OKTA · Okta, Inc. · Shareholders & Ownership

$195.01 +5.08 (+2.67%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$33.20B

174.82M

Volume · Oct 20 2.36M Avg daily vol (3M) 3.53M

Every disclosed holder of OKTA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OKTA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	853	158,274,053	90.54%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	11,366,390	6.50%	Yes
Remaining	—	5,180,485	2.96%	Rest
Registered funds (N-PORT, not summed)	546	73,389,469	41.98%	No

Shares outstanding: 174,820,928, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OKTA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FMR LLC 13G CIK 315066 · Holding company · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	19,294,277	11.04%	+3,022,210	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,272,067	9.31%	+4,929,243	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	Select Technology Portfolio Fund S000007484 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	6,060,047	3.47%	+1,866,400	May 31, 2026	Fidelity Select Portfolios, not summed
1.3	Select Software and IT Services Portfolio Fund S000007483 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	1,492,791	0.85%	+116,600	May 31, 2026	Fidelity Select Portfolios, not summed
1.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	874,839	0.50%	-24,513	May 31, 2026	Fidelity Concord Street Trust, not summed
1.5	VIP Technology Portfolio Fund S000007755 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund IV, not summed	808,603	0.46%	+209,240	Jun 30, 2026	Variable Insurance Products Fund IV, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	18,695,465	10.69%	-342,067	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,737,691	3.28%	+130,405	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,003,036	0.57%	-27,390	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	692,016	0.40%	+53,413	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	377,091	0.22%	+144,915	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Cybersecurity and Tech ETF Fund S000065015 · Registered fund · Jul 31, 2026 iShares Trust, not summed	325,358	0.19%	-50,305	Jul 31, 2026	iShares Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,949,045	5.12%	-282,054	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,594,193	4.34%	+6,495	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,274,631	3.59%	+164,855	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	848,653	0.49%	+20,813	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	259,316	0.15%	+1,864	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	58,988	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	38,649	0.02%	+10,619	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	32,442	0.02%	+440	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,337,878	3.05%	-29,025	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,497,939	2.57%	+303,331	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	First Trust Dow Jones Internet Index Fund Fund S000012479 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	342,079	0.20%	-63,818	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
7.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	30,196	0.02%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
7.3	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	26,907	0.02%	+18,196	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
7.4	First Trust Nasdaq BuyWrite Income ETF Fund S000040305 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	10,004	0.01%	+5,134	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
7.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	8,078	0.00%	+5,682	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
8	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,855,147	2.21%	-52,220	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,633,828	2.08%	+80,737	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	2,249,900	1.29%	0	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
9.2	Allspring Large Cap Core Fund Fund S000029060 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	155,316	0.09%	+52,874	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
9.3	Allspring Common Stock Fund Fund S000007339 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	82,519	0.05%	-15,314	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
9.4	Allspring Disciplined U.S. Core Fund Fund S000029104 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	50,013	0.03%	+9,954	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
9.5	Allspring Diversified Income Builder Fund Fund S000029101 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	18,094	0.01%	+6,191	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
10	First Trust Nasdaq Cybersecurity ETF Fund S000050385 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	3,566,073	2.04%	+317,048	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,440,371	1.97%	+1,589,170	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	571	0.00%	+3	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
11.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	236	0.00%	+47	Jul 31, 2026	E Trade Trust, not summed
11.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	74	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,271,979	1.87%	-114,906	Jun 30, 2026	carried, not yet filed for the newest quarter
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,060,676	1.75%	-676,628	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	1,272,828	0.73%	-385,821	May 31, 2026	MFS Series Trust IV, not summed
13.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	433,850	0.25%	+51,886	May 31, 2026	MFS Series Trust X, not summed
13.3	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	254,329	0.15%	+51,073	May 31, 2026	MFS SERIES TRUST I, not summed
13.4	MFS Blended Research Core Equity Fund Fund S000002500 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	122,006	0.07%	-83,283	Jun 30, 2026	MFS SERIES TRUST XI, not summed
13.5	MFS Blended Research Growth Equity Fund Fund S000050658 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	77,007	0.04%	+13,256	May 31, 2026	MFS SERIES TRUST X, not summed
14	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,924,665	1.67%	-135,279	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Growth Fund Fund S000006205 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	616,422	0.35%	-280,489	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
14.2	Ultra Fund Fund S000006195 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	559,000	0.32%	-225,000	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
14.3	Heritage Fund Fund S000006206 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	359,960	0.21%	-348,455	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
15	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,709,757	1.55%	+434,283	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,571,276	1.47%	+354,688	Jun 30, 2026	carried, not yet filed for the newest quarter
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,415,891	1.38%	-57,338	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	381	0.00%	+368	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
18	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,348,448	1.34%	+207,232	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	121,038	0.07%	-3,182	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
18.2	Columbia Variable Portfolio - Contrarian Core Fund Fund S000036673 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	102,497	0.06%	+25,166	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
18.3	Columbia Variable Portfolio - Balanced Fund Fund S000019838 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	63,762	0.04%	+15,968	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
18.4	CTIVP - Victory Sycamore Established Value Fund Fund S000019850 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	35,000	0.02%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
18.5	Columbia Research Enhanced Value ETF Fund S000066077 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	2,122	0.00%	-228	Jul 31, 2026	Columbia ETF Trust I, not summed
19	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,261,874	1.29%	-1,674	May 31, 2026	VANGUARD WORLD FUND, not summed
20	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,223,637	1.27%	+36,968	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,186,553	1.25%	-304,128	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,174,495	1.24%	+792,063	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,289,000	0.74%	—	Jun 30, 2026	Victory Portfolios, not summed
22.2	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	38,697	0.02%	-439	Jul 31, 2026	Victory Portfolios III, not summed
22.3	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	31,106	0.02%	-242	Jun 30, 2026	Victory Portfolios, not summed
22.4	Victory Integrity Mid-Cap Value Fund Fund S000046397 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	24,490	0.01%	+2,555	Jun 30, 2026	Victory Portfolios, not summed
22.5	VictoryShares US 500 Volatility Wtd ETF Fund S000044749 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	11,320	0.01%	-513	Jun 30, 2026	Victory Portfolios II, not summed
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,106,402	1.20%	-1,295,307	Jun 30, 2026	carried, not yet filed for the newest quarter
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,060,649	1.18%	-1,340,421	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,922,717	1.10%	+31,227	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,851,774	1.06%	-918,967	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,806,836	1.03%	+732,643	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,615,525	0.92%	-17,601	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	108,980	0.06%	+2,443	Jun 30, 2026	Northern Funds, not summed
28.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,794	0.00%	+3,098	Jul 31, 2026	FlexShares Trust, not summed
29	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,516,091	0.87%	-195,337	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	889,235	0.51%	+47,534	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
29.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	170,716	0.10%	-166,832	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
29.3	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	168,900	0.10%	-57,582	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
29.4	PRIMECAP PORTFOLIO Fund S000004397 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	20,000	0.01%	0	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
29.5	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	17,740	0.01%	-47,457	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,508,803	0.86%	+67,685	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	458,074	0.26%	+2,499	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	362,864	0.21%	+39,273	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	180,746	0.10%	+8,195	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	101,751	0.06%	+4,137	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	101,393	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,457,153	0.83%	-338,903	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,282,022	0.73%	+32,849	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	209,774	0.12%	+3,271	Jul 31, 2026	Dimensional ETF Trust, not summed
32.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	124,863	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	118,959	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	97,267	0.06%	+307	Jul 31, 2026	Dimensional ETF Trust, not summed
32.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	53,264	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,249,078	0.71%	-56,460	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	28,453	0.02%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	Columbia Contrarian Core Fund Fund S000012077 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,117,617	0.64%	+212,996	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,062,091	0.61%	+690	Jun 30, 2026	carried, not yet filed for the newest quarter
36	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,031,471	0.59%	+147,273	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Global X Cybersecurity ETF Fund S000066713 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	710,587	0.41%	+160,247	May 31, 2026	GLOBAL X FUNDS, not summed
36.2	Global X Artificial Intelligence & Technology ETF Fund S000061326 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	278,778	0.16%	+10,880	May 31, 2026	GLOBAL X FUNDS, not summed
36.3	Global X U.S. Cash Flow Kings 100 ETF Fund S000080575 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	1,724	0.00%	-698	May 31, 2026	GLOBAL X FUNDS, not summed
36.4	Global X PureCap MSCI Information Technology ETF Fund S000093599 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	648	0.00%	+54	May 31, 2026	GLOBAL X FUNDS, not summed
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,011,189	0.58%	-485,707	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	950,408	0.54%	+118,778	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Optimus Prime Fund Management Co., Ltd. 13F CIK 1732539 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	910,000	0.52%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	900,262	0.52%	-37,081	Jun 30, 2026	carried, not yet filed for the newest quarter
41	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	889,335	0.51%	+37,223	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	397,363	0.23%	-18,076	Jun 30, 2026	Carillon Series Trust, not summed
41.2	Carillon ClariVest Capital Appreciation Fund Fund S000058957 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	19,391	0.01%	0	Jun 30, 2026	Carillon Series Trust, not summed
42	Amplify Cybersecurity ETF Fund S000082278 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	842,934	0.48%	-232,157	Jun 30, 2026	Amplify ETF Trust, not summed
43	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	842,934	0.48%	-233,101	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Senvest Management, LLC 13F CIK 1328785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	825,615	0.47%	-4,900	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	807,713	0.46%	+565,098	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Greenvale Capital LLP 13F CIK 1768041 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	800,000	0.46%	-300,000	Jun 30, 2026	carried, not yet filed for the newest quarter
47	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	744,512	0.43%	+27,404	Jun 30, 2026	carried, not yet filed for the newest quarter
48	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	719,725	0.41%	-691,229	Jun 30, 2026	carried, not yet filed for the newest quarter
49	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	704,730	0.40%	-30,995	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	700,460	0.40%	+135,143	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1660134 CUSIP 679295105 13F (30d) 140 filings 128 filers Visit website Investor relations