Gladstone Institutional Advisory’s Oklo OKLO Stock Holding History

Gladstone Institutional Advisory’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	$667K	Buy	12,748 +4,424	+53%	+$276K	0.02%	512
2026 Q1	$413K	Buy	8,324 +3,939	+90%	+$283K	0.02%	582
2025 Q4	$315K	Buy	4,385 +583	+15%	+$65K	0.01%	619
2025 Q3	$424K	Sell	3,802 -4,625	-55%	-$362K	0.02%	560
2025 Q2	$472K	Buy	+8,427	New	+$325K	0.02%	510

Other funds holding OKLO

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gladstone Institutional Advisory's OKLO Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Oklo (OKLO) stake by 53% in Q2 2026, buying an estimated $276K and bringing the position to 12,748 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #512.

Gladstone Institutional Advisory first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Gladstone Institutional Advisory held 12,748 shares of Oklo worth $667K as of Q2 2026.
Gladstone Institutional Advisory bought 4,424 Oklo shares in Q2 2026, an estimated $276K.
Oklo made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #512 holding.
Gladstone Institutional Advisory first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.