Nuscale PowerSMR

13F holders, Q3 2025 (September 30)
475holders +34
103new positions
71sold out
5famous investors
$36.01avg. 13F price*

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

0200400600 Q1 2024: 134Q1 2024Q2 2024: 179Q2 2024Q3 2024: 205Q3 2024Q4 2024: 305Q4 2024Q1 2025: 323Q1 2025Q2 2025: 441Q2 2025Q3 2025: 475Q3 2025Q4 2025: 462Q4 2025Q1 2026: 496Q1 2026Q2 2026: 522Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions103$171.1M
Exits71$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.