Nuscale PowerSMR
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $206.2M |
| Exits | 122 | $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.