OktaOKTA

13F holders, Q1 2026 (March 31)
733holders −7
88new positions
98sold out
8famous investors
$78.64avg. 13F price*

At the end of Q1 2026, 733 institutions reported holding Okta Inc. (OKTA) in their 13F filings, down 7 from Q4 2025. 88 opened new positions and 98 sold out. The largest holders were BlackRock, Inc. ($1.5B), FMR LLC ($892.8M) and Vanguard Portfolio Management LLC ($726.6M). 8 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions88$142.1M
Exits98$412.4M

All 13F filers, Q4 2025 → Q1 2026: 21,823,937 shares bought and 14,740,192 shares sold, net +7,083,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 733 holders

BlackRock, Inc. 0.03% Add +2.4% 19,037,532 $1.5B
FMR LLC 0.05% Add +13.3% 11,342,824 $892.8M
Vanguard Portfolio Management LLC 0.04% — 9,231,099 $726.6M
Vanguard Capital Management LLC 0.01% — 7,587,698 $597.2M
State Street Corp. 0.02% Add +2.0% 6,109,776 $480.9M
First Trust Advisors LP 0.24% Reduce -30.4% 4,194,608 $330.2M
Massachusetts Financial Services Co. 0.10% Reduce -12.1% 3,737,304 $295.8M
Allspring Global Investments Holdings, LLC 0.47% Add +71.9% 3,553,091 $281.2M
Citadel Advisors 0.19% Add +37.7% 3,401,709 $267.7M
UBS Group AG 0.05% Add +202.9% 3,401,070 $267.7M
Geode Capital Management, LLC 0.02% Add +3.9% 3,386,885 $265.9M
American Century Companies Inc. 0.12% Add +1.6% 3,059,944 $240.8M
Point72 Asset Management 0.40% Add +107.9% 2,770,741 $218.1M
Pictet Asset Management Holding SA 0.21% Add +28.4% 2,490,681 $195.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -0.9% 2,473,229 $194.7M
Swedbank AB 0.18% Add +21.9% 2,216,588 $174.5M
JPMorgan Chase & Co. 0.01% Add +4.4% 2,275,474 $171.7M
Ameriprise Financial Inc. 0.04% Reduce -33.5% 2,141,216 $168.5M
Morgan Stanley 0.01% Add +7.4% 1,851,201 $145.7M
Wellington Management Group LLP 0.03% Add +15172.6% 1,796,056 $141.4M
Primecap Management Co. 0.11% Add +4.3% 1,711,428 $134.7M
Northern Trust Corp. 0.02% Reduce -0.2% 1,633,126 $128.5M
Bank of America Corp. 0.01% Add +0.4% 1,496,896 $117.8M
Charles Schwab Investment Management Inc. 0.02% Add +8.6% 1,441,118 $113.4M
Millennium Management 0.09% Add +337.4% 1,410,954 $111.1M
Victory Capital Management Inc. 0.07% Add +60.8% 1,382,432 $108.8M
Champlain Investment Partners, LLC 1.34% Reduce -11.3% 1,340,535 $105.5M
Bank of New York Mellon Corp 0.02% Reduce -4.2% 1,305,538 $102.8M
Dimensional Fund Advisors LP 0.02% Reduce -3.7% 1,249,173 $98.3M
Alyeska Investment Group, L.P. 0.25% Add +1131.8% 1,111,889 $87.5M
Greenvale Capital LLP 9.49% Add +16.4% 1,100,000 $86.6M
Penserra Capital Management LLC 0.99% Reduce -1.1% 1,076,035 $84.7M
Voya Investment Management LLC 0.10% Reduce -23.8% 1,074,193 $84.5M
Vanguard Fiduciary Trust Co. 0.02% — 1,061,401 $83.5M
Goldman Sachs Group Inc. 0.01% Add +44.4% 1,019,412 $80.2M
Legal & General Group Plc 0.02% Reduce -3.8% 937,343 $73.8M
Optimus Prime Fund Management Co., Ltd. 6.90% No change 910,000 $71.6M
DAVENPORT & Co LLC 0.39% Add +19.0% 890,132 $70.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% Add +14.3% 884,198 $69.6M
Balyasny Asset Management L.P. 0.13% Reduce -31.9% 831,630 $65.5M
Senvest Management, LLC 2.17% Add +54.5% 830,515 $65.4M
Raymond James Financial Inc. 0.02% Add +22.3% 852,112 $65.3M
Quantinno Capital Management LP 0.10% Add +114.3% 746,009 $58.7M
US Bancorp \de 0.07% Add +9.5% 735,725 $57.9M
Wells Fargo & Company 0.01% Add +39.7% 717,108 $56.4M
BNP Paribas Financial Markets 0.04% Reduce -9.7% 666,606 $52.5M
Ensign Peak Advisors, Inc 0.10% Reduce -0.4% 656,942 $51.7M
Storebrand Asset Management As 0.14% Add +9.5% 612,870 $48.2M
Amundi 0.01% Add +19.7% 609,207 $48.0M
Federated Hermes, Inc. 0.07% Add +23.8% 565,317 $44.5M
ShawSpring Partners LLC 16.62% Reduce -36.0% 565,036 $44.5M
Canada Pension Plan Investment Board 0.03% Reduce -31.3% 561,100 $44.2M
Woodline Partners LP 0.17% Reduce -22.3% 559,731 $44.1M
Glenmede Trust Co. NA 0.21% Add +7.0% 540,947 $42.6M
Invesco Ltd. 0.00% Reduce -1.5% 540,440 $42.5M
Alliancebernstein L.P. 0.01% Add +119.6% 481,510 $41.6M
Capital World Investors 0.01% No change 500,000 $39.4M
Swiss National Bank 0.02% Add +7.7% 497,300 $39.1M
Rhumbline Advisers 0.03% Add +2.9% 493,870 $38.9M
Stephens Investment Management Group LLC 0.48% Add +1.4% 443,827 $34.9M
Barclays PLC 0.01% Reduce -17.4% 442,263 $34.8M
Marshall Wace, LLP 0.04% Add +21.6% 422,737 $33.3M
Deutsche Bank AG 0.01% Reduce -1.1% 398,479 $31.4M
SG Americas Securities, LLC 0.03% Add +641.7% 392,421 $30.9M
CANADA LIFE ASSURANCE Co 0.05% Add +20.4% 386,627 $30.5M
Susquehanna International Group, LLP 0.04% Add +246.4% 386,215 $30.4M
Principal Financial Group Inc. 0.02% Add +4.9% 379,433 $29.9M
Smith Group Asset Management, LLC 1.51% Add +9.3% 377,105 $29.7M
Nuveen, LLC 0.01% Add +3.6% 366,962 $28.9M
Sei Investments Co. 0.03% Add +50.6% 365,265 $28.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -4.4% 355,720 $28.0M
T. Rowe Price Associates Inc. 0.00% Reduce -50.1% 353,297 $27.8M
Vident Advisory, LLC 0.23% Add +2.1% 336,816 $26.5M
a16z Perennial Management, L.P. 2.20% Reduce -10.8% 335,780 $26.4M
Jupiter Asset Management Ltd. 0.14% Reduce -35.7% 330,982 $26.1M
Schroder Investment Management Group 0.02% Add +37.8% 320,850 $25.3M
Torque Asset Management LLC 9.88% Add +10.3% 318,839 $25.1M
HSBC Holdings PLC 0.01% Reduce -19.8% 306,181 $24.1M
California Public Employees Retirement System 0.01% Reduce -1.9% 291,645 $23.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 285,643 $22.5M
Jane Street Group, LLC 0.02% Add +14.6% 285,247 $22.5M
Royal Bank of Canada 0.00% Add +112.3% 283,507 $22.3M
Retirement Systems of Alabama 0.07% Add +2.1% 270,400 $21.3M
Ofi Invest Asset Management 0.28% Add +5514.3% 304,743 $20.9M
California State Teachers Retirement System 0.02% Reduce -1.4% 261,827 $20.6M
Freestone Grove Partners LP 0.14% Reduce -71.2% 244,206 $19.2M
Pacer Advisors, Inc. 0.05% Add +19.1% 242,615 $19.1M
Engineers Gate Manager LP 0.23% Add +5316.4% 230,034 $18.1M
Nomura Asset Management Co. Ltd. 0.05% Reduce -7.4% 229,085 $18.0M
Barton Investment Management 2.24% Reduce -9.7% 226,576 $17.8M
Sea Cliff Partners Management, LP 8.94% Add +11.7% 220,078 $17.3M
Summit Trail Advisors, LLC 0.25% Reduce -16.0% 219,388 $17.3M
Citigroup Inc. 0.01% Reduce -45.9% 215,485 $17.0M
Focus Partners Wealth 0.02% Add +65.6% 209,192 $16.5M
Envestnet Asset Management Inc. 0.00% Add +84.5% 208,049 $16.4M
Asset Management One Co., Ltd. 0.05% Add +15.3% 201,553 $15.9M
Graham Capital Management, L.P. 0.71% New 200,305 $15.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +40.3% 192,877 $15.2M
Altrinsic Global Advisors LLC 0.53% Add +15.3% 187,691 $14.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +8.8% 176,850 $13.9M
Sellaronda Global Management LP 8.77% Reduce -8.1% 170,000 $13.4M
Verition Fund Management LLC 0.14% Reduce -2.9% 169,194 $13.3M
Empowered Funds, LLC 0.08% New 167,701 $13.2M
Susquehanna Fundamental Investments, LLC 0.49% Add +250.3% 165,745 $13.0M
CIBC Bancorp USA Inc. 0.02% — 163,103 $12.8M
Nicholas Company, Inc. 0.25% Add +0.1% 160,228 $12.6M
Corient Private Wealth LP 0.02% Add +753.4% 152,883 $12.0M
Korea Investment CORP 0.02% Reduce -19.5% 151,479 $11.9M
Bourgeon Capital Management LLC 2.09% Add +3.1% 149,328 $11.8M
Man Group plc 0.02% Reduce -62.3% 149,035 $11.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +53.9% 146,976 $11.6M
State Board of Administration of Florida Retirement System 0.02% No change 145,707 $11.5M
Aviva PLC 0.02% Add +3.1% 141,996 $11.2M
Assenagon Asset Management S.A. 0.02% Reduce -1.2% 141,137 $11.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.38% Add +6.1% 137,420 $10.8M
Rockefeller Capital Management L.P. 0.02% Reduce -0.8% 136,637 $10.8M
Vontobel Holding Ltd. 0.04% Reduce -5.7% 136,507 $10.7M
CloudAlpha Capital Management Limited/Hong Kong 1.15% New 133,000 $10.5M
Frontier Capital Management Co. LLC 0.11% Add +40.9% 132,612 $10.4M
RPG Investment Advisory, LLC 1.26% Add +7.7% 132,241 $10.4M
Freestone Capital Holdings, LLC 0.32% Add +0.1% 132,238 $10.4M
Oribel Capital Management, LP 1.57% New 130,800 $10.3M
Gotham Asset Management 0.03% Add +52.2% 125,068 $9.8M
New York State Teachers Retirement System 0.02% Reduce -0.6% 124,766 $9.8M
Paragon Capital Management Ltd 2.06% No change 124,200 $9.8M
LPL Financial LLC 0.00% Add +14.8% 123,582 $9.7M
Aberdeen Group plc 0.02% Add +3.0% 122,258 $9.6M
ExodusPoint Capital Management, LP 0.10% New 121,698 $9.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -25.1% 121,457 $9.6M
APG Asset Management N.V. 0.03% Add +19.2% 129,792 $8.9M
Manufacturers Life Insurance Company, The 0.01% Add +21.4% 112,530 $8.9M
My Personal CFO, LLC 3.85% Add +19.2% 111,804 $8.8M
Tredje AP-fonden 0.05% Reduce -47.6% 111,062 $8.7M
Union Bancaire Privee, UBP SA 0.12% Reduce -18.6% 128,179 $8.5M
Beacon Pointe Advisors, LLC 0.04% Add +9.6% 106,514 $8.4M
KLP Kapitalforvaltning As 0.03% Add +2.5% 104,800 $8.2M
Walleye Trading LLC 0.17% Reduce -1.7% 104,528 $8.2M
Congress Asset Management Co. 0.06% Add +3.2% 101,237 $8.0M
Public Employees Retirement System of Ohio 0.02% Reduce -8.7% 96,882 $7.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -79.4% 95,708 $7.5M
Vinva Investment Management Ltd 0.09% Add +391.1% 98,594 $7.4M
Ilmarinen Mutual Pension Insurance Co 0.06% Add +149.1% 93,586 $7.4M
New York State Common Retirement Fund 0.01% Reduce -2.7% 89,515 $7.0M
State of Wisconsin Investment Board 0.02% Reduce -2.5% 88,355 $7.0M
MetLife Investment Management, LLC 0.03% Add +1.0% 86,301 $6.8M
Vanguard Investments Australia, Ltd. 0.02% — 84,502 $6.7M
Zacks Investment Management 0.05% Add +2.1% 84,411 $6.6M
Vanguard Global Advisers, LLC 0.00% — 83,965 $6.6M
Ieq Capital, LLC 0.03% Reduce -2.4% 82,029 $6.5M
Danske Bank A/S 0.02% Add +4.7% 81,830 $6.4M
Huntington National Bank 0.05% Add +0.3% 80,993 $6.4M
Fred Alger Management, LLC 0.03% Add +407.1% 80,877 $6.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +97.4% 79,750 $6.3M
Jacobson & Schmitt Advisors, LLC 1.12% Reduce -14.8% 78,588 $6.2M
Amalgamated Bank 0.05% Add +0.8% 78,323 $6.2M
Royal London Asset Management Ltd. 0.01% Add +6.3% 78,282 $6.2M
Simplex Trading, LLC 0.19% Add +162.6% 76,826 $6.0M
WINTON GROUP Ltd 0.21% New 76,183 $6.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -52.3% 75,792 $6.0M
Clearstead Advisors, LLC 0.05% Add +1790.1% 74,828 $5.9M
IMC-Chicago, LLC 0.09% New 74,139 $5.8M
State of Tennessee, Department of Treasury 0.02% No change 73,424 $5.8M
S&co Inc. 0.36% Add +19.5% 72,779 $5.7M
AQR Capital Management 0.00% Reduce -79.2% 73,574 $5.7M
SWS Partners 1.40% Add +69.7% 72,189 $5.7M
Treasurer of the State of North Carolina 0.02% Add +2.2% 71,648 $5.6M
1248 Management, LLC 2.58% New 70,761 $5.6M
Quadrature Capital Ltd 0.07% New 69,437 $5.5M
Cerity Partners LLC 0.01% Add +43.0% 67,992 $5.4M
Ardsley Advisory Partners LP 0.81% New 67,600 $5.3M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -1.1% 66,856 $5.3M
Mutual of America Capital Management LLC 0.06% Reduce -7.4% 64,940 $5.1M
Tudor Investment Corporation 0.03% New 63,574 $5.0M
Mn Services Vermogensbeheer B.V. 0.03% No change 62,845 $4.9M
Pinebridge Investments LLC 0.04% Reduce -40.3% 62,486 $4.9M
Aware Super Pty Ltd as trustee of Aware Super 0.07% — 61,534 $4.8M
Harber Asset Management LLC 3.05% Reduce -63.7% 60,640 $4.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.36% Reduce -0.2% 59,781 $4.7M
State of New Jersey Common Pension Fund D 0.02% No change 58,974 $4.6M
Lansforsakringar Fondforvaltning AB (publ) 0.02% No change 57,650 $4.5M
BW Gestao de Investimentos Ltda. 0.20% New 56,431 $4.4M
NewEdge Wealth, LLC 0.05% Reduce -26.1% 56,204 $4.4M
Stifel Financial Corp. 0.00% Reduce -15.8% 52,672 $4.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +48.4% 53,109 $4.1M
Boothbay Fund Management, LLC 0.10% New 52,504 $4.1M
Ameritas Investment Partners, Inc. 0.12% Add +19.1% 51,378 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% No change 51,300 $4.0M
D. E. Shaw & Co. 0.00% Reduce -31.0% 50,369 $4.0M
Yousif Capital Management, LLC 0.05% Reduce -4.3% 50,226 $4.0M
Mediolanum International Funds Ltd 0.04% Reduce -47.0% 52,343 $4.0M
Resona Asset Management Co.,Ltd. 0.02% Add +2.5% 49,760 $3.9M
Russell Investments Group, Ltd. 0.00% Reduce -1.6% 49,275 $3.9M
Louisiana State Employees Retirement System 0.07% Add +5.4% 49,100 $3.9M
Agf Management Ltd. 0.02% Add +27.8% 49,010 $3.9M
Bank of Montreal 0.00% Add +19.9% 47,938 $3.8M
Handelsbanken Fonder AB 0.01% No change 47,900 $3.8M
South Dakota Investment Council 0.07% Add +11.1% 47,783 $3.8M
Royal Fund Management, LLC 0.36% Add +24.6% 47,600 $3.7M
Fifth Third Bancorp 0.01% Add +1901.1% 47,245 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +42.0% 47,203 $3.7M
Channel Wealth LLC 0.88% Add +12.7% 46,264 $3.6M
Arizona State Retirement System 0.02% Reduce -0.6% 46,046 $3.6M
KBC Group NV 0.01% Add +5.8% 44,796 $3.5M
Blair William & Co. 0.01% Reduce -9.6% 44,427 $3.5M
Dnca Finance 0.20% New 44,000 $3.5M
State of Michigan Retirement System 0.02% Add +2.3% 43,800 $3.4M
Bridgewater Associates 0.02% Reduce -79.9% 43,649 $3.4M
Eurizon Capital SGR S.p.A. 0.01% Add +19.2% 43,026 $3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.7% 42,459 $3.3M
Cetera Investment Advisers 0.00% Add +10.6% 41,735 $3.3M
Granahan Investment Management, LLC 0.16% Reduce -16.9% 40,843 $3.2M
ION Fund Management Ltd 0.48% Reduce -60.0% 40,000 $3.1M
Qsemble Capital Management, LP 0.24% Add +535.5% 39,695 $3.1M
Thrivent Financial for Lutherans 0.01% Add +0.6% 38,490 $3.0M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.7% 37,963 $3.0M
DNB Asset Management AS 0.01% Reduce -89.9% 37,918 $3.0M
Oak Thistle LLC 0.29% New 37,677 $3.0M
Leonteq Securities AG 0.18% Add +10.4% 37,659 $3.0M
Optiver Holding B.V. 0.11% Reduce -42.6% 37,615 $3.0M
Jasper Ridge Partners, L.P. 0.07% No change 37,510 $3.0M
Xponance LLC 0.02% Add +14.1% 36,858 $2.9M
Guggenheim Capital LLC 0.02% Add +31.2% 36,574 $2.9M
AE Wealth Management LLC 0.02% New 35,933 $2.8M
Alamar Capital Management, LLC 1.72% Reduce -6.6% 35,695 $2.8M
National Pension Service 0.00% New 35,636 $2.8M
Creative Planning 0.00% Reduce -68.5% 35,599 $2.8M
Maplelane Capital, LLC 0.23% New 35,000 $2.8M
New Age Alpha Advisors, LLC 0.13% Reduce -2.3% 34,942 $2.8M
SEB Asset Management AB 0.01% — 34,814 $2.7M
Oregon Public Employees Retirement Fund 0.04% Add +3.5% 34,684 $2.7M
Concentric Capital Strategies, LP 0.23% Reduce -41.3% 33,695 $2.7M
TD Asset Management Inc 0.00% Add +6.6% 33,659 $2.6M
New Mexico Educational Retirement Board 0.08% No change 33,600 $2.6M
Vestcor Inc 0.07% Add +17.6% 33,469 $2.6M
Steward Partners Investment Advisory, LLC 0.01% Add +1.8% 33,292 $2.6M
Occidental Asset Management, LLC 0.31% Add +0.2% 33,169 $2.6M
Rosenblum Silverman Sutton S F Inc. 0.68% Add +0.1% 33,106 $2.6M
Banque Cantonale Vaudoise 0.10% Add +14.6% 32,756 $2.6M
Bessemer Group Inc. 0.00% Add +2.1% 32,752 $2.6M
Allstate Corp. 0.03% Add +144.8% 32,705 $2.6M
IFM Investors Pty Ltd 0.02% Add +4.6% 32,178 $2.5M
Titan Global Capital Management USA LLC 0.38% Add +2.5% 32,044 $2.5M
Linden Thomas Advisory Services, LLC 0.24% Add +69.1% 31,518 $2.5M
Osaic Holdings, Inc. 0.00% Add +2.1% 31,387 $2.5M
GFG Capital, LLC 0.76% Add +94.7% 30,332 $2.4M
Natixis Advisors, LLC 0.00% Add +0.7% 30,246 $2.4M
Truist Financial Corp. 0.00% Add +4.4% 29,671 $2.3M
Mackenzie Financial Corp. 0.00% Add +0.6% 29,637 $2.3M
Nordea Investment Management AB 0.00% Reduce -13.7% 29,913 $2.3M
Selective Wealth Management, Inc. 0.68% Reduce -10.2% 30,002 $2.3M
Utah Retirement Systems 0.02% No change 28,605 $2.3M
Toronto Dominion Bank 0.00% Reduce -12.5% 28,575 $2.2M
Cullinan Associates Inc. 0.18% No change 28,300 $2.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +30.6% 27,631 $2.2M
LMG Wealth Partners, LLC 0.39% Add +5.3% 27,385 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -3.6% 27,075 $2.1M
Nomura Asset Management International Inc. 0.00% Reduce -41.2% 26,500 $2.1M
Diversify Wealth Management, LLC 0.04% New 27,265 $2.1M
DekaBank Deutsche Girozentrale 0.00% No change 26,155 $2.1M
Private Advisor Group, LLC 0.01% Add +1.0% 25,979 $2.0M
Diversify Advisory Services, LLC 0.31% Reduce -1.8% 26,690 $2.0M
Brevan Howard Capital Management LP 0.02% New 25,685 $2.0M
Encore Global Management, LP 1.40% — 25,500 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% No change 25,281 $2.0M
Boston Partners 0.00% Add +56.0% 24,529 $1.9M
Advisors Management Group Inc. 0.35% Reduce -13.1% 24,381 $1.9M
Stephens Inc. 0.02% Add +334.3% 24,243 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -1.4% 23,360 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -21.9% 23,348 $1.8M
Swiss Life Asset Management Ltd 0.01% Add +25.7% 23,186 $1.8M
Gradient Investments LLC 0.03% New 22,883 $1.8M
Campbell & CO Investment Adviser LLC 0.10% Reduce -45.8% 22,731 $1.8M
Nissay Asset Management Corp. /Japan 0.01% Add +2.1% 22,233 $1.7M
Staley Capital Advisers Inc. 0.07% Reduce -91.0% 22,084 $1.7M
Bank of Nova Scotia 0.00% Add +21.5% 21,990 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Add +13.3% 21,845 $1.7M
Brown Advisory Inc. 0.00% Add +0.5% 21,361 $1.7M
Rwa Wealth Partners, LLC 0.02% Add +0.2% 21,251 $1.7M
Board of the Pension Protection Fund 1.48% Add +3316.7% 20,500 $1.6M
Edgestream Partners, L.P. 0.05% Reduce -57.4% 20,373 $1.6M
Avory & Company, LLC 2.06% New 20,236 $1.6M
Nexpoint Asset Management, L.P. 0.11% No change 20,159 $1.6M
Ascentis Wealth Management, LLC 0.33% Add +28.0% 20,089 $1.6M
Holocene Advisors, LP 0.00% Add +0.3% 19,510 $1.5M
Erste Asset Management GmbH 0.01% Add +37.7% 20,099 $1.5M
Keybank National Association 0.01% Reduce -11.3% 19,061 $1.5M
Candriam S.C.A. 0.01% Reduce -0.9% 18,193 $1.4M
OP Asset Management Ltd 0.01% Reduce -6.8% 18,052 $1.4M
Avanza Fonder AB 0.04% No change 17,385 $1.4M
ASR Vermogensbeheer N.V. 0.02% Add +3.0% 16,899 $1.3M
Odyssean, LLC 0.48% Add +98.2% 16,655 $1.3M
State of Alaska, Department of Revenue 0.01% No change 16,651 $1.3M
Ethic Inc. 0.02% Add +25.5% 16,566 $1.3M
Group One Trading LLC 0.04% Add +7.0% 16,502 $1.3M
Public Employees Retirement Association of Colorado 0.01% No change 16,431 $1.3M
Tidal Investments LLC 0.00% Add +10.6% 16,319 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +16.3% 15,961 $1.3M
Ballentine Partners, LLC 0.02% Reduce -1.9% 15,772 $1.2M
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -20.4% 15,600 $1.2M
Prudential PLC 0.01% No change 15,278 $1.2M
Daiwa Securities Group Inc. 0.00% Add +4.2% 14,995 $1.2M
Janus Henderson Group PLC 0.00% No change 14,859 $1.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.01% Reduce -3.6% 14,630 $1.2M
Geneos Wealth Management Inc. 0.03% Reduce -11.2% 14,624 $1.2M
Lido Advisors, LLC 0.00% Reduce -0.8% 14,592 $1.1M
Jones Financial Companies LLLP 0.00% Add +150.5% 15,630 $1.1M
Y.D. More Investments Ltd 0.04% Reduce -8.9% 14,471 $1.1M
Nomura Holdings Inc. 0.01% Reduce -19.9% 14,374 $1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 14,165 $1.1M
Credit Agricole S A 0.00% Reduce -34.6% 14,116 $1.1M
Mercer Global Advisors Inc. 0.00% Add +38.2% 14,086 $1.1M
Laird Norton Wetherby Trust Company, LLC 0.02% Add +7.8% 14,057 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.6% 13,735 $1.1M
Diversified Trust Co. 0.02% Add +3.0% 13,683 $1.1M
Fort Washington Investment Advisors Inc. 0.01% No change 13,498 $1.1M
Vectors Research Management, LLC 0.31% Add +0.9% 13,460 $1.1M
Parallax Volatility Advisers, L.P. 0.06% Reduce -79.9% 13,407 $1.1M
Aquatic Capital Management LLC 0.03% New 13,357 $1.1M
Gulf International Bank (UK) Ltd 0.02% Add +60.7% 13,238 $1.0M
SummitTX Capital, L.P. 0.03% New 13,197 $1.0M
Ahara Advisors LLC 0.85% Add +47.8% 12,912 $1.0M
Oppenheimer & Co. Inc. 0.01% Add +12.7% 12,795 $1.0M
Caprock Group, LLC 0.02% Add +150.7% 12,746 $1.0M
Securian Asset Management, Inc. 0.04% Add +2.3% 12,490 $983K
Brooklyn Investment Group 0.03% Add +240.9% 12,391 $975K
Aureus Asset Management, LLC 0.06% New 12,360 $973K
Arkadios Wealth Advisors 0.02% Add +133.4% 12,295 $968K
Sanctuary Advisors, LLC 0.01% Add +12.9% 12,278 $966K
XTX Topco Ltd 0.02% Reduce -41.2% 12,222 $962K
Private Advisory Group LLC 0.07% New 12,207 $961K
Prospera Financial Services Inc 0.02% Add +2.0% 12,202 $960K
Investment Management Corp of Ontario 0.01% Reduce -43.4% 12,139 $955K
Triumph Capital Management 0.19% Add +51.4% 11,990 $944K
SCS Capital Management LLC 0.01% Reduce -0.0% 11,856 $933K
Pathstone Holdings, LLC 0.00% Reduce -20.0% 11,796 $928K
Z3 Capital Partners, LLC 0.23% Add +12.3% 11,555 $909K
Nicolet Bankshares Inc. 0.03% New 11,493 $905K
CastleKnight Management LP 0.04% New 11,200 $882K
Federation des caisses Desjardins du Quebec 0.00% Reduce -13.4% 11,155 $879K
Plato Investment Management Ltd 0.06% No change 10,709 $843K
Baird Financial Group, Inc. 0.00% Add +20.8% 10,556 $831K
Franklin Resources Inc. 0.00% Reduce -14.6% 10,466 $824K
Crossmark Global Holdings, Inc. 0.01% Add +2.3% 10,367 $816K
Allianz Asset Management GmbH 0.00% Add +19.8% 10,278 $809K
FNY Investment Advisers, LLC 0.36% Add +7.9% 10,250 $806K
&partners 0.00% Reduce -3.6% 10,173 $799K
Kestra Advisory Services, LLC 0.00% Add +4.8% 10,146 $799K
MML Investors Services, LLC 0.00% Reduce -33.1% 9,931 $782K
Alps Advisors Inc. 0.00% Add +5.8% 9,905 $780K
Profund Advisors LLC 0.03% Reduce -2.2% 9,676 $762K
Baker Avenue Asset Management, LP 0.02% New 9,618 $757K
Buckland Partners Management Co LLC 0.45% No change 9,500 $748K
Raiffeisen Bank International AG 0.01% Add +40.9% 9,728 $734K
Prudential Financial Inc. 0.00% Reduce -47.6% 9,200 $724K
Courier Capital LLC 0.04% Add +0.2% 9,198 $724K
Independent Advisor Alliance 0.01% Add +15.3% 9,127 $718K
Hennion & Walsh Asset Management, Inc. 0.02% Add +12.0% 9,074 $714K
Trek Financial, LLC 0.04% New 9,030 $711K
Altrafin AG 0.25% New 9,000 $708K
PNC Financial Services Group, Inc. 0.00% Reduce -16.8% 8,945 $704K
Clear Street Group Inc. 0.00% Add +68.1% 8,779 $691K
Donor Advised Charitable Giving, Inc. 0.02% No change 8,775 $691K
Integrated Wealth Concepts LLC 0.01% New 8,617 $678K
Neuberger Berman Group LLC 0.00% Add +0.0% 8,611 $678K
Thompson Investment Management, Inc. 0.09% No change 8,582 $675K
Captrust Financial Advisors 0.00% Reduce -7.3% 8,551 $673K
OMERS ADMINISTRATION Corp 0.00% Add +27.3% 8,457 $666K
HighTower Advisors, LLC 0.00% Reduce -85.8% 8,302 $653K
1832 Asset Management L.P. 0.00% Reduce -61.4% 8,296 $653K
Azzad Asset Management Inc. 0.07% New 8,253 $650K
Calydon Capital 0.10% Add +38.5% 8,059 $634K
Maryland State Retirement & Pension System 0.01% No change 8,007 $630K
Formula Growth Ltd. 0.28% Reduce -27.3% 8,000 $630K
Lecap Asset Management Ltd. 0.24% New 7,975 $628K
North Dakota State Investment Board 0.03% Reduce -12.4% 7,859 $619K
Wealthfront Advisers LLC 0.00% Reduce -26.2% 7,729 $608K
CIBC Asset Management Inc 0.00% Add +5.9% 7,541 $594K
Pier 88 Investment Partners LLC 0.87% Reduce -44.1% 7,500 $590K
Metis Global Partners, LLC 0.01% Reduce -3.2% 7,481 $589K
United Capital Financial Advisors, LLC 0.00% Add +89.9% 7,411 $583K
DC Investments Management, LLC 0.22% No change 7,396 $582K
Macquarie Group Ltd. 0.00% No change 7,363 $580K
Redwood Wealth Management Group, LLC 0.25% Reduce -2.6% 7,341 $578K
Evanson Asset Management, LLC 0.03% No change 7,337 $577K
Gilbert & Cook, Inc. 0.07% Reduce -1.0% 7,287 $574K
Robertson Stephens Wealth Management, LLC 0.02% Add +2.6% 7,266 $572K
Accurate Wealth Management, LLC 0.07% New 9,008 $567K
FIL Ltd 0.00% New 7,085 $558K
SBI Securities Co., Ltd. 0.02% Reduce -75.0% 7,076 $557K
Rafferty Asset Management, LLC 0.00% Reduce -13.8% 7,073 $557K
Allianz SE 0.01% Add +133.3% 7,000 $551K
Truvestments Capital LLC 0.10% Add +8.7% 6,960 $548K
Independent Financial Group, LLC 0.01% Add +58.7% 6,897 $543K
ProShare Advisors LLC 0.00% Add +0.6% 6,796 $535K
Evergreen Capital Management LLC 0.01% Add +45.0% 6,670 $525K
Ostrum Asset Management 0.03% Add +1.5% 6,659 $524K
Banque Pictet & Cie SA 0.01% Reduce -76.2% 6,625 $521K
Cwm, LLC 0.00% Reduce -29.1% 6,545 $515K
Merit Financial Group, LLC 0.00% Add +19.3% 6,494 $511K
Qtron Investments LLC 0.07% No change 6,492 $511K
Synergy Financial Group, LTD 0.38% Reduce -0.5% 6,479 $510K
Pingora Partners LLC 0.30% Add +970.0% 6,420 $505K
Abn Amro Investment Solutions 0.01% Reduce -42.7% 6,418 $505K
Kera Capital Partners, Inc. 0.06% Add +18.4% 6,394 $503K
Saudi Central Bank 0.01% New 6,255 $492K
Greenwood Capital Associates LLC 0.05% Reduce -6.4% 6,193 $487K
Citizens Financial Group Inc. 0.01% Reduce -26.2% 6,101 $480K
Rare Wolf Capital LLC 0.31% Add +34.9% 6,088 $479K
Mariner, LLC 0.00% Reduce -35.0% 6,069 $477K
Advisors Asset Management, Inc. 0.01% Add +85.2% 6,053 $476K
Jackson Creek Investment Advisors LLC 0.14% New 6,026 $474K
Infrastructure Capital Advisors, LLC 0.07% Add +15.5% 5,948 $468K
Alerus Financial NA 0.02% Reduce -11.5% 5,904 $465K
E. Ohman J:or Asset Management AB 0.01% No change 5,856 $461K
Aaron Wealth Advisors LLC 0.03% Add +51.8% 5,814 $458K
Hantz Financial Services, Inc. 0.01% Add +95.9% 5,811 $457K
Choreo, LLC 0.01% Add +8.1% 5,692 $448K
Sequoia Financial Advisors, LLC 0.00% Add +11.8% 5,686 $448K
Perbak Capital Partners LLP 0.11% Add +83.9% 5,642 $444K
Parallel Advisors, LLC 0.01% Add +20.3% 5,611 $442K
Shelton Capital Management 0.01% No change 5,577 $439K
River Street Advisors LLC 0.15% New 5,555 $437K
Resonant Capital Advisors, LLC 0.02% Add +8.3% 5,521 $435K
Inscription Capital, LLC 0.05% Add +69.3% 5,515 $434K
HUB Investment Partners, LLC 0.01% Add +326.7% 5,500 $433K
Cibc World Market Inc. 0.00% New 5,484 $432K
M&T Bank Corp 0.00% Add +7.4% 5,405 $425K
Cornerstone Wealth Management, LLC 0.02% New 5,220 $411K
Daiichi Life Insurance Co., Ltd. 0.01% No change 5,188 $408K
Concurrent Investment Advisors, LLC 0.00% Add +104.7% 5,183 $408K
GraniteShares Advisors LLC 0.29% Reduce -10.3% 5,171 $407K
SteelPeak Wealth, LLC 0.01% Add +2.8% 5,166 $407K
SkyOak Wealth, LLC 0.07% Add +33.8% 5,150 $405K
Praxis Investment Management Inc. 0.02% Add +43.8% 5,102 $402K
Stratos Wealth Partners, LTD. 0.00% Reduce -3.1% 5,067 $399K
Tower Research Capital LLC (TRC) 0.01% Reduce -54.1% 4,964 $391K
Caisse de depot et placement du Quebec 0.00% New 4,950 $390K
Van Eck Associates Corp. 0.00% Add +3.3% 4,820 $379K
IFS Group,LLC 0.33% — 4,765 $375K
Fifth Third Wealth Advisors LLC 0.01% Add +7.9% 4,715 $371K
Wilmington Savings Fund Society, FSB 0.01% Reduce -2.1% 4,694 $369K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 4,691 $369K
O'shaughnessy Asset Management, LLC 0.00% Reduce -19.3% 4,636 $365K
Nemes Rush Group LLC 0.03% Add +2.0% 4,463 $351K
Sheets Smith Wealth Management 0.04% New 4,342 $342K
Kentucky Retirement Systems Insurance Trust Fund 0.02% No change 4,335 $341K
Atlas Capital Advisors Inc. 0.04% Add +5.5% 4,333 $341K
Intech Investment Management LLC 0.00% Reduce -14.0% 4,326 $341K
Eventide Asset Management, LLC 0.01% Add +15.1% 4,505 $340K
Composition Wealth, LLC 0.00% Add +0.8% 4,309 $339K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +0.6% 4,281 $337K
MAI Capital Management 0.00% Reduce -6.1% 4,259 $335K
Wahed Invest LLC 0.04% Reduce -6.4% 4,124 $325K
Yorktown Management & Research Co Inc 0.27% No change 4,100 $323K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -36.5% 4,073 $321K
Certuity, LLC 0.02% Add +68.0% 4,073 $321K
STRS Ohio 0.00% Reduce -96.7% 4,003 $315K
Kingsview Wealth Management, LLC 0.00% Add +61.6% 3,963 $312K
Sterling Capital Management LLC 0.01% Reduce -40.3% 3,875 $305K
Syon Capital LLC 0.02% Add +42.1% 3,873 $305K
Scotia Capital Inc. 0.00% Add +30.4% 3,860 $304K
Marex Group Ltd 0.00% Reduce -82.5% 3,841 $302K
Principal Securities, Inc. 0.00% Add +9.8% 3,838 $302K
Carson Advisory Inc. 0.16% New 3,800 $299K
Integrated Quantitative Investments LLC 0.05% Reduce -79.4% 3,774 $297K
Legato Capital Management LLC 0.03% No change 3,774 $297K
Yarbrough Capital, LLC 0.01% Reduce -16.7% 3,667 $289K
Kazazian Asset Management, LLC 0.31% Add +21.9% 3,656 $288K
National Bank of Canada 0.00% Add +37.0% 3,600 $284K
Nisa Investment Advisors, LLC 0.00% Reduce -81.6% 3,599 $283K
Signaturefd, LLC 0.00% Add +0.3% 3,594 $283K
Osmosis Investment Management UK Ltd 0.01% Reduce -60.2% 3,549 $279K
International Assets Investment Management, LLC 0.02% Add +143.0% 3,528 $279K
First International Bank of Israel Ltd. 0.08% New 3,515 $277K
Catalyst Funds Management Pty Ltd 0.05% Reduce -28.3% 3,513 $277K
Commerce Bank 0.00% Add +1.8% 3,506 $276K
True Link Financial Advisors, LLC 0.02% Reduce -25.9% 3,500 $275K
Rodgers Brothers Inc. 0.03% New 3,495 $275K
Ameritas Advisory Services, LLC 0.01% No change 3,420 $269K
Waldron Private Wealth LLC 0.01% Add +0.6% 3,404 $268K
Meeder Advisory Services, Inc. 0.01% New 3,399 $268K
Alpha Wealth Funds, LLC 0.19% Reduce -30.0% 3,500 $267K
Bfsg, LLC 0.03% No change 3,365 $265K
Atria Investments, Inc 0.00% Add +0.8% 3,363 $265K
Farther Finance Advisors, LLC 0.00% Reduce -7.3% 3,340 $264K
Brand Asset Management Group, Inc. 0.07% New 3,326 $262K
Revisor Wealth Management LLC 0.07% Reduce -19.1% 3,274 $258K
Finivi Inc. 0.14% New 3,242 $255K
Kestra Private Wealth Services, LLC 0.00% Reduce -25.7% 3,223 $254K
Motley Fool Asset Management LLC 0.01% Add +10.2% 3,222 $254K
Numerai GP LLC 0.03% New 3,194 $251K
Sivia Capital Partners, LLC 0.05% Add +4.0% 3,134 $247K
Larson Financial Group LLC 0.01% Add +453.2% 3,131 $246K
Mirabella Financial Services LLP 0.03% New 3,129 $246K
Norden Group LLC 0.02% Add +0.7% 3,117 $245K
Arista Wealth Management, LLC 0.03% Add +0.6% 3,096 $244K
Verdence Capital Advisors LLC 0.01% Reduce -0.2% 3,088 $243K
Opes Wealth Management LLC 0.04% Add +1.6% 3,072 $242K
Burney Co./ 0.01% Reduce -56.1% 3,063 $241K
MCF Advisors LLC 0.01% No change 3,035 $239K
Coastal Bridge Advisors, LLC 0.02% Reduce -5.8% 3,034 $239K
Atom Investors LP 0.02% New 2,958 $233K
Benjamin Edwards Inc. 0.00% Reduce -46.1% 2,942 $232K
D.A. Davidson & Co. 0.00% Reduce -8.7% 2,936 $231K
Optas, LLC 0.04% New 2,935 $231K
Moneco Advisors, LLC 0.02% New 2,922 $230K
Shay Capital LLC 0.03% New 2,900 $228K
American Trust 0.02% Add +12.8% 2,865 $226K
PCM Encore, LLC 0.05% Add +0.6% 2,856 $225K
Brandywine Managers, LLC 0.13% Reduce -28.1% 2,809 $221K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -29.2% 3,018 $221K
UniSuper Management Pty Ltd 0.00% No change 2,800 $220K
Rather & Kittrell, Inc. 0.03% Reduce -0.2% 2,785 $219K
GAMMA Investing LLC 0.01% Add +96.7% 2,774 $218K
Steel Grove Capital Advisors, LLC 0.02% New 2,769 $218K
HB Wealth Management, LLC 0.00% Add +4.6% 2,757 $217K
CreativeOne Wealth, LLC 0.01% Reduce -0.2% 2,749 $216K
Oslo Pensjonsforsikring AS 0.03% — 2,749 $216K
Westpac Banking Corp. 0.01% Add +48.4% 2,700 $213K
Bokf, NA 0.00% Add +11.7% 2,671 $210K
Creekside Partners 0.09% No change 2,668 $210K
Generali Investments, Management Co LLC 0.05% Add +58.7% 2,656 $209K
Savant Capital, LLC 0.00% New 2,630 $207K
Northland Securities, Inc. 0.20% Reduce -1.9% 2,617 $206K
Amica Mutual Insurance Co. 0.02% No change 2,602 $205K
Callan Family Office, LLC 0.00% Reduce -9.4% 2,586 $204K
Fieldview Capital Management, LLC 0.06% Reduce -40.2% 2,572 $202K
Flagship Harbor Advisors, LLC 0.01% Add +23.8% 2,561 $202K
Fairscale Capital, LLC 0.14% No change 2,548 $201K
CX Institutional 0.01% Add +114.9% 2,506 $197K
Versant Capital Management, Inc 0.02% Add +90.7% 2,490 $196K
HM Payson & Co. 0.00% No change 2,450 $193K
Siemens Fonds Invest GmbH 0.01% Add +7.2% 2,434 $192K
Advisory Services Network, LLC 0.00% Add +0.8% 2,374 $187K
GS Investments, Inc. 0.11% No change 2,350 $185K
Horizon Investments, LLC 0.00% New 2,252 $177K
Exchange Traded Concepts, LLC 0.00% New 2,250 $177K
C M Bidwell & Associates Ltd. 0.08% Reduce -0.2% 2,173 $171K
Arax Advisory Partners 0.00% Reduce -15.2% 2,141 $169K
Dara Capital Us, Inc. 0.15% Add +5.4% 2,052 $162K
Fulcrum Asset Management LLP 0.02% Add +6.9% 2,116 $160K
Allworth Financial LP 0.00% Reduce -15.3% 1,990 $157K
Walleye Capital LLC 0.00% Reduce -8.1% 1,862 $147K
Sunbelt Securities, Inc. 0.01% Reduce -0.8% 1,738 $137K
UMB Bank, n.a. 0.00% Add +23.2% 1,607 $126K
Montag A & Associates Inc. 0.01% Reduce -15.2% 1,555 $122K
1620 Investment Advisors, Inc. 0.08% Add +12.6% 1,549 $122K
Quent Capital, LLC 0.01% Reduce -23.9% 1,515 $119K
Quarry LP 0.02% New 1,339 $105K
Quadrant Capital Group LLC 0.00% Add +0.4% 1,338 $105K
EverSource Wealth Advisors, LLC 0.00% Add +10.7% 1,333 $105K
HHM Wealth Advisors, LLC 0.01% No change 1,250 $98K
IFP Advisors, Inc 0.00% Reduce -6.9% 1,202 $95K
Ares Systematic Credit Ltd 0.38% New 1,083 $82K
Smartleaf Asset Management LLC 0.00% Reduce -7.3% 1,063 $80K
Crewe Advisors LLC 0.01% New 1,000 $79K
IMG Wealth Management, Inc. 0.05% No change 925 $73K
S-Bank Fund Management Ltd 0.01% Reduce -3.6% 879 $69K
Central Pacific Bank - Trust Division 0.01% No change 860 $68K
Center for Financial Planning, Inc. 0.01% Add +76.7% 795 $63K
Los Angeles Capital Management LLC 0.00% Reduce -2.8% 790 $62K
SJS Investment Consulting Inc. 0.01% Add +1265.5% 751 $59K
Ancora Advisors LLC 0.00% Add +58.2% 731 $58K
Covestor Ltd 0.04% Reduce -38.6% 718 $57K
Assetmark, Inc. 0.00% Add +81.1% 719 $57K
TD Private Client Wealth LLC 0.00% Reduce -44.0% 609 $48K
Frazier Financial Advisors, LLC 0.03% Reduce -25.5% 598 $47K
Elevation Wealth Partners, LLC 0.02% Add +98.0% 586 $46K
Bayforest Capital Ltd 0.05% Reduce -60.9% 580 $46K
Caitlin John, LLC 0.03% New 575 $45K
Costello Asset Management, INC 0.02% No change 555 $44K
EFG International AG 0.00% Reduce -22.2% 550 $43K
Forum Finance Group S.A. 0.02% — 680 $43K
Basecamp Wealth Advisors LLC 0.01% Add +8.7% 513 $40K
Rossby Financial, LCC 0.01% Add +65.8% 504 $40K
V-Square Quantitative Management LLC 0.00% Reduce -21.8% 505 $40K
Spire Wealth Management 0.00% Reduce -0.4% 503 $40K
Hartford Financial Management Inc. 0.01% No change 500 $39K
First Command Advisory Services, Inc. 0.00% No change 500 $39K
NewEdge Advisors, LLC 0.00% Reduce -84.5% 455 $36K
Brown Brothers Harriman & Co. 0.00% Reduce -1.1% 436 $34K
Westside Investment Management, Inc. 0.01% No change 415 $33K
Rakuten Securities, Inc. 0.01% Reduce -43.9% 387 $30K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.01% Add +30.9% 364 $29K
Salomon & Ludwin, LLC 0.00% Add +1192.6% 349 $28K
Harbour Investments, Inc. 0.00% Add +294.4% 355 $28K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.05% No change 352 $28K
Global Trust Asset Management, LLC 0.01% No change 347 $27K
REAP Financial Group, LLC 0.01% Add +8.1% 334 $26K
SHP Wealth Management 0.00% Add +7.1% 331 $26K
Lanark Financial, Inc. 0.00% Reduce -16.5% 329 $26K
Beacon Investment Advisory Services, Inc. 0.00% New 310 $24K
Rothschild Investment LLC 0.00% Add +15.7% 302 $24K
True Wealth Design, LLC 0.01% Add +42.6% 298 $23K
Creative Financial Designs Inc. 0.00% No change 295 $23K
JFS Wealth Advisors, LLC 0.00% Reduce -9.7% 279 $22K
Vega Investment Solutions 0.01% No change 268 $21K
Cullen/Frost Bankers, Inc. 0.00% Reduce -29.8% 268 $21K
Strive Financial Group ,LLC 0.01% Add +15.4% 270 $21K
Root Financial Partners, LLC 0.00% Reduce -12.5% 259 $20K
City State Bank 0.01% Reduce -4.2% 249 $20K
Transamerica Financial Advisors, LLC 0.00% Add +60.7% 241 $19K
CVA Family Office, LLC 0.00% Add +70.3% 235 $18K
CoreCap Advisors, LLC 0.00% Add +28.9% 232 $18K
Destiny Wealth Partners, LLC 0.00% New 215 $17K
Chilton Capital Management LLC 0.00% No change 210 $17K
Capital Advisors, Ltd. LLC 0.00% Add +1.0% 197 $16K
Bruce G. Allen Investments, LLC 0.01% Reduce -3.0% 192 $15K
Manchester Capital Management LLC 0.00% Add +56.6% 191 $15K
Bravera Wealth 0.01% New 174 $14K
Brown, Lisle/Cummings, Inc. 0.00% Add +1620.0% 172 $14K
Private Trust Co. NA 0.00% Reduce -1.7% 169 $13K
Parkside Financial Bank & Trust 0.00% Add +78.5% 166 $13K
Aventura Private Wealth, LLC 0.00% No change 166 $13K
Bell Investment Advisors, Inc 0.00% Add +98.8% 163 $13K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 160 $13K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +13.5% 160 $13K
Silicon Valley Capital Partners 0.00% New 160 $13K
TD Waterhouse Canada Inc. 0.00% Add +212.0% 156 $12K
Ascentis Independent Advisors 0.00% New 156 $12K
Raleigh Capital Management Inc. 0.00% No change 154 $12K
Financial Perspectives, Inc 0.00% No change 147 $12K
Wolff Wiese Magana LLC 0.01% No change 146 $11K
Farmers & Merchants Investments Inc. 0.00% No change 144 $11K
Glynn Capital Management LLC 0.01% No change 142 $11K
Zions Bancorporation, National Association 0.00% Add +33.3% 140 $11K
Owl Creek Wealth Partners LLC 0.00% — 137 $11K
Aspect Partners, LLC 0.00% Add +1.5% 135 $11K
Washington Trust Advisors, Inc. 0.00% Reduce -56.8% 120 $9K
1015 Capital Partners, LLC 0.01% Reduce -2.5% 117 $9K
Tsfg, LLC 0.00% No change 115 $9K
Essential Partners LLC 0.00% Reduce -67.0% 114 $9K
McGuire Capital Advisors Inc. 0.01% No change 106 $8K
Stance Capital LLC 0.00% New 100 $8K
Accent Capital Management, LLC 0.00% No change 94 $7K
Keating Financial Advisory Services, Inc. 0.00% Add +7.0% 92 $7K
Vanguard National Trust Co 0.00% — 92 $7K
Private Wealth Management Group, LLC 0.00% Add +26.8% 90 $7K
First Horizon Corp. 0.00% Add +16.2% 79 $6K
Blue Trust, Inc. 0.00% No change 79 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -27.8% 78 $6K
Boreal Capital Management LLC 0.01% No change 75 $6K
Pension & Wealth Management Advisors, Inc. 0.00% Add +82.9% 75 $6K
Addison Advisors LLC 0.00% No change 70 $6K
First Pacific Financial 0.00% Add +55.6% 70 $6K
Kemnay Advisory Services Inc. 0.00% New 68 $5K
Fortitude Family Office, LLC 0.00% Add +68.4% 64 $5K
Bartlett & Co. Wealth Management LLC 0.00% New 64 $5K
Ares Financial Consulting, LLC 0.00% No change 61 $5K
Hurley Capital, LLC 0.00% No change 61 $5K
Kelleher Financial Advisors 0.00% No change 60 $5K
Elequin Capital, LP 0.00% New 57 $4K
Colonial Trust Co / SC 0.00% No change 54 $4K
Oakworth Capital, Inc. 0.00% No change 51 $4K
Winthrop Capital Management, LLC 0.00% No change 49 $4K
TrinityBridge Ltd 0.00% No change 56 $4K
Sherman Asset Management, Inc. 0.00% No change 50 $4K
HighMark Wealth Management LLC 0.00% New 50 $4K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 48 $4K
JPL Wealth Management, LLC 0.00% New 46 $4K
Sapience Investments, LLC 0.45% Reduce -99.1% 44 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -93.8% 40 $3K
Highline Wealth Partners LLC 0.00% Reduce -7.1% 39 $3K
Financial Consulate, Inc. 0.00% Reduce -73.0% 37 $3K
Bayban 0.00% No change 37 $3K
AdvisorNet Financial, Inc 0.00% New 35 $3K
Cromwell Holdings LLC 0.00% Add +88.2% 32 $3K
Marquette Asset Management, LLC 0.00% Reduce -83.1% 32 $3K
Sound Income Strategies, LLC 0.00% No change 30 $2K
IFS Advisors, LLC 0.00% No change 30 $2K
Gill Capital Partners, LLC 0.00% New 30 $2K
Field & Main Bank 0.00% No change 30 $2K
High Note Wealth, LLC 0.00% Add +12.5% 27 $2K
Curio Wealth, LLC 0.00% Reduce -75.0% 25 $2K
Lloyd Advisory Services, LLC. 0.00% New 24 $2K
Kingdom Financial Group LLC. 0.00% No change 24 $2K
North Star Investment Management Corp. 0.00% Reduce -27.3% 24 $2K
Mosley Wealth Management 0.00% New 20 $2K
Valued Wealth Advisors LLC 0.00% No change 23 $2K
Mather Group, Llc. 0.00% New 23 $2K
Cornerstone Financial Management LLC 0.00% Add +5.0% 21 $2K
Sachetta, LLC 0.00% No change 21 $2K
Raffa Wealth Management, LLC 0.00% Add +5.0% 21 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.5% 21 $2K
SouthState Bank Corp 0.00% Reduce -69.8% 19 $1K
Financial Management Professionals, Inc. 0.00% No change 16 $1K
Strategic Wealth Partners, Ltd. 0.00% No change 16 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 15 $1K
Dunhill Financial, LLC 0.00% Add +600.0% 14 $1K
Principia Wealth Advisory, LLC 0.00% Add +180.0% 14 $1K
Rialto Wealth Management, LLC 0.00% Add +16.7% 14 $1K
Cornerstone Planning Group LLC 0.00% Add +366.7% 14 $1K
Torren Management, LLC 0.00% Reduce -96.5% 13 $1K
Bay Harbor Wealth Management, LLC 0.00% Reduce -7.1% 13 $1K
Avion Wealth 0.00% Reduce -18.8% 13 $1K
PayPay Securities Corp 0.03% Reduce -7.7% 12 $864
MJT & Associates Financial Advisory Group, Inc. 0.00% New 10 $788
American Capital Advisory, LLC 0.00% New 10 $788
Barrett & Company, Inc. 0.00% No change 10 $787
Berkshire Capital Holdings Inc. 0.00% No change 10 $787
McIlrath & Eck, LLC 0.00% No change 10 $787
Golden State Wealth Management, LLC 0.00% Reduce -68.8% 10 $787
Glen Eagle Advisors, LLC 0.00% No change 10 $787
Cassaday & Co Wealth Management LLC 0.00% New 9 $709
Physician Wealth Advisors, Inc. 0.00% Reduce -94.0% 8 $630
Colonial Trust Advisors 0.00% No change 7 $551
MV Capital Management, Inc. 0.00% Add +500.0% 6 $473
Vermillion Wealth Management, Inc. 0.00% New 6 $472
Darwin Wealth Management, LLC 0.00% No change 6 $472
Caitong International Asset Management Co., Ltd 0.00% New 6 $472
Bare Financial Services, Inc 0.00% Reduce -25.0% 6 $472
Bogart Wealth, LLC 0.00% No change 6 $472
Kilter Group LLC 0.00% No change 5 $394
Quaker Wealth Management, LLC 0.00% Add +150.0% 5 $394
Cedar Mountain Advisors, LLC 0.00% No change 5 $394
Tidemark, LLC 0.00% No change 5 $394
Atlantic Union Bankshares Corp 0.00% Reduce -78.3% 5 $394
Johnson Financial Group, Inc. 0.00% No change 5 $394
WPG Advisers, LLC 0.00% No change 4 $315
DecisionPoint Financial, LLC 0.00% No change 4 $315
Beaird Harris Wealth Management, LLC 0.00% No change 3 $241
Vision Financial Markets LLC 0.00% No change 3 $237
Anfield Capital Management, LLC 0.00% No change 3 $236
HFM Investment Advisors, LLC 0.00% Reduce -62.5% 3 $236
Seneschal Advisors, LLC 0.00% Reduce -33.3% 2 $158
CENTRAL TRUST Co 0.00% No change 2 $158
Toth Financial Advisory Corp. 0.00% No change 2 $158
Comprehensive Financial Planning, Inc. 0.00% No change 2 $157
Davis Capital Management 0.00% Reduce -66.7% 1 $79
3 Factor Indexing, LLC 0.00% — 1 $79
GHP Investment Advisors, Inc. 0.00% No change 1 $79
Activest Wealth Management 0.00% Reduce -91.7% 1 $79
Hughes Financial Services, LLC 0.00% New 1 $79

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