IAA
OKLO

Independent Advisor Alliance’s Oklo OKLO Stock Holding History

Independent Advisor Alliance’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 		$481K Buy
9,198
+428
+5% +$26.7K 0.01% 680
2026
Q1 		$435K Buy
8,770
+2,445
+39% +$176K ﹤0.01% 1174
2025
Q4 		$454K Sell
6,325
-2,863
-31% -$319K 0.01% 674
2025
Q3 		$1.03M Sell
9,188
-326
-3% -$25.5K 0.03% 440
2025
Q2 		$533K Buy
+9,514
New +$367K 0.02% 568

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

Independent Advisor Alliance's OKLO Position: Q2 2026 in Review

Independent Advisor Alliance increased its Oklo (OKLO) stake by 4.9% in Q2 2026, buying an estimated $26.7K and bringing the position to 9,198 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #680.

Independent Advisor Alliance first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Independent Advisor Alliance held 9,198 shares of Oklo worth $481K as of Q2 2026.
  • Independent Advisor Alliance bought 428 Oklo shares in Q2 2026, an estimated $26.7K.
  • Oklo made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #680 holding.
  • Independent Advisor Alliance first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Oklo position peaked at $1.03M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.