Filing Research | OKE - ONEOK INC NEW Institutional Holdings

Snapshot holdings

50 / 510 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	964.1KSH	$83.8M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	914.9KSH	$79.5M
3	Mirae Asset Global Investments Co., Ltd.	Shares	665.4KSH	$57.8M
4	Assenagon Asset Management S.A.	Shares	512.1KSH	$44.5M
5	HENNESSY ADVISORS INC	Shares	360.1KSH	$31.3M
6	Brookstone Capital Management	Shares	305.1KSH	$26.5M
7	Foster Victor Wealth Advisors, LLC	Shares	274.1KSH	$25.2M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	258.3KSH	$23.2M
9	BENJAMIN EDWARDS INC	Shares	261.3KSH	$22.7M
10	TECTONIC ADVISORS LLC	Shares	218.3KSH	$19.0M
11	Sequoia Financial Advisors, LLC	Shares	213.3KSH	$18.5M
12	Columbus Macro, LLC	Shares	209.5KSH	$18.2M
13	IFM Investors Pty Ltd	Shares	200.2KSH	$17.4M
14	Catalyst Capital Advisors LLC	Shares	197.7KSH	$17.2M
15	D.A. DAVIDSON & CO.	Shares	194.3KSH	$16.9M
16	Clarity Financial LLC	Shares	186.5KSH	$16.2M
17	Czech National Bank	Shares	179.3KSH	$15.6M
18	GATEWAY INVESTMENT ADVISERS LLC	Shares	173.5KSH	$15.1M
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	170.9KSH	$14.9M
20	Sprinkle Financial Consultants LLC	Shares	170.5KSH	$14.8M
21	Fractal Investments LLC	Shares	156.6KSH	$13.6M
22	Sound Income Strategies, LLC	Shares	152.5KSH	$13.3M
23	Forum Financial Management, LP	Shares	147.0KSH	$12.8M
24	ADAMS NATURAL RESOURCES FUND, INC.	Shares	140.5KSH	$12.2M
25	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	136.0KSH	$11.8M
26	Teamwork Financial Advisors, LLC	Shares	126.2KSH	$11.0M
27	PensionDanmark Pensionsforsikringsaktieselskab	Shares	124.5KSH	$10.8M
28	Cyndeo Wealth Partners, LLC	Shares	123.5KSH	$10.7M
29	CAPITAL ADVISORS INC/OK	Shares	111.0KSH	$9.6M
30	Sowell Financial Services LLC	Shares	107.8KSH	$9.4M
31	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	103.4KSH	$9.0M
32	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	97.2KSH	$8.5M
33	Police & Firemen's Retirement System of New Jersey	Shares	93.9KSH	$8.2M
34	Cadent Capital Advisors, LLC	Shares	91.6KSH	$8.0M
35	INTACT INVESTMENT MANAGEMENT INC.	Shares	88.0KSH	$7.7M
36	Fideuram Asset Management (Ireland) dac	Shares	83.0KSH	$7.2M
37	Royal Fund Management, LLC	Shares	80.3KSH	$7.0M
38	DAVENPORT & Co LLC	Shares	77.6KSH	$6.8M
39	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	75.4KSH	$6.6M
40	Hudson Value Partners, LLC	Shares	67.8KSH	$5.9M
41	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	66.5KSH	$5.8M
42	Ipswich Investment Management Co., Inc.	Shares	63.0KSH	$5.5M
43	Chesley Taft & Associates LLC	Shares	62.3KSH	$5.4M
44	EVERPAR ADVISORS LLC	Shares	61.6KSH	$5.4M
45	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	61.4KSH	$5.3M
46	Farther Finance Advisors, LLC	Shares	59.2KSH	$5.1M
47	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	56.7KSH	$4.9M
48	ABN AMRO INVESTMENT SOLUTIONS	Shares	56.1KSH	$4.9M
49	Fulcrum Equity Management	Shares	51.9KSH	$4.5M
50	Avior Wealth Management, LLC	Shares	51.6KSH	$4.5M

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Manager changes2026-06-30 vs 2026-03-31

50 / 537 loaded

#		Instrument
1	Brookstone Capital Management added	Shares	+251.7K	+$21.7M	$26.5M
2	Assenagon Asset Management S.A. added	Shares	+225.4K	+$18.6M	$44.5M
3	Clarity Financial LLC new	Shares	+186.5K	+$16.2M	$16.2M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+102.7K	+$7.0M	$57.8M
5	Fideuram Asset Management (Ireland) dac added	Shares	+79.2K	+$6.9M	$7.2M
6	BUTENSKY & COHEN FINANCIAL SECURITY, INC new	Shares	+66.5K	+$5.8M	$5.8M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+57.8K	+$4.9M	$8.5M
8	Sprinkle Financial Consultants LLC added	Shares	+42.8K	+$3.3M	$14.8M
9	Foster Victor Wealth Advisors, LLC added	Shares	+9.4K	+$2.7M	$25.2M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+23.8K	+$2.5M	$23.2M
11	Andrew Hill Investment Advisors, Inc. added	Shares	+18.1K	+$1.5M	$3.7M
12	Farther Finance Advisors, LLC added	Shares	+16.7K	+$1.4M	$5.1M
13	J.W. COLE ADVISORS, INC. new	Shares	+14.6K	+$1.3M	$1.3M
14	San Luis Wealth Advisors LLC new	Shares	+11.6K	+$1.0M	$1.0M
15	D.A. DAVIDSON & CO. added	Shares	+17.4K	+$902.1K	$16.9M
16	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+12.8K	+$727.6K	$10.8M
17	Formidable Asset Management, LLC added	Shares	+5.6K	+$700.5K	$1.5M
18	ABC ARBITRAGE SA added	Shares	+8.5K	+$632.8K	$3.5M
19	Kesler, Norman & Wride, LLC new	Shares	+7.1K	+$619.7K	$619.7K
20	JBR Co Financial Management Inc added	Shares	+3.1K	+$581.5K	$2.3M
21	ARK & TLK INVESTMENTS, LLC new	Shares	+6.4K	+$555.9K	$555.9K
22	Centennial Wealth Advisory LLC added	Shares	+4.8K	+$391.7K	$1.1M
23	Confluence Wealth Services, Inc. new	Shares	+4.4K	+$384.8K	$384.8K
24	QRG CAPITAL MANAGEMENT, INC. added	Shares	+5.2K	+$383.3K	$2.3M
25	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+7.5K	+$374.3K	$7.7M
26	Plancorp, LLC new	Shares	+3.8K	+$346.7K	$346.7K
27	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+3.8K	+$329.5K	$329.5K
28	True North Advisors, LLC new	Shares	+3.5K	+$305.2K	$305.2K
29	Columbus Macro, LLC added	Shares	+11.4K	+$304.1K	$18.2M
30	IFM Investors Pty Ltd added	Shares	+10.8K	+$287.5K	$17.4M
31	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.6K	+$286.3K	$965.9K
32	Financial & Tax Architects, LLC new	Shares	+3.2K	+$280.1K	$280.1K
33	SageOak Financial, LLC added	Shares	+3.5K	+$271.8K	$1.2M
34	AA Financial Advisors, LLC new	Shares	+3.0K	+$261.9K	$261.9K
35	EVERPAR ADVISORS LLC added	Shares	+5.2K	+$255.4K	$5.4M
36	CoreCap Advisors, LLC added	Shares	+2.9K	+$244.2K	$531.8K
37	Composition Wealth, LLC new	Shares	+2.7K	+$233.8K	$233.8K
38	Retirement Investment Advisors, Inc. added	Shares	+130	+$232.1K	$1.2M
39	InvesTrust added	Shares	+3.0K	+$218.0K	$1.3M
40	Curated Wealth Partners LLC new	Shares	+81.8K	+$217.2K	$217.2K
41	AdvisorNet Financial, Inc added	Shares	+3.7K	+$204.9K	$3.2M
42	Demars Financial Group, LLC added	Shares	+2.2K	+$173.3K	$561.5K
43	GAMMA Investing LLC added	Shares	+2.5K	+$165.1K	$1.5M
44	Accurate Wealth Management, LLC added	Shares	+1.6K	+$154.9K	$406.1K
45	Royal Fund Management, LLC added	Shares	+4.5K	+$153.3K	$7.0M
46	OFI INVEST ASSET MANAGEMENT added	Shares	+2.2K	+$139.6K	$1.6M
47	VISTA INVESTMENT PARTNERS LLC added	Shares	+2.8K	+$126.6K	$3.2M
48	MONARCH CAPITAL MANAGEMENT INC added	Shares	+2.3K	+$125.8K	$2.2M
49	Advisory Resource Group added	Shares	+1.9K	+$116.9K	$1.4M
50	Vigilare Wealth Management added	Shares	+1.5K	+$116.3K	$473.1K

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