Nuscale PowerSMR
13F holders, Q4 2024 (December 31)305holders +100
117new positions
29sold out
5famous investors
$17.94avg. 13F price*
At the end of Q4 2024, 305 institutions reported holding Nuscale Power Corp. (SMR) in their 13F filings, up 100 from Q3 2024. 117 opened new positions and 29 sold out. The largest holders were Vanguard Group Inc. ($151.1M), BlackRock, Inc. ($113.3M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($102.0M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Nuscale Power Corp.
- CUSIP
- 67079K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $109.8M |
| Exits | 29 | $25.9M |
All 13F filers, Q3 2024 → Q4 2024: 17,946,600 shares bought and 5,455,832 shares sold, net +12,490,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 305 holders
| Vanguard Group Inc. | 0.00% | Add +8.2% | 8,427,917 | $151.1M |
| BlackRock, Inc. | 0.00% | Add +10.7% | 6,317,395 | $113.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.22% | Add +1.6% | 5,688,678 | $102.0M |
| Samsung C&T Corp | 100.00% | — | 2,607,102 | $46.7M |
| D. E. Shaw & Co. | 0.05% | Add +396.7% | 2,310,780 | $41.4M |
| Swedbank AB | 0.05% | Reduce -35.7% | 2,252,250 | $40.4M |
| UBS Group AG | 0.01% | Add +1089.5% | 2,082,770 | $37.3M |
| Geode Capital Management, LLC | 0.00% | Add +7.4% | 1,965,456 | $35.2M |
| State Street Corp. | 0.00% | Add +9.6% | 1,836,338 | $32.9M |
| Van Eck Associates Corp. | 0.04% | Add +41.4% | 1,746,625 | $31.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +175.7% | 1,631,918 | $29.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 1,272,918 | $22.8M |
| Morgan Stanley | 0.00% | Add +92.0% | 1,057,321 | $19.0M |
| Citadel Advisors | 0.02% | Add +29845.2% | 984,297 | $17.6M |
| Millennium Management | 0.01% | Reduce -11.0% | 931,065 | $16.7M |
| FMR LLC | 0.00% | Add +11.9% | 873,703 | $15.7M |
| Northern Trust Corp. | 0.00% | Add +20.3% | 801,193 | $14.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.6% | 735,383 | $13.2M |
| Wells Fargo & Company | 0.00% | Add +56.6% | 729,290 | $13.1M |
| LMR Partners LLP | 0.26% | New | 632,830 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Add +278.7% | 631,042 | $11.3M |
| Two Sigma Investments, LP | 0.02% | Add +266.8% | 487,037 | $8.7M |
| Pinebridge Investments, L.P. | 0.06% | Add +2.0% | 447,176 | $8.0M |
| Alyeska Investment Group, L.P. | 0.03% | New | 425,431 | $7.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.7% | 400,055 | $7.2M |
| Privium Fund Management B.V. | 1.48% | New | 360,001 | $6.5M |
| Squarepoint Ops LLC | 0.02% | Add +118.6% | 336,008 | $6.0M |
| Wedbush Securities Inc. | 0.20% | Reduce -0.9% | 317,831 | $5.7M |
| Exchange Traded Concepts, LLC | 0.11% | Add +291.3% | 292,833 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +1070.5% | 292,409 | $5.2M |
| Bank of America Corp. | 0.00% | Add +79.8% | 292,387 | $5.2M |
| CSS LLC | 0.98% | New | 291,302 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +18.4% | 245,747 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | New | 238,304 | $4.3M |
| Simplex Trading, LLC | 0.12% | New | 230,785 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -35.4% | 228,411 | $4.1M |
| Canal Insurance CO | 1.04% | Add +3.2% | 222,890 | $4.0M |
| Bantamac Capital, LLC | 1.73% | Reduce -34.2% | 215,315 | $3.9M |
| Nuveen Asset Management, LLC | 0.00% | Add +3.9% | 202,479 | $3.6M |
| LPL Financial LLC | 0.00% | Add +87.4% | 201,296 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.5% | 197,928 | $3.5M |
| Skaana Management L.P. | 4.40% | New | 191,274 | $3.4M |
| Group One Trading LLC | 0.11% | New | 173,201 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +45.4% | 172,096 | $3.1M |
| Swiss National Bank | 0.00% | Add +21.2% | 167,700 | $3.0M |
| Headlands Technologies LLC | 0.30% | New | 167,309 | $3.0M |
| Informed Momentum Co LLC | 0.42% | New | 166,150 | $3.0M |
| Meteora Capital, LLC | 1.06% | New | 160,000 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +66.9% | 157,008 | $2.8M |
| Raymond James Financial Inc. | 0.00% | — | 153,639 | $2.8M |
| Barclays PLC | 0.00% | Add +1.0% | 152,237 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.4% | 146,354 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -60.3% | 139,705 | $2.5M |
| HRT Financial LP | 0.01% | New | 138,229 | $2.5M |
| Philip James Wealth Mangement, LLC | 0.31% | Reduce -10.7% | 127,719 | $2.3M |
| Engineers Gate Manager LP | 0.04% | Add +349.9% | 126,719 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +755.0% | 115,600 | $2.3M |
| Verition Fund Management LLC | 0.01% | Reduce -0.8% | 112,614 | $2.0M |
| Two Sigma Advisers, LP | 0.00% | New | 112,536 | $2.0M |
| Rhumbline Advisers | 0.00% | Add +9.3% | 111,404 | $2.0M |
| FORA Capital, LLC | 0.20% | Add +142.4% | 98,608 | $1.8M |
| Voloridge Investment Management, LLC | 0.01% | New | 98,478 | $1.8M |
| Legal & General Group Plc | 0.00% | Add +27.1% | 92,887 | $1.7M |
| Once Capital Management, LLC | 0.74% | No change | 90,500 | $1.6M |
| Fox Hill Wealth Management | 0.90% | Add +31.2% | 89,007 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +467.8% | 85,738 | $1.5M |
| Bokf, NA | 0.03% | Add +15.4% | 75,000 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -11.2% | 83,510 | $1.5M |
| Citigroup Inc. | 0.00% | Add +38.7% | 80,132 | $1.4M |
| California State Teachers Retirement System | 0.00% | Add +17.9% | 79,687 | $1.4M |
| CastleKnight Management LP | 0.16% | Add +2.6% | 75,500 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +50.0% | 75,396 | $1.4M |
| Mariner, LLC | 0.00% | Add +10.9% | 75,264 | $1.3M |
| Caprock Group, LLC | 0.04% | New | 73,272 | $1.3M |
| JT Stratford LLC | 0.22% | Reduce -38.7% | 72,765 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +2.3% | 70,235 | $1.3M |
| MRP Capital Investments, LLC | 1.13% | Reduce -19.6% | 69,500 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +59.2% | 69,061 | $1.2M |
| SG Americas Securities, LLC | 0.01% | Reduce -11.0% | 67,888 | $1.2M |
| Walleye Trading LLC | 0.02% | Add +586.5% | 65,124 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +73.0% | 61,374 | $1.1M |
| Natixis | 0.01% | New | 61,208 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +105.3% | 58,900 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 57,587 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -38.2% | 54,998 | $986K |
| Virtu Financial LLC | 0.05% | New | 54,981 | $986K |
| Bouvel Investment Partners, LLC | 0.35% | New | 54,254 | $973K |
| HSBC Holdings PLC | 0.00% | Reduce -4.7% | 53,481 | $958K |
| Ameriprise Financial Inc. | 0.00% | Add +34.1% | 52,612 | $943K |
| Central Asset Investments & Management Holdings (HK) Ltd | 0.60% | New | 51,400 | $922K |
| MetLife Investment Management, LLC | 0.01% | Add +13.0% | 51,278 | $919K |
| EVR Research LP | 0.30% | New | 50,000 | $897K |
| Gotham Asset Management | 0.01% | Reduce -32.8% | 47,934 | $859K |
| Gsa Capital Partners LLP | 0.06% | New | 47,557 | $853K |
| Harvest Investment Services, LLC | 0.20% | New | 46,503 | $834K |
| Cookson Peirce & Co. Inc. | 0.04% | New | 44,619 | $800K |
| MML Investors Services, LLC | 0.00% | New | 44,376 | $796K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2114.7% | 40,042 | $788K |
| Bleakley Financial Group, LLC | 0.02% | New | 42,596 | $764K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.5% | 42,121 | $755K |
| Hussman Strategic Advisors, Inc. | 0.22% | New | 42,000 | $753K |
| Intech Investment Management LLC | 0.01% | Add +165.7% | 40,153 | $720K |
| Portland Investment Counsel Inc. | 0.18% | No change | 40,000 | $717K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 40,000 | $717K |
| Janus Henderson Group PLC | 0.00% | Add +27.4% | 39,100 | $700K |
| NewEdge Advisors, LLC | 0.00% | Add +1031.3% | 49,990 | $687K |
| Teacher Retirement System of Texas | 0.00% | New | 37,602 | $674K |
| XTX Topco Ltd | 0.06% | New | 37,504 | $672K |
| T. Rowe Price Associates Inc. | 0.00% | Add +26.0% | 37,010 | $665K |
| Invesco Ltd. | 0.00% | Reduce -95.0% | 34,749 | $623K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +17.8% | 34,009 | $610K |
| Boothbay Fund Management, LLC | 0.02% | New | 33,700 | $604K |
| Sei Investments Co. | 0.00% | New | 30,770 | $552K |
| First Trust Advisors LP | 0.00% | Reduce -25.3% | 29,847 | $535K |
| AQR Capital Management | 0.00% | Add +63.5% | 27,370 | $491K |
| Caption Management, LLC | 0.02% | New | 27,000 | $484K |
| Financial Advocates Investment Management | 0.03% | New | 26,462 | $474K |
| Truist Financial Corp. | 0.00% | Add +52.5% | 26,140 | $469K |
| Ensign Peak Advisors, Inc | 0.00% | New | 25,650 | $460K |
| Federated Hermes, Inc. | 0.00% | Add +994.0% | 25,272 | $453K |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 25,100 | $450K |
| Moore Capital Management, LP | 0.01% | New | 25,000 | $448K |
| Arizona State Retirement System | 0.00% | Add +21.3% | 24,739 | $444K |
| Arkadios Wealth Advisors | 0.02% | New | 24,468 | $439K |
| Handelsbanken Fonder AB | 0.00% | No change | 24,200 | $434K |
| New York State Common Retirement Fund | 0.00% | Add +8.5% | 24,172 | $433K |
| ProShare Advisors LLC | 0.00% | Add +59.4% | 23,860 | $428K |
| Nomura Holdings Inc. | 0.00% | New | 23,621 | $424K |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.3% | 23,146 | $415K |
| Focus Partners Wealth | 0.00% | New | 22,497 | $403K |
| Clear Creek Financial Management, LLC | 0.04% | Add +93.3% | 22,442 | $402K |
| IMC-Chicago, LLC | 0.01% | New | 22,369 | $401K |
| Sanctuary Advisors, LLC | 0.00% | New | 16,914 | $399K |
| KLP Kapitalforvaltning As | 0.00% | — | 21,400 | $384K |
| Corient Private Wealth LP | 0.00% | Add +6.6% | 21,130 | $379K |
| MRA Advisory Group | 0.20% | New | 20,799 | $373K |
| World Equity Group, Inc. | 0.08% | New | 20,714 | $371K |
| D.A. Davidson & Co. | 0.00% | No change | 20,610 | $370K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.9% | 20,476 | $367K |
| Oxford Asset Management LLP | 0.17% | New | 20,246 | $363K |
| Jane Street Group, LLC | 0.00% | Reduce -94.1% | 19,552 | $351K |
| Harbour Capital Advisors, LLC | 0.08% | New | 16,780 | $350K |
| HighTower Advisors, LLC | 0.00% | Add +51.0% | 18,283 | $328K |
| Total Wealth Planning & Management, Inc. | 0.32% | — | 18,050 | $324K |
| STRS Ohio | 0.00% | Reduce -70.7% | 17,600 | $316K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 17,093 | $306K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 16,873 | $303K |
| Polar Asset Management Partners Inc. | 0.01% | Reduce -91.2% | 16,747 | $300K |
| NEOS Investment Management LLC | 0.01% | New | 16,560 | $297K |
| Park Avenue Securities LLC | 0.00% | Reduce -12.5% | 16,412 | $294K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +18.0% | 16,258 | $292K |
| Lincoln Capital LLC | 0.06% | No change | 15,956 | $286K |
| Avantax Advisory Services, Inc. | 0.00% | Add +43.3% | 15,828 | $284K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -4.8% | 15,750 | $282K |
| SBI Securities Co., Ltd. | 0.01% | — | 15,707 | $282K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 15,648 | $281K |
| Tiemann Investment Advisors, LLC | 0.12% | New | 15,500 | $278K |
| Tema ETFs LLC | 0.12% | — | 15,456 | $277K |
| L & S Advisors Inc | 0.03% | New | 15,435 | $277K |
| Jones Financial Companies LLLP | 0.00% | Add +672.3% | 15,399 | $276K |
| Captrust Financial Advisors | 0.00% | New | 15,166 | $272K |
| Kintra Wealth, LLC | 0.19% | Add +2.6% | 14,938 | $268K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 14,779 | $265K |
| Spire Wealth Management | 0.01% | New | 14,612 | $262K |
| Wolverine Trading, LLC | 0.01% | Add +38.2% | 14,271 | $260K |
| Indie Asset Partners, LLC | 0.20% | Reduce -23.7% | 14,350 | $257K |
| NFSG Corp | 0.06% | Add +99.3% | 13,755 | $247K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +142.6% | 13,753 | $247K |
| Sowell Financial Services LLC | 0.01% | New | 13,583 | $244K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 13,550 | $243K |
| Sherbrooke Park Advisers LLC | 0.08% | New | 13,446 | $241K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +247.7% | 13,072 | $234K |
| Prelude Capital Management, LLC | 0.02% | New | 12,717 | $228K |
| Catalina Capital Group, LLC | 0.07% | Add +0.2% | 12,662 | $227K |
| Waterloo Capital, L.P. | 0.02% | New | 12,625 | $226K |
| Allworth Financial LP | 0.00% | Add +781.5% | 8,815 | $225K |
| Wolff Wiese Magana LLC | 0.15% | Add +125230.0% | 12,533 | $225K |
| Almanack Investment Partners, LLC. | 0.03% | New | 12,216 | $219K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -29.1% | 12,109 | $217K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.5% | 12,069 | $216K |
| Scientech Research LLC | 0.06% | New | 11,680 | $209K |
| Glen Eagle Advisors, LLC | 0.03% | New | 11,618 | $208K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,580 | $208K |
| Independent Advisor Alliance | 0.00% | New | 11,576 | $208K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,548 | $207K |
| Mgo One Seven LLC | 0.01% | New | 11,293 | $202K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,274 | $202K |
| Balyasny Asset Management L.P. | 0.00% | New | 11,161 | $200K |
| AE Wealth Management LLC | 0.00% | New | 11,049 | $198K |
| Integrity Alliance, Llc. | 0.02% | — | 11,019 | $198K |
| Evanson Asset Management, LLC | 0.01% | Reduce -65.6% | 11,000 | $197K |
| Victory Capital Management Inc. | 0.00% | Add +6.5% | 10,669 | $191K |
| Kercheville Advisors, LLC | 0.07% | New | 10,500 | $188K |
| Creative Planning | 0.00% | New | 10,301 | $185K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +479.1% | 10,135 | $182K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,130 | $182K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 10,130 | $182K |
| Sloy Dahl & Holst, LLC | 0.02% | No change | 10,064 | $180K |
| Cwm, LLC | 0.00% | Add +80.0% | 9,547 | $171K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +16.6% | 8,863 | $159K |
| AlphaQuest LLC | 0.02% | Reduce -43.9% | 8,391 | $150K |
| Fortitude Family Office, LLC | 0.05% | No change | 8,343 | $150K |
| US Bancorp \de | 0.00% | Add +77.6% | 8,247 | $148K |
| Altshuler Shaham Ltd | 0.00% | New | 7,751 | $139K |
| Walleye Capital LLC | 0.00% | New | 7,587 | $136K |
| Rakuten Securities, Inc. | 0.05% | New | 7,490 | $134K |
| TFC Financial Management, Inc. | 0.02% | Add +1.5% | 6,501 | $117K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 5,417 | $97K |
| Global Retirement Partners, LLC | 0.00% | Add +60.1% | 4,932 | $88K |
| Anfield Capital Management, LLC | 0.03% | Add +65.3% | 4,196 | $75K |
| KBC Group NV | 0.00% | New | 3,912 | $70K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 3,738 | $67K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2980.0% | 3,696 | $66K |
| Bank of Montreal | 0.00% | New | 3,601 | $65K |
| Wolverine Asset Management LLC | 0.00% | New | 3,190 | $57K |
| Amalgamated Bank | 0.00% | Add +51.8% | 2,889 | $52K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,895 | $52K |
| Aventura Private Wealth, LLC | 0.02% | — | 2,430 | $44K |
| Twin Tree Management, LP | 0.00% | New | 2,320 | $42K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -23.5% | 2,295 | $41K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -46.5% | 2,300 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,273 | $41K |
| Toth Financial Advisory Corp. | 0.00% | Add +600.0% | 2,100 | $38K |
| Venturi Wealth Management, LLC | 0.00% | Add +313.8% | 1,978 | $35K |
| CoreCap Advisors, LLC | 0.00% | New | 1,820 | $33K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,522 | $27K |
| Hexagon Capital Partners LLC | 0.00% | No change | 1,500 | $27K |
| Continuum Advisory, LLC | 0.00% | No change | 1,401 | $25K |
| Blue Trust, Inc. | 0.00% | New | 1,327 | $24K |
| Ancora Advisors LLC | 0.00% | New | 1,300 | $23K |
| HHM Wealth Advisors, LLC | 0.00% | Add +1105.0% | 1,205 | $22K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +4856.5% | 1,140 | $20K |
| Salem Investment Counselors Inc. | 0.00% | Add +11.9% | 1,119 | $20K |
| Centricity Wealth Management, LLC | 0.02% | — | 1,000 | $18K |
| Bear Mountain Capital, Inc. | 0.01% | New | 600 | $17K |
| Principal Securities, Inc. | 0.00% | Add +76.0% | 973 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +76.8% | 884 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +13.2% | 860 | $15K |
| Signaturefd, LLC | 0.00% | No change | 850 | $15K |
| Albion Financial Group | 0.00% | No change | 840 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 750 | $13K |
| New Wave Wealth Advisors LLC | 0.01% | New | 700 | $13K |
| Evermay Wealth Management LLC | 0.00% | No change | 700 | $13K |
| Operose Advisors LLC | 0.00% | New | 688 | $12K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 653 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +8.3% | 650 | $12K |
| Stonebridge Financial Group, LLC | 0.00% | — | 595 | $11K |
| Huntington National Bank | 0.00% | New | 575 | $10K |
| IFP Advisors, Inc | 0.00% | Reduce -47.4% | 526 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | Add +15.9% | 518 | $9K |
| ORG Partners LLC | 0.00% | No change | 500 | $9K |
| MAI Capital Management | 0.00% | New | 450 | $8K |
| Modus Advisors, LLC | 0.00% | New | 425 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 425 | $8K |
| Optiver Holding B.V. | 0.00% | Add +17.0% | 420 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $7K |
| Dogwood Wealth Management LLC | 0.00% | New | 395 | $7K |
| Hantz Financial Services, Inc. | 0.00% | New | 380 | $7K |
| NewSquare Capital LLC | 0.00% | New | 380 | $7K |
| Golden State Wealth Management, LLC | 0.00% | — | 350 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 350 | $6K |
| Larson Financial Group LLC | 0.00% | Add +697.7% | 343 | $6K |
| Rothschild Investment LLC | 0.00% | Add +131.0% | 335 | $6K |
| SouthState Bank Corp | 0.00% | No change | 300 | $5K |
| Sandy Spring Bank | 0.00% | New | 300 | $5K |
| HM Payson & Co. | 0.00% | New | 270 | $5K |
| GAMMA Investing LLC | 0.00% | Add +42.1% | 270 | $5K |
| Hanseatic Management Services Inc. | 0.01% | New | 267 | $5K |
| Avior Wealth Management, LLC | 0.00% | New | 235 | $4K |
| PFS Partners, LLC | 0.00% | No change | 227 | $4K |
| Ulland Investment Advisors, LLC | 0.00% | New | 200 | $4K |
| Main Street Group, LTD | 0.00% | No change | 200 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 200 | $4K |
| LRI Investments, LLC | 0.00% | New | 198 | $4K |
| Comerica Bank | 0.00% | Add +66.4% | 193 | $3K |
| Hurley Capital, LLC | 0.00% | — | 151 | $3K |
| McClarren Financial Advisors, Inc. | 0.01% | Add +1636.4% | 191 | $3K |
| SWAN Capital LLC | 0.00% | Reduce -25.0% | 150 | $3K |
| Oarsman Capital, Inc. | 0.00% | New | 150 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 100 | $2K |
| REAP Financial Group, LLC | 0.00% | New | 100 | $2K |
| Sterling Capital Management LLC | 0.00% | Add +12.5% | 90 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 80 | $1K |
| Hilltop National Bank | 0.00% | No change | 75 | $1K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | New | 60 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 66 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | Add +4.0% | 52 | $933 |
| Aspect Partners, LLC | 0.00% | New | 52 | $932 |
| Caitlin John, LLC | 0.00% | New | 50 | $897 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 50 | $897 |
| Sunbelt Securities, Inc. | 0.00% | New | 40 | $728 |
| MCF Advisors LLC | 0.00% | No change | 40 | $718 |
| Synergy Asset Management, LLC | 0.00% | New | 60 | $695 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 38 | $681 |
| Coppell Advisory Solutions LLC | 0.00% | New | 22 | $401 |
| Lindbrook Capital, LLC | 0.00% | New | 20 | $359 |
| Gen-Wealth Partners Inc | 0.00% | New | 15 | $269 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 11 | $197 |
| Pineridge Advisors LLC | 0.00% | New | 10 | $176 |
| Capital A Wealth Management, LLC | 0.00% | — | 8 | $143 |
| Macquarie Group Ltd. | 0.00% | New | 5,131 | $92 |
| Lanark Financial, Inc. | 0.00% | — | 2 | $44 |
| FNY Investment Advisers, LLC | 0.00% | Reduce -99.9% | 1 | $0 |
| Covestor Ltd | 0.00% | No change | 8 | $0 |
"% of holder's portfolio" is SMR's weight in each manager's 13F, not the share of Nuscale Power Corp. the manager owns.