Signals

← Signals

☆OKLO

995 in-universe funds with a nonzero position in OKLO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24081
Score / z-0.009 / -0.03
Consensus229.39 over 453 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 467.6 0.6% 5 -0.0 pp -0.3 pp -0.7 pp +0.1 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 414.1 0.3% 5 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 382.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 342.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 336.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 170.7 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 124.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 123.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 109.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PeakShares LLC CIK 0002113507 0.881 122 104.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 92.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 69.6 0.2% 4 +0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 66.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 63.2 0.5% 5 +0.2 pp -0.1 pp -0.5 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 62.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 60.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 59.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 57.1 1.1% 4 +0.2 pp -0.6 pp -0.4 pp +1.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 55.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 46.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 37.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 35.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 35.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 32.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 31.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 30.8 8.6% 5 -0.8 pp -4.8 pp -14.8 pp -4.0 pp
☆Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 26.0 0.8% 3 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 24.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 22.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 20.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARK Investment Management LLC CIK 0001697748 0.765 190 19.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 16.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wedbush Fund Advisers, LLC CIK 2070852 0.562 103 15.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 14.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 14.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 13.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 13.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 12.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 11.7 0.9% 5 +0.0 pp -0.4 pp -1.0 pp -0.7 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 10.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 10.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 9.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 8.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 7.9 0.3% 4 +0.3 pp +0.2 pp +0.1 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Defiance ETFs, LLC CIK 0001732541 0.057 384 7.3 0.1% 2 -2.5 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 6.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 6.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 5.7 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 5.7 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 5.4 0.1% 1 +0.1 pp -0.0 pp -0.3 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.015 1137 5.1 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Westwood Wealth Management CIK 0001861125 0.587 43 5.1 1.5% 1 +1.5 pp +1.5 pp -1.6 pp -0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 4.9 0.3% 5 -0.0 pp -0.2 pp -0.6 pp -0.3 pp
☆FORA Capital, LLC CIK 0001742435 0.008 345 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fideuram Asset Management (Ireland) dac CIK 0002109923 0.020 738 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 4.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 4.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 3.8 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 3.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Firsthand Capital Management, Inc. CIK 0001476179 0.086 54 3.1 5.0% 1 +5.0 pp +1.0 pp -0.6 pp +2.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 2.8 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.446 137 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAZ INVESTMENTS LP CIK 0001159363 0.045 49 2.7 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.6 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.5 0.1% 5 -0.0 pp -0.0 pp -0.9 pp -1.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 2.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 2.4 0.4% 5 +0.0 pp -0.2 pp -0.5 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 2.1 0.7% 5 -0.1 pp -0.5 pp -1.1 pp -0.3 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Philadelphia Investment Partners, LLC CIK 0002131511 0.329 183 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.0 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 1.8 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.7 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global IMC LLC CIK 0001741619 0.000 11 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.467 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CloudAlpha Capital Management Limited/Hong Kong CIK 0001745907 0.000 24 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Infini Capital Management Ltd CIK 0001936249 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆360 Financial, Inc. CIK 0001802324 0.655 85 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.1 pp -0.7 pp -0.5 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 +0.0 pp -0.7 pp -0.3 pp -0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just OKLO). Qtrs Held counts distinct quarters this fund has actually held OKLO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OKLO position size. Δ columns are the percentage-point change in OKLO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status