A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in

Who holds OKTAOKTA

58 funds on our shelf carry OKTA — heaviest hand: BUG at 10.05% of its book.

FundWeightFund assetsShares held
BUGGlobal X Cybersecurity ETFINDEX10.05%$793M1,012,238
IHAKiShares Cybersecurity and Tech ETFINDEX5.99%$1.2B335,000
MDYGSPDR S&P 400 Mid Cap Growth ETFINDEX1.93%$2.9B261,486
QQQJInvesco NASDAQ Next Gen 100 ETFINDEX1.76%$698M98,772
IVOGVanguard S&P Mid-Cap 400 Growth Index FundINDEX1.57%$1.1B163,620
RFGInvesco S&P MidCap 400 Pure Growth ETFINDEX1.43%$339M22,294
IJKiShares S&P Mid-Cap 400 Growth ETFINDEX1.24%$10.6B978,587
ISCGiShares Morningstar Small-Cap Growth ETFINDEX1.17%$978M53,579
QVMMInvesco S&P MidCap 400 QVM Multi-factor ETFINDEX1.14%$418M22,400
PDPInvesco Dorsey Wright Momentum ETFINDEX1.10%$1.5B78,162
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFINDEX1.02%$18.4B878,671
FITEState Street SPDR S&P Kensho Future Security ETFINDEX0.99%$155M17,063
PNQIInvesco Nasdaq Internet ETFINDEX0.95%$539M23,826
VBKVanguard Small Cap Growth Index FundINDEX0.84%$17.7B2,219,941
IVOOVanguard S&P Mid-Cap 400 ETFINDEX0.81%$2.2B276,080
XJHiShares ESG Screened S&P Mid-Cap ETFINDEX0.74%$414M22,658
IJHiShares Core S&P Mid-Cap ETFINDEX0.65%$123.5B5,799,355
TECBiShares U.S. Tech Breakthrough Multisector ETFINDEX0.53%$520M12,990
SIZEiShares MSCI USA Size Factor ETFINDEX0.49%$425M9,750
ISCBiShares Morningstar Small-Cap ETFINDEX0.47%$274M7,569
AIQGlobal X Artificial Intelligence & Technology ETFINDEX0.42%$2.1B202,751
XTiShares Exponential Technologies ETFINDEX0.36%$4.1B67,754
VBVanguard Small Cap Index FundINDEX0.36%$58.9B3,868,331
IWSiShares Russell Mid-Cap Value ETFINDEX0.35%$15.2B248,677
KNCTInvesco Next Gen Connectivity ETF0.35%—2,774
VLUEiShares MSCI USA Value Factor ETFINDEX0.31%$9.4B140,678
EUSAiShares MSCI USA Equal Weighted ETFINDEX0.31%$1.9B26,941
KOMPState Street SPDR S&P Kensho New Economies Composite ETFINDEX0.30%$2.7B38,509
VFMOVanguard U.S. Momentum Factor ETFINDEX0.27%$646M24,464
SUSAiShares MSCI USA ESG Select ETFINDEX0.27%$4.1B52,035
LRGFiShares U.S. Equity Factor ETFINDEX0.27%$3.7B46,854
IWRiShares Russell Mid-Cap ETFINDEX0.26%$56.3B683,441
VXFVanguard Extended Market Index FundINDEX0.25%$20.2B1,916,933
MTUMiShares MSCI USA Momentum Factor ETFINDEX0.19%$20.5B188,177
IYWiShares U.S. Technology ETFINDEX0.16%$27.2B210,154
VGTVanguard Information Technology Index FundINDEX0.16%$75.1B1,587,549
EVUSIshares ESG Aware MSCI USA Value ETFINDEX0.16%$381M2,921
ONEOState Street SPDR Russell 1000 Momentum Focus ETFINDEX0.16%$30M221
RWKInvesco S&P MidCap 400 Revenue ETFINDEX0.15%$1.3B9,310
IGMiShares Expanded Tech Sector ETFINDEX0.15%$11.7B82,758
ESGUiShares ESG Aware MSCI USA ETFINDEX0.15%$18.2B127,480
GXPTGlobal X PureCap MSCI Information Technology ETF0.14%—941
GARPISHARES FACTORS US GROWTH STYLE ETFINDEX0.14%$3.5B23,752
USXFiShares ESG Advanced MSCI USA ETFINDEX0.14%$1.5B9,603
IWDiShares Russell 1000 Value ETFINDEX0.10%$81.8B368,233
DSIiShares MSCI KLD 400 Social ETFINDEX0.10%$5.6B25,356
GLOFiShares Trust - iShares Global Equity Factor ETFINDEX0.09%$200M820
IUSGiShares Core S&P U.S. Growth ETFINDEX0.09%$34.8B146,325
IUSInvesco RAFI Strategic US ETFINDEX0.08%$970M3,803
VONVVanguard Russell 1000 Value ETFINDEX0.08%$9.2B106,994
MMTMSPDR S&P 1500 Momentum Tilt ETFINDEX0.06%$134M410
ESGVVanguard ESG U.S. Stock ETFINDEX0.06%$9.2B36,872
USCLiShares Climate Conscious & Transition MSCI USA ETFINDEX0.06%$2.9B8,750
PABUiShares Paris-Aligned Climate MSCI USA ETFINDEX0.03%$2.5B3,441
DFAUDimensional US Core Equity Market ETFACTIVE0.02%$6.3B35,954
DYNFBLACKROCK US EQUITY FACTOR ROTATION ETF0.02%$42.4B33,016
NZUSSPDR MSCI USA Climate Paris Aligned ETFINDEX0.02%—7
NXTISimplify Next Intangible Core Index ETF0.00%—262

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.