Rothwell Investment Advisors, LLC’s Oklo OKLO Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio OKLO Stock Details OKLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.7K	Buy	+532	New	+$22.5K	0.01%	625

Other funds holding OKLO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Rothwell Investment Advisors, LLC's OKLO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Oklo (OKLO) in Q3 2026: 532 shares worth $19.7K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings.

294 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

Rothwell Investment Advisors, LLC held 532 shares of Oklo worth $19.7K as of Q3 2026.
Oklo was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Oklo made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #625 holding.
294 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.