Filing Research | OKLO - OKLO INC Institutional Holdings

Snapshot holdings

50 / 166 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	352.5KSH	$18.4M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	310.6KSH	$16.3M
3	Fideuram Asset Management (Ireland) dac	Shares	82.2KSH	$4.7M
4	Police & Firemen's Retirement System of New Jersey	Shares	63.4KSH	$3.3M
5	SBI Securities Co., Ltd.	Shares	53.5KSH	$2.8M
6	Alliance Wealth Advisors, LLC	CALL	50.0KSH	$2.6M
7	Prospera Financial Services Inc	Shares	49.7KSH	$2.6M
8	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	45.0KSH	$2.4M
9	TB Alternative Assets Ltd.	Shares	38.0KSH	$2.0M
10	Hennion & Walsh Asset Management, Inc.	Shares	36.6KSH	$1.9M
11	Encompass More Asset Management	Shares	34.5KSH	$1.8M
12	Gradient Investments LLC	Shares	34.3KSH	$1.8M
13	Y-Intercept (Hong Kong) Ltd	Shares	33.4KSH	$1.7M
14	Bouvel Investment Partners, LLC	Shares	29.5KSH	$1.5M
15	Traynor Capital Management, Inc.	Shares	29.3KSH	$1.5M
16	Sowell Financial Services LLC	Shares	23.3KSH	$1.2M
17	Pine Valley Investments Ltd Liability Co	Shares	22.8KSH	$1.2M
18	SLT Holdings LLC	Shares	18.2KSH	$951.1K
19	Themes Management Co LLC	Shares	17.9KSH	$937.9K
20	INDEPENDENT FINANCIAL GROUP, LLC	Shares	17.5KSH	$914.4K
21	Wealth Management Partners, LLC	Shares	17.4KSH	$912.1K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.9KSH	$872.7K
23	J.W. COLE ADVISORS, INC.	Shares	15.2KSH	$795.6K
24	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.3KSH	$695.5K
25	Rockline Wealth Management, LLC	Shares	11.7KSH	$610.5K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	11.6KSH	$606.4K
27	Walser Wealth Management Company, A Ltd Liability Co	Shares	10.8KSH	$567.4K
28	Aventura Private Wealth, LLC	Shares	10.6KSH	$554.2K
29	Farther Finance Advisors, LLC	Shares	10.5KSH	$550.0K
30	MRA Advisory Group	Shares	10.4KSH	$546.6K
31	StoneCrest Wealth Management, Inc.	Shares	10.3KSH	$537.0K
32	FLAGSHIP HARBOR ADVISORS, LLC	Shares	9.8KSH	$510.6K
33	Brookwood Investment Group LLC	PUT	9.0KSH	$471.0K
34	D.A. DAVIDSON & CO.	Shares	8.9KSH	$465.6K
35	Patriot Financial Group Insurance Agency, LLC	Shares	8.7KSH	$453.0K
36	PFG Investments, LLC	Shares	8.4KSH	$439.6K
37	Bensler, LLC	Shares	8.3KSH	$434.9K
38	Joule Financial, LLC	Shares	8.1KSH	$426.4K
39	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	8.1KSH	$422.7K
40	HMS Capital Management, LLC	Shares	8.1KSH	$421.5K
41	Legacy Advisors, LLC	Shares	7.9KSH	$412.8K
42	MISSION WEALTH MANAGEMENT, LP	Shares	7.8KSH	$408.9K
43	SteelPeak Wealth, LLC	Shares	7.5KSH	$393.3K
44	Redhawk Wealth Advisors, Inc.	Shares	7.3KSH	$382.6K
45	Sara-Bay Financial	Shares	7.2KSH	$374.2K
46	IFP Advisors, Inc	Shares	7.1KSH	$373.8K
47	Apollon Wealth Management, LLC	Shares	6.4KSH	$335.4K
48	Focus Financial Network, Inc.	Shares	5.8KSH	$305.6K
49	Benin Management CORP	Shares	5.8KSH	$303.5K
50	Fifth Third Wealth Advisors LLC	Shares	5.8KSH	$302.9K

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

50 / 192 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac added	Shares	+79.6K	+$4.5M	$4.7M
2	Alliance Wealth Advisors, LLC new	CALL	+50.0K	+$2.6M	$2.6M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+21.1K	+$2.0M	$18.4M
4	TB Alternative Assets Ltd. new	Shares	+38.0K	+$2.0M	$2.0M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+33.4K	+$1.7M	$1.7M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+30.4K	+$1.7M	$3.3M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+11.6K	+$1.4M	$16.3M
8	Gradient Investments LLC added	Shares	+9.6K	+$568.7K	$1.8M
9	Brookwood Investment Group LLC new	PUT	+9.0K	+$471.0K	$471.0K
10	SteelPeak Wealth, LLC new	Shares	+7.5K	+$393.3K	$393.3K
11	Prospera Financial Services Inc added	Shares	+5.1K	+$388.3K	$2.6M
12	Hennion & Walsh Asset Management, Inc. added	Shares	+4.2K	+$307.9K	$1.9M
13	Benin Management CORP new	Shares	+5.8K	+$303.5K	$303.5K
14	Fifth Third Wealth Advisors LLC new	Shares	+5.8K	+$302.9K	$302.9K
15	Lewis Asset Management, LLC new	Shares	+5.6K	+$294.4K	$294.4K
16	Rockline Wealth Management, LLC added	Shares	+5.2K	+$288.1K	$610.5K
17	SBI Securities Co., Ltd. added	Shares	+2.7K	+$278.3K	$2.8M
18	SLT Holdings LLC added	Shares	+3.9K	+$243.2K	$951.1K
19	Pine Valley Investments Ltd Liability Co added	Shares	+3.4K	+$229.0K	$1.2M
20	Diligent Investors, LLC new	Shares	+4.2K	+$218.0K	$218.0K
21	Sovereign Financial Group, Inc. new	Shares	+4.1K	+$216.4K	$216.4K
22	AVALON CAPITAL MANAGEMENT new	CALL	+4.0K	+$209.3K	$209.3K
23	Optivise Advisory Services LLC new	Shares	+4.0K	+$208.6K	$208.6K
24	PFG Advisors new	Shares	+3.9K	+$205.7K	$205.7K
25	Mesirow Financial Investment Management, Inc. new	Shares	+3.8K	+$200.5K	$200.5K
26	Themes Management Co LLC added	Shares	+2.2K	+$160.1K	$937.9K
27	Sowell Financial Services LLC added	Shares	+1.7K	+$150.1K	$1.2M
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.7K	+$132.0K	$606.4K
29	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$123.4K	$2.4M
30	D.A. DAVIDSON & CO. added	Shares	+1.7K	+$110.9K	$465.6K
31	J.W. COLE ADVISORS, INC. added	Shares	+1.3K	+$105.6K	$795.6K
32	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.1K	+$104.6K	$914.4K
33	Wealth Management Partners, LLC added	Shares	+1.1K	+$100.3K	$912.1K
34	Bouvel Investment Partners, LLC added	Shares	+132	+$87.3K	$1.5M
35	Farther Finance Advisors, LLC added	Shares	+464	+$67.1K	$550.0K
36	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+753	+$64.1K	$510.6K
37	AVALON CAPITAL MANAGEMENT new	Shares	+1.0K	+$52.3K	$52.3K
38	IFP Advisors, Inc added	Shares	+441	+$41.4K	$373.8K
39	Joule Financial, LLC added	Shares	+385	+$41.4K	$426.4K
40	Apollon Wealth Management, LLC added	Shares	+442	+$39.5K	$335.4K
41	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-41	+$34.4K	$695.5K
42	HIGHLINE WEALTH PARTNERS LLC new	Shares	+598	+$31.3K	$31.3K
43	MISSION WEALTH MANAGEMENT, LP added	Shares	+125	+$27.6K	$408.9K
44	Alliance Wealth Advisors, LLC new	Shares	+500	+$26.2K	$26.2K
45	Strategic Blueprint, LLC added	Shares	+180	+$24.7K	$301.1K
46	LANARK FINANCIAL, INC. added	Shares	+450	+$24.1K	$34.0K
47	OLD SECOND NATIONAL BANK OF AURORA new	Shares	+425	+$22.2K	$22.2K
48	HMS Capital Management, LLC unchanged	Shares	0	+$22.1K	$421.5K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+176	+$20.7K	$228.3K
50	Focus Financial Network, Inc. added	Shares	+79	+$19.9K	$305.6K

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