OktaOKTA

13F holders, Q2 2026 (June 30)
825holders +92
181new positions
90sold out
6famous investors
$136.17avg. 13F price*

At the end of Q2 2026, 825 institutions reported holding Okta Inc. (OKTA) in their 13F filings, up 92 from Q1 2026. 181 opened new positions and 90 sold out. The largest holders were BlackRock, Inc. ($2.6B), FMR LLC ($2.2B) and Vanguard Portfolio Management LLC ($1.2B). 6 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions181$547.6M
Exits90$271.9M

All 13F filers, Q1 2026 → Q2 2026: 19,120,132 shares bought and 19,186,247 shares sold, net −66,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 825 holders

BlackRock, Inc. 0.04% Reduce -1.8% 18,695,465 $2.6B
FMR LLC 0.10% Add +43.5% 16,272,067 $2.2B
Vanguard Portfolio Management LLC 0.06% Reduce -3.1% 8,949,045 $1.2B
Vanguard Capital Management LLC 0.02% Add +0.1% 7,594,193 $1.0B
State Street Corp. 0.03% Add +2.7% 6,274,631 $856.2M
First Trust Advisors LP 0.36% Add +7.2% 4,497,939 $613.7M
Allspring Global Investments Holdings, LLC 0.78% Add +2.3% 3,633,828 $510.4M
Morgan Stanley 0.02% Add +85.8% 3,440,371 $469.4M
Geode Capital Management, LLC 0.02% Reduce -3.4% 3,271,979 $445.2M
Massachusetts Financial Services Co. 0.13% Reduce -18.1% 3,060,676 $420.9M
American Century Companies Inc. 0.18% Reduce -4.4% 2,924,665 $399.1M
JPMorgan Chase & Co. 0.02% Add +19.1% 2,709,757 $356.8M
Swedbank AB 0.30% Add +16.0% 2,571,276 $350.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -2.3% 2,415,891 $329.6M
Ameriprise Financial Inc. 0.07% Add +9.7% 2,348,448 $320.5M
Pictet Asset Management Holding SA 0.28% Reduce -12.2% 2,186,553 $298.1M
Victory Capital Management Inc. 0.17% Add +57.3% 2,174,495 $296.7M
Citadel Advisors 0.17% Reduce -38.1% 2,106,402 $287.4M
UBS Group AG 0.04% Reduce -39.4% 2,060,649 $281.2M
Point72 Asset Management 0.40% Reduce -33.2% 1,851,774 $252.7M
Voya Investment Management LLC 0.25% Add +68.2% 1,806,836 $246.5M
Northern Trust Corp. 0.03% Reduce -1.1% 1,615,525 $220.4M
Primecap Management Co. 0.12% Reduce -11.4% 1,516,091 $206.9M
Charles Schwab Investment Management Inc. 0.03% Add +4.7% 1,508,803 $205.9M
Wellington Management Group LLP 0.03% Reduce -18.9% 1,457,153 $198.8M
Dimensional Fund Advisors LP 0.03% Add +2.6% 1,282,022 $174.9M
Bank of New York Mellon Corp 0.03% Reduce -4.3% 1,249,078 $170.4M
Vanguard Fiduciary Trust Co. 0.03% Add +0.1% 1,062,091 $144.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% Add +16.7% 1,031,471 $140.7M
Bank of America Corp. 0.01% Reduce -32.5% 1,011,189 $138.0M
Balyasny Asset Management L.P. 0.24% Add +14.3% 950,408 $129.7M
Optimus Prime Fund Management Co., Ltd. 9.19% No change 910,000 $124.2M
Legal & General Group Plc 0.03% Reduce -4.0% 900,262 $122.8M
Raymond James Financial Inc. 0.03% Add +4.4% 889,335 $121.3M
Penserra Capital Management LLC 0.88% Reduce -21.7% 842,934 $115.0M
Senvest Management, LLC 3.30% Reduce -0.6% 825,615 $112.7M
Pacer Advisors, Inc. 0.29% Add +232.9% 807,713 $110.2M
DAVENPORT & Co LLC 0.56% Reduce -9.3% 807,504 $110.2M
Greenvale Capital LLP 12.01% Reduce -27.3% 800,000 $109.2M
Wells Fargo & Company 0.02% Add +3.8% 744,512 $101.6M
Millennium Management 0.07% Reduce -49.0% 719,725 $98.2M
US Bancorp \de 0.10% Reduce -4.2% 704,730 $96.2M
Federated Hermes, Inc. 0.14% Add +23.9% 700,460 $95.6M
Norges Bank 0.01% — 685,697 $93.6M
Goldman Sachs Group Inc. 0.01% Reduce -33.2% 680,583 $92.9M
Stephens Investment Management Group LLC 0.94% Add +45.4% 645,472 $88.1M
Woodline Partners LP 0.27% Add +13.8% 637,156 $86.9M
Holocene Advisors, LP 0.20% Add +3157.0% 635,447 $86.7M
Dorsal Capital Management, LP 2.95% New 600,000 $81.9M
Storebrand Asset Management As 0.19% Reduce -7.3% 567,805 $77.5M
Invesco Ltd. 0.01% Reduce -6.6% 504,806 $68.9M
Susquehanna International Group, LLP 0.06% Add +30.0% 501,935 $68.5M
T. Rowe Price Associates Inc. 0.01% Add +41.4% 499,640 $68.2M
Amundi 0.02% Reduce -18.1% 498,730 $68.1M
Ensign Peak Advisors, Inc 0.11% Reduce -26.3% 484,423 $66.1M
Swiss National Bank 0.03% Reduce -4.0% 477,300 $65.1M
Rhumbline Advisers 0.05% Reduce -6.3% 462,826 $63.2M
Principal Financial Group Inc. 0.03% Add +19.8% 454,623 $62.0M
BNP Paribas Financial Markets 0.03% Reduce -32.4% 450,337 $61.4M
Vaughan Nelson Investment Management, L.P. 0.54% New 448,665 $61.2M
Glenmede Trust Co. NA 0.27% Reduce -17.7% 445,195 $60.7M
Toronto Dominion Bank 0.10% Add +1457.2% 444,973 $60.7M
Quantinno Capital Management LP 0.07% Reduce -40.8% 441,572 $60.3M
Deutsche Bank AG 0.02% Add +10.6% 440,848 $60.2M
Nuveen, LLC 0.01% Add +18.4% 434,413 $59.3M
Champlain Investment Partners, LLC 1.45% Reduce -69.2% 412,985 $56.4M
Smith Group Asset Management, LLC 2.26% Add +7.8% 406,370 $55.4M
Sei Investments Co. 0.04% Add +0.0% 365,347 $49.9M
Alliancebernstein L.P. 0.02% Add +29.2% 622,037 $49.0M
CANADA LIFE ASSURANCE Co 0.08% Reduce -9.0% 351,873 $48.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -2.9% 345,592 $47.2M
Junto Capital Management LP 0.84% New 333,350 $45.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +15.0% 328,548 $44.8M
Vident Advisory, LLC 0.33% Reduce -3.5% 325,137 $44.4M
Royal Bank of Canada 0.01% Add +2.2% 289,782 $39.5M
California Public Employees Retirement System 0.02% Reduce -4.1% 279,651 $38.2M
SG Americas Securities, LLC 0.02% Reduce -30.7% 271,882 $37.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +122.1% 269,764 $36.8M
California State Teachers Retirement System 0.03% Add +1.5% 265,860 $36.3M
Schonfeld Strategic Advisors LLC 0.17% New 240,642 $32.8M
Retirement Systems of Alabama 0.10% Reduce -12.7% 236,059 $32.2M
ShawSpring Partners LLC 13.80% Reduce -58.5% 234,744 $32.0M
PFA Pension, Forsikringsaktieselskab 0.08% New 231,497 $31.6M
ExodusPoint Capital Management, LP 0.29% Add +88.2% 229,003 $31.2M
Focus Partners Wealth 0.03% Add +9.3% 228,582 $31.2M
Envestnet Asset Management Inc. 0.01% Add +9.5% 227,871 $31.1M
Korea Investment CORP 0.06% Add +45.9% 221,006 $30.2M
Handelsbanken Fonder AB 0.08% Add +351.3% 216,191 $29.5M
Barton Investment Management 3.96% Reduce -5.4% 214,259 $29.2M
Nomura Asset Management Co. Ltd. 0.06% Reduce -13.1% 199,078 $27.2M
Vinva Investment Management Ltd 0.18% Add +108.9% 205,968 $27.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +11.7% 197,459 $26.9M
Asset Management One Co., Ltd. 0.07% Reduce -3.1% 195,270 $26.6M
Barclays PLC 0.01% Reduce -56.5% 192,151 $26.2M
Summit Trail Advisors, LLC 0.32% Reduce -14.0% 188,737 $25.8M
SEB Asset Management AB 0.10% Add +441.1% 188,391 $25.7M
Assenagon Asset Management S.A. 0.03% Add +32.2% 186,635 $25.5M
Altrinsic Global Advisors LLC 0.90% Reduce -4.4% 179,501 $24.5M
Jane Street Group, LLC 0.02% Reduce -38.1% 176,420 $24.1M
HSBC Holdings PLC 0.01% Reduce -42.3% 176,642 $24.1M
Vontobel Holding Ltd. 0.08% Add +28.3% 175,189 $23.9M
AQR Capital Management 0.01% Add +137.3% 174,576 $23.2M
Nicholas Company, Inc. 0.42% Add +5.9% 169,736 $23.2M
Robeco Institutional Asset Management B.V. 0.03% Add +73.8% 166,353 $22.7M
Nordea Investment Management AB 0.02% Add +465.7% 169,229 $22.5M
LPL Financial LLC 0.01% Add +32.0% 163,168 $22.3M
Acadian Asset Management LLC 0.03% New 163,045 $22.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.66% Add +16.7% 160,364 $21.9M
Sea Cliff Partners Management, LP 9.68% Reduce -27.3% 160,000 $21.8M
CIBC Bancorp USA Inc. 0.03% Reduce -3.0% 158,257 $21.6M
LMR Partners LLP 0.19% New 156,716 $21.4M
Bourgeon Capital Management LLC 3.12% Add +0.8% 150,598 $20.5M
Mane Global Capital Management LP 1.67% New 148,495 $20.3M
E. Ohman J:or Asset Management AB 0.46% Add +2395.8% 146,156 $19.9M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.0% 144,310 $19.7M
Ofi Invest Asset Management 0.20% Reduce -46.3% 163,698 $19.7M
Aviva PLC 0.03% Add +1.1% 143,519 $19.6M
Citigroup Inc. 0.01% Reduce -34.7% 140,675 $19.2M
D. E. Shaw & Co. 0.01% Add +174.1% 138,061 $18.8M
Rockefeller Capital Management L.P. 0.03% Reduce -0.5% 135,979 $18.6M
Jain Global LLC 0.24% New 135,313 $18.5M
RPG Investment Advisory, LLC 1.89% Add +1.7% 134,520 $18.4M
Keystone Investors Pte Ltd. 0.96% — 131,984 $18.0M
Contrarius Group Holdings Ltd 0.82% New 130,607 $17.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -13.4% 127,237 $17.3M
Paragon Capital Management Ltd 3.22% No change 124,200 $16.9M
Meridiem Capital Partners LP 0.77% New 123,107 $16.8M
Aberdeen Group plc 0.02% Reduce -1.8% 120,079 $16.4M
Erste Asset Management GmbH 0.13% Add +512.5% 123,099 $16.2M
New York State Teachers Retirement System 0.03% Reduce -7.8% 115,032 $15.7M
Graham Capital Management, L.P. 0.60% Reduce -42.9% 114,400 $15.6M
Frontier Capital Management Co. LLC 0.14% Reduce -15.3% 112,252 $15.3M
Congress Asset Management Co. 0.09% Add +9.1% 110,463 $15.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -42.9% 110,164 $15.0M
Ieq Capital, LLC 0.07% Add +30.6% 107,172 $14.6M
a16z Perennial Management, L.P. 1.14% Reduce -69.3% 103,080 $14.1M
Axxion S.A. 1.01% — 102,300 $14.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -9.2% 102,189 $13.9M
Walleye Trading LLC 0.19% Reduce -2.4% 102,000 $13.9M
APG Asset Management N.V. 0.03% Reduce -10.4% 116,305 $13.9M
Public Employees Retirement System of Ohio 0.04% Add +2.2% 99,009 $13.5M
Alta Park Capital, LP 1.19% New 93,900 $12.8M
Union Bancaire Privee, UBP SA 0.14% Reduce -12.9% 111,583 $12.8M
Jupiter Asset Management Ltd. 0.06% Reduce -71.8% 93,220 $12.7M
New York State Common Retirement Fund 0.02% Add +2.7% 91,915 $12.5M
KLP Kapitalforvaltning As 0.04% Reduce -13.4% 90,800 $12.4M
Picton Mahoney Asset Management 0.11% New 90,517 $12.4M
Nearwater Capital Markets, Ltd 0.21% New 90,000 $12.3M
State of Wisconsin Investment Board 0.02% Reduce -0.8% 87,652 $12.0M
Danske Bank A/S 0.02% Add +6.3% 87,030 $11.9M
Vanguard Investments Australia, Ltd. 0.03% Add +2.3% 86,479 $11.8M
Truist Financial Corp. 0.01% Add +185.7% 84,776 $11.6M
Man Group plc 0.02% Reduce -45.2% 81,731 $11.2M
Beacon Pointe Advisors, LLC 0.05% Reduce -23.4% 81,634 $11.1M
Huntington National Bank 0.07% Add +0.1% 81,090 $11.1M
Vanguard Global Advisers, LLC 0.01% Reduce -3.5% 81,031 $11.1M
MetLife Investment Management, LLC 0.05% Reduce -6.5% 80,737 $11.0M
Sellaronda Global Management LP 6.82% Reduce -52.9% 80,000 $10.9M
Natixis Advisors, LLC 0.01% Add +161.7% 79,161 $10.8M
Royal London Asset Management Ltd. 0.02% Add +0.6% 78,745 $10.7M
Cerity Partners LLC 0.01% Add +13.8% 77,345 $10.6M
Ardsley Advisory Partners LP 1.13% Add +13.2% 76,500 $10.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.42% New 74,851 $10.2M
Amalgamated Bank 0.07% Reduce -4.8% 74,553 $10.2M
Tredje AP-fonden 0.05% Reduce -33.5% 73,800 $10.1M
Treasurer of the State of North Carolina 0.03% Add +0.2% 71,778 $9.8M
Nishkama Capital, LLC 1.10% New 71,405 $9.7M
State of Tennessee, Department of Treasury 0.03% Reduce -3.1% 71,133 $9.7M
1248 Management, LLC 3.77% No change 70,761 $9.7M
Gotham Asset Management 0.02% Reduce -44.2% 69,754 $9.5M
Granahan Investment Management, LLC 0.33% Add +67.2% 68,271 $9.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +1.5% 67,887 $9.3M
Meitav Investment House Ltd. 0.06% New 67,770 $9.2M
My Personal CFO, LLC 3.60% Reduce -39.5% 67,657 $9.2M
Fred Alger Management, LLC 0.03% Reduce -17.5% 66,702 $9.1M
Nomura Asset Management International Inc. 0.01% Add +149.8% 66,204 $9.0M
Marshall Wace, LLP 0.01% Reduce -84.5% 65,534 $8.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -20.9% 63,050 $8.6M
Russell Investments Group, Ltd. 0.01% Add +26.5% 62,325 $8.5M
Mutual of America Capital Management LLC 0.08% Reduce -4.2% 62,248 $8.5M
Verition Fund Management LLC 0.06% Reduce -64.1% 60,813 $8.3M
SWS Partners 1.77% Reduce -16.7% 60,161 $8.2M
Stifel Financial Corp. 0.01% Add +14.2% 60,125 $8.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +26.1% 59,538 $8.1M
State of New Jersey Common Pension Fund D 0.03% Reduce -5.9% 55,471 $7.6M
BOCHK Asset Management Ltd 1.14% New 53,100 $7.2M
Teachers Retirement System of the State of Kentucky 0.05% Add +2.9% 52,800 $7.2M
South Dakota Investment Council 0.12% Add +9.2% 52,183 $7.1M
Maytus Capital Management, LLC 1.12% New 52,000 $7.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -11.2% 51,197 $7.0M
Ameritas Investment Partners, Inc. 0.19% Reduce -0.9% 50,916 $6.9M
Nykredit A/S 0.03% — 50,914 $6.9M
DNB Asset Management AS 0.02% Add +34.0% 50,829 $6.9M
ION Fund Management Ltd 0.81% Add +25.0% 50,000 $6.8M
Blair William & Co. 0.02% Add +11.9% 49,697 $6.8M
Louisiana State Employees Retirement System 0.10% No change 49,100 $6.7M
Arizona State Retirement System 0.03% Add +5.4% 48,512 $6.6M
Pinebridge Investments LLC 0.05% Reduce -22.7% 48,288 $6.6M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -23.2% 48,245 $6.6M
Ilmarinen Mutual Pension Insurance Co 0.04% Reduce -48.9% 47,793 $6.5M
Group One Trading LLC 0.19% Add +186.7% 47,314 $6.5M
KBC Group NV 0.01% Add +5.4% 47,216 $6.4M
Thrivent Financial for Lutherans 0.01% Add +21.6% 46,823 $6.4M
Yousif Capital Management, LLC 0.07% Reduce -6.9% 46,770 $6.4M
Trillium Asset Management, LLC 0.19% New 46,128 $6.3M
Gateway Investment Advisers LLC 0.06% New 46,035 $6.3M
Simplex Trading, LLC 0.16% Reduce -40.2% 45,957 $6.3M
Dnca Finance 0.30% Add +2.6% 45,150 $6.2M
State of Michigan Retirement System 0.03% Add +2.0% 44,700 $6.1M
Fifth Third Bancorp 0.01% Reduce -5.7% 44,571 $6.1M
Torque Asset Management LLC 2.43% Reduce -86.2% 44,028 $6.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.38% Reduce -26.5% 43,953 $6.0M
Creative Planning 0.00% Add +23.5% 43,953 $6.0M
National Pension Service 0.00% Add +23.2% 43,893 $6.0M
FIL Ltd 0.00% Add +519.4% 43,882 $6.0M
Resona Asset Management Co.,Ltd. 0.03% Reduce -11.6% 44,002 $6.0M
Cetera Investment Advisers 0.01% Add +1.6% 42,412 $5.8M
Empowered Funds, LLC 0.03% Reduce -74.8% 42,342 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -5.5% 40,138 $5.5M
Clear Street Group Inc. 0.02% Add +354.9% 39,937 $5.4M
Bank of Montreal 0.00% Reduce -17.6% 39,498 $5.4M
IFM Investors Pty Ltd 0.03% Add +17.6% 37,832 $5.2M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -0.7% 37,714 $5.1M
Los Angeles Capital Management LLC 0.02% Add +4623.9% 37,319 $5.1M
Susquehanna Fundamental Investments, LLC 0.10% Reduce -77.6% 37,183 $5.1M
Jasper Ridge Partners, L.P. 0.11% Reduce -1.4% 36,980 $5.0M
PEAK6 LLC 0.12% New 36,799 $5.0M
AE Wealth Management LLC 0.02% Add +2.4% 36,782 $5.0M
Fulcrum Asset Management LLP 0.50% Add +1695.0% 37,982 $5.0M
Corient Private Wealth LP 0.01% Reduce -76.6% 35,824 $4.9M
Harber Asset Management LLC 2.94% Reduce -41.0% 35,793 $4.9M
Osaic Holdings, Inc. 0.01% Add +12.5% 35,320 $4.8M
Oregon Public Employees Retirement Fund 0.05% No change 34,684 $4.7M
Banque Cantonale Vaudoise 0.20% Add +5.3% 34,480 $4.7M
New Age Alpha Advisors, LLC 0.20% Reduce -1.9% 34,279 $4.7M
GFG Capital, LLC 1.28% Add +12.0% 33,971 $4.6M
Clearstead Advisors, LLC 0.04% Reduce -54.7% 33,874 $4.6M
New Mexico Educational Retirement Board 0.12% No change 33,600 $4.6M
Vestcor Inc 0.11% No change 33,469 $4.6M
Agf Management Ltd. 0.02% Reduce -31.9% 33,386 $4.6M
Leonteq Securities AG 0.27% Reduce -11.6% 33,289 $4.5M
Occidental Asset Management, LLC 0.45% Reduce -0.8% 32,899 $4.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -37.4% 33,238 $4.5M
Prudential Financial Inc. 0.00% Add +256.0% 32,748 $4.5M
Linden Thomas Advisory Services, LLC 0.36% Add +2.9% 32,429 $4.4M
Selective Wealth Management, Inc. 1.16% Reduce -1.3% 29,609 $4.4M
Rosenblum Silverman Sutton S F Inc. 1.04% Reduce -4.2% 31,723 $4.3M
NewEdge Wealth, LLC 0.04% Reduce -44.9% 30,977 $4.2M
Boston Partners 0.00% Add +23.5% 30,294 $4.1M
Xponance LLC 0.03% Reduce -17.9% 30,256 $4.1M
Stephens Inc. 0.05% Add +24.6% 30,200 $4.1M
Guggenheim Capital LLC 0.03% Reduce -20.6% 29,037 $4.0M
Swiss Life Asset Management Ltd 0.02% Add +21.9% 28,262 $3.9M
Freestone Capital Holdings, LLC 0.10% Reduce -79.7% 26,785 $3.7M
Private Advisor Group, LLC 0.02% Add +2.2% 26,560 $3.6M
VestGen Advisors, LLC 0.11% New 26,185 $3.6M
LMG Wealth Partners, LLC 0.56% Reduce -5.7% 25,819 $3.5M
BW Gestao de Investimentos Ltda. 0.08% Reduce -54.3% 25,811 $3.5M
Pinnbrook Capital Management LP 0.58% New 25,700 $3.5M
Utah Retirement Systems 0.03% Reduce -10.3% 25,669 $3.5M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.43% New 25,239 $3.4M
Encore Global Management, LP 3.38% Reduce -1.2% 25,200 $3.4M
Diversify Advisory Services, LLC 0.06% Reduce -6.5% 24,951 $3.4M
Diversify Wealth Management, LLC 0.06% Reduce -8.5% 24,951 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +7.0% 24,991 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -1.7% 24,855 $3.4M
Mackenzie Financial Corp. 0.00% Reduce -19.7% 23,807 $3.2M
Gradient Investments LLC 0.04% Add +2.6% 23,481 $3.2M
Brown Advisory Inc. 0.00% Add +8.2% 23,115 $3.2M
Advisors Management Group Inc. 0.52% Reduce -5.5% 23,027 $3.1M
Concentric Capital Strategies, LP 0.19% Reduce -31.9% 22,947 $3.1M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -2.9% 22,688 $3.1M
Nissay Asset Management Corp. /Japan 0.01% Add +0.0% 22,238 $3.0M
Altrafin AG 1.18% Add +144.1% 21,970 $3.0M
Alamar Capital Management, LLC 1.51% Reduce -38.7% 21,867 $3.0M
Jones Financial Companies LLLP 0.00% Add +50.7% 23,548 $2.9M
Ascentis Wealth Management, LLC 0.49% Add +6.5% 21,388 $2.9M
New York Life Investment Management LLC 0.02% New 21,153 $2.9M
Cullinan Associates Inc. 0.21% Reduce -26.5% 20,800 $2.8M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Add +40.1% 20,492 $2.8M
Allstate Corp. 0.03% Reduce -38.1% 20,250 $2.8M
Commonwealth Equity Services, LLC 0.00% Reduce -25.4% 20,184 $2.8M
K.J. Harrison & Partners Inc 0.39% New 20,000 $2.7M
Sona Asset Management (us) LLC 0.13% New 20,000 $2.7M
Schroder Investment Management Group 0.00% Reduce -93.8% 19,756 $2.7M
S&co Inc. 0.16% Reduce -72.9% 19,699 $2.7M
Channel Wealth LLC 0.59% Reduce -58.0% 19,409 $2.6M
Bessemer Group Inc. 0.00% Reduce -41.4% 19,210 $2.6M
Tidal Investments LLC 0.01% Add +16.7% 19,051 $2.6M
OP Asset Management Ltd 0.03% Add +5.5% 19,037 $2.6M
Parallax Volatility Advisers, L.P. 0.11% Add +38.3% 18,539 $2.5M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +14.6% 18,290 $2.5M
Keybank National Association 0.01% Reduce -5.2% 18,073 $2.5M
Panagora Asset Management Inc. 0.01% New 17,739 $2.4M
Mariner, LLC 0.00% Add +190.4% 17,626 $2.4M
TD Asset Management Inc 0.00% Reduce -47.9% 17,525 $2.4M
Aubrey Capital Management Ltd 1.50% New 17,500 $2.4M
Caisse de depot et placement du Quebec 0.00% Add +241.0% 16,881 $2.3M
Avory & Company, LLC 2.87% Reduce -16.9% 16,806 $2.3M
Rwa Wealth Partners, LLC 0.02% Reduce -21.7% 16,631 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +18.4% 16,256 $2.3M
Public Employees Retirement Association of Colorado 0.01% No change 16,431 $2.2M
State of Alaska, Department of Revenue 0.02% Reduce -1.3% 16,428 $2.2M
Marex Group Ltd 0.02% Add +327.0% 16,400 $2.2M
Lido Advisors, LLC 0.01% Add +11.9% 16,336 $2.2M
Ethic Inc. 0.03% Reduce -1.7% 16,286 $2.2M
Ostrum Asset Management 0.11% Add +142.7% 16,162 $2.2M
Bank of Nova Scotia 0.00% Reduce -27.0% 16,045 $2.2M
Ballentine Partners, LLC 0.03% Add +1.4% 15,995 $2.2M
Daiwa Securities Group Inc. 0.00% Add +6.7% 15,995 $2.2M
Y.D. More Investments Ltd 0.07% Add +10.0% 15,915 $2.2M
Rare Wolf Capital LLC 1.37% Add +157.2% 15,656 $2.1M
Mediolanum International Funds Ltd 0.02% Reduce -69.0% 16,229 $2.1M
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 15,600 $2.1M
Sanctuary Advisors, LLC 0.01% Add +26.2% 15,496 $2.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -29.1% 15,482 $2.1M
Aureus Asset Management, LLC 0.13% Add +24.7% 15,411 $2.1M
Citrine Capital LLC 0.78% New 15,365 $2.1M
Candriam S.C.A. 0.01% Reduce -15.5% 15,367 $2.1M
Eurizon Capital SGR S.p.A. 0.01% Reduce -64.3% 15,376 $2.1M
USS Investment Management Ltd 0.01% New 15,300 $2.1M
Prudential PLC 0.01% No change 15,278 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +36.9% 15,267 $2.1M
Staley Capital Advisers Inc. 0.08% Reduce -31.7% 15,084 $2.1M
RBF Capital, LLC 0.09% New 15,000 $2.0M
MML Investors Services, LLC 0.00% Add +50.8% 14,972 $2.0M
Jupiter Topco LLC 0.00% — 14,879 $2.0M
DekaBank Deutsche Girozentrale 0.00% No change 26,155 $2.0M
Geneos Wealth Management Inc. 0.04% Add +0.0% 14,628 $2.0M
Vectors Research Management, LLC 0.52% Add +8.3% 14,580 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +1.4% 14,253 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 14,165 $1.9M
Polianta Ltd 0.23% New 13,700 $1.9M
Securian Asset Management, Inc. 0.07% Reduce -1.0% 12,364 $1.8M
Fort Washington Investment Advisors Inc. 0.01% No change 13,498 $1.8M
Odyssean, LLC 0.30% Reduce -19.3% 13,437 $1.8M
Prospera Financial Services Inc 0.03% Add +9.7% 13,388 $1.8M
Ahara Advisors LLC 1.21% Add +2.0% 13,166 $1.8M
SCS Capital Management LLC 0.02% Add +10.6% 13,110 $1.8M
Gulf International Bank (UK) Ltd 0.03% Reduce -2.9% 12,859 $1.8M
Diversified Trust Co. 0.03% Reduce -6.2% 12,842 $1.8M
Credit Agricole S A 0.00% Reduce -9.3% 12,802 $1.7M
Tower Research Capital LLC (TRC) 0.04% Add +156.2% 12,717 $1.7M
Quadrature Capital Ltd 0.01% Reduce -81.7% 12,708 $1.7M
Edgestream Partners, L.P. 0.05% Reduce -37.7% 12,699 $1.7M
Janney Montgomery Scott LLC 0.00% New 12,278 $1.7M
Z3 Capital Partners, LLC 0.35% Add +5.2% 12,155 $1.7M
Oppenheimer & Co. Inc. 0.02% Reduce -6.2% 11,997 $1.6M
Saudi Central Bank 0.02% Add +89.3% 11,844 $1.6M
Kestra Advisory Services, LLC 0.01% Add +15.3% 11,701 $1.6M
Arkadios Wealth Advisors 0.02% Reduce -6.3% 11,525 $1.6M
Captrust Financial Advisors 0.00% Add +34.5% 11,501 $1.6M
Pathstone Holdings, LLC 0.00% Reduce -5.8% 11,111 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +22.6% 10,970 $1.5M
Baird Financial Group, Inc. 0.00% Add +3.4% 10,918 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -23.0% 10,845 $1.5M
Investment Management Corp of Ontario 0.02% Reduce -10.7% 10,839 $1.5M
Titan Global Capital Management USA LLC 0.19% Reduce -66.3% 10,800 $1.5M
Kentucky Retirement Systems 0.04% New 10,565 $1.4M
&partners 0.01% Add +3.2% 10,503 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +0.8% 10,455 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -69.5% 10,145 $1.4M
IMC-Chicago, LLC 0.01% Reduce -86.5% 10,047 $1.4M
Brevan Howard Capital Management LP 0.02% Reduce -61.1% 9,986 $1.4M
Nomura Holdings Inc. 0.01% Reduce -31.5% 9,842 $1.3M
Delta Global Management LP 0.15% New 9,804 $1.3M
Neuberger Berman Group LLC 0.00% Add +11.9% 9,640 $1.3M
Buckland Partners Management Co LLC 0.63% No change 9,500 $1.3M
FNY Investment Advisers, LLC 0.47% Reduce -7.3% 9,501 $1.3M
Maryland State Retirement & Pension System 0.02% Add +18.4% 9,480 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +12.0% 9,473 $1.3M
Independent Advisor Alliance 0.03% Add +3.4% 9,436 $1.3M
Courier Capital LLC 0.06% Add +1.4% 9,326 $1.3M
Hennion & Walsh Asset Management, Inc. 0.04% Add +1.8% 9,241 $1.3M
Wincap Financial LLC 0.68% New 9,209 $1.3M
Hantz Financial Services, Inc. 0.02% Add +58.2% 9,191 $1.3M
Van Eck Associates Corp. 0.00% Add +90.7% 9,190 $1.3M
Stableford Capital II LLC 0.43% New 9,025 $1.2M
Cresset Asset Management, LLC 0.00% New 9,025 $1.2M
Abn Amro Investment Solutions 0.01% Add +39.6% 8,957 $1.2M
Donor Advised Charitable Giving, Inc. 0.03% No change 8,775 $1.2M
Profund Advisors LLC 0.03% Reduce -9.6% 8,744 $1.2M
Private Advisory Group LLC 0.06% Reduce -30.1% 8,537 $1.2M
Atom Investors LP 0.10% Add +184.7% 8,420 $1.1M
HighTower Advisors, LLC 0.00% Reduce -2.6% 8,082 $1.1M
Advisors Asset Management, Inc. 0.02% Add +33.1% 8,054 $1.1M
CIBC Asset Management Inc 0.00% Add +5.2% 7,935 $1.1M
Metis Global Partners, LLC 0.02% Add +5.5% 7,896 $1.1M
Calydon Capital 0.16% Reduce -2.1% 7,886 $1.1M
Thompson Investment Management, Inc. 0.12% Reduce -9.3% 7,782 $1.1M
Allianz Asset Management GmbH 0.00% Reduce -25.5% 7,658 $1.0M
Citizens Financial Group Inc. 0.01% Add +24.3% 7,581 $1.0M
QRG Capital Management, Inc. 0.01% New 7,515 $1.0M
Baker Avenue Asset Management, LP 0.02% Reduce -22.5% 7,456 $1.0M
Truvestments Capital LLC 0.15% Add +7.0% 7,444 $1.0M
Robertson Stephens Wealth Management, LLC 0.02% Add +0.9% 7,329 $1.0M
Macquarie Group Ltd. 0.00% Reduce -1.3% 7,267 $992K
Merit Financial Group, LLC 0.01% Add +11.2% 7,221 $985K
Regal Partners Ltd 0.05% New 7,178 $979K
Gilbert & Cook, Inc. 0.11% Reduce -2.0% 7,143 $975K
Alps Advisors Inc. 0.00% Reduce -28.1% 7,122 $972K
Andra AP-fonden 0.01% New 7,040 $961K
United Capital Financial Advisors, LLC 0.01% Reduce -8.1% 6,809 $929K
Monimus Capital Management, LP 0.23% New 6,770 $924K
Parallel Advisors, LLC 0.01% Add +20.2% 6,746 $921K
Wealthfront Advisers LLC 0.00% Reduce -12.8% 6,741 $920K
Accurate Wealth Management, LLC 0.09% Reduce -26.7% 6,606 $916K
SBI Securities Co., Ltd. 0.02% Reduce -5.4% 6,691 $913K
Rafferty Asset Management, LLC 0.00% Reduce -6.0% 6,649 $907K
Plato Investment Management Ltd 0.05% Reduce -37.8% 6,663 $904K
ProShare Advisors LLC 0.00% Reduce -2.7% 6,614 $902K
Franklin Resources Inc. 0.00% Reduce -37.5% 6,544 $893K
Pingora Partners LLC 0.51% No change 6,420 $876K
Almanack Investment Partners, LLC. 0.11% New 6,391 $872K
Evergreen Capital Management LLC 0.02% Reduce -5.4% 6,307 $861K
Intech Investment Management LLC 0.01% Add +45.4% 6,289 $858K
Evanson Financial, LLC 0.04% — 6,244 $852K
Coastal Bridge Advisors, LLC 0.05% Add +101.7% 6,118 $835K
Triumph Capital Management 0.15% Reduce -49.1% 6,098 $832K
Sivia Capital Partners, LLC 0.10% Add +92.0% 6,018 $821K
Connective Portfolio Management, LLC 1.36% New 6,000 $819K
Guardian Partners Inc. 0.07% New 6,000 $819K
M&T Bank Corp 0.00% Add +10.8% 5,986 $816K
Synergy Financial Group, LTD 0.59% Reduce -7.9% 5,969 $814K
Trek Financial, LLC 0.04% Reduce -34.1% 5,952 $812K
Qtron Investments LLC 0.11% Reduce -9.5% 5,874 $802K
WINTON GROUP Ltd 0.03% Reduce -92.5% 5,716 $780K
Apollon Wealth Management, LLC 0.01% New 5,626 $768K
CastleKnight Management LP 0.03% Reduce -50.0% 5,600 $764K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -79.8% 5,567 $760K
River Street Advisors LLC 0.22% No change 5,555 $758K
Sequoia Financial Advisors, LLC 0.00% Reduce -2.3% 5,553 $758K
Alphadyne Asset Management LP 0.03% New 5,510 $752K
Shelton Capital Management 0.01% Reduce -1.6% 5,486 $749K
Fideuram Asset Management (Ireland) dac 0.01% New 6,206 $730K
Choreo, LLC 0.01% Reduce -7.0% 5,293 $722K
Resonant Capital Advisors, LLC 0.03% Reduce -4.3% 5,281 $721K
IFS Group,LLC 0.98% Add +10.2% 5,250 $716K
Scientech Research LLC 0.57% New 5,165 $705K
Praxis Investment Management Inc. 0.04% Add +0.6% 5,130 $700K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.4% 5,108 $697K
Cornerstone Wealth Management, LLC 0.03% Reduce -2.9% 5,070 $692K
Sterling Capital Management LLC 0.01% Add +30.8% 5,070 $692K
SteelPeak Wealth, LLC 0.02% Reduce -2.0% 5,060 $690K
Greenwood Capital Associates LLC 0.07% Reduce -19.2% 5,004 $683K
Foundations Investment Advisors, LLC 0.01% New 4,995 $682K
North Dakota State Investment Board 0.03% Reduce -36.7% 4,976 $679K
Aaron Wealth Advisors LLC 0.03% Reduce -16.6% 4,848 $662K
MAI Capital Management 0.00% Add +12.6% 4,796 $654K
Revisor Wealth Management LLC 0.16% Add +45.3% 4,757 $649K
Fifth Third Wealth Advisors LLC 0.02% Add +0.5% 4,739 $647K
Alerus Financial NA 0.03% Reduce -19.9% 4,726 $645K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% New 4,700 $641K
GK Wealth Management LLC 0.39% New 4,686 $639K
Storgate, LLC 0.13% New 4,611 $629K
Nemes Rush Group LLC 0.05% Add +3.3% 4,611 $629K
Atlas Capital Advisors Inc. 0.07% Add +5.9% 4,590 $626K
Sender Co & Partners, Inc. 0.26% New 4,549 $621K
Sigma Planning Corp 0.02% New 4,544 $620K
Ethos Financial Group, LLC 0.04% New 4,495 $615K
Wilmington Savings Fund Society, FSB 0.01% Reduce -4.3% 4,494 $613K
Avestar Capital, LLC 0.04% New 4,480 $611K
Sheets Smith Wealth Management 0.06% Add +2.5% 4,450 $607K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Add +1.1% 4,384 $598K
Composition Wealth, LLC 0.01% Add +1.0% 4,353 $594K
Caxton Associates LLP 0.01% New 4,307 $588K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -0.7% 4,252 $580K
Wahed Invest LLC 0.06% Add +1.8% 4,198 $573K
Jackson Creek Investment Advisors LLC 0.19% Reduce -33.6% 3,998 $567K
UniSuper Management Pty Ltd 0.00% Add +46.0% 4,087 $558K
B. Metzler seel. Sohn & Co. AG 0.00% No change 4,073 $556K
Stratos Wealth Partners, LTD. 0.01% Reduce -20.4% 4,034 $550K
High Net Worth Advisory Group LLC 0.12% New 4,012 $547K
Stonebridge Financial Group, LLC 0.08% — 4,007 $546K
China Universal Asset Management Co., Ltd. 0.03% New 4,000 $546K
Independent Financial Group, LLC 0.01% Reduce -42.3% 3,980 $543K
GAMMA Investing LLC 0.02% Add +41.9% 3,936 $537K
Nisa Investment Advisors, LLC 0.00% Add +7.8% 3,880 $529K
Atria Investments, Inc 0.01% Add +13.7% 3,824 $522K
Frank, Rimerman Advisors LLC 0.03% New 3,782 $516K
Accent Capital Management, LLC 0.22% Add +3897.9% 3,758 $513K
STRS Ohio 0.00% Reduce -6.4% 3,747 $511K
EP Wealth Advisors, LLC 0.00% New 3,719 $507K
Orion Porfolio Solutions, LLC 0.00% New 3,705 $506K
Yarbrough Capital, LLC 0.01% No change 3,667 $500K
First Manhattan Co. Llc. 0.00% New 3,665 $500K
Kazazian Asset Management, LLC 0.45% No change 3,656 $499K
Ameritas Advisory Services, LLC 0.01% Add +6.9% 3,656 $499K
Savvy Advisors, Inc. 0.01% New 3,629 $495K
Legacy Advisors, LLC 0.05% New 3,600 $491K
Commerce Bank 0.00% Add +0.5% 3,524 $481K
Rodgers Brothers Inc. 0.05% No change 3,495 $477K
Signaturefd, LLC 0.01% Reduce -4.5% 3,434 $469K
Mirabella Financial Services LLP 0.05% Add +9.6% 3,429 $468K
Waldron Private Wealth LLC 0.02% No change 3,404 $464K
Groupe la Francaise 0.01% New 3,382 $461K
Meeder Advisory Services, Inc. 0.02% Reduce -0.8% 3,370 $460K
Qsemble Capital Management, LP 0.06% Reduce -91.6% 3,331 $455K
Verdence Capital Advisors LLC 0.02% Add +4.6% 3,231 $441K
Bfsg, LLC 0.04% Reduce -4.9% 3,200 $437K
Argonautica Private Wealth Management, Inc. 0.11% New 3,191 $435K
Farther Finance Advisors, LLC 0.00% Reduce -5.1% 3,169 $431K
Carson Advisory Inc. 0.20% Reduce -17.1% 3,150 $430K
True Link Financial Advisors, LLC 0.02% Reduce -10.0% 3,149 $430K
Pier 88 Investment Partners LLC 0.70% Reduce -58.7% 3,100 $423K
Arax Advisory Partners 0.00% Add +42.0% 3,041 $415K
Norden Group LLC 0.03% Reduce -2.6% 3,036 $414K
Generali Investments, Management Co LLC 0.09% Add +13.1% 3,005 $410K
Allworth Financial LP 0.00% Add +51.0% 3,005 $410K
Total Wealth Planning & Management, Inc. 0.30% New 3,001 $409K
LGT Fund Management Co Ltd. 0.02% New 3,000 $409K
Sumitomo Mitsui Financial Group, Inc. 0.01% New 3,000 $409K
Allianz SE 0.00% Reduce -57.1% 3,000 $409K
Peapack Gladstone Financial Corp. 0.00% New 3,000 $409K
Park Avenue Securities LLC 0.00% New 3,000 $409K
Finivi Inc. 0.21% Reduce -8.6% 2,963 $404K
Moneco Advisors, LLC 0.02% Reduce -0.3% 2,913 $397K
Perpetual Ltd 0.01% New 2,911 $397K
D.A. Davidson & Co. 0.00% Reduce -0.9% 2,910 $397K
Syon Capital LLC 0.02% Reduce -24.9% 2,909 $397K
Royal Fund Management, LLC 0.03% Reduce -93.9% 2,900 $396K
Motley Fool Asset Management LLC 0.02% Reduce -10.4% 2,887 $394K
PCM Encore, LLC 0.07% Add +0.9% 2,883 $393K
Callan Family Office, LLC 0.01% Add +11.2% 2,876 $392K
Frec Markets, Inc. 0.04% New 2,856 $390K
Advisory Services Network, LLC 0.00% Add +20.1% 2,852 $389K
International Assets Investment Management, LLC 0.02% Reduce -21.5% 2,768 $389K
Brand Asset Management Group, Inc. 0.09% Reduce -14.9% 2,830 $386K
NewEdge Advisors, LLC 0.00% Add +521.5% 2,828 $386K
Osmosis Investment Management UK Ltd 0.02% Reduce -20.8% 2,811 $384K
Brandywine Managers, LLC 0.19% No change 2,809 $383K
HB Wealth Management, LLC 0.00% Add +1.8% 2,806 $383K
Steel Grove Capital Advisors, LLC 0.03% Reduce -1.1% 2,738 $374K
Kestra Private Wealth Services, LLC 0.00% Reduce -15.2% 2,732 $373K
Brighton Jones LLC 0.01% New 2,721 $371K
First International Bank of Israel Ltd. 0.10% Reduce -22.9% 2,711 $370K
American Trust 0.03% Reduce -5.5% 2,706 $369K
111 Capital 0.06% New 2,704 $369K
Coldstream Capital Management Inc. 0.00% New 2,701 $369K
Ancora Advisors LLC 0.01% Add +266.9% 2,682 $366K
J.W. Cole Advisors, Inc. 0.01% New 2,681 $366K
Fulton Bank, N.A. 0.01% New 2,672 $365K
Horizon Investments, LLC 0.00% Add +18.5% 2,669 $364K
Exchange Traded Concepts, LLC 0.00% Add +18.6% 2,668 $364K
Flow Traders U.S. LLC 0.01% New 2,656 $362K
Global Retirement Partners, LLC 0.01% — 2,637 $360K
Dara Capital Us, Inc. 0.25% Add +28.4% 2,635 $360K
CX Institutional 0.01% Add +5.1% 2,633 $359K
Amica Mutual Insurance Co. 0.03% No change 2,602 $355K
Benjamin Edwards Inc. 0.00% Reduce -12.2% 2,583 $352K
Creekside Partners 0.13% Reduce -3.2% 2,582 $352K
Bokf, NA 0.00% Reduce -3.4% 2,580 $352K
Compound Planning, Inc. 0.01% New 2,557 $349K
Compass Financial Management LLC 0.04% — 2,548 $349K
Fairscale Capital, LLC 0.21% No change 2,548 $348K
Themes Management Co LLC 0.23% New 2,516 $343K
Cura Wealth Advisors, LLC 0.15% New 2,500 $341K
C M Bidwell & Associates Ltd. 0.14% Add +14.6% 2,491 $340K
FourThought Financial Partners, LLC 0.03% New 2,491 $340K
Flagship Harbor Advisors, LLC 0.01% Reduce -2.9% 2,486 $339K
Siemens Fonds Invest GmbH 0.02% Add +1.9% 2,480 $338K
HM Payson & Co. 0.00% No change 2,450 $334K
Kingsview Wealth Management, LLC 0.00% Reduce -39.6% 2,392 $326K
Integrated Wealth Concepts LLC 0.00% Reduce -72.4% 2,376 $324K
GDS Wealth Management 0.02% New 2,365 $323K
GS Investments, Inc. 0.23% No change 2,350 $321K
Gerber Kawasaki Wealth & Investment Management 0.01% New 2,340 $319K
Principal Securities, Inc. 0.00% Reduce -39.2% 2,332 $318K
Groupama Asset Managment 0.00% New 2,375 $312K
Schulz Wealth, LTD. 0.16% — 2,284 $312K
Douglass Winthrop Advisors, LLC 0.01% New 2,260 $308K
1620 Investment Advisors, Inc. 0.19% Add +43.6% 2,224 $303K
71 West Capital Partners 0.01% New 2,196 $300K
Savant Capital, LLC 0.00% Add +16.4% 3,060 $300K
Mattson Financial Services, LLC 0.06% New 2,025 $299K
Connecticut Wealth Management, LLC 0.01% New 2,185 $298K
Catalyst Funds Management Pty Ltd 0.02% Reduce -37.9% 2,183 $298K
Greenleaf Trust 0.00% New 2,129 $291K
Caprock Group, LLC 0.01% Reduce -83.4% 2,117 $289K
Awm Capital, LLC 0.02% New 2,108 $288K
CI Investments Inc. 0.00% New 2,093 $286K
HUB Investment Partners, LLC 0.01% Reduce -62.2% 2,080 $284K
Quadrant Capital Group LLC 0.01% Add +55.4% 2,079 $284K
Brown Financial Advisors 0.10% New 2,049 $280K
Oppenheimer Asset Management Inc. 0.00% New 2,049 $280K
Aspen Grove Capital, LLC 0.04% New 2,036 $278K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.11% New 2,000 $273K
Waverly Advisors, LLC 0.00% New 1,993 $272K
Leavell Investment Management, Inc. 0.01% New 1,975 $269K
Snowden Capital Advisors LLC 0.01% New 1,943 $265K
UMB Bank, n.a. 0.00% Add +20.6% 1,938 $264K
Zacks Investment Management 0.00% Reduce -97.7% 1,928 $263K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -59.3% 1,909 $260K
O'shaughnessy Asset Management, LLC 0.00% Reduce -59.3% 1,888 $258K
Walleye Capital LLC 0.00% Add +1.3% 1,887 $257K
Vise Technologies, Inc. 0.00% New 1,876 $256K
Chicago Partners Investment Group LLC 0.01% New 1,878 $256K
Rakuten Securities, Inc. 0.06% Add +374.2% 1,835 $250K
Inspirion Wealth Advisors, LLC 0.03% New 1,760 $247K
Symmetry Peak Management LLC 5.37% New 1,800 $246K
Earned Wealth Advisors, LLC 0.02% New 1,796 $245K
Cypress Wealth Services, LLC 0.03% New 1,771 $242K
Retirement Planning Group, LLC 0.01% New 1,769 $241K
Inscription Capital, LLC 0.02% Reduce -68.3% 1,749 $239K
Strid Group, LLC 0.03% New 1,733 $236K
Money Concepts Capital Corp. 0.01% New 1,733 $236K
Abel Hall, LLC 0.04% New 1,724 $235K
Requisite Capital Management, LLC 0.04% New 1,713 $234K
Novem Group 0.02% New 1,702 $232K
Thoroughbred Financial Services, LLC 0.01% New 1,701 $232K
Tortuga Wealth Management, Inc 0.18% New 1,700 $232K
Ashton Thomas Securities, LLC 0.03% New 1,677 $229K
Aspiriant, LLC 0.01% New 1,647 $225K
Hudson Bay Capital Management LP 0.00% New 1,630 $222K
Cornerstone Capital, Inc. 0.02% New 1,625 $222K
Octavia Wealth Advisors, LLC 0.02% New 1,603 $219K
KCM Investment Advisors LLC 0.01% New 1,587 $217K
West Family Investments, Inc. 0.06% New 1,586 $216K
Cigna Investments Inc. 0.03% New 1,587 $216K
Quent Capital, LLC 0.01% Add +3.6% 1,569 $214K
American Capital Advisory, LLC 0.08% Add +15570.0% 1,567 $214K
Valeo Financial Advisors, LLC 0.00% New 1,563 $213K
Mgo One Seven LLC 0.00% New 1,554 $212K
Harmony Asset Management LLC 0.06% New 1,545 $211K
Crestwood Advisors Group, LLC 0.00% New 1,545 $211K
Kingswood Wealth Advisors, LLC 0.01% New 1,537 $210K
Rothschild Wealth LLC 0.02% New 1,533 $209K
Kera Capital Partners, Inc. 0.02% Reduce -76.3% 1,518 $207K
Crewe Advisors LLC 0.01% Add +50.0% 1,500 $205K
Engineers Gate Manager LP 0.00% Reduce -99.3% 1,500 $205K
Kovack Advisors, Inc. 0.01% New 1,464 $203K
Fortis Capital Management LLC 0.02% New 1,479 $202K
Covestor Ltd 0.11% Add +99.7% 1,434 $196K
Rothschild Investment LLC 0.01% Add +346.7% 1,349 $184K
Northwest & Ethical Investments L.P. 0.00% New 1,389 $182K
Frazier Financial Advisors, LLC 0.09% Add +119.9% 1,315 $179K
Montag A & Associates Inc. 0.01% Reduce -16.6% 1,297 $177K
EverSource Wealth Advisors, LLC 0.01% Reduce -5.2% 1,264 $172K
Oslo Pensjonsforsikring AS 0.02% Reduce -56.2% 1,205 $164K
Intesa Sanpaolo S.p.A. 0.01% New 1,000 $141K
Smartleaf Asset Management LLC 0.00% No change 1,063 $140K
TD Private Client Wealth LLC 0.00% Add +65.3% 1,007 $137K
IFP Advisors, Inc 0.00% Reduce -17.8% 988 $135K
IMG Wealth Management, Inc. 0.07% No change 925 $126K
Westpac Banking Corp. 0.01% Reduce -66.1% 915 $125K
Larson Financial Group LLC 0.00% Reduce -72.4% 863 $118K
Central Pacific Bank - Trust Division 0.01% No change 860 $117K
Elevation Wealth Partners, LLC 0.03% Add +45.4% 852 $116K
Assetmark, Inc. 0.00% Add +2.6% 738 $101K
Uniplan Investment Counsel, Inc. 0.01% New 732 $100K
Jefferies Financial Group Inc. 0.00% New 659 $90K
Spire Wealth Management 0.00% Add +26.6% 637 $87K
Golden State Wealth Management, LLC 0.01% Add +6190.0% 629 $86K
HHM Wealth Advisors, LLC 0.01% Reduce -50.0% 625 $85K
Pinnacle Bancorp, Inc. 0.02% New 583 $80K
Harbour Investments, Inc. 0.00% Add +59.7% 567 $77K
Purpose Unlimited Inc. 0.00% New 555 $76K
Costello Asset Management, INC 0.02% No change 555 $76K
EFG International AG 0.00% No change 550 $75K
Forum Finance Group S.A. 0.03% No change 680 $75K
Aventura Private Wealth, LLC 0.02% Add +216.9% 526 $72K
Basecamp Wealth Advisors LLC 0.01% No change 513 $70K
SJS Investment Consulting Inc. 0.01% Reduce -32.9% 504 $69K
Versant Capital Management, Inc 0.01% Reduce -79.8% 503 $69K
Hartford Financial Management Inc. 0.02% No change 500 $68K
First Command Advisory Services, Inc. 0.00% No change 500 $68K
Caitong International Asset Management Co., Ltd 0.01% Add +7983.3% 485 $66K
Brown Brothers Harriman & Co. 0.00% No change 436 $59K
Westside Investment Management, Inc. 0.01% No change 415 $57K
Blue Trust, Inc. 0.00% Add +411.4% 404 $55K
Creative Financial Designs Inc. 0.00% Add +25.1% 369 $50K
Wilkerson Advisory Group LLC 0.02% New 366 $50K
Salomon & Ludwin, LLC 0.00% No change 349 $49K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.08% Add +0.3% 353 $48K
Beacon Investment Advisory Services, Inc. 0.00% No change 310 $42K
SHP Wealth Management 0.00% Reduce -8.2% 304 $41K
MassMutual Private Wealth & Trust, FSB 0.00% Add +279.5% 296 $40K
CVA Family Office, LLC 0.00% Add +16.6% 274 $37K
Transamerica Financial Advisors, LLC 0.00% Add +5.4% 254 $35K
Ossiam 0.00% New 253 $35K
City State Bank 0.01% No change 249 $34K
JFS Wealth Advisors, LLC 0.00% Reduce -12.5% 244 $33K
Parkside Financial Bank & Trust 0.00% Add +26.5% 210 $29K
Chilton Capital Management LLC 0.00% No change 210 $29K
Raiffeisen Bank International AG 0.00% Reduce -97.8% 218 $29K
Global Trust Asset Management, LLC 0.01% Reduce -40.1% 208 $28K
Bruce G. Allen Investments, LLC 0.02% Add +4.7% 201 $27K
MCF Advisors LLC 0.00% Reduce -93.5% 198 $27K
Capital Advisors, Ltd. LLC 0.00% Reduce -1.0% 195 $27K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +23.1% 197 $27K
Washington Trust Advisors, Inc. 0.00% Add +64.2% 197 $27K
Private Trust Co. NA 0.00% Add +13.0% 191 $26K
Lanark Financial, Inc. 0.00% Reduce -43.8% 185 $25K
Institute for Wealth Management, LLC. 0.00% New 178 $24K
Owl Creek Wealth Partners LLC 0.01% Add +29.2% 177 $24K
McGuire Capital Advisors Inc. 0.01% Add +66.0% 176 $24K
Manchester Capital Management LLC 0.00% Reduce -9.4% 173 $24K
Keating Financial Advisory Services, Inc. 0.00% Add +84.8% 170 $23K
Zions Bancorporation, National Association 0.00% Add +16.4% 163 $22K
TD Waterhouse Canada Inc. 0.00% No change 156 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 160 $22K
Financial Perspectives, Inc 0.00% No change 147 $20K
Wolff Wiese Magana LLC 0.01% No change 146 $20K
Farmers & Merchants Investments Inc. 0.00% No change 144 $20K
Marquette Asset Management, LLC 0.00% Add +340.6% 141 $19K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -27.3% 125 $17K
First Bancorp, Inc 0.01% New 125 $17K
Cullen/Frost Bankers, Inc. 0.00% Reduce -54.1% 123 $17K
1015 Capital Partners, LLC 0.01% Add +3.4% 121 $17K
Kelleher Financial Advisors 0.00% Add +100.0% 120 $16K
Tsfg, LLC 0.00% No change 115 $16K
Fiduciary Financial Advisors 0.00% New 120 $16K
Planning Strategies Inc. 0.01% — 115 $16K
True Wealth Design, LLC 0.00% Reduce -63.1% 110 $15K
IFG Advisory, LLC 0.00% New 104 $14K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 100 $14K
Fortitude Family Office, LLC 0.00% Add +56.3% 100 $14K
Essential Partners LLC 0.01% Reduce -18.4% 93 $13K
Vanguard National Trust Co 0.00% No change 92 $13K
Quarry LP 0.00% Reduce -93.3% 90 $12K
Kemnay Advisory Services Inc. 0.00% Add +22.1% 83 $11K
Bell Investment Advisors, Inc 0.00% Reduce -49.7% 82 $11K
Addison Advisors LLC 0.01% Add +11.4% 78 $11K
Tounjian Advisory Partners, LLC 0.00% New 78 $11K
Boreal Capital Management LLC 0.01% No change 75 $10K
Pension & Wealth Management Advisors, Inc. 0.00% No change 75 $10K
Center for Financial Planning, Inc. 0.00% Reduce -90.7% 74 $10K
First Horizon Corp. 0.00% Reduce -6.3% 74 $10K
Bogart Wealth, LLC 0.00% Add +1116.7% 73 $10K
Activest Wealth Management 0.00% Add +7100.0% 72 $10K
Caitlin John, LLC 0.01% Reduce -87.8% 70 $10K
Downshift Financial, LLC 0.00% New 70 $10K
Private Wealth Management Group, LLC 0.00% Reduce -25.6% 67 $9K
McDonald Partners LLC 0.00% New 62 $8K
Ares Financial Consulting, LLC 0.01% No change 61 $8K
TrinityBridge Ltd 0.00% No change 56 $8K
Aspect Partners, LLC 0.00% Reduce -57.0% 58 $8K
CoreCap Advisors, LLC 0.00% Reduce -77.2% 53 $7K
Winthrop Capital Management, LLC 0.00% No change 49 $7K
Oakworth Capital, Inc. 0.00% No change 51 $7K
Sherman Asset Management, Inc. 0.01% No change 50 $7K
Cromwell Holdings LLC 0.00% Add +46.9% 47 $6K
JPL Wealth Management, LLC 0.00% No change 46 $6K
IMA Advisory Services, Inc. 0.00% New 45 $6K
Commonwealth Retirement Investments LLC 0.00% New 45 $6K
Raffa Wealth Management, LLC 0.00% Add +109.5% 44 $6K
LifeSteps Financial, Inc. 0.00% New 42 $6K
Colonial Trust Co / SC 0.00% Reduce -22.2% 42 $6K
Manning & Napier Advisors LLC 0.00% New 42 $6K
HighMark Wealth Management LLC 0.00% Reduce -20.0% 40 $5K
Barrett & Company, Inc. 0.00% Add +300.0% 40 $5K
Creative Capital Management Investments LLC 0.00% New 39 $5K
Highline Wealth Partners LLC 0.00% No change 39 $5K
Financial Consulate, Inc. 0.00% Add +5.4% 39 $5K
Bayban 0.00% No change 37 $5K
MV Capital Management, Inc. 0.00% Add +516.7% 37 $5K
AdvisorNet Financial, Inc 0.00% Add +5.7% 37 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -12.5% 35 $5K
Synergy Investment Management, LLC 0.00% New 34 $5K
Signature Equity Partners, LLC 0.00% New 34 $5K
Minot DeBlois Advisors LLC 0.00% New 33 $5K
Retirement Wealth Solutions LLC 0.00% New 33 $5K
Mosley Wealth Management 0.00% Add +50.0% 30 $4K
Gill Capital Partners, LLC 0.00% No change 30 $4K
Field & Main Bank 0.00% No change 30 $4K
IFS Advisors, LLC 0.00% No change 30 $4K
Whittier Trust Co. of Nevada Inc. 0.00% New 24 $4K
Evolution Wealth Management Inc. 0.00% New 25 $3K
Kingdom Financial Group LLC. 0.00% No change 24 $3K
Valued Wealth Advisors LLC 0.00% No change 23 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +76.9% 23 $3K
Mather Group, Llc. 0.00% No change 23 $3K
Sankala Group LLC 0.00% New 21 $3K
Principia Wealth Advisory, LLC 0.00% Add +57.1% 22 $3K
Prestige Wealth Management Group LLC 0.00% New 22 $3K
Rialto Wealth Management, LLC 0.00% Add +50.0% 21 $3K
Nvwm, LLC 0.00% New 21 $3K
Game Plan Financial Advisors, LLC 0.00% New 20 $3K
High Note Wealth, LLC 0.00% Reduce -25.9% 20 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.8% 20 $3K
HFM Investment Advisors, LLC 0.00% Add +533.3% 19 $3K
Anchor Investment Management, LLC 0.00% New 18 $2K
SouthState Bank Corp 0.00% Reduce -15.8% 16 $2K
Financial Management Professionals, Inc. 0.00% No change 16 $2K
Strategic Wealth Partners, Ltd. 0.00% No change 16 $2K
Cornerstone Financial Management LLC 0.00% Reduce -28.6% 15 $2K
Dunhill Financial, LLC 0.00% No change 14 $2K
Avion Wealth 0.00% Add +23.1% 16 $2K
Cornerstone Planning Group LLC 0.00% No change 14 $2K
Silver Grove Financial Group, Inc. 0.00% New 13 $2K
Torren Management, LLC 0.00% No change 13 $2K
Cape Investment Advisory, Inc. 0.00% New 12 $2K
Continuum Advisory, LLC 0.00% New 12 $2K
Rossby Financial, LCC 0.00% Reduce -97.8% 11 $2K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
Quaker Wealth Management, LLC 0.00% Add +60.0% 8 $1K
Physician Wealth Advisors, Inc. 0.00% No change 8 $1K
LRI Investments, LLC 0.00% New 8 $1K
Pin Oak Investment Advisors Inc. 0.00% New 5 $1K
Navigoe, LLC 0.00% New 8 $1K
CKW Financial Group 0.00% New 9 $1K
Trifecta Capital Advisors, LLC 0.00% New 7 $956
PayPay Securities Corp 0.02% Reduce -41.7% 7 $955
Colonial Trust Advisors 0.00% No change 7 $955
Hughes Financial Services, LLC 0.00% Add +500.0% 6 $819
Darwin Wealth Management, LLC 0.00% No change 6 $818
Kilter Group LLC 0.00% No change 5 $683
TOWER TRUST & INVESTMENT Co 0.00% New 5 $682
Tidemark, LLC 0.00% No change 5 $682
Cedar Mountain Advisors, LLC 0.00% No change 5 $682
DecisionPoint Financial, LLC 0.00% No change 4 $562
WPG Advisers, LLC 0.00% No change 4 $546
Salem Investment Counselors Inc. 0.00% New 4 $546
Vision Financial Markets LLC 0.00% No change 3 $422
Beaird Harris Wealth Management, LLC 0.00% No change 3 $418
Seneschal Advisors, LLC 0.00% Add +50.0% 3 $410
Abound Wealth Management 0.00% New 3 $410
DT Investment Partners, LLC 0.00% New 3 $410
Cassaday & Co Wealth Management LLC 0.00% Reduce -66.7% 3 $410
Motco 0.00% New 3 $409
Comprehensive Financial Planning, Inc. 0.00% No change 2 $273
Atlantic Union Bankshares Corp 0.00% Reduce -60.0% 2 $273
Plante Moran Financial Advisors, LLC 0.00% New 2 $273
Maryland Capital Advisors Inc. 0.00% — 1 $137
Evolution Advisers, Inc. 0.00% New 1 $0

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