KA
OKLO

Kovack Advisors’s Oklo OKLO Stock Holding History

Kovack 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 		$389K Sell
7,427
-1,043
-12% -$65.1K 0.02% 708
2026
Q1 		$410K Sell
8,470
-10,920
-56% -$785K 0.02% 649
2025
Q4 		$1.39M Buy
19,390
+4,240
+28% +$473K 0.06% 279
2025
Q3 		$1.69M Sell
15,150
-1,702
-10% -$133K 0.16% 122
2025
Q2 		$944K Buy
+16,852
New +$650K 0.09% 205

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

Kovack Advisors's OKLO Position: Q2 2026 in Review

Kovack Advisors reduced its Oklo (OKLO) stake by 12% in Q2 2026, selling an estimated $65.1K and leaving 7,427 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #708.

Kovack Advisors first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Kovack Advisors held 7,427 shares of Oklo worth $389K as of Q2 2026.
  • Kovack Advisors sold 1,043 Oklo shares in Q2 2026, an estimated $65.1K.
  • Oklo made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #708 holding.
  • Kovack Advisors first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Kovack Advisors's Oklo position peaked at $1.69M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.