CA
OKLO

Clearstead Advisors’s Oklo OKLO Stock Holding History

Clearstead Advisors’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
Q2 		$21.3K Buy
407
+355
+683% +$22.2K ﹤0.01% 1772
2026
Q1 		$2.58K Hold
52
– – ﹤0.01% 1848
2025
Q4 		$3.73K Buy
+52
New +$5.8K ﹤0.01% 2075

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Clearstead Advisors's OKLO Position: Q2 2026 in Review

Clearstead Advisors increased its Oklo (OKLO) stake by 683% in Q2 2026, buying an estimated $22.2K and bringing the position to 407 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Clearstead Advisors first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Clearstead Advisors held 407 shares of Oklo worth $21.3K as of Q2 2026.
  • Clearstead Advisors bought 355 Oklo shares in Q2 2026, an estimated $22.2K.
  • Oklo made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1772 holding.
  • Clearstead Advisors first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.