Nuscale PowerSMR
13F holders, Q2 2025 (June 30)441holders +118
160new positions
40sold out
7famous investors
$39.55avg. 13F price*
At the end of Q2 2025, 441 institutions reported holding Nuscale Power Corp. (SMR) in their 13F filings, up 118 from Q1 2025. 160 opened new positions and 40 sold out. The largest holders were Vanguard Group Inc. ($471.0M), BlackRock, Inc. ($362.4M) and D. E. Shaw & Co. ($252.2M). 7 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 160 | $196.3M |
| Exits | 40 | $18.8M |
All 13F filers, Q1 2025 → Q2 2025: 26,700,860 shares bought and 9,830,862 shares sold, net +16,869,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 441 holders
| Vanguard Group Inc. | 0.01% | Add +33.2% | 11,906,763 | $471.0M |
| BlackRock, Inc. | 0.01% | Add +34.1% | 9,159,803 | $362.4M |
| D. E. Shaw & Co. | 0.27% | Add +92.0% | 6,374,003 | $252.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.46% | Reduce -12.8% | 5,964,165 | $235.9M |
| UBS Group AG | 0.04% | Add +38.0% | 4,372,655 | $173.0M |
| Morgan Stanley | 0.01% | Add +34.2% | 3,168,279 | $125.3M |
| Van Eck Associates Corp. | 0.14% | Reduce -24.0% | 3,162,564 | $125.1M |
| Geode Capital Management, LLC | 0.01% | Add +25.2% | 2,854,664 | $112.9M |
| State Street Corp. | 0.00% | Add +37.5% | 2,736,187 | $108.2M |
| Samsung C&T Corp | 100.00% | No change | 2,607,102 | $103.1M |
| JPMorgan Chase & Co. | 0.01% | Add +1553.0% | 2,473,636 | $97.9M |
| Bank of America Corp. | 0.01% | Add +80.9% | 2,333,248 | $92.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +7.2% | 1,977,066 | $78.2M |
| Voloridge Investment Management, LLC | 0.28% | Add +222.1% | 1,888,069 | $74.7M |
| Swedbank AB | 0.07% | Reduce -33.3% | 1,602,130 | $63.4M |
| Two Sigma Investments, LP | 0.11% | Add +71.3% | 1,458,810 | $57.7M |
| Northern Trust Corp. | 0.01% | Add +27.0% | 1,089,534 | $43.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +19.4% | 1,011,898 | $40.0M |
| Royal Bank of Canada | 0.01% | Add +97.6% | 903,547 | $35.7M |
| Man Group plc | 0.07% | New | 856,337 | $33.9M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 615,739 | $24.4M |
| Tidal Investments LLC | 0.14% | Add +19.9% | 549,847 | $21.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +55.7% | 513,673 | $20.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.6% | 485,547 | $19.2M |
| Pinebridge Investments, L.P. | 0.14% | Reduce -0.5% | 443,535 | $17.5M |
| FMR LLC | 0.00% | Add +3633.3% | 442,210 | $17.5M |
| LPL Financial LLC | 0.01% | Add +58.3% | 432,743 | $17.1M |
| CloudAlpha Capital Management Limited/Hong Kong | 2.10% | Reduce -57.3% | 430,023 | $17.0M |
| Trexquant Investment LP | 0.19% | New | 417,737 | $16.5M |
| Nuveen, LLC | 0.00% | Add +92.5% | 402,476 | $15.9M |
| Driehaus Capital Management LLC | 0.12% | New | 381,830 | $15.1M |
| Raymond James Financial Inc. | 0.00% | Add +113.4% | 360,564 | $14.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -20.9% | 358,742 | $14.2M |
| Bank of New York Mellon Corp | 0.00% | Add +37.9% | 356,675 | $14.1M |
| Two Sigma Advisers, LP | 0.03% | Reduce -47.0% | 340,636 | $13.5M |
| Exchange Traded Concepts, LLC | 0.17% | Add +35.4% | 334,898 | $13.2M |
| Marshall Wace, LLP | 0.02% | New | 332,509 | $13.2M |
| Invesco Ltd. | 0.00% | Add +335.2% | 321,669 | $12.7M |
| Tudor Investment Corporation | 0.09% | New | 308,101 | $12.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +434.4% | 299,640 | $11.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -29.7% | 290,529 | $11.5M |
| Barclays PLC | 0.00% | Add +118.8% | 281,826 | $11.1M |
| Susquehanna International Group, LLP | 0.02% | Reduce -64.9% | 266,482 | $10.5M |
| Millennium Management | 0.01% | Add +173.2% | 249,199 | $9.9M |
| First Trust Advisors LP | 0.01% | Add +944.8% | 248,313 | $9.8M |
| Group One Trading LLC | 0.31% | Reduce -36.3% | 242,184 | $9.6M |
| Swiss National Bank | 0.01% | Add +14.3% | 228,700 | $9.0M |
| Renaissance Technologies | 0.01% | New | 226,400 | $9.0M |
| Canal Insurance CO | 1.97% | Reduce -18.3% | 222,890 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.0% | 219,939 | $8.7M |
| Once Capital Management, LLC | 2.42% | Add +44.9% | 198,100 | $7.8M |
| Jane Street Group, LLC | 0.01% | Add +963.9% | 196,175 | $7.8M |
| Capital Fund Management S.A. | 0.08% | Add +19.0% | 193,238 | $7.6M |
| Rhumbline Advisers | 0.01% | Add +50.5% | 189,247 | $7.5M |
| Stifel Financial Corp. | 0.01% | Reduce -5.9% | 188,071 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.1% | 169,664 | $6.7M |
| Citadel Advisors | 0.01% | Reduce -90.9% | 167,442 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.0% | 164,265 | $6.5M |
| 1832 Asset Management L.P. | 0.01% | New | 163,200 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Add +73.1% | 154,585 | $6.1M |
| FORA Capital, LLC | 0.62% | New | 140,275 | $5.5M |
| Headlands Technologies LLC | 0.65% | Reduce -31.3% | 136,444 | $5.4M |
| Legal & General Group Plc | 0.00% | Add +28.9% | 135,156 | $5.3M |
| Citigroup Inc. | 0.00% | Add +75.9% | 131,867 | $5.2M |
| Global IMC LLC | 1.35% | New | 131,677 | $5.2M |
| Informed Momentum Co LLC | 0.78% | New | 130,230 | $5.2M |
| Cetera Investment Advisers | 0.01% | Reduce -5.3% | 123,476 | $4.9M |
| Fox Hill Wealth Management | 2.48% | Add +29.1% | 121,796 | $4.8M |
| Bank of Montreal | 0.00% | Add +1607.2% | 114,829 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +17.9% | 108,902 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +1.6% | 107,881 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +60.1% | 102,842 | $4.1M |
| Sculptor Capital LP | 0.10% | No change | 101,000 | $4.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -20.1% | 108,414 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +31.8% | 98,278 | $3.9M |
| Intech Investment Management LLC | 0.03% | Add +72.3% | 91,362 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +19.1% | 90,634 | $3.6M |
| EVR Research LP | 1.86% | Reduce -35.7% | 90,000 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +31.6% | 89,723 | $3.4M |
| Magnetar Financial LLC | 0.02% | New | 86,346 | $3.4M |
| Polen Capital Management LLC | 0.01% | New | 85,426 | $3.4M |
| Simplex Trading, LLC | 0.09% | Reduce -68.6% | 80,374 | $3.2M |
| Bouvel Investment Partners, LLC | 1.07% | New | 80,287 | $3.2M |
| TB Alternative Assets Ltd. | 0.59% | Reduce -80.9% | 80,237 | $3.2M |
| Neuberger Berman Group LLC | 0.00% | Add +265.8% | 80,116 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 77,483 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Add +42.6% | 75,728 | $3.0M |
| Brevan Howard Capital Management LP | 0.03% | New | 75,181 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 74,386 | $2.9M |
| Creative Planning | 0.00% | Add +253.0% | 74,339 | $2.9M |
| Bantamac Capital, LLC | 1.04% | Reduce -20.2% | 73,385 | $2.9M |
| Jump Financial, LLC | 0.04% | Reduce -32.4% | 73,308 | $2.9M |
| Gotham Asset Management | 0.02% | Reduce -39.4% | 71,047 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 70,729 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | New | 66,101 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Add +7.3% | 65,970 | $2.6M |
| MRP Capital Investments, LLC | 1.79% | Reduce -5.6% | 65,775 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -16.3% | 64,619 | $2.6M |
| Trek Financial, LLC | 0.16% | New | 60,892 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -16.1% | 59,226 | $2.3M |
| Parallel Advisors, LLC | 0.05% | Reduce -4.8% | 58,529 | $2.3M |
| Cookson Peirce & Co. Inc. | 0.10% | Add +7.9% | 58,203 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -32.8% | 57,001 | $2.3M |
| Verition Fund Management LLC | 0.01% | Reduce -74.7% | 55,980 | $2.2M |
| JT Stratford LLC | 0.33% | Reduce -22.3% | 54,812 | $2.2M |
| Woodward Diversified Capital, LLC | 1.07% | New | 53,581 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Add +11.4% | 50,800 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +13.9% | 49,480 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Reduce -87.4% | 49,027 | $1.9M |
| Algert Global LLC | 0.04% | New | 47,910 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +23.3% | 47,645 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +23.6% | 46,705 | $1.8M |
| Wealth Effects LLC | 0.69% | Reduce -3.3% | 46,600 | $1.8M |
| MFG Wealth Management, Inc. | 1.54% | New | 46,231 | $1.8M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -41.3% | 44,181 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -3.0% | 44,080 | $1.7M |
| Portland Investment Counsel Inc. | 0.51% | Add +12.5% | 45,000 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.7% | 42,064 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Add +66.2% | 40,172 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Reduce -79.5% | 39,405 | $1.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.39% | Add +10.3% | 39,021 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +74.4% | 38,430 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -25.5% | 37,705 | $1.5M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -20.3% | 37,686 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +50.1% | 36,581 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Add +50.8% | 36,500 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.8% | 35,789 | $1.4M |
| CSS LLC | 0.26% | No change | 35,702 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +15.5% | 35,429 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -2.5% | 35,386 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +224.7% | 35,374 | $1.4M |
| Clear Creek Financial Management, LLC | 0.13% | Add +31.7% | 35,294 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +17.9% | 34,936 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +44.6% | 34,769 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | New | 34,060 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +217.3% | 33,281 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +12.9% | 45,087 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.4% | 32,663 | $1.3M |
| CastleKnight Management LP | 0.09% | Reduce -67.1% | 31,800 | $1.3M |
| Gables Capital Management Inc. | 0.57% | Reduce -8.1% | 30,700 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.08% | New | 30,070 | $1.2M |
| Cadent Capital Advisors, LLC | 0.39% | Add +30.5% | 29,963 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Add +15.8% | 29,700 | $1.2M |
| Philip James Wealth Mangement, LLC | 0.15% | Reduce -74.3% | 29,630 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 29,082 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +45.8% | 28,682 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +5.2% | 28,600 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -25.0% | 28,198 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +44.8% | 27,977 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +52.4% | 27,425 | $1.1M |
| Prudential Financial Inc. | 0.00% | New | 27,395 | $1.1M |
| DNB Asset Management AS | 0.00% | Add +32.5% | 27,365 | $1.1M |
| Walleye Capital LLC | 0.01% | Reduce -75.3% | 26,972 | $1.1M |
| Los Angeles Capital Management LLC | 0.00% | New | 26,806 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Reduce -82.4% | 26,229 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +32.8% | 26,003 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Add +91.4% | 25,645 | $1.0M |
| Financial Advocates Investment Management | 0.08% | Reduce -9.3% | 25,029 | $990K |
| Infini Capital Management Ltd | 0.67% | New | 25,000 | $989K |
| Qsemble Capital Management, LP | 0.09% | New | 24,436 | $967K |
| Sei Investments Co. | 0.00% | New | 24,345 | $963K |
| Altshuler Shaham Ltd | 0.03% | Add +5.5% | 24,107 | $954K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -31.4% | 23,460 | $928K |
| Private Wealth Partners, LLC | 0.07% | Add +39.4% | 23,000 | $910K |
| Banque Cantonale Vaudoise | 0.04% | Reduce -46.6% | 22,684 | $897K |
| Rakuten Securities, Inc. | 0.35% | Add +119.9% | 22,462 | $889K |
| Aquatic Capital Management LLC | 0.02% | New | 22,044 | $872K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +7.6% | 21,988 | $870K |
| Sigma Planning Corp | 0.03% | New | 21,776 | $861K |
| D.A. Davidson & Co. | 0.01% | Add +1.0% | 20,822 | $824K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +57.2% | 20,430 | $808K |
| Sheets Smith Investment Management | 0.68% | New | 19,629 | $777K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +63.6% | 19,607 | $776K |
| Franklin Resources Inc. | 0.00% | Reduce -1.2% | 19,327 | $765K |
| Snowden Capital Advisors LLC | 0.02% | Add +46.9% | 18,511 | $732K |
| Marex Group Ltd | 0.01% | New | 18,121 | $717K |
| Farther Finance Advisors, LLC | 0.01% | Add +37.7% | 17,766 | $703K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.0% | 18,918 | $679K |
| OneAscent Financial Services LLC | 0.05% | New | 16,905 | $669K |
| Pictet Asset Management Holding SA | 0.00% | Add +1.0% | 16,907 | $669K |
| Captrust Financial Advisors | 0.00% | Add +42.7% | 16,838 | $666K |
| Cwm, LLC | 0.00% | Reduce -63.5% | 16,260 | $643K |
| Envestnet Asset Management Inc. | 0.00% | New | 16,070 | $636K |
| SG Americas Securities, LLC | 0.00% | New | 15,988 | $632K |
| Kaizen Financial Strategies | 0.32% | Add +8.3% | 15,641 | $619K |
| HAP Trading, LLC | 0.27% | New | 15,639 | $619K |
| Cibc World Markets Corp. | 0.00% | Reduce -22.1% | 15,624 | $618K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -38.6% | 15,244 | $603K |
| Blueshift Asset Management, LLC | 0.18% | New | 15,156 | $600K |
| Kintra Wealth, LLC | 0.36% | No change | 14,938 | $591K |
| Oppenheimer & Co. Inc. | 0.01% | New | 14,812 | $586K |
| Black Swift Group, LLC | 0.12% | New | 14,780 | $585K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -9.4% | 14,617 | $578K |
| Integrity Alliance, Llc. | 0.03% | Reduce -15.1% | 14,614 | $578K |
| Synovus Financial Corp. | 0.01% | New | 14,383 | $569K |
| Victory Capital Management Inc. | 0.00% | Add +5.5% | 14,136 | $559K |
| Moran Wealth Management, LLC | 0.02% | New | 14,005 | $554K |
| Independent Advisor Alliance | 0.02% | New | 13,947 | $552K |
| TCFG Wealth Management, LLC | 0.25% | New | 13,885 | $549K |
| Tiemann Investment Advisors, LLC | 0.22% | Reduce -3.6% | 13,500 | $534K |
| Advisory Services Network, LLC | 0.01% | Reduce -83.3% | 10,596 | $532K |
| NFSG Corp | 0.09% | Reduce -3.6% | 13,255 | $524K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -30.4% | 13,203 | $522K |
| Total Wealth Planning & Management, Inc. | 0.45% | Reduce -9.3% | 13,200 | $522K |
| Evanson Asset Management, LLC | 0.03% | Reduce -12.3% | 13,150 | $520K |
| Consolidated Portfolio Review Corp | 0.07% | New | 13,043 | $516K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -4.4% | 12,950 | $512K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +46.1% | 12,946 | $512K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 12,936 | $512K |
| DRW Securities, LLC | 0.04% | New | 12,936 | $512K |
| STRS Ohio | 0.00% | New | 12,600 | $498K |
| Glen Eagle Advisors, LLC | 0.08% | Reduce -1.2% | 12,515 | $495K |
| Wolff Wiese Magana LLC | 0.30% | Reduce -0.4% | 12,380 | $490K |
| Verdence Capital Advisors LLC | 0.03% | New | 12,322 | $487K |
| SLT Holdings LLC | 0.37% | New | 12,050 | $477K |
| Polymer Capital Management (HK) LTD | 0.07% | New | 11,791 | $466K |
| Balboa Wealth Partners | 0.09% | New | 11,779 | $466K |
| Florida Financial Advisors, LLC | 0.11% | Reduce -27.5% | 11,176 | $442K |
| Arkadios Wealth Advisors | 0.01% | Reduce -56.7% | 11,138 | $441K |
| Global Retirement Partners, LLC | 0.01% | — | 11,081 | $438K |
| US Bancorp \de | 0.00% | Add +0.4% | 11,013 | $436K |
| Brookstone Capital Management | 0.01% | New | 10,949 | $433K |
| Axq Capital, LP | 0.14% | New | 10,753 | $425K |
| Castle Rock Wealth Management, LLC | 0.10% | New | 8,906 | $417K |
| Voleon Capital Management LP | 0.02% | Reduce -80.1% | 10,419 | $412K |
| AE Wealth Management LLC | 0.00% | Reduce -4.0% | 10,199 | $403K |
| Hilltop Holdings Inc. | 0.03% | New | 10,170 | $402K |
| Sloy Dahl & Holst, LLC | 0.06% | No change | 10,116 | $400K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -0.1% | 9,979 | $395K |
| Xponance LLC | 0.00% | New | 9,955 | $394K |
| Allworth Financial LP | 0.00% | Add +15.3% | 9,734 | $385K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 9,650 | $382K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 9,633 | $381K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 9,444 | $374K |
| World Equity Group, Inc. | 0.10% | New | 9,444 | $374K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -66.2% | 9,306 | $368K |
| Empowered Funds, LLC | 0.00% | New | 9,278 | $367K |
| Peregrine Asset Advisers, Inc. | 0.11% | New | 9,277 | $367K |
| Almanack Investment Partners, LLC. | 0.06% | New | 9,252 | $366K |
| AlphaQuest LLC | 0.04% | Add +10.6% | 9,200 | $364K |
| Principal Financial Group Inc. | 0.00% | New | 9,018 | $357K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 8,948 | $354K |
| R Squared Ltd | 0.19% | New | 8,904 | $352K |
| Lanark Financial, Inc. | 0.03% | Add +165.3% | 8,785 | $347K |
| Cibc World Market Inc. | 0.00% | New | 8,671 | $343K |
| Southland Equity Partners LLC | 0.07% | New | 8,417 | $333K |
| Family Capital Management, Inc. | 0.17% | New | 8,391 | $332K |
| Oxford Asset Management LLP | 0.11% | New | 8,305 | $329K |
| Wolverine Trading, LLC | 0.01% | Reduce -89.1% | 8,540 | $326K |
| Capital Advisors Wealth Management, LLC | 0.05% | New | 8,240 | $326K |
| Sheets Smith Wealth Management | 0.04% | New | 8,223 | $325K |
| Fortitude Family Office, LLC | 0.11% | Reduce -2.1% | 8,167 | $323K |
| MRA Advisory Group | 0.15% | New | 8,036 | $318K |
| &partners | 0.00% | New | 7,767 | $311K |
| Lauer Wealth, LLC | 0.26% | Reduce -23.7% | 8,107 | $310K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 7,700 | $305K |
| Caitong International Asset Management Co., Ltd | 0.21% | Reduce -53.0% | 7,607 | $301K |
| Limestone Investment Advisors LP | 0.14% | — | 7,600 | $301K |
| Comerica Bank | 0.00% | Add +2069.6% | 7,485 | $296K |
| Cantor Fitzgerald, L. P. | 0.01% | New | 7,450 | $295K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 7,578 | $292K |
| Fiduciary Alliance LLC | 0.02% | New | 7,354 | $291K |
| Cox Capital Mgt LLC | 0.20% | New | 7,250 | $287K |
| Fidelis Capital Partners, LLC | 0.03% | New | 6,242 | $287K |
| Independent Financial Group, LLC | 0.01% | New | 7,095 | $281K |
| Regal Investment Advisors LLC | 0.02% | New | 6,995 | $277K |
| Entropy Technologies, LP | 0.02% | New | 6,955 | $275K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,848 | $271K |
| 360 Financial, Inc. | 0.08% | New | 6,778 | $268K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 6,776 | $268K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,737 | $267K |
| PNC Financial Services Group, Inc. | 0.00% | Add +83.5% | 6,716 | $266K |
| Inceptionr LLC | 0.06% | New | 6,582 | $260K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +638.0% | 6,524 | $258K |
| Zullo Investment Group, Inc. | 0.10% | New | 6,205 | $245K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 6,179 | $244K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 6,170 | $244K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -53.4% | 6,160 | $244K |
| Principal Securities, Inc. | 0.00% | Add +532.9% | 6,158 | $244K |
| Atlas Private Wealth Advisors | 0.03% | New | 6,118 | $242K |
| Russell Investments Group, Ltd. | 0.00% | Add +263.0% | 6,088 | $241K |
| Skaana Management L.P. | 0.59% | New | 6,020 | $238K |
| Stonegate Investment Group, LLC | 0.01% | New | 6,000 | $237K |
| Flow Traders U.S. LLC | 0.01% | New | 5,973 | $236K |
| Pasadena Private Wealth, LLC | 0.04% | New | 5,860 | $232K |
| Meridian Wealth Management, LLC | 0.01% | New | 5,843 | $231K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 5,804 | $230K |
| Accel Wealth Management | 0.08% | New | 5,802 | $230K |
| Merit Financial Group, LLC | 0.00% | New | 5,566 | $220K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,544 | $219K |
| Arete Wealth Advisors, LLC | 0.02% | New | 5,529 | $219K |
| Centiva Capital, LP | 0.01% | New | 5,501 | $218K |
| Chung Wu Investment Group, LLC | 0.23% | New | 5,500 | $218K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 5,474 | $217K |
| PFW Advisors LLC | 0.07% | New | 5,463 | $216K |
| Onyx Bridge Wealth Group LLC | 0.03% | New | 5,415 | $214K |
| IFG Advisory, LLC | 0.01% | New | 5,375 | $213K |
| Acropolis Investment Management, LLC | 0.01% | New | 5,278 | $209K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,228 | $207K |
| PharVision Advisers, LLC | 0.30% | New | 5,215 | $206K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,211 | $206K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -70.5% | 5,210 | $206K |
| Talon Private Wealth, LLC | 0.03% | New | 5,165 | $204K |
| Mengis Capital Management, Inc. | 0.04% | New | 5,075 | $201K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.29% | Add +489.8% | 5,072 | $201K |
| Natixis | 0.00% | Reduce -41.9% | 4,981 | $197K |
| Perennial Investment Advisors, LLC | 0.02% | New | 4,800 | $190K |
| Spire Wealth Management | 0.01% | Add +6164.4% | 4,573 | $181K |
| Anfield Capital Management, LLC | 0.06% | Add +2.2% | 4,569 | $181K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.6% | 4,351 | $172K |
| TFC Financial Management, Inc. | 0.02% | Add +14.0% | 4,245 | $168K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.8% | 4,120 | $163K |
| Federated Hermes, Inc. | 0.00% | Add +344.4% | 4,111 | $163K |
| Union Bancaire Privee, UBP SA | 0.00% | Add +9.1% | 4,612 | $154K |
| Summit Securities Group LLC | 0.06% | Reduce -59.4% | 3,898 | $154K |
| Hager Investment Management Services, LLC | 0.09% | New | 3,699 | $146K |
| Stone House Investment Management, LLC | 0.03% | No change | 3,550 | $140K |
| Financial Management Professionals, Inc. | 0.01% | Add +514.3% | 3,219 | $127K |
| KBC Group NV | 0.00% | Reduce -18.7% | 3,181 | $126K |
| Amalgamated Bank | 0.00% | No change | 3,117 | $123K |
| Nisa Investment Advisors, LLC | 0.00% | Add +77.8% | 2,929 | $116K |
| Arax Advisory Partners | 0.01% | New | 2,923 | $116K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 2,602 | $103K |
| Hills Bank & Trust Co | 0.01% | New | 2,537 | $100K |
| National Bank of Canada | 0.00% | Reduce -61.8% | 2,500 | $99K |
| TD Waterhouse Canada Inc. | 0.00% | Add +14.8% | 2,641 | $95K |
| IFP Advisors, Inc | 0.00% | Add +55.7% | 1,745 | $94K |
| SouthState Bank Corp | 0.00% | Add +666.7% | 2,300 | $91K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -92.7% | 2,235 | $88K |
| Aventura Private Wealth, LLC | 0.04% | Reduce -44.3% | 2,220 | $88K |
| Albion Financial Group | 0.01% | Add +26.2% | 2,045 | $81K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 2,045 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.0% | 1,905 | $75K |
| Quarry LP | 0.02% | New | 1,826 | $72K |
| Monimus Capital Management, LP | 0.06% | New | 1,810 | $72K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,791 | $71K |
| Toth Financial Advisory Corp. | 0.01% | Add +185.0% | 1,710 | $68K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +187.6% | 1,694 | $67K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,550 | $61K |
| Huntington National Bank | 0.00% | No change | 1,495 | $59K |
| Operose Advisors LLC | 0.02% | No change | 1,353 | $54K |
| Delos Wealth Advisors, LLC | 0.04% | New | 1,300 | $51K |
| Blue Trust, Inc. | 0.00% | No change | 1,225 | $48K |
| MAI Capital Management | 0.00% | Add +4.3% | 1,207 | $48K |
| Harbour Investments, Inc. | 0.00% | Add +21.3% | 1,156 | $46K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 1,140 | $45K |
| Rothschild Investment LLC | 0.00% | Add +45.2% | 1,125 | $45K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,119 | $44K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,124 | $44K |
| Caz Investments LP | 0.22% | Reduce -83.3% | 1,000 | $40K |
| Centricity Wealth Management, LLC | 0.03% | No change | 1,000 | $40K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 997 | $39K |
| HM Payson & Co. | 0.00% | Add +248.2% | 968 | $38K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 850 | $34K |
| Optiver Holding B.V. | 0.00% | Add +46.3% | 793 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +84.5% | 784 | $31K |
| GAMMA Investing LLC | 0.00% | Reduce -34.4% | 712 | $28K |
| Burkett Financial Services, LLC | 0.01% | Reduce -41.7% | 700 | $28K |
| Evermay Wealth Management LLC | 0.00% | No change | 700 | $28K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 653 | $26K |
| Ascentis Wealth Management, LLC | 0.01% | Add +40.0% | 700 | $25K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 1,750 | $25K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 600 | $24K |
| Macquarie Group Ltd. | 0.00% | New | 600 | $24K |
| Creative Financial Designs Inc. | 0.00% | Add +1.8% | 560 | $22K |
| Winch Advisory Services, LLC | 0.01% | Add +68.2% | 550 | $22K |
| Putney Financial Group LLC | 0.02% | New | 540 | $21K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 500 | $20K |
| Sittner & Nelson, LLC | 0.01% | No change | 500 | $20K |
| Larson Financial Group LLC | 0.00% | Add +41.4% | 485 | $19K |
| Bogart Wealth, LLC | 0.00% | Add +4.4% | 470 | $19K |
| Hantz Financial Services, Inc. | 0.00% | No change | 430 | $17K |
| Dogwood Wealth Management LLC | 0.01% | New | 472 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | Add +36.7% | 417 | $16K |
| Old Second National Bank of Aurora | 0.00% | New | 400 | $16K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +18.2% | 390 | $15K |
| ORG Partners LLC | 0.00% | Add +23.2% | 425 | $15K |
| Bear Mountain Capital, Inc. | 0.01% | Add +50.0% | 300 | $15K |
| Golden State Wealth Management, LLC | 0.00% | No change | 350 | $14K |
| Garde Capital, Inc. | 0.00% | New | 350 | $14K |
| Clearstead Advisors, LLC | 0.00% | No change | 350 | $14K |
| GoalVest Advisory LLC | 0.00% | New | 343 | $14K |
| Concord Wealth Partners | 0.00% | New | 326 | $13K |
| Sterling Capital Management LLC | 0.00% | Add +212.2% | 306 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 280 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +9.6% | 274 | $11K |
| SWAN Capital LLC | 0.00% | Add +76.7% | 265 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | Reduce -50.0% | 250 | $10K |
| Anchor Investment Management, LLC | 0.00% | No change | 235 | $9K |
| PFS Partners, LLC | 0.00% | No change | 227 | $9K |
| MTM Investment Management, LLC | 0.00% | New | 215 | $9K |
| Vision Financial Markets LLC | 0.01% | New | 206 | $8K |
| Clear Investment Research, LLC | 0.01% | New | 200 | $8K |
| Westside Investment Management, Inc. | 0.00% | Reduce -93.1% | 200 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $8K |
| Hurley Capital, LLC | 0.00% | No change | 151 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 150 | $6K |
| Brooklyn Investment Group | 0.00% | New | 112 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 108 | $4K |
| Orion Capital Management LLC | 0.00% | New | 106 | $4K |
| TD Capital Management LLC | 0.00% | No change | 103 | $4K |
| Avion Wealth | 0.00% | New | 114 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 100 | $4K |
| Main Street Group, LTD | 0.00% | No change | 100 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 100 | $4K |
| Accordant Advisory Group Inc | 0.00% | New | 80 | $3K |
| Winnacle Wealth LLC | 0.00% | New | 80 | $3K |
| Hilltop National Bank | 0.00% | — | 75 | $3K |
| Aspect Partners, LLC | 0.00% | Add +42.3% | 74 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 70 | $3K |
| Investors Research Corp | 0.00% | Add +40.0% | 70 | $3K |
| Fort Vancouver Investment Management, LLC | 0.00% | New | 63 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -12.9% | 54 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 58 | $2K |
| Rise Advisors, LLC | 0.00% | Reduce -52.9% | 49 | $2K |
| Scarborough Advisors, LLC | 0.00% | New | 42 | $2K |
| MCF Advisors LLC | 0.00% | No change | 40 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -15.6% | 38 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 35 | $1K |
| Leonteq Securities AG | 0.00% | Reduce -93.6% | 35 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 30 | $1K |
| AdvisorNet Financial, Inc | 0.00% | New | 30 | $1K |
| Tidemark, LLC | 0.00% | No change | 29 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 25 | $989 |
| Hughes Financial Services, LLC | 0.00% | New | 21 | $965 |
| Duncker Streett & Co. Inc. | 0.00% | New | 21 | $831 |
| CVA Family Office, LLC | 0.00% | New | 21 | $831 |
| Sunbelt Securities, Inc. | 0.00% | No change | 40 | $717 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 15 | $595 |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $593 |
| Beacon Capital Management, Inc. | 0.00% | New | 15 | $593 |
| Smartleaf Asset Management LLC | 0.00% | New | 14 | $534 |
| Hollencrest Capital Management | 0.00% | New | 6 | $237 |
| GeoWealth Management, LLC | 0.00% | Reduce -87.5% | 4 | $158 |
| Ancora Advisors LLC | 0.00% | Reduce -99.7% | 1 | $40 |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -60.0% | 20 | $0 |
| Parkside Financial Bank & Trust | 0.00% | New | 14 | $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.