Vault-13

OKLO INC OKLO

COM CL A · Common Stock · CUSIP 02156V109 · ISIN US02156V1098

American nuclear startup company

239 institutional holders +114 vs Q3 2024
41,982,91842.0m shares reported held*
34.4% of all shares outstanding*
$893.2mreported value*
125 new 50 added 40 reduced 25 sold out net sold ≈ $113.4m (-4.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 122.1m as of 2024-11-14, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $21.28. Options: 22 managers hold calls ($201.7m notional), 20 hold puts ($138.3m).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 78Q4 22: 74Q1 23: 73Q2 23: 76Q3 23: 66Q4 23: 38Q1 24: 55Q2 24: 94Q3 24: 125Q4 24: 239239Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202278
Q4 202274
Q1 202373
Q2 202376
Q3 202366
Q4 202338
Q1 202455
Q2 202494
Q3 2024125
Q4 2024239

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 23: 25 bought or addedQ1 23: 16 cut or sold outQ2 23: 16 bought or addedQ2 23: 39 cut or sold outQ2 23Q3 23: 31 bought or addedQ3 23: 39 cut or sold outQ4 23: 14 bought or addedQ4 23: 50 cut or sold outQ4 23Q1 24: 30 bought or addedQ1 24: 17 cut or sold outQ2 24: 77 bought or addedQ2 24: 38 cut or sold outQ2 24Q3 24: 81 bought or addedQ3 24: 39 cut or sold outQ4 24: 175 bought or addedQ4 24: 65 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232516
Q2 20231639
Q3 20233139
Q4 20231450
Q1 20243017
Q2 20247738
Q3 20248139
Q4 202417565

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300mQ1 24 calls: $1.7mQ1 24 puts: $177.0kQ1 24P/C 0.10Q2 24 calls: $22.1mQ2 24 puts: $32.8mQ2 24P/C 1.49Q3 24 calls: $18.6mQ3 24 puts: $9.6mQ3 24P/C 0.52Q4 24 calls: $201.7mQ4 24 puts: $138.3mQ4 24P/C 0.69
Numbers
QuarterCallsPutsP/C
Q1 2024$1.7m$177.0k0.10
Q2 2024$22.1m$32.8m1.49
Q3 2024$18.6m$9.6m0.52
Q4 2024$201.7m$138.3m0.69

Biggest buyers

VANGUARD GROUP INC Added +2,090,154+2.1m
UBS Group AG Added +1,845,383+1.8m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +849,795+849.8k
TimesSquare Capital Management, LLC New +805,635+805.6k
JAT Capital Mgmt LP New +697,042+697.0k
VAN ECK ASSOCIATES CORP Added +692,117+692.1k
MORGAN STANLEY Added +479,173+479.2k
RENAISSANCE TECHNOLOGIES LLC New +424,300+424.3k
GROUP ONE TRADING LLC New +408,037+408.0k
Compound Planning, Inc. Added +392,799+392.8k

Biggest sellers

Encompass Capital Advisors LLC Sold out -6,458,669-6.5m
HITE Hedge Asset Management LLC Reduced -2,247,161-2.2m
Data Collective IV GP, LLC Reduced -1,643,291-1.6m
Alyeska Investment Group, L.P. Reduced -1,557,179-1.6m
BANK OF AMERICA CORP /DE/ Reduced -746,820-746.8k
ARK Investment Management LLC Reduced -573,708-573.7k
D. E. Shaw & Co., Inc. Reduced -539,524-539.5k
MILLENNIUM MANAGEMENT LLC Reduced -353,791-353.8k
Corient Private Wealth LP Reduced -314,507-314.5k
Balyasny Asset Management L.P. Reduced -272,648-272.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $61.0m2.9m shares
CITADEL ADVISORS LLC Added $37.8m1.8m shares
JANE STREET GROUP, LLC Added $21.6m1.0m shares
SIMPLEX TRADING, LLC Added $15.2m714.9k shares
GROUP ONE TRADING LLC Added $14.9m703.4k shares
IMC-Chicago, LLC Added $13.7m645.0k shares
WOLVERINE TRADING, LLC New $12.9m547.3k shares
PEAK6 LLC First filing $8.3m391.0k shares
Arosa Capital Management LP Added $8.0m375.0k shares
Caption Management, LLC New $1.9m90.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $45.9m2.2m shares
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC New $21.2m1.0m shares
CITADEL ADVISORS LLC Added $18.1m853.2k shares
IMC-Chicago, LLC Added $12.0m566.5k shares
JANE STREET GROUP, LLC Added $8.7m410.0k shares
SIMPLEX TRADING, LLC Added $6.5m306.3k shares
GROUP ONE TRADING LLC Added $4.9m230.8k shares
WOLVERINE TRADING, LLC New $4.8m203.1k shares
PEAK6 LLC First filing $4.8m225.0k shares
Sculptor Capital LP New $4.7m222.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
DeWitte Jacob 13D · may seek influence -1.1 pts · filed 2026-07-06 11.1% -1.1 pts 20.6m≈ $1.1bn 2026-07-06

Fell to 5% or below in the last year: BlackRock, Inc. (3.6%, 2026-07-29), VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 2 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20241$99.8k2$5.0m—
DateInsiderTradeSharesPrice ValueTheir holding
2024-12-23 Kinzley Richard Director Bought 5,000 $19.95 $99.8k5.0k shares new
2024-12-20 Cochran Caroline Co-Founder, COO, director Sold 230,569 $21.62 $5.0m230.6k shares -2%
2024-12-20 DeWitte Jacob Co-Founder, CEO, director · By Caroline Cochran Sold 230,569 $21.62 $5.0m230.6k shares -2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Data Collective IV GP, LLC 49.51% of their portfolio PALO ALTO, CA 5,277,5135.3m $112.0m $112.0m 49.51% Reduced -1.6m -1,643,291
2 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.22% of their portfolio CAUSEWAY BAY, K3 4,929,1394.9m $104.6m $104.6m 0.22% Added +74.3k +74,315
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 4,343,6794.3m $92.2m $92.2m 0.00% Added +2.1m +2,090,154
4 TIGER GLOBAL MANAGEMENT LLC 0.25% of their portfolio New York, NY 3,056,9923.1m $64.9m $64.9m 0.25% Unchanged
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,857,2191.9m $39.4m $39.4m 0.01% Added +1.8m +1,845,383
6 VAN ECK ASSOCIATES CORP 0.05% of their portfolio NEW YORK, NY 1,821,0681.8m $38.7m $38.7m 0.05% Added +692.1k +692,117
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,376,2501.4m $29.2m $29.2m 0.00% Added +28.1k +28,068
8 Alyeska Investment Group, L.P. 0.10% of their portfolio CHICAGO, IL 1,206,2811.2m $25.6m $25.6m 0.10% Reduced -1.6m -1,557,179
9 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 1,009,9821.0m $21.4m $21.4m 0.03% Added +269.0k +268,982
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 948,966949.0k $20.1m $20.1m 0.03% Added +849.8k +849,795
11 Compound Planning, Inc. 0.97% of their portfolio NEW YORK, NY 908,390908.4k $19.3m $19.3m 0.97% Added +392.8k +392,799
12 TimesSquare Capital Management, LLC 0.25% of their portfolio NEW YORK, NY 805,635805.6k $17.1m $17.1m 0.25% New
13 PORTLAND INVESTMENT COUNSEL INC. 4.37% of their portfolio BURLINGTON, A6 802,580802.6k $17.0m $17.0m 4.37% Unchanged
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 728,646728.6k $15.5m $15.5m 0.00% Reduced -9.1k -9,058
15 JAT Capital Mgmt LP 2.59% of their portfolio GREENWICH, CT 697,042697.0k $14.8m $14.8m 2.59% New
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 572,039572.0k $12.1m $12.1m 0.00% Added +479.2k +479,173
17 READYSTATE ASSET MANAGEMENT LP 0.45% of their portfolio CHICAGO, IL 503,881503.9k $10.7m $10.7m 0.45% Reduced -261.7k -261,672
18 EXCHANGE TRADED CONCEPTS, LLC 0.20% of their portfolio Oklahoma City, OK 456,221456.2k $9.7m $9.7m 0.20% Added +339.6k +339,570
19 ARK Investment Management LLC 0.08% of their portfolio ST. PETERSBURG, FL 454,294454.3k $9.6m $9.6m 0.08% Reduced -573.7k -573,708
20 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 426,935426.9k $9.1m $9.1m 0.00% Added +69.8k +69,827
21 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 424,300424.3k $9.0m $9.0m 0.01% New
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 422,431422.4k $9.0m $9.0m 0.00% Reduced -22 -22
23 GROUP ONE TRADING LLC 0.29% of their portfolio CHICAGO, IL 408,037408.0k $8.7m $8.7m 0.29% New
24 SCOPUS ASSET MANAGEMENT, L.P. 0.28% of their portfolio NEW YORK, NY 359,323359.3k $7.6m $7.6m 0.28% Reduced -15.7k -15,677
25 Arosa Capital Management LP 4.88% of their portfolio MIAMI BEACH, FL 350,000350.0k $7.4m $7.4m 4.88% Reduced -250.0k -250,000
26 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 317,947317.9k $6.8m $6.8m 0.01% Reduced -314.5k -314,507
27 CARDIFF PARK ADVISORS, LLC 0.64% of their portfolio SAN MARCOS, CA 315,133315.1k $6.7m $6.7m 0.64% Unchanged
28 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 291,036291.0k $6.2m $6.2m 0.01% Reduced -233.0k -233,049
29 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 257,194257.2k $5.5m $5.5m 0.01% Added +105.5k +105,472
30 Temasek Holdings (Private) Ltd 0.02% of their portfolio SINGAPORE, U0 256,569256.6k $5.4m $5.4m 0.02% New
31 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 254,466254.5k $5.4m $5.4m 0.01% Reduced -539.5k -539,524
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 238,350238.3k $5.1m $5.1m 0.00% Added +166.8k +166,787
33 Sculptor Capital LP 0.08% of their portfolio New York, NY 222,600222.6k $4.7m $4.7m 0.08% New
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 217,634217.6k $4.6m $4.6m 0.00% Reduced -746.8k -746,820
35 HITE Hedge Asset Management LLC 0.30% of their portfolio BRAINTREE, MA 194,469194.5k $4.1m $4.1m 0.30% Reduced -2.2m -2,247,161
36 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 167,304167.3k $3.6m $3.6m 0.00% Added +16.2k +16,222
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 165,909165.9k $3.5m $3.5m 0.00% Added +105.2k +105,231
38 SIR Capital Management, L.P. 0.34% of their portfolio NEW YORK, NY 155,442155.4k $3.3m $3.3m 0.34% New
39 STRATEGIC PLANNING GROUP, LLC 0.57% of their portfolio Bountiful, UT 145,313145.3k $3.1m $3.1m 0.57% New
40 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 133,729133.7k $2.8m $2.8m 0.02% Added +27.5k +27,508
41 Caprock Group, LLC 0.09% of their portfolio BOISE, ID 132,778132.8k $2.8m $2.8m 0.09% New
42 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 130,084130.1k $2.8m $2.8m 0.00% Added +111.2k +111,176
43 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 129,185129.2k $2.7m $2.7m 0.00% New
44 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 123,854123.9k $2.6m $2.6m 0.01% Reduced -19.6k -19,644
45 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 117,026117.0k $2.5m $2.5m 0.00% Added +104.1k +104,140
46 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 104,039104.0k $2.2m $2.2m 0.00% First filing
47 HAMILTON LANE ADVISORS LLC 2.11% of their portfolio CONSHOHOCKEN, PA 102,784102.8k $2.2m $2.2m 2.11% New
48 SPX Gestao de Recursos Ltda 0.32% of their portfolio RIO DE JANEIRO, D5 100,000100.0k $2.1m $2.1m 0.32% New
49 SkyView Investment Advisors, LLC 0.34% of their portfolio SHREWSBURY, NJ 100,000100.0k $2.1m $2.1m 0.34% Reduced -161.4k -161,424
50 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 93,01693.0k $2.4m $2.4m 0.00% Added +92.5k +92,520
51 Joule Financial, LLC 0.69% of their portfolio Lexington, KY 92,46092.5k $2.0m $2.0m 0.69% Reduced -41.8k -41,803
52 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 89,09589.1k $1.9m $1.9m 0.00% Reduced -272.6k -272,648
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 85,90285.9k $1.8m $1.8m 0.00% Added +79.5k +79,504
54 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 79,75179.8k $1.7m $1.7m 0.00% New
55 BOKF, NA 0.03% of their portfolio TULSA, OK 70,00070.0k $1.8m $1.8m 0.03% New
56 Alight Capital Management LP 0.50% of their portfolio New York, NY 70,00070.0k $1.5m $1.5m 0.50% Reduced -130.0k -130,000
57 National Philanthropic Trust 0.02% of their portfolio Jenkintown, PA 70,00070.0k $1.5m $1.5m 0.02% New
58 Windmill Hill Asset Management Ltd 0.48% of their portfolio WADDESDON, X0 69,52669.5k $1.5m $1.5m 0.48% New
59 Secure Asset Management, LLC 0.21% of their portfolio Troy, MI 66,09166.1k $1.4m $1.4m 0.21% Reduced -13.1k -13,137
60 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 61,96362.0k $1.3m $1.3m 0.00% Added +49.1k +49,113
61 Swiss National Bank 0.00% of their portfolio ZURICH, V8 59,60059.6k $1.3m $1.3m 0.00% Unchanged
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 59,06959.1k $1.3m $1.3m 0.00% Added +46.2k +46,188
63 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 58,90058.9k $1.3m $1.3m 0.00% New
64 PRELUDE CAPITAL MANAGEMENT, LLC 0.10% of their portfolio NEW YORK, NY 58,28958.3k $1.2m $1.2m 0.10% New
65 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 57,62057.6k $1.2m $1.2m 0.00% Added +42.6k +42,613
66 Value Aligned Research Advisors, LLC 0.34% of their portfolio PRINCETON, NJ 56,96657.0k $1.2m $1.2m 0.34% New
67 Central Asset Investments & Management Holdings (HK) Ltd 0.74% of their portfolio HONG KONG, K3 56,90056.9k $1.2m $1.2m 0.74% New
68 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 53,80553.8k $1.1m $1.1m 0.00% Added +2.5k +2,490
69 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 52,97053.0k $1.1m $1.1m 0.01% New
70 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 51,85051.9k $1.1m $1.1m 0.00% Added +48.2k +48,225
71 CastleKnight Management LP 0.11% of their portfolio New York, NY 48,70048.7k $1.0m $1.0m 0.11% Reduced -68.2k -68,200
72 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 46,40746.4k $985.2k $985.2k 0.02% New
73 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 45,71545.7k $970.5k $970.5k 0.06% New
74 J. Goldman & Co LP 0.03% of their portfolio NEW YORK, NY 43,62643.6k $926.2k $926.2k 0.03% New
75 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 41,28841.3k $877.0k $877.0k 0.00% Added +16.3k +16,259
76 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 41,11941.1k $873.0k $873.0k 0.00% New
77 Alpine Global Management, LLC 0.11% of their portfolio NEW YORK, NY 40,25440.3k $854.6k $854.6k 0.11% New
78 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 38,09038.1k $808.7k $808.7k 0.00% Added +25.1k +25,090
79 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 37,30037.3k $791.9k $791.9k 0.00% Reduced -47.9k -47,903
80 Polar Asset Management Partners Inc. 0.01% of their portfolio TORONTO, A6 36,80036.8k $781.3k $781.3k 0.01% New
81 Walleye Trading LLC 0.02% of their portfolio NEW YORK, NY 36,52036.5k $775.3k $775.3k 0.02% New
82 Legacy Bridge, LLC 0.40% of their portfolio WEST DES MOINES, IA 36,05536.1k $765.4k $765.4k 0.40% New
83 Nebula Research & Development LLC 0.09% of their portfolio New York, NY 36,02336.0k $764.8k $764.8k 0.09% Added +5.7k +5,679
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 35,35335.4k $750.0k $750.0k 0.00% Reduced -3.0k -3,001
85 Aristotle Atlantic Partners, LLC 0.02% of their portfolio SARASOTA, FL 35,13635.1k $745.9k $745.9k 0.02% Added +5.5k +5,469
86 SBI Securities Co., Ltd. 0.02% of their portfolio TOKYO, M0 33,32433.3k $707.5k $707.5k 0.02% First filing
87 Mariner, LLC 0.00% of their portfolio Overland Park, KS 31,36131.4k $665.8k $665.8k 0.00% Reduced -25.3k -25,283
88 MATAURO, LLC 0.14% of their portfolio NEW YORK, NY 30,05830.1k $638.1k $638.1k 0.14% First filing
89 Canal Insurance CO 0.17% of their portfolio Greenville, SC 30,00030.0k $637.0k $637.0k 0.17% New
90 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 29,62129.6k $628.9k $628.9k 0.02% New
91 Legal & General Group Plc 0.00% of their portfolio London, X0 29,60629.6k $628.5k $628.5k 0.00% Added +23.9k +23,889
92 SIMPLEX TRADING, LLC 0.02% of their portfolio CHICAGO, IL 29,40729.4k $624.0k $624.0k 0.02% Added +24.3k +24,266
93 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 29,07629.1k $617.0k $617.0k 0.00% Reduced -28.7k -28,704
94 WOLVERINE TRADING, LLC 0.02% of their portfolio CHICAGO, IL 28,44228.4k $672.7k $672.7k 0.02% New
95 Silverleafe Capital Partners, LLC 0.18% of their portfolio GERMANTOWN, TN 26,93026.9k $571.7k $571.7k 0.18% New
96 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 26,59026.6k $1.1m $1.1m 0.01% Added +14.3k +14,272
97 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 26,31526.3k $558.7k $558.7k 0.00% Reduced -332 -332
98 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 26,06526.1k $553.4k $553.4k 0.00% Reduced -6.3k -6,343
99 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 26,05726.1k $553.2k $553.2k 0.00% New
100 Balboa Wealth Partners 0.13% of their portfolio SCOTTSDALE, AZ 25,80025.8k $547.7k $547.7k 0.13% New