Nuscale PowerSMR
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 475 institutions reported holding Nuscale Power Corp. (SMR) in their 13F filings, up 34 from Q2 2025. 103 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($398.3M), BlackRock, Inc. ($359.8M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($263.2M). 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $171.1M |
| Exits | 71 | $264.0M |
All 13F filers, Q2 2025 → Q3 2025: 24,333,779 shares bought and 19,576,842 shares sold, net +4,756,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 475 holders
| Vanguard Group Inc. | 0.01% | Reduce -7.1% | 11,062,764 | $398.3M |
| BlackRock, Inc. | 0.01% | Add +9.1% | 9,994,281 | $359.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.43% | Add +22.6% | 7,310,961 | $263.2M |
| Van Eck Associates Corp. | 0.18% | Add +67.2% | 5,287,814 | $190.4M |
| Samsung C&T Corp | 100.00% | Add +98.9% | 5,185,804 | $186.7M |
| Clear Street Group Inc. | 0.76% | — | 4,322,653 | $155.6M |
| Tidal Investments LLC | 0.62% | Add +639.3% | 4,064,976 | $146.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.5% | 2,984,473 | $107.5M |
| Morgan Stanley | 0.01% | Reduce -8.0% | 2,916,373 | $105.0M |
| State Street Corp. | 0.00% | Add +4.1% | 2,849,042 | $102.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.4% | 2,092,660 | $75.3M |
| UBS Group AG | 0.01% | Reduce -54.5% | 1,987,931 | $71.6M |
| D. E. Shaw & Co. | 0.06% | Reduce -69.5% | 1,942,340 | $69.9M |
| Marex Group Ltd | 0.80% | Add +9643.1% | 1,765,554 | $64.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -17.7% | 1,626,879 | $58.6M |
| Bank of America Corp. | 0.00% | Reduce -37.2% | 1,465,739 | $52.8M |
| Alyeska Investment Group, L.P. | 0.16% | New | 1,444,019 | $52.0M |
| Swedbank AB | 0.05% | Reduce -12.5% | 1,402,050 | $50.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +155.1% | 1,238,634 | $44.6M |
| Susquehanna International Group, LLP | 0.06% | Add +359.1% | 1,223,500 | $44.0M |
| Northern Trust Corp. | 0.01% | Add +2.6% | 1,117,863 | $40.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.6% | 1,088,953 | $39.2M |
| Driehaus Capital Management LLC | 0.24% | Add +139.9% | 915,975 | $33.0M |
| Wells Fargo & Company | 0.01% | Add +27.2% | 783,490 | $28.2M |
| Royal Bank of Canada | 0.00% | Reduce -26.1% | 667,361 | $24.0M |
| Jane Street Group, LLC | 0.03% | Add +233.1% | 653,488 | $23.5M |
| Raymond James Financial Inc. | 0.01% | Add +71.8% | 619,363 | $22.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +103.4% | 609,450 | $21.9M |
| Virtu Financial LLC | 1.17% | New | 579,353 | $20.9M |
| LPL Financial LLC | 0.01% | Add +31.1% | 567,274 | $20.4M |
| National Bank of Canada | 0.02% | Add +21132.0% | 530,800 | $19.1M |
| FMR LLC | 0.00% | Add +15.9% | 512,748 | $18.5M |
| Exchange Traded Concepts, LLC | 0.14% | Add +21.5% | 406,779 | $14.6M |
| Nuveen, LLC | 0.00% | Reduce -0.5% | 400,412 | $14.4M |
| Allianz Asset Management GmbH | 0.02% | New | 398,518 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | Add +10.0% | 392,297 | $14.1M |
| Maplelane Capital, LLC | 0.66% | New | 379,000 | $13.6M |
| Citadel Advisors | 0.01% | Add +122.8% | 373,052 | $13.4M |
| BNP Paribas Financial Markets | 0.01% | Add +0.8% | 361,441 | $13.0M |
| Millennium Management | 0.01% | Add +13.6% | 283,010 | $10.2M |
| Citigroup Inc. | 0.01% | Add +113.2% | 281,169 | $10.1M |
| Neuberger Berman Group LLC | 0.01% | Add +227.9% | 262,687 | $9.5M |
| First Trust Advisors LP | 0.01% | Add +5.0% | 260,819 | $9.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -15.4% | 245,826 | $8.8M |
| Swiss National Bank | 0.00% | Add +1.8% | 232,700 | $8.4M |
| Barclays PLC | 0.00% | Reduce -19.9% | 225,767 | $8.1M |
| Macquarie Group Ltd. | 0.01% | Add +36740.7% | 221,044 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +13.6% | 213,648 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.2% | 208,556 | $7.5M |
| Once Capital Management, LLC | 1.94% | No change | 198,100 | $7.1M |
| Vennlight Capital Management, LP | 9.01% | New | 192,406 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +50.9% | 186,259 | $6.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +686.9% | 184,609 | $6.6M |
| Rhumbline Advisers | 0.01% | Reduce -2.8% | 183,896 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +12.7% | 185,124 | $6.6M |
| Headlands Technologies LLC | 0.52% | Add +33.2% | 181,733 | $6.5M |
| Squarepoint Ops LLC | 0.01% | Add +345.7% | 175,643 | $6.3M |
| Group One Trading LLC | 0.19% | Reduce -27.7% | 175,047 | $6.3M |
| Canal Insurance CO | 1.33% | Reduce -22.4% | 172,890 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.6% | 168,617 | $6.1M |
| Bank of Montreal | 0.00% | Add +46.4% | 168,145 | $6.1M |
| SG Americas Securities, LLC | 0.02% | Add +916.0% | 162,441 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.8% | 141,027 | $5.1M |
| Axiom Investors LLC | 0.04% | New | 140,612 | $5.1M |
| Capital Fund Management S.A. | 0.05% | Reduce -29.7% | 135,931 | $4.9M |
| Hohimer Wealth Management, LLC | 0.68% | New | 134,404 | $4.8M |
| Legal & General Group Plc | 0.00% | Reduce -1.8% | 132,754 | $4.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | New | 128,727 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +33.5% | 119,739 | $4.6M |
| Simplex Trading, LLC | 0.10% | Add +55.1% | 124,678 | $4.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -91.7% | 121,126 | $4.4M |
| Fox Hill Wealth Management | 2.04% | Reduce -0.8% | 120,826 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.3% | 115,509 | $4.2M |
| Tower Research Capital LLC (TRC) | 0.11% | Add +655.9% | 115,228 | $4.1M |
| Calamos Advisors LLC | 0.02% | New | 113,667 | $4.1M |
| California State Teachers Retirement System | 0.00% | Add +5.2% | 113,467 | $4.1M |
| Wolverine Trading, LLC | 0.08% | Add +1112.8% | 103,571 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.1% | 108,792 | $3.9M |
| Susquehanna Fundamental Investments, LLC | 0.15% | New | 104,574 | $3.8M |
| Deutsche Bank AG | 0.00% | Add +12.9% | 102,297 | $3.7M |
| Sculptor Capital LP | 0.08% | No change | 101,000 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.5% | 95,860 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +127.9% | 95,852 | $3.5M |
| Mariner, LLC | 0.00% | Add +45.1% | 93,761 | $3.4M |
| Invesco Ltd. | 0.00% | Reduce -72.9% | 87,215 | $3.1M |
| Walleye Capital LLC | 0.03% | Add +219.9% | 86,289 | $3.1M |
| Engineers Gate Manager LP | 0.04% | Add +228.9% | 86,270 | $3.1M |
| Polen Capital Management LLC | 0.01% | Reduce -2.2% | 83,543 | $3.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +384.5% | 81,907 | $2.9M |
| Bouvel Investment Partners, LLC | 0.90% | Add +1.6% | 81,606 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +16.3% | 76,695 | $2.8M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -83.3% | 74,256 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.1% | 74,144 | $2.7M |
| MFG Wealth Management, Inc. | 1.99% | Add +58.1% | 73,091 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.9% | 72,904 | $2.6M |
| Caprock Group, LLC | 0.06% | — | 73,177 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +1026.0% | 68,554 | $2.5M |
| Verition Fund Management LLC | 0.01% | Add +20.1% | 67,228 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +33.6% | 66,109 | $2.4M |
| MRP Capital Investments, LLC | 2.03% | Reduce -9.1% | 59,775 | $2.4M |
| Lisanti Capital Growth, LLC | 0.57% | New | 65,274 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Add +8.6% | 64,334 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -14.6% | 63,513 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +32.9% | 63,303 | $2.3M |
| Algert Global LLC | 0.04% | Add +30.5% | 62,530 | $2.3M |
| Cookson Peirce & Co. Inc. | 0.09% | Add +5.0% | 61,142 | $2.2M |
| Intech Investment Management LLC | 0.02% | Reduce -33.8% | 60,478 | $2.2M |
| Andar Capital Management HK Ltd | 2.18% | New | 60,000 | $2.2M |
| Creative Planning | 0.00% | Reduce -19.5% | 59,846 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Add +0.6% | 58,876 | $2.1M |
| Mutual Advisors, LLC | 0.05% | New | 55,336 | $2.1M |
| Baader Bank Aktiengesellschaft | 0.16% | New | 55,000 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +42.2% | 53,612 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.7% | 52,430 | $1.9M |
| Gotham Asset Management | 0.01% | Reduce -26.9% | 51,966 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +11.2% | 51,955 | $1.9M |
| Dimensional Fund Advisors LP | 0.00% | New | 51,194 | $1.8M |
| Janus Henderson Group PLC | 0.00% | No change | 50,800 | $1.8M |
| IMC-Chicago, LLC | 0.03% | New | 50,185 | $1.8M |
| Venture Visionary Partners LLC | 0.06% | New | 49,913 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +798.4% | 49,807 | $1.8M |
| JT Stratford LLC | 0.24% | Reduce -10.6% | 48,995 | $1.8M |
| SBI Securities Co., Ltd. | 0.04% | Add +25.1% | 47,138 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +21.6% | 46,737 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -39.7% | 46,725 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.36% | Add +372.0% | 42,040 | $1.6M |
| Bleakley Financial Group, LLC | 0.04% | Add +1.9% | 45,009 | $1.6M |
| Portland Investment Counsel Inc. | 0.44% | No change | 45,000 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +37.3% | 44,836 | $1.6M |
| Handelsbanken Fonder AB | 0.00% | Add +16.4% | 42,500 | $1.5M |
| Hussman Strategic Advisors, Inc. | 0.33% | New | 42,000 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +16.5% | 41,225 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 40,172 | $1.4M |
| Clear Creek Financial Management, LLC | 0.12% | Add +8.6% | 38,343 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.33% | Reduce -2.2% | 38,163 | $1.4M |
| DNB Asset Management AS | 0.01% | Add +37.0% | 37,501 | $1.4M |
| Old Mission Capital LLC | 0.05% | New | 37,149 | $1.3M |
| Altshuler Shaham Ltd | 0.02% | Add +53.0% | 36,886 | $1.3M |
| CSS LLC | 0.23% | Add +2.7% | 36,652 | $1.3M |
| AQR Capital Management | 0.00% | Add +29.5% | 36,523 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +1.5% | 36,314 | $1.3M |
| Independent Advisor Alliance | 0.03% | Add +157.8% | 35,956 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.7% | 35,523 | $1.3M |
| Private Wealth Partners, LLC | 0.09% | Add +53.9% | 35,400 | $1.3M |
| Walleye Trading LLC | 0.02% | New | 35,152 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +22.3% | 35,082 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +37.0% | 61,790 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +91.5% | 34,022 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | Add +467.7% | 33,909 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +75.0% | 33,813 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | Reduce -79.5% | 33,400 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | New | 33,268 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.1% | 33,266 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +118.0% | 32,287 | $1.2M |
| SIH Partners, LLLP | 0.10% | New | 31,734 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Add +23.6% | 31,696 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +3.2% | 31,020 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +57.4% | 30,851 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +5.9% | 30,300 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +7.0% | 29,927 | $1.1M |
| Gables Capital Management Inc. | 0.46% | Reduce -2.9% | 29,800 | $1.1M |
| Rakuten Securities, Inc. | 0.39% | Add +30.9% | 29,403 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +41.4% | 26,742 | $1.0M |
| Banque Cantonale Vaudoise | 0.04% | Add +25.8% | 28,526 | $1.0M |
| Wealth Effects LLC | 0.33% | Reduce -38.8% | 28,500 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +3.6% | 28,385 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 27,425 | $987K |
| Philip James Wealth Mangement, LLC | 0.12% | Reduce -10.8% | 26,443 | $952K |
| Cwm, LLC | 0.00% | Add +61.6% | 26,278 | $946K |
| HAP Trading, LLC | 0.26% | — | 26,084 | $939K |
| MRA Advisory Group | 0.40% | Add +215.5% | 25,351 | $913K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -6.6% | 25,040 | $901K |
| GTS Securities LLC | 0.03% | New | 24,722 | $890K |
| Paloma Partners Management Co | 0.39% | New | 24,000 | $864K |
| Sei Investments Co. | 0.00% | Reduce -1.8% | 23,898 | $860K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -30.2% | 23,772 | $856K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -20.7% | 23,550 | $848K |
| Arkadios Wealth Advisors | 0.02% | Add +109.9% | 23,375 | $842K |
| Voya Investment Management LLC | 0.00% | Reduce -33.8% | 23,020 | $829K |
| XTX Topco Ltd | 0.04% | New | 22,945 | $826K |
| Teacher Retirement System of Texas | 0.00% | Reduce -48.4% | 22,729 | $818K |
| AE Wealth Management LLC | 0.01% | Add +122.8% | 22,721 | $818K |
| Summit Wealth Group LLC / Co. | 0.09% | New | 20,478 | $810K |
| Snowden Capital Advisors LLC | 0.02% | Add +20.1% | 22,238 | $801K |
| OneAscent Financial Services LLC | 0.05% | Add +31.0% | 22,149 | $797K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 22,102 | $796K |
| Traynor Capital Management, Inc. | 0.05% | New | 22,052 | $794K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 21,988 | $792K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.4% | 21,731 | $782K |
| Axxcess Wealth Management, LLC | 0.02% | New | 21,687 | $781K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 21,685 | $781K |
| D.A. Davidson & Co. | 0.00% | Add +3.0% | 21,449 | $772K |
| Moran Wealth Management, LLC | 0.02% | Add +53.0% | 21,428 | $771K |
| Sheets Smith Investment Management | 0.46% | Add +0.4% | 19,704 | $709K |
| Integrated Wealth Concepts LLC | 0.01% | Add +103.1% | 18,897 | $680K |
| Captrust Financial Advisors | 0.00% | Add +11.4% | 18,763 | $675K |
| Florida Financial Advisors, LLC | 0.21% | Add +67.1% | 18,673 | $672K |
| Sigma Planning Corp | 0.02% | Reduce -18.3% | 17,795 | $641K |
| Taylor Frigon Capital Management LLC | 0.32% | New | 17,659 | $636K |
| HSBC Holdings PLC | 0.00% | Reduce -48.9% | 16,993 | $621K |
| DRW Securities, LLC | 0.03% | Add +32.7% | 17,168 | $617K |
| Global Retirement Partners, LLC | 0.01% | Add +54.5% | 17,124 | $616K |
| Kaizen Financial Strategies | 0.27% | Add +19.0% | 18,615 | $604K |
| Hager Investment Management Services, LLC | 0.32% | Add +351.2% | 16,689 | $601K |
| Polymer Capital Management (HK) LTD | 0.08% | Add +41.0% | 16,629 | $599K |
| Illinois Municipal Retirement Fund | 0.01% | New | 16,622 | $598K |
| Mgo One Seven LLC | 0.01% | Reduce -53.0% | 16,609 | $598K |
| Vontobel Holding Ltd. | 0.00% | New | 16,210 | $584K |
| Quantbot Technologies LP | 0.02% | New | 16,192 | $583K |
| Legato Capital Management LLC | 0.06% | New | 16,030 | $577K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 15,602 | $562K |
| Principal Securities, Inc. | 0.01% | Add +153.2% | 15,590 | $561K |
| CastleKnight Management LP | 0.03% | Reduce -51.3% | 15,500 | $558K |
| Leavell Investment Management, Inc. | 0.02% | New | 15,024 | $541K |
| Kintra Wealth, LLC | 0.30% | No change | 14,938 | $538K |
| AlphaQuest LLC | 0.04% | Add +61.7% | 14,875 | $536K |
| Two Sigma Securities, LLC | 0.08% | New | 14,709 | $530K |
| NFSG Corp | 0.08% | Add +7.7% | 14,270 | $514K |
| STRS Ohio | 0.00% | Add +12.7% | 14,200 | $511K |
| Glen Eagle Advisors, LLC | 0.07% | Add +12.8% | 14,115 | $508K |
| FCG Investment Co | 0.23% | New | 13,656 | $492K |
| SLT Holdings LLC | 0.33% | Add +12.7% | 13,578 | $489K |
| CIBC Bancorp USA Inc. | 0.00% | — | 13,517 | $487K |
| Advisory Services Network, LLC | 0.01% | Add +27.0% | 13,459 | $485K |
| Lauer Wealth, LLC | 0.36% | Add +11.8% | 9,062 | $484K |
| Regal Investment Advisors LLC | 0.03% | Add +91.6% | 13,405 | $483K |
| Cantor Fitzgerald, L. P. | 0.01% | Add +78.3% | 13,284 | $478K |
| Legacy Advisors, LLC | 0.06% | — | 13,140 | $473K |
| Balboa Wealth Partners | 0.08% | Add +7.9% | 12,709 | $458K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -4.5% | 12,615 | $454K |
| Wolff Wiese Magana LLC | 0.26% | Add +1.7% | 12,594 | $453K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -3.6% | 12,570 | $453K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -2.9% | 12,564 | $452K |
| US Bancorp \de | 0.00% | Add +13.9% | 12,539 | $451K |
| AssuredPartners Investment Advisors, LLC | 0.10% | New | 12,528 | $451K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +140.0% | 12,502 | $450K |
| Synovus Financial Corp. | 0.01% | Reduce -13.9% | 12,383 | $446K |
| Victory Capital Management Inc. | 0.00% | Reduce -12.9% | 12,316 | $443K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -7.3% | 11,417 | $442K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +29.8% | 12,259 | $441K |
| Axq Capital, LP | 0.17% | Add +13.5% | 12,200 | $439K |
| Stephens Inc. | 0.01% | New | 12,184 | $439K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -89.4% | 11,475 | $420K |
| Tiemann Investment Advisors, LLC | 0.15% | Reduce -16.8% | 11,226 | $404K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -24.4% | 11,056 | $398K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +21.9% | 10,905 | $393K |
| Nissay Asset Management Corp. /Japan | 0.00% | New | 10,740 | $387K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 10,594 | $381K |
| N.E.W. Advisory Services LLC | 0.03% | Add +5.3% | 10,512 | $378K |
| Allworth Financial LP | 0.00% | Add +7.8% | 10,492 | $378K |
| 360 Financial, Inc. | 0.12% | Add +54.6% | 10,478 | $377K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +55.4% | 10,138 | $365K |
| Riggs Asset Managment Co. Inc. | 0.08% | Add +1437.1% | 10,037 | $361K |
| Navis Wealth Advisors, LLC | 0.27% | New | 10,000 | $360K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.14% | New | 10,000 | $360K |
| Sloy Dahl & Holst, LLC | 0.04% | Reduce -1.1% | 10,000 | $360K |
| Xponance LLC | 0.00% | Reduce -0.4% | 9,919 | $357K |
| Principal Financial Group Inc. | 0.00% | Add +7.6% | 9,706 | $349K |
| Vident Advisory, LLC | 0.00% | New | 9,568 | $344K |
| Breakthru Advisory Services, LLC | 0.22% | New | 9,469 | $341K |
| World Equity Group, Inc. | 0.08% | Add +0.1% | 9,454 | $340K |
| Generali Investments, Management Co LLC | 0.07% | New | 9,372 | $337K |
| Wbi Investments, LLC | 0.09% | New | 9,369 | $337K |
| Hilltop Holdings Inc. | 0.02% | Reduce -7.9% | 9,369 | $337K |
| Acropolis Investment Management, LLC | 0.02% | Add +61.0% | 8,500 | $336K |
| &partners | 0.00% | Add +19.4% | 9,274 | $334K |
| Lanark Financial, Inc. | 0.03% | Add +4.6% | 9,189 | $331K |
| Cibc World Market Inc. | 0.00% | Add +3.8% | 9,000 | $324K |
| Aventura Private Wealth, LLC | 0.12% | Add +304.6% | 8,982 | $323K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -7.2% | 8,957 | $322K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -3.8% | 8,902 | $320K |
| Family Capital Management, Inc. | 0.15% | Add +3.5% | 8,682 | $313K |
| Wealthfront Advisers LLC | 0.00% | New | 8,555 | $308K |
| Commerce Bank | 0.00% | New | 8,511 | $306K |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.9% | 8,388 | $302K |
| Capital Advisors Wealth Management, LLC | 0.04% | No change | 8,240 | $297K |
| Sheets Smith Wealth Management | 0.03% | No change | 8,223 | $296K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +22.0% | 8,221 | $296K |
| Fortitude Family Office, LLC | 0.08% | No change | 8,167 | $294K |
| Stonegate Investment Group, LLC | 0.01% | Add +35.4% | 8,125 | $293K |
| West Tower Group, LLC | 0.83% | New | 8,000 | $288K |
| Spire Wealth Management | 0.01% | Add +74.6% | 7,986 | $287K |
| Mackenzie Financial Corp. | 0.00% | New | 7,984 | $287K |
| Insigneo Advisory Services, LLC | 0.02% | New | 7,949 | $286K |
| DAVENPORT & Co LLC | 0.00% | New | 7,910 | $285K |
| Concorde Asset Management, LLC | 0.12% | — | 7,350 | $284K |
| Dark Forest Capital Management LP | 0.01% | New | 7,807 | $281K |
| Brookstone Capital Management | 0.00% | Reduce -28.8% | 7,799 | $281K |
| Apollon Wealth Management, LLC | 0.00% | New | 7,727 | $278K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 7,700 | $277K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -89.2% | 7,667 | $276K |
| Cadent Capital Advisors, LLC | 0.07% | Reduce -74.5% | 7,650 | $275K |
| Quantinno Capital Management LP | 0.00% | New | 7,647 | $275K |
| Empowered Funds, LLC | 0.00% | Reduce -18.8% | 7,538 | $271K |
| James J. Burns & Company, LLC | 0.04% | New | 7,530 | $271K |
| NorthRock Partners, LLC | 0.00% | New | 7,500 | $270K |
| Voleon Capital Management LP | 0.01% | Reduce -28.1% | 7,494 | $270K |
| Peregrine Asset Advisers, Inc. | 0.08% | Reduce -19.7% | 7,450 | $268K |
| United Capital Financial Advisors, LLC | 0.00% | Add +41.0% | 7,373 | $265K |
| Optimum Investment Advisors | 0.10% | New | 7,063 | $254K |
| VestGen Advisors, LLC | 0.01% | New | 7,063 | $254K |
| Patten Group, Inc. | 0.05% | New | 6,931 | $250K |
| Accel Wealth Management | 0.07% | Add +18.5% | 6,877 | $248K |
| TCFG Wealth Management, LLC | 0.10% | Reduce -50.8% | 6,836 | $246K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.6% | 6,813 | $245K |
| McGuire Investment Group, LLC | 0.03% | New | 6,664 | $240K |
| Blair William & Co. | 0.00% | New | 6,378 | $230K |
| HBK Sorce Advisory LLC | 0.01% | New | 4,286 | $229K |
| Zullo Investment Group, Inc. | 0.08% | Add +2.3% | 6,350 | $229K |
| Bridgewealth Advisory Group, LLC | 0.05% | New | 6,347 | $228K |
| R Squared Ltd | 0.10% | Reduce -29.5% | 6,275 | $226K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 6,198 | $223K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.8% | 6,220 | $223K |
| Savvy Advisors, Inc. | 0.01% | New | 6,151 | $221K |
| Pasadena Private Wealth, LLC | 0.03% | Add +4.9% | 6,147 | $221K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +12.9% | 6,115 | $220K |
| Waverly Advisors, LLC | 0.00% | New | 6,083 | $219K |
| Integrity Alliance, Llc. | 0.01% | Reduce -58.5% | 6,072 | $219K |
| Strategic Blueprint, LLC | 0.01% | New | 5,993 | $216K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.8% | 5,889 | $212K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -55.6% | 5,750 | $207K |
| Geneos Wealth Management Inc. | 0.01% | Add +38.1% | 5,690 | $205K |
| Wedbush Securities Inc. | 0.01% | Reduce -88.4% | 5,675 | $204K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.8% | 5,584 | $201K |
| Firsthand Capital Management, Inc. | 0.30% | New | 5,000 | $180K |
| Spirit of America Management Corp. | 0.03% | New | 4,500 | $162K |
| Jefferies Financial Group Inc. | 0.00% | New | 4,465 | $161K |
| Global Trust Asset Management, LLC | 0.07% | New | 4,426 | $159K |
| Natixis | 0.00% | Reduce -12.6% | 4,354 | $157K |
| Union Bancaire Privee, UBP SA | 0.00% | Add +0.5% | 4,634 | $154K |
| Leonteq Securities AG | 0.01% | Add +11768.6% | 4,154 | $150K |
| Amalgamated Bank | 0.00% | Add +31.8% | 4,108 | $148K |
| TFC Financial Management, Inc. | 0.02% | Reduce -4.0% | 4,076 | $147K |
| IFP Advisors, Inc | 0.00% | Add +128.3% | 3,984 | $143K |
| Stone House Investment Management, LLC | 0.02% | Add +1.8% | 3,612 | $130K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +72.7% | 3,289 | $118K |
| Financial Management Professionals, Inc. | 0.01% | No change | 3,219 | $116K |
| KBC Group NV | 0.00% | No change | 3,181 | $115K |
| Comerica Bank | 0.00% | Reduce -59.9% | 2,999 | $108K |
| Arax Advisory Partners | 0.00% | Add +1.5% | 2,967 | $107K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.9% | 2,955 | $106K |
| Anfield Capital Management, LLC | 0.03% | Reduce -43.8% | 2,569 | $92K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -5.8% | 2,452 | $88K |
| SouthState Bank Corp | 0.00% | No change | 2,300 | $83K |
| Hantz Financial Services, Inc. | 0.00% | Add +423.3% | 2,250 | $81K |
| Golden State Wealth Management, LLC | 0.01% | Add +507.1% | 2,125 | $77K |
| Parallax Volatility Advisers, L.P. | 0.00% | Add +2.7% | 2,100 | $76K |
| HM Payson & Co. | 0.00% | Add +115.4% | 2,085 | $75K |
| Albion Financial Group | 0.00% | No change | 2,045 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.1% | 2,010 | $72K |
| Blue Trust, Inc. | 0.00% | Add +55.6% | 1,906 | $69K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -29.9% | 1,850 | $68K |
| Toth Financial Advisory Corp. | 0.01% | Add +9.7% | 1,875 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +58.0% | 1,827 | $66K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,791 | $64K |
| Ancora Advisors LLC | 0.00% | Add +177500.0% | 1,776 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.1% | 1,746 | $63K |
| MAI Capital Management | 0.00% | Add +37.0% | 1,654 | $60K |
| KERR FINANCIAL PLANNING Corp | 0.08% | — | 2,600 | $56K |
| Delos Wealth Advisors, LLC | 0.04% | Add +19.2% | 1,550 | $56K |
| Delta Accumulation, LLC | 0.31% | New | 4,800 | $56K |
| Innovative Advisory Group, LLC | 0.04% | New | 1,500 | $54K |
| Huntington National Bank | 0.00% | No change | 1,495 | $54K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -6.5% | 1,450 | $52K |
| Old Second National Bank of Aurora | 0.01% | Add +250.0% | 1,400 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Add +4483.3% | 1,375 | $50K |
| Operose Advisors LLC | 0.01% | No change | 1,353 | $49K |
| Signaturefd, LLC | 0.00% | Add +17.4% | 1,170 | $42K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 1,150 | $41K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.0% | 1,147 | $41K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,119 | $40K |
| Burkett Financial Services, LLC | 0.01% | Add +57.1% | 1,100 | $40K |
| Ameritas Advisory Services, LLC | 0.00% | Add +292.9% | 1,100 | $40K |
| Rothschild Investment LLC | 0.00% | Reduce -8.9% | 1,025 | $37K |
| Caz Investments LP | 0.07% | No change | 1,000 | $36K |
| Indiana Trust & Investment Management Co | 0.01% | New | 950 | $34K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -19.6% | 916 | $33K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 850 | $31K |
| GAMMA Investing LLC | 0.00% | Add +18.0% | 840 | $30K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 700 | $25K |
| Evermay Wealth Management LLC | 0.00% | No change | 700 | $25K |
| Nemes Rush Group LLC | 0.00% | New | 700 | $25K |
| Strategic Advocates LLC | 0.01% | New | 697 | $25K |
| CX Institutional | 0.00% | New | 700 | $25K |
| Adirondack Trust Co. | 0.01% | New | 680 | $24K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 600 | $22K |
| Winch Advisory Services, LLC | 0.00% | Add +8.7% | 598 | $22K |
| Bogart Wealth, LLC | 0.00% | Add +21.3% | 570 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 560 | $20K |
| Key Financial Inc | 0.00% | New | 550 | $20K |
| ORG Partners LLC | 0.00% | Add +24.7% | 530 | $19K |
| GoalVest Advisory LLC | 0.00% | Add +46.6% | 503 | $18K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 500 | $18K |
| Sittner & Nelson, LLC | 0.01% | No change | 500 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 494 | $18K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 489 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 417 | $15K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +3.6% | 404 | $15K |
| Front Row Advisors LLC | 0.00% | New | 400 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $14K |
| Contravisory Investment Management, Inc. | 0.00% | New | 363 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 350 | $13K |
| Concord Wealth Partners | 0.00% | No change | 326 | $12K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 300 | $12K |
| Financial Consulate, Inc. | 0.00% | New | 310 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +0.3% | 307 | $11K |
| Archer Investment Corp | 0.00% | New | 300 | $11K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.01% | Reduce -94.6% | 272 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +1835.7% | 271 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 250 | $9K |
| Covestor Ltd | 0.01% | Add +3112.5% | 257 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -8.8% | 250 | $9K |
| Tripletail Wealth Management, LLC | 0.01% | New | 200 | $9K |
| Anchor Investment Management, LLC | 0.00% | No change | 235 | $8K |
| PFS Partners, LLC | 0.00% | No change | 227 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 215 | $8K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 210 | $8K |
| Vision Financial Markets LLC | 0.01% | No change | 206 | $7K |
| Clear Investment Research, LLC | 0.01% | No change | 200 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $7K |
| Avion Wealth | 0.00% | Add +87.7% | 214 | $7K |
| CI Investments Inc. | 0.00% | New | 203 | $7K |
| Orion Capital Management LLC | 0.00% | Add +56.6% | 166 | $6K |
| Hurley Capital, LLC | 0.00% | No change | 151 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -80.9% | 150 | $5K |
| Berbice Capital Management LLC | 0.00% | New | 150 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 150 | $5K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 134 | $5K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -74.6% | 120 | $4K |
| Bessemer Group Inc. | 0.00% | Add +79.3% | 104 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 108 | $4K |
| TD Capital Management LLC | 0.00% | No change | 103 | $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 |
| First Horizon Corp. | 0.00% | — | 92 | $3K |
| Accordant Advisory Group Inc | 0.00% | No change | 80 | $3K |
| Hilltop National Bank | 0.00% | No change | 75 | $3K |
| Assetmark, Inc. | 0.00% | Add +97.4% | 75 | $3K |
| Quarry LP | 0.00% | Reduce -96.1% | 71 | $3K |
| Investors Research Corp | 0.00% | No change | 70 | $3K |
| Scarborough Advisors, LLC | 0.00% | Add +50.0% | 63 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | Add +7.4% | 58 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.7% | 55 | $2K |
| Aspect Partners, LLC | 0.00% | Reduce -29.7% | 52 | $2K |
| Rise Advisors, LLC | 0.00% | No change | 49 | $2K |
| Tidemark, LLC | 0.00% | Add +69.0% | 49 | $2K |
| MCF Advisors LLC | 0.00% | No change | 40 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 40 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $1K |
| SWAN Capital LLC | 0.00% | Reduce -86.8% | 35 | $1K |
| Center for Financial Planning, Inc. | 0.00% | No change | 35 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 30 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | Add +80.0% | 27 | $972 |
| Root Financial Partners, LLC | 0.00% | New | 26 | $936 |
| Meeder Asset Management Inc. | 0.00% | New | 23 | $828 |
| WPG Advisers, LLC | 0.00% | New | 21 | $756 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 21 | $756 |
| CVA Family Office, LLC | 0.00% | No change | 21 | $756 |
| Caitlin John, LLC | 0.00% | New | 20 | $720 |
| Accredited Wealth Management, LLC | 0.00% | New | 965 | $720 |
| CENTRAL TRUST Co | 0.00% | New | 20 | $720 |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $540 |
| Beacon Capital Management, Inc. | 0.00% | No change | 15 | $540 |
| Smartleaf Asset Management LLC | 0.00% | No change | 14 | $534 |
| Bare Financial Services, Inc | 0.00% | Reduce -48.0% | 13 | $468 |
| Kilter Group LLC | 0.00% | New | 11 | $396 |
| Islay Capital Management, LLC | 0.00% | New | 10 | $360 |
| Hollencrest Capital Management | 0.00% | Add +50.0% | 9 | $324 |
| Retirement Wealth Solutions LLC | 0.00% | New | 7 | $252 |
| Fifth Third Bancorp | 0.00% | New | 3 | $108 |
| Toronto Dominion Bank | 0.00% | New | 3 | $108 |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -50.0% | 10 | $0 |
"% of holder's portfolio" is SMR's weight in each manager's 13F, not the share of Nuscale Power Corp. the manager owns.