Nuscale PowerSMR
13F holders, Q1 2025 (March 31)323holders +18
81new positions
60sold out
5famous investors
$14.16avg. 13F price*
At the end of Q1 2025, 323 institutions reported holding Nuscale Power Corp. (SMR) in their 13F filings, up 18 from Q4 2024. 81 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($126.6M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($96.9M) and BlackRock, Inc. ($96.8M). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Nuscale Power Corp.
- CUSIP
- 67079K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $48.7M |
| Exits | 60 | $45.7M |
All 13F filers, Q4 2024 → Q1 2025: 20,298,827 shares bought and 8,093,905 shares sold, net +12,204,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| Vanguard Group Inc. | 0.00% | Add +6.1% | 8,940,535 | $126.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.21% | Add +20.3% | 6,841,836 | $96.9M |
| BlackRock, Inc. | 0.00% | Add +8.2% | 6,832,703 | $96.8M |
| Van Eck Associates Corp. | 0.08% | Add +138.3% | 4,161,993 | $58.9M |
| D. E. Shaw & Co. | 0.06% | Add +43.6% | 3,319,390 | $47.0M |
| UBS Group AG | 0.01% | Add +52.1% | 3,168,085 | $44.9M |
| Samsung C&T Corp | 100.00% | No change | 2,607,102 | $36.9M |
| Swedbank AB | 0.05% | Add +6.7% | 2,402,125 | $34.0M |
| Morgan Stanley | 0.00% | Add +123.3% | 2,361,434 | $33.4M |
| Geode Capital Management, LLC | 0.00% | Add +16.0% | 2,280,369 | $32.3M |
| State Street Corp. | 0.00% | Add +8.3% | 1,989,520 | $28.2M |
| Citadel Advisors | 0.03% | Add +87.7% | 1,847,537 | $26.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1220.7% | 1,845,116 | $26.1M |
| Bank of America Corp. | 0.00% | Add +341.1% | 1,289,572 | $18.3M |
| CloudAlpha Capital Management Limited/Hong Kong | 2.18% | New | 1,007,814 | $14.3M |
| Northern Trust Corp. | 0.00% | Add +7.1% | 857,728 | $12.1M |
| Two Sigma Investments, LP | 0.03% | Add +74.8% | 851,373 | $12.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.3% | 847,869 | $12.0M |
| Susquehanna International Group, LLP | 0.02% | Add +159.7% | 759,446 | $10.8M |
| Two Sigma Advisers, LP | 0.02% | Add +471.2% | 642,836 | $9.1M |
| Wells Fargo & Company | 0.00% | Reduce -16.7% | 607,443 | $8.6M |
| Voloridge Investment Management, LLC | 0.03% | Add +495.2% | 586,162 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.3% | 468,840 | $6.6M |
| Tidal Investments LLC | 0.05% | New | 458,750 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +100.2% | 457,276 | $6.5M |
| BNP Paribas Financial Markets | 0.01% | Add +90.2% | 453,282 | $6.4M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -0.3% | 445,745 | $6.3M |
| TB Alternative Assets Ltd. | 1.38% | New | 419,363 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Add +3.4% | 413,507 | $5.9M |
| Wedbush Securities Inc. | 0.20% | Add +22.1% | 388,066 | $5.5M |
| Group One Trading LLC | 0.22% | Add +119.6% | 380,339 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | New | 329,875 | $4.7M |
| LPL Financial LLC | 0.00% | Add +35.8% | 273,394 | $3.9M |
| Canal Insurance CO | 0.91% | Add +22.4% | 272,890 | $3.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -79.0% | 266,805 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +5.2% | 258,626 | $3.7M |
| Simplex Trading, LLC | 0.13% | Add +11.0% | 256,248 | $3.6M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -15.5% | 247,421 | $3.5M |
| Verition Fund Management LLC | 0.02% | Add +96.7% | 221,544 | $3.1M |
| Alyeska Investment Group, L.P. | 0.01% | Reduce -50.0% | 212,716 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.8% | 209,418 | $3.0M |
| Nuveen, LLC | 0.00% | — | 209,113 | $3.0M |
| Swiss National Bank | 0.00% | Add +19.3% | 200,100 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +16.2% | 199,950 | $2.8M |
| Headlands Technologies LLC | 0.32% | Add +18.6% | 198,520 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.9% | 193,098 | $2.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -42.7% | 192,474 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +17.6% | 184,601 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +10.0% | 168,934 | $2.4M |
| Capital Fund Management S.A. | 0.03% | New | 162,375 | $2.3M |
| HRT Financial LP | 0.01% | Add +11.6% | 154,244 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.3% | 149,643 | $2.1M |
| Engineers Gate Manager LP | 0.04% | Add +17.5% | 148,857 | $2.1M |
| Virtu Financial LLC | 0.11% | Add +162.7% | 144,455 | $2.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +58.3% | 135,736 | $2.0M |
| EVR Research LP | 0.90% | Add +180.0% | 140,000 | $2.0M |
| Once Capital Management, LLC | 0.88% | Add +51.0% | 136,700 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +137.0% | 130,352 | $1.8M |
| Barclays PLC | 0.00% | Reduce -15.4% | 128,809 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +12.8% | 125,708 | $1.8M |
| Gotham Asset Management | 0.01% | Add +144.4% | 117,138 | $1.7M |
| Philip James Wealth Mangement, LLC | 0.21% | Reduce -9.6% | 115,489 | $1.6M |
| Walleye Capital LLC | 0.02% | Add +1342.4% | 109,433 | $1.5M |
| Jump Financial, LLC | 0.02% | New | 108,405 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +33.2% | 106,178 | $1.5M |
| Graham Capital Management, L.P. | 0.07% | New | 105,118 | $1.5M |
| Legal & General Group Plc | 0.00% | Add +12.8% | 104,813 | $1.5M |
| Sculptor Capital LP | 0.05% | New | 101,000 | $1.4M |
| CastleKnight Management LP | 0.15% | Add +28.1% | 96,700 | $1.4M |
| Fox Hill Wealth Management | 0.79% | Add +6.0% | 94,334 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +171.7% | 92,392 | $1.3M |
| Bantamac Capital, LLC | 0.62% | Reduce -57.3% | 91,942 | $1.3M |
| Millennium Management | 0.00% | Reduce -90.2% | 91,209 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +7.0% | 89,318 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +652.0% | 84,778 | $1.2M |
| Wolverine Trading, LLC | 0.04% | Add +449.0% | 78,354 | $1.2M |
| Mariner, LLC | 0.00% | Add +2.6% | 77,196 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +0.9% | 76,082 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Add +76.8% | 75,311 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -6.5% | 74,948 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.0% | 74,586 | $1.1M |
| Invesco Ltd. | 0.00% | Add +112.7% | 73,916 | $1.0M |
| Caprock Group, LLC | 0.03% | No change | 73,272 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +342.9% | 68,197 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Add +0.5% | 70,572 | $999K |
| JT Stratford LLC | 0.18% | Reduce -3.0% | 70,550 | $999K |
| MRP Capital Investments, LLC | 0.92% | Add +0.2% | 69,650 | $986K |
| Walleye Trading LLC | 0.03% | Add +4.6% | 68,133 | $965K |
| T. Rowe Price Associates Inc. | 0.00% | Add +73.6% | 64,233 | $910K |
| Advisory Services Network, LLC | 0.02% | New | 63,571 | $900K |
| Parallel Advisors, LLC | 0.02% | Add +6.8% | 61,490 | $871K |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 61,493 | $871K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -51.5% | 56,070 | $839K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +20.9% | 53,926 | $764K |
| Ameriprise Financial Inc. | 0.00% | Add +2.1% | 53,719 | $761K |
| MetLife Investment Management, LLC | 0.00% | Add +3.5% | 53,100 | $752K |
| Intech Investment Management LLC | 0.01% | Add +32.0% | 53,015 | $751K |
| Voleon Capital Management LP | 0.06% | New | 52,363 | $741K |
| MML Investors Services, LLC | 0.00% | Add +14.0% | 50,596 | $716K |
| Wealth Effects LLC | 0.29% | New | 48,200 | $683K |
| Janus Henderson Group PLC | 0.00% | Add +16.6% | 45,600 | $682K |
| SBI Securities Co., Ltd. | 0.02% | Add +200.9% | 47,258 | $669K |
| Teacher Retirement System of Texas | 0.00% | Add +20.9% | 45,454 | $644K |
| Cwm, LLC | 0.00% | Add +366.2% | 44,512 | $630K |
| Corebridge Financial, Inc. | 0.00% | Add +5.2% | 44,302 | $627K |
| HighTower Advisors, LLC | 0.00% | Add +137.7% | 43,457 | $615K |
| Banque Cantonale Vaudoise | 0.03% | — | 42,467 | $601K |
| Hussman Strategic Advisors, Inc. | 0.14% | No change | 42,000 | $595K |
| Portland Investment Counsel Inc. | 0.17% | No change | 40,000 | $566K |
| Truist Financial Corp. | 0.00% | Add +47.8% | 38,629 | $547K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +139.8% | 37,773 | $535K |
| Benjamin Edwards Inc. | 0.01% | Add +63.2% | 37,773 | $535K |
| AQR Capital Management | 0.00% | Add +37.4% | 37,614 | $533K |
| Park Avenue Securities LLC | 0.01% | Add +122.1% | 36,451 | $516K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +145.5% | 36,286 | $514K |
| CSS LLC | 0.10% | Reduce -87.7% | 35,702 | $506K |
| B.O.S.S. Retirement Advisors, LLC | 0.15% | New | 35,369 | $501K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 34,200 | $484K |
| Gables Capital Management Inc. | 0.23% | New | 33,400 | $473K |
| Perbak Capital Partners LLP | 0.35% | New | 33,396 | $473K |
| Avantax Advisory Services, Inc. | 0.00% | Add +93.8% | 30,666 | $434K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.7% | 30,567 | $425K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +194.8% | 29,865 | $423K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +194.8% | 29,865 | $423K |
| Arizona State Retirement System | 0.00% | Add +19.8% | 29,638 | $420K |
| Financial Advocates Investment Management | 0.03% | Add +4.2% | 27,581 | $391K |
| Integrated Wealth Concepts LLC | 0.00% | New | 27,546 | $390K |
| KLP Kapitalforvaltning As | 0.00% | Add +27.1% | 27,200 | $385K |
| Clear Creek Financial Management, LLC | 0.04% | Add +19.4% | 26,790 | $379K |
| Am Investment Strategies LLC | 0.09% | New | 26,660 | $378K |
| IMC-Chicago, LLC | 0.01% | Add +18.9% | 26,592 | $377K |
| KG Capital Management | 0.12% | New | 25,770 | $365K |
| Arkadios Wealth Advisors | 0.01% | Add +5.2% | 25,749 | $365K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 25,650 | $363K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +80.7% | 24,849 | $352K |
| Mercer Global Advisors Inc. | 0.00% | New | 24,373 | $345K |
| Handelsbanken Fonder AB | 0.00% | No change | 24,200 | $343K |
| New York State Common Retirement Fund | 0.00% | No change | 24,172 | $342K |
| Voya Investment Management LLC | 0.00% | Reduce -4.2% | 24,050 | $341K |
| First Trust Advisors LP | 0.00% | Reduce -20.4% | 23,766 | $337K |
| Bayesian Capital Management, LP | 0.06% | New | 23,500 | $333K |
| Cadent Capital Advisors, LLC | 0.12% | New | 22,963 | $325K |
| Altshuler Shaham Ltd | 0.01% | Add +194.7% | 22,842 | $323K |
| Sanctuary Advisors, LLC | 0.00% | Add +30.3% | 22,030 | $312K |
| Neuberger Berman Group LLC | 0.00% | Add +7.0% | 21,904 | $310K |
| Townsquare Capital LLC | 0.00% | New | 21,677 | $307K |
| Creative Planning | 0.00% | Add +104.4% | 21,057 | $298K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.1% | 39,936 | $295K |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 20,660 | $293K |
| DNB Asset Management AS | 0.00% | New | 20,659 | $293K |
| D.A. Davidson & Co. | 0.00% | No change | 20,610 | $292K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +56.3% | 20,433 | $289K |
| Cibc World Markets Corp. | 0.00% | New | 20,065 | $284K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +15.1% | 19,674 | $279K |
| ProShare Advisors LLC | 0.00% | Reduce -17.9% | 19,576 | $277K |
| Franklin Resources Inc. | 0.00% | New | 19,555 | $277K |
| Focus Partners Wealth | 0.00% | Reduce -14.1% | 19,327 | $274K |
| TRUE Private Wealth Advisors | 0.03% | New | 18,969 | $269K |
| Jane Street Group, LLC | 0.00% | Reduce -5.7% | 18,440 | $261K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +55.4% | 18,000 | $255K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +74.5% | 17,690 | $250K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +51.7% | 17,522 | $248K |
| Integrity Alliance, Llc. | 0.01% | Add +56.3% | 17,219 | $244K |
| Two Sigma Securities, LLC | 0.04% | New | 17,087 | $242K |
| Susquehanna Fundamental Investments, LLC | 0.00% | No change | 16,873 | $239K |
| Pictet Asset Management Holding SA | 0.00% | Add +38.2% | 16,736 | $237K |
| Private Wealth Partners, LLC | 0.02% | New | 16,500 | $234K |
| Caitong International Asset Management Co., Ltd | 0.17% | New | 16,187 | $229K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.0% | 16,126 | $228K |
| Florida Financial Advisors, LLC | 0.09% | New | 15,410 | $219K |
| Evanson Asset Management, LLC | 0.02% | Add +36.4% | 15,000 | $212K |
| Kintra Wealth, LLC | 0.14% | No change | 14,938 | $212K |
| Total Wealth Planning & Management, Inc. | 0.21% | Reduce -19.4% | 14,550 | $206K |
| Kaizen Financial Strategies | 0.12% | New | 14,441 | $204K |
| Tiemann Investment Advisors, LLC | 0.09% | Reduce -9.7% | 14,000 | $198K |
| NFSG Corp | 0.05% | No change | 13,755 | $195K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 13,550 | $192K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.4% | 13,399 | $190K |
| Victory Capital Management Inc. | 0.00% | Add +25.6% | 13,395 | $190K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.9% | 12,902 | $189K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -18.7% | 13,223 | $187K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +139.9% | 12,995 | $184K |
| Lauer Wealth, LLC | 0.14% | New | 10,625 | $179K |
| Glen Eagle Advisors, LLC | 0.03% | Add +9.0% | 12,668 | $179K |
| Snowden Capital Advisors LLC | 0.01% | New | 12,602 | $178K |
| Wolff Wiese Magana LLC | 0.12% | Reduce -0.8% | 12,430 | $176K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 11,982 | $170K |
| FMR LLC | 0.00% | Reduce -98.6% | 11,845 | $168K |
| Captrust Financial Advisors | 0.00% | Reduce -22.2% | 11,803 | $167K |
| Aigen Investment Management, LP | 0.03% | New | 11,412 | $162K |
| US Bancorp \de | 0.00% | Add +33.0% | 10,969 | $155K |
| Mgo One Seven LLC | 0.01% | Reduce -3.5% | 10,895 | $154K |
| AE Wealth Management LLC | 0.00% | Reduce -3.9% | 10,620 | $150K |
| Warberg Asset Management LLC | 0.63% | New | 10,501 | $149K |
| HSBC Holdings PLC | 0.00% | Reduce -80.4% | 10,490 | $149K |
| Rakuten Securities, Inc. | 0.07% | Add +36.4% | 10,213 | $145K |
| Sloy Dahl & Holst, LLC | 0.03% | Add +0.5% | 10,116 | $143K |
| N.E.W. Advisory Services LLC | 0.01% | New | 9,989 | $141K |
| Allworth Financial LP | 0.00% | Reduce -4.3% | 8,439 | $140K |
| Summit Securities Group LLC | 0.09% | New | 9,593 | $136K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 8,863 | $126K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +527.7% | 7,156 | $123K |
| Natixis | 0.00% | Reduce -86.0% | 8,576 | $122K |
| Fortitude Family Office, LLC | 0.04% | No change | 8,343 | $118K |
| AlphaQuest LLC | 0.01% | Reduce -0.8% | 8,322 | $118K |
| Bank of Montreal | 0.00% | Add +86.8% | 6,726 | $95K |
| National Bank of Canada | 0.00% | New | 6,537 | $93K |
| Caz Investments LP | 0.61% | New | 6,000 | $85K |
| CoreCap Advisors, LLC | 0.00% | Add +148.1% | 4,515 | $64K |
| Anfield Capital Management, LLC | 0.02% | Add +6.5% | 4,470 | $63K |
| Union Bancaire Privee, UBP SA | 0.00% | Add +13.1% | 4,226 | $61K |
| Geneos Wealth Management Inc. | 0.00% | New | 4,240 | $60K |
| Aventura Private Wealth, LLC | 0.03% | Add +64.0% | 3,986 | $56K |
| KBC Group NV | 0.00% | No change | 3,912 | $55K |
| TFC Financial Management, Inc. | 0.01% | Reduce -42.7% | 3,723 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 3,659 | $52K |
| Stone House Investment Management, LLC | 0.01% | New | 3,550 | $50K |
| Lanark Financial, Inc. | 0.00% | — | 3,311 | $46K |
| Amalgamated Bank | 0.00% | Add +7.9% | 3,117 | $44K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,895 | $41K |
| Legacy Advisors, LLC | 0.00% | New | 13,140 | $37K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,300 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 2,268 | $32K |
| Quantbot Technologies LP | 0.00% | New | 1,883 | $27K |
| Russell Investments Group, Ltd. | 0.00% | Add +10.2% | 1,677 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | Add +217.9% | 1,647 | $23K |
| Albion Financial Group | 0.00% | Add +92.9% | 1,620 | $23K |
| Huntington National Bank | 0.00% | Add +160.0% | 1,495 | $21K |
| Continuum Advisory, LLC | 0.00% | Add +5.7% | 1,481 | $21K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 1,429 | $20K |
| Operose Advisors LLC | 0.01% | Add +96.7% | 1,353 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 973 | $17K |
| Blue Trust, Inc. | 0.00% | Reduce -7.7% | 1,225 | $17K |
| Burkett Financial Services, LLC | 0.01% | New | 1,200 | $17K |
| MAI Capital Management | 0.00% | Add +157.1% | 1,157 | $16K |
| SVB Wealth LLC | 0.00% | New | 1,128 | $16K |
| IFP Advisors, Inc | 0.00% | Add +113.1% | 1,121 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,119 | $16K |
| GAMMA Investing LLC | 0.00% | Add +301.9% | 1,085 | $15K |
| Centricity Wealth Management, LLC | 0.01% | No change | 1,000 | $14K |
| Signaturefd, LLC | 0.00% | Add +15.5% | 982 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +10.8% | 953 | $13K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 900 | $13K |
| Federated Hermes, Inc. | 0.00% | Reduce -96.3% | 925 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 884 | $13K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.01% | Add +1333.3% | 860 | $12K |
| PFG Private Wealth Management, LLC | 0.01% | New | 800 | $11K |
| Stonebridge Financial Group, LLC | 0.00% | Add +33.6% | 795 | $11K |
| Rothschild Investment LLC | 0.00% | Add +131.3% | 775 | $11K |
| Evermay Wealth Management LLC | 0.00% | No change | 700 | $10K |
| Marshall Investment Management, LLC | 0.01% | New | 660 | $9K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 653 | $9K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 600 | $8K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -71.4% | 600 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5254.6% | 589 | $8K |
| Kiker Wealth Management, LLC | 0.01% | New | 579 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 550 | $8K |
| Creative Financial Designs Inc. | 0.00% | Reduce -15.4% | 550 | $8K |
| Leonteq Securities AG | 0.00% | New | 550 | $8K |
| Optiver Holding B.V. | 0.00% | Add +29.1% | 542 | $8K |
| Financial Management Professionals, Inc. | 0.00% | New | 524 | $7K |
| Ascentis Wealth Management, LLC | 0.00% | New | 500 | $7K |
| Crowley Wealth Management, Inc. | 0.01% | New | 500 | $7K |
| Future Financial Wealth Managment LLC | 0.01% | New | 500 | $7K |
| Sittner & Nelson, LLC | 0.00% | New | 500 | $7K |
| Sandy Spring Bank | 0.00% | Add +66.7% | 500 | $7K |
| Coldstream Capital Management Inc. | 0.00% | New | 452 | $6K |
| Bogart Wealth, LLC | 0.00% | Add +125.0% | 450 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 425 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Add +13.2% | 430 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $6K |
| ORG Partners LLC | 0.00% | Reduce -31.0% | 345 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 350 | $5K |
| Clearstead Advisors, LLC | 0.00% | No change | 350 | $5K |
| Comerica Bank | 0.00% | Add +78.8% | 345 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 343 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 330 | $5K |
| Winch Advisory Services, LLC | 0.00% | New | 327 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -74.7% | 305 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 300 | $4K |
| SouthState Bank Corp | 0.00% | No change | 300 | $4K |
| Ancora Advisors LLC | 0.00% | Reduce -76.9% | 300 | $4K |
| HM Payson & Co. | 0.00% | Add +3.0% | 278 | $4K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 250 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -66.7% | 250 | $4K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -66.7% | 200 | $3K |
| Anchor Investment Management, LLC | 0.00% | New | 235 | $3K |
| PFS Partners, LLC | 0.00% | No change | 227 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $3K |
| Credit Agricole S A | 0.00% | New | 172 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 151 | $2K |
| SWAN Capital LLC | 0.00% | No change | 150 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 150 | $2K |
| Ulland Investment Advisors, LLC | 0.00% | Reduce -25.0% | 150 | $2K |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -92.7% | 14 | $2K |
| Rise Advisors, LLC | 0.00% | New | 104 | $1K |
| TD Capital Management LLC | 0.00% | New | 103 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 100 | $1K |
| Main Street Group, LTD | 0.00% | Reduce -50.0% | 100 | $1K |
| PSI Advisors, LLC | 0.00% | New | 100 | $1K |
| Pacific Center for Financial Services | 0.00% | New | 100 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 100 | $1K |
| Sterling Capital Management LLC | 0.00% | Add +8.9% | 98 | $1K |
| Spire Wealth Management | 0.00% | Reduce -99.5% | 73 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 50 | $1K |
| Bessemer Group Inc. | 0.00% | New | 58 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | Add +19.2% | 62 | $878 |
| Aspect Partners, LLC | 0.00% | No change | 52 | $736 |
| Investors Research Corp | 0.00% | New | 50 | $708 |
| Lindbrook Capital, LLC | 0.00% | Add +130.0% | 46 | $651 |
| Assetmark, Inc. | 0.00% | New | 45 | $637 |
| MCF Advisors LLC | 0.00% | No change | 40 | $567 |
| Sunbelt Securities, Inc. | 0.00% | No change | 40 | $566 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $538 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 36 | $510 |
| Center for Financial Planning, Inc. | 0.00% | New | 35 | $496 |
| GeoWealth Management, LLC | 0.00% | Reduce -60.0% | 32 | $453 |
| Tidemark, LLC | 0.00% | New | 29 | $411 |
| Bell Investment Advisors, Inc | 0.00% | New | 21 | $298 |
| GHP Investment Advisors, Inc. | 0.00% | New | 15 | $214 |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $212 |
| FNY Investment Advisers, LLC | 0.00% | No change | 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.