CoreCap Advisors
OKLO icon

CoreCap Advisors’s Oklo OKLO Stock Holding History

CoreCap 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
Q3 		$235K Buy
6,346
+3,841
+153% +$162K 0.01% 788
2026
Q2 		$131K Buy
2,505
+118
+5% +$7.36K ﹤0.01% 1010
2026
Q1 		$118K Buy
2,387
+1,251
+110% +$89.9K ﹤0.01% 974
2025
Q4 		$81.5K Buy
1,136
+90
+9% +$10K ﹤0.01% 1105
2025
Q3 		$117K Buy
1,046
+866
+481% +$67.8K ﹤0.01% 975
2025
Q2 		$10.1K Sell
180
-3,448
-95% -$133K ﹤0.01% 1866
2025
Q1 		$78.5K Buy
3,628
+2,123
+141% +$71.7K ﹤0.01% 993
2024
Q4 		$32K Buy
+1,505
New +$29.2K ﹤0.01% 1368

Other funds holding OKLO

Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CoreCap Advisors's OKLO Position: Q3 2026 in Review

CoreCap Advisors increased its Oklo (OKLO) stake by 153% in Q3 2026, buying an estimated $162K and bringing the position to 6,346 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #788.

CoreCap Advisors first reported a position in OKLO in Q4 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • CoreCap Advisors held 6,346 shares of Oklo worth $235K as of Q3 2026.
  • CoreCap Advisors bought 3,841 Oklo shares in Q3 2026, an estimated $162K.
  • Oklo made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #788 holding.
  • CoreCap Advisors first reported a position in Oklo in Q4 2024 and has held it in 8 quarters since.
  • 109 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.