Institutional Owners for OKTA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 751 | $378,935 | 3,622 | 0.00 | 0.00 | 323 | 9.79 | 03-31-2024 |
| INVESTMENT MANAGEMENT CORP OF ONTARIO | CL A | 752 | $327,447 | 3,617 | 0.00 | 3,617 | +Inf | 12-31-2023 | |
| EA SERIES TRUST | CL A | 753 | $248,204 | 3,579 | 0.00 | 3,579 | +Inf | 06-30-2023 | |
| MERCER GLOBAL ADVISORS INC /ADV | CL A | 754 | $388,000 | 3,561 | 0.00 | 0.00 | 283 | 8.63 | 03-31-2024 |
