IA
OKLO

IFP Advisors’s Oklo OKLO Stock Holding History

IFP 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 		$374K Buy
7,143
+441
+7% +$27.5K 0.01% 1178
2026
Q1 		$332K Buy
6,702
+218
+3% +$15.7K 0.01% 1140
2025
Q4 		$465K Buy
6,484
+832
+15% +$92.8K 0.01% 966
2025
Q3 		$631K Buy
5,652
+2,839
+101% +$222K 0.02% 778
2025
Q2 		$158K Buy
2,813
+529
+23% +$20.4K ﹤0.01% 1386
2025
Q1 		$49.4K Buy
+2,284
New +$77.2K ﹤0.01% 1898

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IFP Advisors's OKLO Position: Q2 2026 in Review

IFP Advisors increased its Oklo (OKLO) stake by 6.6% in Q2 2026, buying an estimated $27.5K and bringing the position to 7,143 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #1178.

IFP Advisors first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $631K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • IFP Advisors held 7,143 shares of Oklo worth $374K as of Q2 2026.
  • IFP Advisors bought 441 Oklo shares in Q2 2026, an estimated $27.5K.
  • Oklo made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1178 holding.
  • IFP Advisors first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • IFP Advisors's Oklo position peaked at $631K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.