Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS INC/OK | 04-29-2024 | 03-31-2024 | 312 | 4,660,987,346 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 151 | $2,197,373 | 8,455 | 0.00 | 0.00 | 135 | 1.62 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 152 | $2,185,610 | 35,800 | 0.00 | 0.00 | -587 | -1.61 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 153 | $2,167,988 | 10,410 | 0.00 | 0.00 | -287 | -2.68 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 154 | $2,136,426 | 18,285 | 0.00 | 0.00 | 163 | 0.90 | 03-31-2024 |
