LPL Financial
OKLO

LPL Financial’s Oklo OKLO Stock Holding History

LPL Financial’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 		$32.9M Buy
629,015
+95,064
+18% +$5.93M 0.01% 1253
2026
Q1 		$26.5M Buy
533,951
+32,336
+6% +$2.32M 0.01% 1287
2025
Q4 		$36M Buy
501,615
+14,096
+3% +$1.57M 0.01% 1043
2025
Q3 		$54.4M Buy
487,519
+10,864
+2% +$851K 0.02% 807
2025
Q2 		$26.7M Buy
476,655
+211,414
+80% +$8.15M 0.01% 1073
2025
Q1 		$5.74M Buy
265,241
+135,157
+104% +$4.57M ﹤0.01% 2043
2024
Q4 		$2.76M Buy
130,084
+111,176
+588% +$2.15M ﹤0.01% 2564
2024
Q3 		$153K Buy
+18,908
New +$142K ﹤0.01% 4801

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

LPL Financial's OKLO Position: Q2 2026 in Review

LPL Financial increased its Oklo (OKLO) stake by 18% in Q2 2026, buying an estimated $5.93M and bringing the position to 629,015 shares worth $32.9M. The position accounts for 0.01% of the portfolio, ranked #1253.

LPL Financial first reported a position in OKLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $54.4M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • LPL Financial held 629,015 shares of Oklo worth $32.9M as of Q2 2026.
  • LPL Financial bought 95,064 Oklo shares in Q2 2026, an estimated $5.93M.
  • Oklo made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1253 holding.
  • LPL Financial first reported a position in Oklo in Q3 2024 and has held it in 8 quarters since.
  • LPL Financial's Oklo position peaked at $54.4M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.