
Fullerton Fund Management Co Ltd. 0.01% New 3,065 $281K
MCF Advisors LLC 0.02% No change 3,035 $278K
Opes Wealth Management LLC 0.05% No change 3,010 $276K
Kazazian Asset Management, LLC 0.33% New 3,000 $275K
Allianz SE 0.01% Reduce -67.3% 3,000 $275K
Erste Asset Management GmbH 0.00% Reduce -94.1% 2,899 $272K
Bokf, NA 0.00% New 2,899 $266K
United Capital Financial Advisors, LLC 0.00% Reduce -12.5% 2,875 $264K
Motley Fool Asset Management LLC 0.01% Add +2.6% 2,870 $263K
CreativeOne Wealth, LLC 0.01% Add +10.3% 2,868 $263K
Sequoia Financial Advisors, LLC 0.00% Reduce -16.9% 2,843 $261K
Flagship Harbor Advisors, LLC 0.01% Reduce -5.4% 2,824 $259K
UniSuper Management Pty Ltd 0.00% No change 2,800 $257K
Bayforest Capital Ltd 0.12% Reduce -5.1% 2,790 $256K
Rather & Kittrell, Inc. 0.04% Add +1.7% 2,782 $255K
Palo Alto Wealth Advisors, LLC 0.07% Reduce -51.8% 2,942 $252K
Ninety One SA (Pty) Ltd 0.01% Reduce -94.5% 2,728 $248K
Peapack Gladstone Financial Corp. 0.00% New 2,700 $248K
Interchange Capital Partners, LLC 0.05% New 2,691 $247K
Atom Investors LP 0.02% New 2,675 $245K
Creekside Partners 0.11% No change 2,668 $245K
Kassira Wealth Management LLC 0.23% — 2,655 $243K
Fifth Lane Capital, LP 0.25% New 2,636 $242K
Van Hulzen Asset Management, LLC 0.02% New 2,614 $240K
Amica Mutual Insurance Co. 0.02% New 2,602 $239K
Chesapeake Capital Corp. 0.21% — 2,605 $239K
AlphaQuest LLC 0.02% Add +12.8% 2,603 $239K
Revisor Wealth Management LLC 0.08% New 2,506 $235K
Quent Capital, LLC 0.02% Reduce -1.6% 2,550 $234K
Fifth Third Bancorp 0.00% Add +50.7% 2,538 $233K
Regatta Capital Group, LLC 0.04% New 2,514 $231K
Marathon Trading Investment Management LLC 0.10% Reduce -3.9% 2,500 $229K
Cura Wealth Advisors, LLC 0.09% New 2,500 $229K
Rakuten Securities, Inc. 0.08% Add +37.1% 2,479 $227K
Capital Advisors Inc. 0.00% Reduce -0.5% 2,450 $225K
HM Payson & Co. 0.00% No change 2,450 $225K
Inspirion Wealth Advisors, LLC 0.03% Add +0.2% 3,015 $224K
Foundations Investment Advisors, LLC 0.00% New 2,431 $223K
Mindset Wealth Management, LLC 0.06% New 2,404 $220K
Kingswood Wealth Advisors, LLC 0.01% Add +15.8% 2,397 $220K
Venturi Wealth Management, LLC 0.01% New 2,395 $220K
QRG Capital Management, Inc. 0.00% Reduce -36.3% 2,374 $218K
GS Investments, Inc. 0.11% New 2,350 $215K
Schulz Wealth, LTD. 0.14% No change 2,284 $209K
Apollon Wealth Management, LLC 0.00% Reduce -2.8% 2,274 $209K
Siemens Fonds Invest GmbH 0.01% No change 2,271 $208K
Allworth Financial LP 0.00% Add +6.4% 2,251 $206K
C M Bidwell & Associates Ltd. 0.10% Reduce -6.8% 2,247 $206K
Blueshift Asset Management, LLC 0.06% Reduce -1.5% 2,247 $206K
Magnetar Financial LLC 0.00% New 2,245 $206K
Olympiad Research LP 0.28% Reduce -5.6% 2,230 $204K
Fairscale Capital, LLC 0.14% No change 2,219 $203K
Vise Technologies, Inc. 0.01% Reduce -21.3% 2,203 $202K
Centiva Capital, LP 0.02% New 2,195 $201K
Kingsview Wealth Management, LLC 0.00% New 2,186 $200K
CI Investments Inc. 0.00% Add +15.1% 2,063 $189K
Fulcrum Asset Management LLP 0.05% Reduce -68.7% 2,017 $185K
Versant Capital Management, Inc 0.02% Reduce -55.9% 1,997 $183K
Westpac Banking Corp. 0.01% Add +10.6% 1,851 $170K
Security National Bank 0.03% New 1,823 $167K
Sunbelt Securities, Inc. 0.01% Add +6.9% 1,809 $166K
MAI Capital Management 0.00% Reduce -11.7% 1,723 $158K
Centaurus Financial, Inc. 0.01% Add +29.7% 1,709 $157K
EverSource Wealth Advisors, LLC 0.01% Add +3.1% 1,672 $153K
UMB Bank, n.a. 0.00% Add +16.9% 1,632 $150K
Exchange Traded Concepts, LLC 0.00% Add +3230.6% 1,632 $150K
Horizon Investments, LLC 0.00% New 1,583 $145K
Acima Private Wealth, LLC 0.05% No change 1,579 $145K
Brown Brothers Harriman & Co. 0.00% Add +73.7% 1,563 $143K
Hantz Financial Services, Inc. 0.00% Add +175.7% 1,483 $136K
GAMMA Investing LLC 0.01% Reduce -15.6% 1,424 $131K
Wilmington Savings Fund Society, FSB 0.00% Reduce -5.9% 1,394 $128K
1620 Investment Advisors, Inc. 0.08% Add +76.8% 1,351 $124K
GPS Wealth Strategies Group, LLC 0.01% Reduce -7.0% 1,328 $122K
IFP Advisors, Inc 0.00% Reduce -18.4% 1,275 $117K
National Bank of Canada 0.00% Add +8.5% 1,259 $115K
HHM Wealth Advisors, LLC 0.01% No change 1,250 $115K
Covestor Ltd 0.06% Add +28.9% 1,188 $109K
Larson Financial Group LLC 0.00% Add +103.3% 1,159 $106K
Essential Partners LLC 0.04% Reduce -77.3% 1,158 $106K
Central Pacific Bank - Trust Division 0.01% Reduce -4.3% 1,120 $103K
Costello Asset Management, INC 0.03% Add +57.9% 1,105 $101K
Advisors Asset Management, Inc. 0.00% Add +11.9% 1,085 $99K
True Wealth Design, LLC 0.03% Add +45.4% 1,044 $96K
CX Institutional 0.00% Add +50.7% 996 $91K
S-Bank Fund Management Ltd 0.01% Reduce -1.2% 953 $87K
IMG Wealth Management, Inc. 0.06% Add +1.5% 939 $86K
State of Wyoming 0.01% Add +10.4% 923 $85K
Johnson Financial Group, Inc. 0.00% New 902 $83K
Private Trust Co. NA 0.01% Add +352.8% 824 $76K
Frazier Financial Advisors, LLC 0.05% Add +6.6% 803 $74K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +240.5% 773 $73K
Smartleaf Asset Management LLC 0.00% Add +100.0% 758 $71K
CIBC Private Wealth Group LLC 0.00% Add +378.3% 727 $67K
CoreCap Advisors, LLC 0.00% Add +253.3% 703 $64K
Golden State Wealth Management, LLC 0.01% Reduce -19.2% 693 $64K
Abich Financial Wealth Management LLC 0.02% — 676 $62K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.8% 640 $59K
Rothschild Investment LLC 0.00% Add +171.6% 630 $58K
Pingora Partners LLC 0.04% No change 600 $55K
SJS Investment Consulting Inc. 0.01% Add +3426.7% 529 $49K
TD Private Client Wealth LLC 0.00% Add +13.0% 529 $49K
Assetmark, Inc. 0.00% Reduce -10.2% 527 $48K
Pilgrim Partners Asia Pte Ltd 0.02% — 500 $46K
Hartford Financial Management Inc. 0.01% No change 500 $46K
First Command Advisory Services, Inc. 0.00% No change 500 $46K
Lanark Financial, Inc. 0.00% Add +12.5% 494 $45K
Center for Financial Planning, Inc. 0.00% No change 450 $41K
Financial Consulate, Inc. 0.01% New 437 $40K
Ancora Advisors LLC 0.00% No change 432 $40K
Westside Investment Management, Inc. 0.01% Add +86.9% 415 $38K
Creative Financial Designs Inc. 0.00% Reduce -43.2% 395 $36K
Spire Wealth Management 0.00% Reduce -90.5% 386 $35K
Aster Capital Management (DIFC) Ltd 0.02% New 370 $34K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.04% No change 352 $32K
Global Trust Asset Management, LLC 0.01% Reduce -0.3% 347 $32K
Wealthspire Advisors, LLC 0.00% New 333 $31K
Quarry LP 0.01% Reduce -88.7% 328 $30K
2UniFi Bank 0.01% No change 315 $29K
Rossby Financial, LCC 0.01% No change 300 $28K
Root Financial Partners, LLC 0.00% New 286 $26K
JFS Wealth Advisors, LLC 0.00% No change 277 $25K
Promus Capital, LLC 0.02% No change 275 $25K
Cullen/Frost Bankers, Inc. 0.00% Reduce -20.4% 270 $25K
Pinnacle Bancorp, Inc. 0.01% No change 261 $24K
REAP Financial Group, LLC 0.01% Add +19.7% 261 $24K
City State Bank 0.01% No change 260 $24K
Amica Retiree Medical Trust 0.03% New 256 $23K
Ameritas Advisory Services, LLC 0.00% Reduce -4.7% 225 $21K
Capital Advisors, Ltd. LLC 0.00% No change 195 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.0% 193 $18K
Gen-Wealth Partners Inc 0.01% New 182 $17K
Aventura Private Wealth, LLC 0.01% No change 166 $15K
Parkside Financial Bank & Trust 0.00% Reduce -31.9% 164 $15K
Raleigh Capital Management Inc. 0.01% Reduce -4.1% 162 $15K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 160 $15K
Washington Trust Advisors, Inc. 0.00% No change 155 $14K
Manchester Capital Management LLC 0.00% Reduce -55.1% 153 $14K
Harvest Fund Management Co., Ltd 0.00% No change 158 $14K
Financial Perspectives, Inc 0.00% No change 147 $13K
Wolff Wiese Magana LLC 0.01% No change 146 $13K
Glynn Capital Management LLC 0.00% No change 142 $13K
Hemington Wealth Management 0.00% Add +16.0% 152 $13K
ORG Partners LLC 0.00% Reduce -70.3% 141 $13K
Farmers & Merchants Investments Inc. 0.00% Add +6.1% 140 $13K
Bruce G. Allen Investments, LLC 0.01% No change 136 $12K
CVA Family Office, LLC 0.00% Reduce -25.1% 131 $12K
Tsfg, LLC 0.00% No change 115 $11K
Harbour Investments, Inc. 0.00% Reduce -22.1% 116 $11K
First Horizon Corp. 0.00% — 113 $10K
Groupe la Francaise 0.00% New 125 $10K
TD Waterhouse Canada Inc. 0.00% Reduce -26.2% 104 $10K
MPWM Advisory Solutions, LLC 0.01% Reduce -89.3% 103 $9K
AdvisorNet Financial, Inc 0.00% Reduce -85.4% 103 $9K
Berbice Capital Management LLC 0.01% Add +33.3% 100 $9K
Aspect Partners, LLC 0.00% New 98 $9K
Accent Capital Management, LLC 0.00% Reduce -21.7% 94 $9K
Private Wealth Management Group, LLC 0.00% No change 93 $9K
Bell Investment Advisors, Inc 0.00% Reduce -9.7% 93 $9K
Transamerica Financial Advisors, LLC 0.00% New 81 $7K
Blue Trust, Inc. 0.00% Reduce -12.2% 79 $7K
Boreal Capital Management LLC 0.01% No change 75 $7K
Atlantic Union Bankshares Corp 0.00% Add +40.4% 73 $7K
Whittier Trust Co. 0.00% Reduce -39.1% 70 $7K
Highline Wealth Partners LLC 0.00% Reduce -49.3% 71 $7K
Addison Advisors LLC 0.00% Reduce -30.0% 70 $6K
Strategic Advocates LLC 0.00% New 68 $6K
Colonial Trust Co / SC 0.00% No change 67 $6K
Salomon & Ludwin, LLC 0.00% Reduce -14.7% 64 $6K
Marquette Asset Management, LLC 0.00% New 64 $6K
SouthState Bank Corp 0.00% Reduce -6.1% 62 $6K
Mather Group, Llc. 0.00% New 62 $6K
Kelleher Financial Advisors 0.00% New 60 $6K
Greykasell Wealth Strategies, Inc. 0.00% No change 55 $5K
Sachetta, LLC 0.00% Add +77.4% 55 $5K
TrinityBridge Ltd 0.00% No change 56 $5K
Fortitude Family Office, LLC 0.00% Reduce -10.2% 53 $5K
Oakworth Capital, Inc. 0.00% New 51 $5K
Sherman Asset Management, Inc. 0.00% No change 50 $5K
Future Financial Wealth Managment LLC 0.00% No change 50 $5K
High Note Wealth, LLC 0.00% Add +11.1% 50 $5K
Physician Wealth Advisors, Inc. 0.00% Add +308.3% 49 $4K
JPL Wealth Management, LLC 0.00% New 46 $4K
Winthrop Capital Management, LLC 0.00% No change 49 $4K
Bare Financial Services, Inc 0.00% New 43 $4K
Family Legacy Financial Solutions, LLC 0.00% No change 41 $4K
Trust Co. of Vermont 0.00% No change 36 $3K
Pathway Financial Advisers, LLC 0.00% New 34 $3K
Elevation Wealth Partners, LLC 0.00% New 32 $3K
Sound Income Strategies, LLC 0.00% No change 30 $3K
IFS Advisors, LLC 0.00% No change 30 $3K
Field & Main Bank 0.00% No change 30 $3K
Activest Wealth Management 0.00% Reduce -12.1% 29 $3K
Cromwell Holdings LLC 0.00% Add +180.0% 28 $3K
Cornerstone Planning Group LLC 0.00% Add +166.7% 16 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +4.5% 23 $2K
Valued Wealth Advisors LLC 0.00% No change 23 $2K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -46.5% 23 $2K
Glen Eagle Advisors, LLC 0.00% Add +130.0% 23 $2K
Raffa Wealth Management, LLC 0.00% Add +83.3% 22 $2K
Avion Wealth 0.00% Add +25.0% 25 $2K
Financial Management Professionals, Inc. 0.00% Reduce -27.3% 16 $1K
FSA Wealth Management LLC 0.00% No change 13 $1K
MV Capital Management, Inc. 0.00% Add +100.0% 12 $1K
Principia Wealth Advisory, LLC 0.00% No change 11 $1K
Cloud Capital Management, LLC 0.00% New 21 $1K
PayPay Securities Corp 0.04% Add +83.3% 11 $978
Brown, Lisle/Cummings, Inc. 0.00% No change 10 $943
Barrett & Company, Inc. 0.00% New 10 $917
Berkshire Capital Holdings Inc. 0.00% No change 10 $917
McIlrath & Eck, LLC 0.00% New 10 $917
Bay Harbor Wealth Management, LLC 0.00% Add +28.6% 9 $825
Bogart Wealth, LLC 0.00% No change 9 $825
Kimelman & Baird, LLC 0.00% No change 8 $734
CBIZ Investment Advisory Services, LLC 0.00% Reduce -63.6% 8 $734
HFM Investment Advisors, LLC 0.00% Reduce -12.5% 7 $642
Colonial Trust Advisors 0.00% No change 7 $642
Rialto Wealth Management, LLC 0.00% No change 6 $551
Darwin Wealth Management, LLC 0.00% No change 6 $550
Tortoise Investment Management, LLC 0.00% No change 6 $550
Kilter Group LLC 0.00% Reduce -58.3% 5 $459
Cedar Mountain Advisors, LLC 0.00% New 5 $459
Winnacle Wealth LLC 0.00% New 4 $368
WPG Advisers, LLC 0.00% No change 4 $367
DecisionPoint Financial, LLC 0.00% No change 4 $367
Beaird Harris Wealth Management, LLC 0.00% Reduce -40.0% 3 $281
Vision Financial Markets LLC 0.00% No change 3 $276
Seneschal Advisors, LLC 0.00% New 3 $276
Anfield Capital Management, LLC 0.00% New 3 $275
Quaker Wealth Management, LLC 0.00% No change 2 $184
Comprehensive Financial Planning, Inc. 0.00% No change 2 $183
GHP Investment Advisors, Inc. 0.00% New 1 $92
Palisade Asset Management, LLC 0.00% New 1 $92
TFC Financial Management, Inc. 0.00% No change 1 $92
American Capital Advisory, LLC 0.00% Reduce -80.0% 1 $92
Turning Point Benefit Group, Inc. 0.00% New 1 $91

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