Insight Advisors
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Insight Advisors’s Oklo OKLO Stock Holding History

Insight 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 		$213K Buy
+5,754
New +$243K 0.04% 222
2025
Q4 		– Sell
-2,103
Closed -$235K – 303
2025
Q3 		$235K Buy
+2,103
New +$165K 0.04% 254

Other funds holding OKLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Insight Advisors's OKLO Position: Q3 2026 in Review

Insight Advisors opened a new position in Oklo (OKLO) in Q3 2026: 5,754 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings. This is a return to the name: Insight Advisors previously reported a position in OKLO as recently as Q3 2025.

Insight Advisors first reported a position in OKLO in Q3 2025 and has held it in 2 quarters since. The position peaked at $235K in Q3 2025. 313 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Insight Advisors held 5,754 shares of Oklo worth $213K as of Q3 2026.
  • Oklo was a new Insight Advisors position in Q3 2026.
  • Oklo made up 0.04% of Insight Advisors's portfolio in Q3 2026, its #222 holding.
  • Insight Advisors first reported a position in Oklo in Q3 2025 and has held it in 2 quarters since.
  • Insight Advisors's Oklo position peaked at $235K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.