Nuscale PowerSMR

13F holders, Q4 2025 (December 31)
462holders −13
92new positions
122sold out
6famous investors
$14.18avg. 13F price*

At the end of Q4 2025, 462 institutions reported holding Nuscale Power Corp. (SMR) in their 13F filings, down 13 from Q3 2025. 92 opened new positions and 122 sold out. The largest holders were Vanguard Group Inc. ($220.3M), Van Eck Associates Corp. ($163.2M) and BlackRock, Inc. ($152.9M). 6 famous investors held it, including George Soros (0.0% of Soros Fund Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions92$206.2M
Exits122$244.2M

All 13F filers, Q3 2025 → Q4 2025: 52,795,507 shares bought and 19,893,950 shares sold, net +32,901,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 462 holders

Vanguard Group Inc. 0.00% Add +40.5% 15,545,018 $220.3M
Van Eck Associates Corp. 0.14% Add +117.8% 11,515,561 $163.2M
BlackRock, Inc. 0.00% Add +8.0% 10,792,606 $152.9M
Clear Street Group Inc. 0.66% Add +104.5% 8,840,838 $125.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.18% Add +12.2% 8,202,662 $116.2M
Morgan Stanley 0.00% Add +81.0% 5,277,905 $74.8M
Susquehanna International Group, LLP 0.08% Add +255.1% 4,344,023 $61.6M
Voloridge Investment Management, LLC 0.17% New 3,457,486 $49.0M
Geode Capital Management, LLC 0.00% Add +8.0% 3,221,828 $45.7M
State Street Corp. 0.00% Add +4.0% 2,962,292 $42.0M
UBS Group AG 0.01% Add +45.6% 2,893,836 $41.0M
Two Sigma Investments, LP 0.06% Add +2051.6% 2,606,167 $36.9M
Qube Research & Technologies Ltd 0.05% New 2,391,706 $33.9M
Citadel Advisors 0.02% Add +527.1% 2,339,527 $33.2M
Tidal Investments LLC 0.13% Reduce -48.0% 2,115,721 $30.0M
Jane Street Group, LLC 0.04% Add +218.3% 2,080,093 $29.5M
Marex Group Ltd 0.29% Add +7.7% 1,901,700 $26.9M
Capital Fund Management S.A. 0.25% Add +1296.1% 1,897,735 $26.9M
Barclays PLC 0.01% Add +705.2% 1,817,923 $25.8M
Samsung C&T Corp 100.00% Reduce -69.4% 1,585,804 $22.5M
Bank of America Corp. 0.00% Add +5.5% 1,546,135 $21.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -18.0% 1,333,314 $18.9M
Charles Schwab Investment Management Inc. 0.00% Add +10.4% 1,201,768 $17.0M
American Century Companies Inc. 0.01% New 1,130,383 $16.0M
Squarepoint Ops LLC 0.03% Add +532.1% 1,110,313 $15.7M
Northern Trust Corp. 0.00% Reduce -0.7% 1,109,867 $15.7M
Swedbank AB 0.02% Reduce -21.4% 1,102,060 $15.6M
Wells Fargo & Company 0.00% Add +13.4% 888,820 $12.6M
HRT Financial LP 0.04% New 823,080 $11.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +35.0% 822,779 $11.7M
Jump Financial, LLC 0.16% New 813,938 $11.5M
RPG Investment Advisory, LLC 1.24% New 770,968 $10.9M
LPL Financial LLC 0.00% Add +27.6% 723,813 $10.3M
Quadrature Capital Ltd 0.10% New 709,657 $10.1M
ExodusPoint Capital Management, LP 0.10% New 614,906 $8.7M
Millennium Management 0.01% Add +104.3% 578,236 $8.2M
BNP Paribas Financial Markets 0.01% Add +57.4% 569,058 $8.1M
Goldman Sachs Group Inc. 0.00% Reduce -58.8% 509,838 $7.2M
Exchange Traded Concepts, LLC 0.06% Add +16.1% 472,211 $6.7M
Marshall Wace, LLP 0.01% New 453,590 $6.4M
Once Capital Management, LLC 1.62% Add +128.5% 452,700 $6.4M
Raymond James Financial Inc. 0.00% Reduce -30.4% 430,956 $6.1M
Nuveen, LLC 0.00% Add +1.5% 406,313 $5.8M
Bank of New York Mellon Corp 0.00% Add +0.9% 395,865 $5.6M
Baird Financial Group, Inc. 0.01% Add +51.5% 372,414 $5.3M
Trexquant Investment LP 0.04% New 314,223 $4.5M
Swiss National Bank 0.00% Add +19.8% 278,800 $4.0M
Citigroup Inc. 0.00% Reduce -3.1% 272,517 $3.9M
Commonwealth Equity Services, LLC 0.01% Add +29.1% 269,172 $3.8M
Tudor Investment Corporation 0.02% New 250,639 $3.6M
JPMorgan Chase & Co. 0.00% Reduce -88.3% 245,560 $3.5M
Engineers Gate Manager LP 0.04% Add +181.3% 242,719 $3.4M
Royal Bank of Canada 0.00% Reduce -63.8% 241,409 $3.4M
Canal Insurance CO 0.80% Add +34.7% 232,890 $3.3M
Voleon Capital Management LP 0.07% Add +2947.0% 228,341 $3.2M
Caitong International Asset Management Co., Ltd 0.78% New 223,663 $3.2M
Virtu Financial LLC 0.12% Reduce -62.1% 219,491 $3.1M
Cetera Investment Advisers 0.00% Add +15.0% 214,205 $3.0M
First Trust Advisors LP 0.00% Reduce -18.4% 212,716 $3.0M
Pictet Asset Management Holding SA 0.00% Add +149.6% 204,401 $2.9M
Simplex Trading, LLC 0.08% Add +61.5% 201,355 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +17.3% 197,760 $2.8M
Stifel Financial Corp. 0.00% Reduce -8.0% 196,544 $2.8M
Nomura Asset Management International Inc. 0.00% — 194,438 $2.8M
Itau Unibanco Holding S.A. 0.07% New 188,000 $2.7M
Osaic Holdings, Inc. 0.00% Reduce -3.5% 178,688 $2.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 173,449 $2.5M
Balyasny Asset Management L.P. 0.00% Add +2124.0% 170,513 $2.4M
Walleye Capital LLC 0.01% Add +92.6% 166,186 $2.4M
Rhumbline Advisers 0.00% Reduce -14.9% 156,515 $2.2M
Jones Financial Companies LLLP 0.00% Add +26.9% 152,011 $2.2M
IMC-Chicago, LLC 0.04% Add +201.9% 151,524 $2.1M
Maplelane Capital, LLC 0.12% Reduce -60.2% 151,000 $2.1M
Walleye Trading LLC 0.03% Add +329.0% 150,801 $2.1M
Soros Fund Management 0.04% New 150,211 $2.1M
Legal & General Group Plc 0.00% Add +7.4% 142,576 $2.0M
Prospera Financial Services Inc 0.03% New 140,467 $2.0M
FMR LLC 0.00% Reduce -73.4% 136,434 $1.9M
Alliancebernstein L.P. 0.00% Reduce -4.1% 135,251 $1.9M
T. Rowe Price Associates Inc. 0.00% Add +16.4% 134,469 $1.9M
California State Teachers Retirement System 0.00% Add +18.2% 134,156 $1.9M
Deutsche Bank AG 0.00% Add +30.4% 133,400 $1.9M
Seven Grand Managers, LLC 0.13% New 125,000 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +9.3% 118,852 $1.7M
AE Wealth Management LLC 0.01% Add +415.3% 117,070 $1.7M
Fox Hill Wealth Management 0.74% Reduce -6.7% 112,712 $1.6M
Intesa Sanpaolo S.p.A. 0.10% — 106,500 $1.5M
JAT Capital Mgmt LP 1.60% New 104,738 $1.5M
LMR Partners LLP 0.02% New 102,000 $1.4M
Mariner, LLC 0.00% Add +7.8% 101,125 $1.4M
Caz Investments LP 2.48% Add +10000.0% 101,000 $1.4M
Sculptor Capital LP 0.03% No change 101,000 $1.4M
State of New Jersey Common Pension Fund D 0.01% Add +57.7% 100,133 $1.4M
Pacer Advisors, Inc. 0.00% New 98,314 $1.4M
Private Advisor Group, LLC 0.01% Add +22.3% 93,767 $1.3M
Marathon Trading Investment Management LLC 0.16% New 92,095 $1.3M
Qsemble Capital Management, LP 0.10% New 87,016 $1.2M
Verition Fund Management LLC 0.01% Add +29.0% 86,742 $1.2M
Invesco Ltd. 0.00% Reduce -6.9% 81,197 $1.2M
Bouvel Investment Partners, LLC 0.33% Reduce -0.7% 81,064 $1.1M
Private Wealth Partners, LLC 0.08% Add +128.0% 80,720 $1.1M
Parallax Volatility Advisers, L.P. 0.04% Add +3725.1% 80,326 $1.1M
Quantbot Technologies LP 0.04% Add +382.0% 78,041 $1.1M
HSBC Holdings PLC 0.00% Add +349.7% 76,415 $1.1M
Vontobel Holding Ltd. 0.00% Add +357.3% 74,128 $1.1M
Caprock Group, LLC 0.02% Add +0.5% 73,517 $1.0M
MetLife Investment Management, LLC 0.00% Reduce -2.6% 72,187 $1.0M
Holocene Advisors, LP 0.00% New 72,154 $1.0M
Prelude Capital Management, LLC 0.07% New 71,401 $1.0M
Portland Investment Counsel Inc. 0.30% Add +55.6% 70,000 $992K
HighTower Advisors, LLC 0.00% Add +5.8% 69,927 $991K
Los Angeles Capital Management LLC 0.00% Reduce -7.8% 23,092 $976K
FORA Capital, LLC 0.12% New 68,327 $968K
DNB Asset Management AS 0.00% Add +80.2% 67,570 $957K
Janus Henderson Group PLC 0.00% Add +28.9% 65,500 $928K
Polen Capital Management LLC 0.00% Reduce -22.7% 64,615 $916K
Boothbay Fund Management, LLC 0.02% New 64,141 $909K
MFG Wealth Management, Inc. 0.70% Reduce -13.8% 62,983 $892K
Schonfeld Strategic Advisors LLC 0.00% New 61,294 $869K
Pinebridge Investments LLC 0.01% — 60,612 $859K
Kestra Private Wealth Services, LLC 0.01% Add +15.6% 60,039 $851K
Two Sigma Advisers, LP 0.00% New 59,636 $845K
Brevan Howard Capital Management LP 0.02% New 59,322 $841K
Federation des caisses Desjardins du Quebec 0.00% Add +371.7% 58,972 $836K
Parallel Advisors, LLC 0.02% Reduce -0.1% 58,845 $834K
Kestra Advisory Services, LLC 0.00% Reduce -39.6% 57,930 $821K
Sanctuary Advisors, LLC 0.00% Add +19.6% 55,892 $792K
AQR Capital Management 0.00% Add +52.7% 55,780 $790K
Atom Investors LP 0.06% New 55,447 $786K
Audent Global Asset Management, LLC 0.48% New 54,027 $766K
Alps Advisors Inc. 0.00% New 53,784 $762K
Intech Investment Management LLC 0.01% Reduce -11.3% 53,666 $760K
Mutual Advisors, LLC 0.02% Reduce -3.2% 53,549 $759K
State of Wisconsin Investment Board 0.00% Reduce -18.1% 52,675 $746K
Group One Trading LLC 0.02% Reduce -70.6% 51,445 $729K
Hohimer Wealth Management, LLC 0.10% Reduce -61.8% 51,352 $728K
Creative Planning 0.00% Reduce -14.5% 51,178 $725K
Marathon Capital Management 0.15% New 50,000 $709K
Clear Creek Financial Management, LLC 0.06% Add +28.9% 49,436 $701K
JT Stratford LLC 0.09% Reduce -1.3% 48,376 $685K
MRP Capital Investments, LLC 0.57% Reduce -19.2% 48,325 $685K
Rakuten Securities, Inc. 0.22% Add +60.4% 47,158 $668K
SG Americas Securities, LLC 0.00% Reduce -71.5% 46,304 $656K
KLP Kapitalforvaltning As 0.00% Add +46.5% 44,400 $629K
CenterBook Partners LP 0.03% New 44,005 $624K
Campbell & CO Investment Adviser LLC 0.03% New 43,146 $611K
CloudAlpha Capital Management Limited/Hong Kong 0.05% New 42,610 $604K
RFG Advisory, LLC 0.01% New 42,595 $604K
Cypress Capital Management LLC (WY) 0.58% New 42,572 $603K
Truist Financial Corp. 0.00% Reduce -34.0% 41,748 $592K
Axxcess Wealth Management, LLC 0.01% Add +92.2% 41,687 $591K
Ameriprise Financial Inc. 0.00% Reduce -56.6% 41,578 $589K
Hennion & Walsh Asset Management, Inc. 0.02% Add +31.8% 40,666 $576K
Flow Traders U.S. LLC 0.02% Add +19.5% 40,529 $574K
New York State Common Retirement Fund 0.00% No change 40,172 $569K
MRA Advisory Group 0.24% Add +57.4% 39,902 $565K
Altshuler Shaham Ltd 0.01% Add +7.8% 39,783 $564K
Victory Financial Group, LLC 0.07% New 39,664 $562K
Arkadios Wealth Advisors 0.01% Add +67.7% 39,194 $555K
XTX Topco Ltd 0.01% Add +69.7% 38,937 $552K
Bayesian Capital Management, LP 1.26% New 38,889 $551K
Arizona State Retirement System 0.00% Add +9.4% 38,870 $551K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +76.5% 38,819 $550K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.7% 27,998 $548K
Farther Finance Advisors, LLC 0.01% Add +11.6% 37,982 $538K
Sowell Financial Services LLC 0.02% Add +18.1% 37,442 $531K
Snowden Capital Advisors LLC 0.01% Add +67.2% 37,173 $527K
Advisory Services Network, LLC 0.01% Add +170.2% 36,369 $515K
MML Investors Services, LLC 0.00% Reduce -32.5% 36,181 $513K
Police & Firemen's Retirement System of New Jersey 0.00% Add +1.1% 35,483 $503K
Lombard Odier Asset Management (USA) Corp 0.27% New 35,138 $498K
Handelsbanken Fonder AB 0.00% Reduce -17.9% 34,900 $495K
D.A. Davidson & Co. 0.00% Add +61.6% 34,659 $491K
CastleKnight Management LP 0.03% Add +118.7% 33,900 $480K
Focus Partners Wealth 0.00% Add +11.5% 33,380 $473K
Cresset Asset Management, LLC 0.00% Reduce -2.1% 32,562 $461K
GTS Securities LLC 0.02% Add +29.3% 31,965 $453K
Dimensional Fund Advisors LP 0.00% Reduce -37.8% 31,869 $452K
SIH Partners, LLLP 0.03% Reduce -1.2% 31,353 $444K
Themes Management Co LLC 0.35% — 31,190 $442K
Rockefeller Capital Management L.P. 0.00% Reduce -40.6% 31,137 $441K
Mercer Global Advisors Inc. 0.00% Reduce -8.5% 30,430 $431K
SBI Securities Co., Ltd. 0.01% Reduce -35.5% 30,395 $431K
Global Retirement Partners, LLC 0.01% Add +75.9% 30,127 $427K
1832 Asset Management L.P. 0.00% Reduce -10.2% 30,000 $425K
Moran Wealth Management, LLC 0.01% Add +39.8% 29,945 $424K
B.O.S.S. Retirement Advisors, LLC 0.13% Reduce -24.0% 29,005 $411K
Mgo One Seven LLC 0.01% Add +68.3% 27,961 $396K
Dark Forest Capital Management LP 0.02% Add +252.5% 27,518 $390K
State Board of Administration of Florida Retirement System 0.00% No change 27,425 $389K
Illinois Municipal Retirement Fund 0.00% Add +64.7% 27,375 $388K
Nissay Asset Management Corp. /Japan 0.00% Add +154.2% 27,303 $387K
DV Trading LLC 0.03% — 25,091 $356K
Cwm, LLC 0.00% Reduce -5.9% 24,720 $350K
Leonteq Securities AG 0.02% Add +489.6% 24,490 $347K
Gotham Asset Management 0.00% Reduce -54.1% 23,872 $338K
Kingswood Wealth Advisors, LLC 0.02% Reduce -42.1% 23,858 $338K
AlphaQuest LLC 0.02% Add +59.7% 23,756 $337K
Envestnet Asset Management Inc. 0.00% Add +50.0% 23,404 $332K
ProShare Advisors LLC 0.00% Add +6.9% 23,175 $328K
NewEdge Advisors, LLC 0.00% Reduce -62.6% 23,137 $328K
Quantinno Capital Management LP 0.00% Add +196.7% 22,689 $322K
Voya Investment Management LLC 0.00% Reduce -1.4% 22,689 $322K
Principal Securities, Inc. 0.00% Add +44.5% 22,534 $319K
OneAscent Financial Services LLC 0.03% Reduce -0.6% 22,028 $312K
Prime Capital Investment Advisors, LLC 0.00% New 21,770 $308K
Carlson Financial, Inc. 0.18% — 21,714 $308K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -88.4% 21,389 $303K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 21,251 $301K
Oppenheimer & Co. Inc. 0.00% Reduce -34.4% 21,170 $300K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.8% 20,693 $293K
Victory Capital Management Inc. 0.00% Add +67.8% 20,667 $293K
Ballast Financial Advisors LLC 0.29% — 20,200 $286K
Neuberger Berman Group LLC 0.00% Reduce -92.4% 20,072 $284K
&partners 0.00% Add +106.8% 19,176 $280K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -84.6% 19,771 $280K
Geneos Wealth Management Inc. 0.01% Add +244.5% 19,602 $278K
Philip James Wealth Mangement, LLC 0.03% Reduce -27.4% 19,188 $272K
Gables Capital Management Inc. 0.11% Reduce -37.3% 18,700 $265K
Wealthfront Advisers LLC 0.00% Add +118.0% 18,647 $264K
Banque Cantonale Vaudoise 0.01% Reduce -36.4% 18,145 $257K
Cane Capital Partners, LLC 0.11% — 17,724 $251K
Boundless Plain Holdings Ltd 0.08% — 17,605 $249K
Taylor Frigon Capital Management LLC 0.12% Reduce -1.4% 17,419 $247K
KG Capital Management 0.06% New 17,374 $246K
Apollon Wealth Management, LLC 0.00% Add +124.5% 17,345 $246K
Orion Porfolio Solutions, LLC 0.00% Reduce -62.0% 17,043 $241K
Riggs Asset Managment Co. Inc. 0.05% Add +66.8% 16,737 $237K
NFSG Corp 0.04% Add +16.7% 16,650 $236K
BankChampaign, National Association 0.23% — 16,484 $234K
Instrumental Wealth, LLC 0.14% New 17,363 $231K
Franklin Resources Inc. 0.00% Reduce -52.7% 15,987 $227K
Lauer Wealth, LLC 0.17% Add +25.7% 11,388 $224K
Meeder Asset Management Inc. 0.01% Add +68191.3% 15,707 $223K
Stratos Wealth Partners, LTD. 0.00% Reduce -68.5% 15,694 $222K
Russell Investments Group, Ltd. 0.00% Reduce -77.3% 15,586 $221K
STRS Ohio 0.00% Add +8.4% 15,400 $218K
Kintra Wealth, LLC 0.03% Add +2.5% 15,309 $217K
Kingsview Wealth Management, LLC 0.00% New 15,285 $217K
Foundations Investment Advisors, LLC 0.00% Reduce -36.1% 15,178 $215K
Kaizen Financial Strategies 0.10% Reduce -18.5% 15,175 $215K
Regal Investment Advisors LLC 0.01% Add +12.8% 15,115 $214K
Old Mission Capital LLC 0.01% Reduce -59.5% 15,031 $213K
Capstone Investment Advisors, LLC 0.00% New 15,024 $213K
Fifth Third Wealth Advisors LLC 0.01% New 14,759 $209K
Level Four Advisory Services, LLC 0.01% New 14,628 $207K
Ausdal Financial Partners, Inc. 0.01% Add +26.5% 13,790 $195K
Glen Eagle Advisors, LLC 0.03% Reduce -3.0% 13,699 $194K
R Squared Ltd 0.09% Add +115.3% 13,510 $191K
Janney Montgomery Scott LLC 0.00% Reduce -81.5% 13,463 $191K
Balboa Wealth Partners 0.03% Add +6.0% 13,465 $191K
Legacy Advisors, LLC 0.02% No change 13,140 $186K
Valeo Financial Advisors, LLC 0.00% New 13,134 $186K
Bank of Montreal 0.00% Reduce -92.2% 13,066 $185K
Black Maple Capital Management LP 0.14% New 13,000 $184K
Operose Advisors LLC 0.04% Add +859.6% 12,984 $184K
Independent Advisor Alliance 0.00% Reduce -64.3% 12,834 $182K
Man Group plc 0.00% New 12,800 $181K
PNC Financial Services Group, Inc. 0.00% Add +52.5% 12,789 $181K
Modus Advisors, LLC 0.05% New 12,601 $179K
Public Employees Retirement Association of Colorado 0.00% No change 12,564 $178K
Summit Securities Group LLC 0.03% New 12,500 $177K
Harbor Advisors LLC 0.03% New 12,500 $177K
Wealthcare Advisory Partners LLC 0.00% Add +50.8% 12,400 $176K
Gilliland Jeter Wealth Management LLC 0.05% New 12,309 $174K
Wolff Wiese Magana LLC 0.10% Reduce -2.3% 12,305 $174K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 12,300 $174K
Allspring Global Investments Holdings, LLC 0.00% Reduce -8.3% 10,517 $172K
Venture Visionary Partners LLC 0.01% Reduce -75.8% 12,055 $171K
Pinnacle Financial Partners, Inc. 0.00% — 12,024 $170K
US Bancorp \de 0.00% Reduce -4.2% 12,013 $170K
United Capital Financial Advisors, LLC 0.00% Add +61.3% 11,891 $168K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -3.4% 11,839 $168K
Captrust Financial Advisors 0.00% Reduce -39.1% 11,422 $162K
PFG Investments, LLC 0.01% New 11,317 $160K
Concorde Asset Management, LLC 0.06% Add +53.5% 11,280 $160K
Acropolis Investment Management, LLC 0.01% Add +30.1% 11,063 $157K
Sigma Planning Corp 0.00% Reduce -38.9% 10,867 $153K
Sei Investments Co. 0.00% Reduce -55.0% 10,756 $152K
Verdence Capital Advisors LLC 0.01% Reduce -6.0% 10,738 $152K
Symphony Financial, Ltd. Co. 0.02% New 10,603 $151K
Allworth Financial LP 0.00% Add +1.4% 10,637 $151K
Ameritas Investment Partners, Inc. 0.00% No change 10,594 $150K
CIBC Asset Management Inc 0.00% New 10,380 $147K
Pasadena Private Wealth, LLC 0.02% Add +68.4% 10,350 $147K
Pilgrim Partners Asia Pte Ltd 0.07% New 10,300 $146K
N.E.W. Advisory Services LLC 0.01% Reduce -3.4% 10,155 $144K
Scientech Research LLC 0.09% New 10,134 $144K
Amundi 0.00% New 10,015 $142K
Brave Asset Management Inc. 0.03% New 10,000 $142K
Aventura Private Wealth, LLC 0.05% Add +10.5% 9,922 $141K
Ensign Peak Advisors, Inc 0.00% Reduce -60.9% 9,200 $130K
Fortitude Family Office, LLC 0.03% No change 8,167 $116K
Spire Wealth Management 0.00% Reduce -1.4% 7,873 $112K
Lanark Financial, Inc. 0.01% Reduce -15.7% 7,745 $110K
IFP Advisors, Inc 0.00% Add +90.6% 7,592 $108K
CoreCap Advisors, LLC 0.00% Add +12398.2% 6,874 $97K
Hager Investment Management Services, LLC 0.05% Reduce -63.0% 6,171 $87K
Firsthand Capital Management, Inc. 0.13% No change 5,000 $71K
KBC Group NV 0.00% Add +53.1% 4,871 $69K
Spirit of America Management Corp. 0.01% No change 4,500 $64K
Compagnie Lombard Odier SCmA 0.00% New 4,000 $57K
Amalgamated Bank 0.00% Reduce -3.0% 3,984 $56K
Signature Equity Partners, LLC 0.03% — 3,827 $54K
TFC Financial Management, Inc. 0.01% Reduce -6.9% 3,796 $54K
Arax Advisory Partners 0.00% Add +26.0% 3,739 $53K
Smartleaf Asset Management LLC 0.00% Add +25507.1% 3,585 $51K
Stone House Investment Management, LLC 0.01% No change 3,612 $51K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.1% 3,384 $48K
Wilmington Savings Fund Society, FSB 0.00% New 3,000 $43K
National Bank of Canada 0.00% Reduce -99.5% 2,883 $41K
CSS LLC 0.01% Reduce -92.2% 2,860 $41K
KERR FINANCIAL PLANNING Corp 0.05% Add +2.9% 2,675 $40K
GPS Wealth Strategies Group, LLC 0.03% Reduce -73.6% 2,673 $38K
AdvisorNet Financial, Inc 0.00% Add +91.1% 2,628 $37K
CIBC Private Wealth Group LLC 0.00% Add +30.4% 2,620 $37K
Knuff & Co LLC 0.01% New 2,500 $35K
Golden State Wealth Management, LLC 0.00% Add +17.6% 2,499 $35K
Harbour Investments, Inc. 0.00% Add +32.4% 2,419 $34K
Medallion Wealth Advisors, LLC 0.01% New 2,400 $34K
Strategic Advocates LLC 0.01% Add +233.0% 2,321 $33K
Anfield Capital Management, LLC 0.01% Reduce -10.0% 2,312 $33K
Albion Financial Group 0.00% Add +13.0% 2,310 $33K
Hantz Financial Services, Inc. 0.00% No change 2,250 $32K
Macquarie Group Ltd. 0.00% Reduce -99.0% 2,210 $31K
Strategic Wealth Partners, Ltd. 0.00% Reduce -11.3% 2,174 $31K
EverSource Wealth Advisors, LLC 0.00% Add +23.9% 2,164 $31K
Ameriflex Group, Inc. 0.02% New 2,150 $30K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +66.0% 1,904 $27K
Blue Trust, Inc. 0.00% Reduce -5.3% 1,806 $26K
First Command Advisory Services, Inc. 0.00% No change 1,791 $25K
Atlantic Union Bankshares Corp 0.00% Add +21.2% 1,757 $25K
Nisa Investment Advisors, LLC 0.00% Reduce -42.8% 1,689 $24K
Ancora Advisors LLC 0.00% Reduce -5.7% 1,675 $24K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +81.9% 1,666 $24K
TD Waterhouse Canada Inc. 0.00% Reduce -10.8% 1,650 $23K
Belvedere Trading LLC 0.00% New 1,620 $23K
Flagship Harbor Advisors, LLC 0.00% Reduce -74.0% 1,613 $23K
IFC & Insurance Marketing, Inc. 0.02% — 1,448 $21K
Natixis 0.00% Reduce -66.9% 1,440 $20K
Winch Advisory Services, LLC 0.00% Add +137.8% 1,422 $20K
Old Second National Bank of Aurora 0.00% No change 1,400 $20K
Ascentis Wealth Management, LLC 0.01% Add +96.0% 1,372 $19K
Rothschild Investment LLC 0.00% Add +28.8% 1,320 $19K
Dogwood Wealth Management LLC 0.01% Add +975.0% 1,290 $18K
Comerica Bank 0.00% Reduce -57.8% 1,267 $18K
Steigerwald, Gordon & Koch Inc. 0.00% Add +8.7% 1,250 $18K
International Assets Investment Management, LLC 0.00% New 1,250 $18K
Kemnay Advisory Services Inc. 0.00% New 1,111 $16K
Huntington National Bank 0.00% Reduce -28.4% 1,070 $15K
Creative Financial Designs Inc. 0.00% Add +89.3% 1,060 $15K
CrossGen Wealth, LLC 0.01% — 1,058 $15K
Burkett Financial Services, LLC 0.01% Reduce -3.8% 1,058 $15K
Sittner & Nelson, LLC 0.01% Add +70.0% 850 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% New 1,020 $14K
Signaturefd, LLC 0.00% Reduce -17.0% 971 $14K
Indiana Trust & Investment Management Co 0.00% No change 950 $13K
Toth Financial Advisory Corp. 0.00% Reduce -51.2% 915 $13K
Tripletail Wealth Management, LLC 0.02% Add +325.0% 850 $12K
1620 Investment Advisors, Inc. 0.01% No change 850 $12K
Sterling Capital Management LLC 0.00% Add +175.6% 846 $12K
Adirondack Trust Co. 0.00% Add +21.3% 825 $12K
Bear Mountain Capital, Inc. 0.00% Add +100.0% 600 $11K
GAMMA Investing LLC 0.00% Reduce -7.7% 775 $11K
McGuire Capital Advisors Inc. 0.01% — 766 $11K
Solstein Capital, LLC 0.00% New 750 $11K
Triumph Capital Management 0.00% New 740 $10K
Evermay Wealth Management LLC 0.00% No change 700 $10K
Caldwell Sutter Capital, Inc. 0.00% New 625 $9K
Key Financial Inc 0.00% No change 550 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +35.9% 549 $8K
Financial Management Professionals, Inc. 0.00% Reduce -83.7% 524 $7K
Parkside Financial Bank & Trust 0.00% Add +89.7% 514 $7K
SHP Wealth Management 0.00% — 511 $7K
GoalVest Advisory LLC 0.00% No change 503 $7K
Fairscale Capital, LLC 0.00% New 500 $7K
CX Institutional 0.00% Reduce -28.6% 500 $7K
MAI Capital Management 0.00% Reduce -72.9% 448 $6K
Meramec Financial Planners, LLC 0.00% — 359 $6K
Strive Financial Group ,LLC 0.00% — 425 $6K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -87.3% 419 $6K
HHM Wealth Advisors, LLC 0.00% No change 417 $6K
Front Row Advisors LLC 0.00% No change 400 $6K
Webster Bank, N. A. 0.00% New 400 $6K
JNBA Financial Advisors 0.00% No change 400 $6K
Vermillion Wealth Management, Inc. 0.00% New 398 $6K
Larson Financial Group LLC 0.00% Reduce -21.7% 383 $5K
Contravisory Investment Management, Inc. 0.00% No change 363 $5K
Turning Point Benefit Group, Inc. 0.00% Add +164.9% 355 $5K
Clearstead Advisors, LLC 0.00% No change 350 $5K
Bogart Wealth, LLC 0.00% Reduce -41.8% 332 $5K
SouthState Bank Corp 0.00% Reduce -85.6% 331 $5K
Concord Wealth Partners 0.00% No change 326 $5K
Financial Consulate, Inc. 0.00% Reduce -3.2% 300 $4K
HM Payson & Co. 0.00% Reduce -86.4% 283 $4K
Covestor Ltd 0.00% No change 257 $4K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% No change 272 $4K
Pacific Center for Financial Services 0.00% No change 100 $4K
Quattro Advisors LLC 0.00% — 250 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 250 $4K
Sunbelt Securities, Inc. 0.00% Add +500.0% 240 $3K
Anchor Investment Management, LLC 0.00% No change 235 $3K
PFS Partners, LLC 0.00% No change 227 $3K
Adkins Seale Capital Management LLC 0.00% — 225 $3K
MTM Investment Management, LLC 0.00% No change 215 $3K
Hollencrest Capital Management 0.00% Add +2211.1% 208 $3K
Vision Financial Markets LLC 0.00% No change 206 $3K
Basepoint Wealth LLC 0.00% New 200 $3K
Estate Planners Group, LLC 0.00% — 200 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% New 200 $3K
Westside Investment Management, Inc. 0.00% No change 200 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 200 $3K
Caitlin John, LLC 0.00% Add +515.0% 123 $3K
First Horizon Corp. 0.00% Add +105.4% 189 $3K
Accordant Advisory Group Inc 0.00% Add +125.0% 180 $3K
Orion Capital Management LLC 0.00% Add +7.8% 179 $3K
Rachor Investment Advisory Services, LLC 0.00% — 154 $2K
Hurley Capital, LLC 0.00% No change 151 $2K
Cedar Mountain Advisors, LLC 0.00% No change 150 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 150 $2K
MCF Advisors LLC 0.00% Add +262.5% 145 $2K
Avion Wealth 0.00% Reduce -14.0% 184 $2K
SWAN Capital LLC 0.00% Add +285.7% 135 $2K
Assetmark, Inc. 0.00% Add +58.7% 119 $2K
Vermillion & White Wealth Management Group, LLC 0.00% Add +1550.9% 1,783 $2K
TD Capital Management LLC 0.00% No change 103 $1K
Ankerstar Wealth, LLC 0.00% — 100 $1K
Garton & Associates Financial Advisors LLC 0.00% — 100 $1K
Legacy Wealth Managment, LLC 0.00% New 100 $1K
Strategic Investment Solutions, Inc. 0.00% No change 100 $1K
Gen-Wealth Partners Inc 0.00% Add +453.3% 83 $1K
MassMutual Private Wealth & Trust, FSB 0.00% New 82 $1K
Hilltop National Bank 0.00% No change 75 $1K
Bessemer Group Inc. 0.00% No change 104 $1K
Investors Research Corp 0.00% No change 70 $992
Laurel Wealth Advisors LLC 0.00% New 70 $992
Purpose Unlimited Inc. 0.00% — 65 $921
Scarborough Advisors, LLC 0.00% No change 63 $893
Tradewinds Capital Management, LLC 0.00% Add +3.5% 60 $851
Quarry LP 0.00% Reduce -19.7% 57 $808
Aspect Partners, LLC 0.00% No change 52 $737
Entrust Financial LLC 0.00% — 50 $709
Tidemark, LLC 0.00% No change 49 $694
Armstrong Advisory Group, Inc. 0.00% Reduce -90.3% 48 $681
POM Investment Strategies, LLC 0.00% New 45 $638
Farmers & Merchants Investments Inc. 0.00% No change 38 $538
Quadrant Capital Group LLC 0.00% New 36 $511
Center for Financial Planning, Inc. 0.00% No change 35 $496
Physician Wealth Advisors, Inc. 0.00% New 31 $440
LRI Investments, LLC 0.00% New 29 $411
GHP Investment Advisors, Inc. 0.00% No change 27 $384
Root Financial Partners, LLC 0.00% No change 26 $368
Duncker Streett & Co. Inc. 0.00% Add +14.3% 24 $340
CVA Family Office, LLC 0.00% Add +14.3% 24 $340
ORG Partners LLC 0.00% Reduce -96.2% 20 $283
Brown Brothers Harriman & Co. 0.00% New 16 $227
Global Trust Asset Management, LLC 0.00% Reduce -99.7% 15 $213
Keating Financial Advisory Services, Inc. 0.00% — 15 $213
Essential Investment Partners LLC 0.00% — 13 $184
Lodestone Wealth Management LLC 0.00% New 10 $142
IMG Wealth Management, Inc. 0.00% New 10 $142
Dunhill Financial, LLC 0.00% New 4 $57

"% of holder's portfolio" is SMR's weight in each manager's 13F, not the share of Nuscale Power Corp. the manager owns.