OAS
OKLO

Optivise Advisory Services’s Oklo OKLO Stock Holding History

Optivise Advisory Services’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 		$209K Buy
+3,987
New +$249K 0.11% 213

Other funds holding OKLO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Optivise Advisory Services's OKLO Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Oklo (OKLO) in Q2 2026: 3,987 shares worth $209K. The stake represents 0.11% of the portfolio and ranks #213 among its holdings.

175 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Optivise Advisory Services held 3,987 shares of Oklo worth $209K as of Q2 2026.
  • Oklo was a new Optivise Advisory Services position in Q2 2026.
  • Oklo made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #213 holding.
  • 175 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.