Nuscale PowerSMR

13F holders, Q1 2026 (March 31)
496holders +34
101new positions
70sold out
8famous investors
$10.84avg. 13F price*

At the end of Q1 2026, 496 institutions reported holding Nuscale Power Corp. (SMR) in their 13F filings, up 34 from Q4 2025. 101 opened new positions and 70 sold out. The largest holders were Van Eck Associates Corp. ($217.2M), BlackRock, Inc. ($139.3M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($124.1M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and George Soros (0.0% of Soros Fund 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions101$100.3M
Exits70$127.0M

All 13F filers, Q4 2025 → Q1 2026: 56,327,044 shares bought and 26,435,970 shares sold, net +29,891,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 496 holders

Van Eck Associates Corp. 0.16% Add +74.0% 20,032,960 $217.2M
BlackRock, Inc. 0.00% Add +19.1% 12,849,132 $139.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% Add +39.6% 11,452,161 $124.1M
Vanguard Portfolio Management LLC 0.01% — 10,948,169 $118.7M
Vanguard Capital Management LLC 0.00% — 10,732,371 $116.3M
Marex Group Ltd 1.02% Add +378.4% 9,098,178 $98.6M
Morgan Stanley 0.00% Add +33.6% 7,052,969 $76.5M
Renaissance Technologies 0.09% New 5,455,800 $59.1M
Marshall Wace, LLP 0.05% Add +849.7% 4,307,637 $46.7M
Geode Capital Management, LLC 0.00% Add +15.7% 3,728,930 $40.4M
Two Sigma Investments, LP 0.03% Add +42.9% 3,723,274 $40.4M
Capital Fund Management S.A. 0.34% Add +87.1% 3,550,574 $38.5M
State Street Corp. 0.00% Add +19.4% 3,537,976 $38.4M
Goldman Sachs Group Inc. 0.00% Add +551.2% 3,320,167 $36.0M
UBS Group AG 0.01% Reduce -10.0% 2,605,742 $28.2M
HRT Financial LP 0.06% Add +173.1% 2,247,770 $24.4M
Tidal Investments LLC 0.08% Add +5.6% 2,233,266 $24.2M
Bank of America Corp. 0.00% Add +33.4% 2,062,232 $22.4M
Clear Street Group Inc. 0.11% Reduce -79.9% 1,777,337 $19.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +95.4% 1,607,540 $17.4M
Samsung C&T Corp 100.00% No change 1,585,804 $17.2M
Citadel Advisors 0.01% Reduce -34.6% 1,531,072 $16.6M
Cetera Investment Advisers 0.02% Add +611.4% 1,523,925 $16.5M
Swedbank AB 0.02% Add +36.3% 1,502,300 $16.3M
Millennium Management 0.01% Add +138.9% 1,381,657 $15.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.2% 1,362,567 $14.8M
Northern Trust Corp. 0.00% Add +20.9% 1,341,283 $14.5M
Qube Research & Technologies Ltd 0.02% Reduce -46.2% 1,286,088 $13.9M
Charles Schwab Investment Management Inc. 0.00% Add +5.6% 1,268,619 $13.8M
Exchange Traded Concepts, LLC 0.10% Add +151.2% 1,186,060 $12.9M
Vanguard Fiduciary Trust Co. 0.00% — 1,162,819 $12.6M
LPL Financial LLC 0.00% Add +55.1% 1,122,877 $12.2M
BNP Paribas Financial Markets 0.01% Add +88.2% 1,071,015 $11.6M
RPG Investment Advisory, LLC 1.36% Add +35.4% 1,043,473 $11.3M
Tudor Investment Corporation 0.06% Add +292.9% 984,681 $10.7M
Susquehanna International Group, LLP 0.01% Reduce -78.5% 931,718 $10.1M
Barclays PLC 0.00% Reduce -57.1% 780,181 $8.5M
Citigroup Inc. 0.01% Add +168.0% 730,465 $7.9M
Wells Fargo & Company 0.00% Reduce -20.7% 704,821 $7.6M
Trexquant Investment LP 0.05% Add +116.3% 679,629 $7.4M
Nuveen, LLC 0.00% Add +54.0% 625,650 $6.8M
Korea Investment CORP 0.01% New 610,287 $6.6M
Balyasny Asset Management L.P. 0.01% Add +257.4% 609,398 $6.6M
Raymond James Financial Inc. 0.00% Add +39.9% 602,681 $6.5M
Once Capital Management, LLC 1.63% Add +24.4% 563,100 $6.1M
Squarepoint Ops LLC 0.01% Reduce -51.0% 543,555 $5.9M
Bank of New York Mellon Corp 0.00% Add +21.9% 482,517 $5.2M
JPMorgan Chase & Co. 0.00% Add +73.4% 425,695 $4.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 400,000 $4.3M
Quadrature Capital Ltd 0.05% Reduce -44.1% 396,610 $4.3M
ExodusPoint Capital Management, LP 0.04% Reduce -36.5% 390,255 $4.2M
Baird Financial Group, Inc. 0.01% Reduce -9.6% 336,859 $3.7M
Swiss National Bank 0.00% Add +20.4% 335,800 $3.6M
Royal Bank of Canada 0.00% Add +39.1% 335,898 $3.6M
Engineers Gate Manager LP 0.04% Add +23.7% 300,215 $3.3M
Brevan Howard Capital Management LP 0.03% Add +391.1% 291,303 $3.2M
Susquehanna Fundamental Investments, LLC 0.12% New 288,480 $3.1M
Commonwealth Equity Services, LLC 0.00% Reduce -0.8% 267,093 $2.9M
Point72 Asset Management 0.00% New 248,358 $2.7M
Simplex Trading, LLC 0.08% Add +20.7% 243,026 $2.6M
FMR LLC 0.00% Add +72.9% 235,918 $2.6M
Holocene Advisors, LP 0.01% Add +224.3% 234,003 $2.5M
Canal Insurance CO 0.54% No change 232,890 $2.5M
Osaic Holdings, Inc. 0.00% Add +30.2% 232,663 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +16.7% 230,807 $2.5M
PEAK6 LLC 0.07% New 228,817 $2.5M
Hohimer Wealth Management, LLC 0.30% Add +333.1% 222,383 $2.4M
Group One Trading LLC 0.07% Add +304.3% 207,993 $2.3M
Caz Investments LP 2.70% Add +104.5% 206,500 $2.2M
Alliancebernstein L.P. 0.00% Add +16.3% 157,310 $2.2M
California State Teachers Retirement System 0.00% Add +49.5% 200,601 $2.2M
Jones Financial Companies LLLP 0.00% Add +37.8% 209,524 $2.2M
Rhumbline Advisers 0.00% Add +20.2% 188,192 $2.0M
D. E. Shaw & Co. 0.00% New 184,188 $2.0M
Trask Adam Roland 1.89% — 183,975 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +36.1% 183,058 $2.0M
Walleye Trading LLC 0.04% Add +21.1% 182,552 $2.0M
Prospera Financial Services Inc 0.03% Add +22.9% 172,672 $1.9M
Nomura Asset Management International Inc. 0.00% Reduce -12.3% 170,489 $1.8M
Voleon Capital Management LP 0.04% Reduce -25.8% 169,361 $1.8M
Pacer Advisors, Inc. 0.01% Add +67.1% 164,247 $1.8M
Man Group plc 0.00% Add +1125.3% 156,834 $1.7M
Stifel Financial Corp. 0.00% Reduce -24.0% 149,371 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +24.9% 148,434 $1.6M
Deutsche Bank AG 0.00% Add +9.3% 145,755 $1.6M
Legal & General Group Plc 0.00% Reduce -3.2% 138,035 $1.5M
LMR Partners LLP 0.02% Add +33.9% 136,600 $1.5M
Rockefeller Capital Management L.P. 0.00% Add +329.6% 133,756 $1.4M
Jump Financial, LLC 0.02% Reduce -84.0% 130,167 $1.4M
Alps Advisors Inc. 0.01% Add +141.4% 129,852 $1.4M
Empowered Funds, LLC 0.01% New 129,492 $1.4M
Bouvel Investment Partners, LLC 0.41% Add +59.6% 129,363 $1.4M
DNB Asset Management AS 0.00% Add +87.0% 126,387 $1.4M
Defiance ETFs, LLC 0.02% New 125,661 $1.4M
Seven Grand Managers, LLC 0.09% No change 125,000 $1.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 123,556 $1.3M
Encompass More Asset Management 0.21% New 117,112 $1.3M
Kestra Advisory Services, LLC 0.00% Add +98.6% 115,045 $1.2M
Fox Hill Wealth Management 0.59% Reduce -0.1% 112,607 $1.2M
Kestra Private Wealth Services, LLC 0.01% Add +86.7% 112,084 $1.2M
Moran Wealth Management, LLC 0.04% Add +262.4% 108,511 $1.2M
Portland Investment Counsel Inc. 0.37% Add +50.0% 105,000 $1.1M
Invesco Ltd. 0.00% Add +20.2% 97,609 $1.1M
Caprock Group, LLC 0.03% Add +30.3% 95,771 $1.0M
Private Advisor Group, LLC 0.00% Reduce -4.9% 89,140 $966K
MetLife Investment Management, LLC 0.00% Add +20.8% 87,164 $945K
Symmetry Investments LP 0.22% New 84,600 $917K
CloudAlpha Capital Management Limited/Hong Kong 0.10% Add +97.2% 84,036 $911K
Janus Henderson Group PLC 0.00% Add +23.2% 80,715 $874K
Sanctuary Advisors, LLC 0.00% Add +43.8% 80,378 $871K
Pinebridge Investments LLC 0.01% Add +17.5% 71,216 $772K
Fieldview Capital Management, LLC 0.22% New 70,607 $765K
Soros Fund Management 0.01% Reduce -53.2% 70,360 $763K
Clear Creek Financial Management, LLC 0.06% Add +42.2% 70,293 $762K
Private Wealth Partners, LLC 0.06% Reduce -13.0% 70,245 $761K
Federation des caisses Desjardins du Quebec 0.00% Add +17.8% 69,462 $752K
Themes Management Co LLC 0.46% Add +121.9% 69,214 $750K
Mariner, LLC 0.00% Reduce -32.4% 68,346 $741K
Wealth Enhancement Advisory Services, LLC 0.00% Add +154.7% 71,310 $724K
Vontobel Holding Ltd. 0.00% Reduce -11.7% 65,470 $710K
Twin Tree Management, LP 0.15% New 64,644 $701K
Hennion & Walsh Asset Management, Inc. 0.02% Add +58.7% 64,520 $699K
Vanguard Global Advisers, LLC 0.00% — 62,236 $675K
HighTower Advisors, LLC 0.00% Reduce -11.1% 62,157 $674K
Caption Management, LLC 0.03% New 62,000 $672K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +58.3% 61,438 $666K
Creative Planning 0.00% Add +18.7% 60,763 $659K
Capstone Investment Advisors, LLC 0.01% Add +302.1% 60,407 $655K
Parallel Advisors, LLC 0.01% Add +1.8% 59,898 $649K
First Trust Advisors LP 0.00% Reduce -72.5% 58,416 $633K
Arkadios Wealth Advisors 0.01% Add +48.8% 58,331 $632K
Walleye Capital LLC 0.00% Reduce -65.0% 58,256 $631K
State of Wisconsin Investment Board 0.00% Add +9.9% 57,916 $628K
Hudson Bay Capital Management LP 0.00% New 57,903 $628K
Steward Partners Investment Advisory, LLC 0.00% Add +173.7% 56,637 $614K
MML Investors Services, LLC 0.00% Add +54.6% 55,926 $606K
CastleKnight Management LP 0.03% Add +64.6% 55,800 $605K
Worthington Financial Partners, LLC 0.50% New 53,931 $585K
Clear Harbor Asset Management, LLC 0.04% New 53,535 $580K
IHT Wealth Management, LLC 0.01% New 52,431 $568K
Axq Capital, LP 0.07% New 51,992 $564K
MRP Capital Investments, LLC 0.49% Add +7.5% 51,950 $563K
Mercer Global Advisors Inc. 0.00% Add +70.3% 51,835 $562K
Quantbot Technologies LP 0.02% Reduce -34.0% 51,480 $558K
MRA Advisory Group 0.23% Add +28.7% 51,356 $557K
Marathon Capital Management 0.12% Add +1.0% 50,500 $547K
KLP Kapitalforvaltning As 0.00% Add +12.6% 50,000 $542K
SBI Securities Co., Ltd. 0.01% Add +64.1% 49,871 $541K
Arizona State Retirement System 0.00% Add +19.9% 46,614 $505K
JT Stratford LLC 0.06% Reduce -4.4% 46,241 $501K
RFG Advisory, LLC 0.01% Add +6.9% 45,530 $494K
Vanguard Investments Australia, Ltd. 0.00% — 45,342 $492K
Audent Global Asset Management, LLC 0.48% Reduce -17.4% 44,600 $483K
Quantinno Capital Management LP 0.00% Add +94.8% 44,204 $479K
Advisory Services Network, LLC 0.01% Add +21.3% 44,099 $478K
Police & Firemen's Retirement System of New Jersey 0.00% Add +21.6% 43,133 $468K
Ameriprise Financial Inc. 0.00% Add +2.4% 42,558 $461K
Qsemble Capital Management, LP 0.04% Reduce -51.4% 42,253 $458K
Cypress Capital Management LLC (WY) 0.43% Reduce -1.0% 42,152 $457K
PNC Financial Services Group, Inc. 0.00% Add +229.1% 42,086 $456K
Victory Financial Group, LLC 0.06% Add +6.0% 42,054 $456K
Sowell Financial Services LLC 0.02% Add +10.4% 41,352 $448K
Sei Investments Co. 0.00% Add +281.7% 41,059 $445K
New York State Common Retirement Fund 0.00% No change 40,172 $435K
Truist Financial Corp. 0.00% Reduce -5.4% 39,495 $428K
Wesbanco Bank Inc. 0.01% New 39,200 $425K
Foundations Investment Advisors, LLC 0.01% Add +155.6% 38,788 $420K
Leonteq Securities AG 0.03% Add +56.3% 38,282 $415K
Focus Partners Wealth 0.00% Add +12.2% 37,445 $406K
Polymer Capital Management (US) LLC 0.06% New 37,197 $403K
Intech Investment Management LLC 0.00% Reduce -31.8% 36,615 $397K
Snowden Capital Advisors LLC 0.01% Reduce -2.5% 36,232 $393K
D.A. Davidson & Co. 0.00% Add +4.5% 36,227 $393K
Cresset Asset Management, LLC 0.00% Add +11.1% 36,180 $392K
Marathon Trading Investment Management LLC 0.12% Reduce -61.0% 35,955 $390K
Equitable Holdings, Inc. 0.00% New 35,669 $387K
Mgo One Seven LLC 0.01% Add +26.5% 35,383 $384K
Two Sigma Securities, LLC 0.04% New 35,129 $381K
Envestnet Asset Management Inc. 0.00% Add +49.5% 34,983 $379K
Handelsbanken Fonder AB 0.00% No change 34,900 $378K
Wealthfront Advisers LLC 0.00% Add +84.9% 34,473 $374K
Nissay Asset Management Corp. /Japan 0.00% Add +23.8% 33,808 $366K
Independent Advisor Alliance 0.00% Add +157.7% 33,068 $358K
HSBC Holdings PLC 0.00% Reduce -57.5% 32,492 $349K
Cane Capital Partners, LLC 0.15% Add +81.0% 32,088 $348K
NewEdge Advisors, LLC 0.00% Add +109.3% 48,430 $346K
&partners 0.00% Add +63.9% 31,435 $341K
Walser Wealth Management Company, A Ltd Liability Co 0.15% New 31,284 $339K
Apollon Wealth Management, LLC 0.01% Add +76.3% 30,581 $331K
1832 Asset Management L.P. 0.00% No change 30,000 $325K
Stratos Wealth Partners, LTD. 0.00% Add +91.1% 29,998 $325K
Victory Capital Management Inc. 0.00% Add +44.5% 29,862 $324K
Old Mission Capital LLC 0.01% Add +96.3% 29,504 $320K
Robertson Stephens Wealth Management, LLC 0.01% New 29,000 $314K
Rakuten Securities, Inc. 0.13% Reduce -39.5% 28,536 $309K
Cibc World Market Inc. 0.00% New 28,483 $309K
Farther Finance Advisors, LLC 0.00% Reduce -22.2% 29,549 $303K
State Board of Administration of Florida Retirement System 0.00% No change 27,425 $297K
B.O.S.S. Retirement Advisors, LLC 0.09% Reduce -6.2% 27,216 $295K
Pictet Asset Management Holding SA 0.00% Reduce -86.9% 26,837 $291K
Voya Investment Management LLC 0.00% Add +18.1% 26,787 $290K
PFG Investments, LLC 0.01% Add +135.9% 26,697 $289K
Vident Advisory, LLC 0.00% New 26,472 $287K
Integrated Wealth Concepts LLC 0.00% New 25,872 $280K
Cwm, LLC 0.00% Add +4.3% 25,776 $279K
Park Avenue Securities LLC 0.00% New 25,627 $278K
Fifth Third Bancorp 0.00% New 25,555 $277K
Wexford Capital LP 0.05% New 25,510 $277K
Ausdal Financial Partners, Inc. 0.01% Add +84.7% 25,467 $276K
STRS Ohio 0.00% Add +64.9% 25,400 $275K
Gsa Capital Partners LLP 0.02% New 25,178 $273K
Bank of Montreal 0.00% Add +92.7% 25,178 $273K
Prudential Financial Inc. 0.00% New 24,700 $268K
Kingswood Wealth Advisors, LLC 0.01% Add +2.3% 24,413 $265K
AE Wealth Management LLC 0.00% Reduce -79.6% 23,891 $259K
CIBC Bancorp USA Inc. 0.00% — 23,283 $252K
ProShare Advisors LLC 0.00% Reduce -0.4% 23,077 $250K
Boothbay Fund Management, LLC 0.01% Reduce -65.5% 22,154 $240K
Carlson Financial, Inc. 0.14% Add +0.1% 21,732 $236K
Los Angeles Capital Management LLC 0.00% Reduce -6.9% 21,507 $233K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 21,500 $233K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +0.5% 21,487 $233K
Geneos Wealth Management Inc. 0.01% Add +9.4% 21,448 $232K
Franklin Resources Inc. 0.00% Add +33.6% 21,353 $231K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 21,251 $230K
Polen Capital Management LLC 0.00% Reduce -67.1% 21,246 $230K
Vanguard Personalized Indexing Management, LLC 0.00% Add +77.5% 21,019 $228K
Corient Private Wealth LP 0.00% New 21,182 $228K
Modus Advisors, LLC 0.06% Add +63.5% 20,601 $223K
Ballast Financial Advisors LLC 0.22% No change 20,200 $219K
360 Financial, Inc. 0.06% New 19,778 $214K
IFS Group,LLC 0.19% — 19,700 $214K
Graham Capital Management, L.P. 0.01% New 19,691 $213K
Regal Investment Advisors LLC 0.01% Add +29.2% 19,522 $212K
Neuberger Berman Group LLC 0.00% Reduce -2.9% 19,496 $211K
LeConte Wealth Management, LLC 0.13% New 18,637 $202K
Amundi 0.00% Add +85.5% 18,583 $201K
Gables Capital Management Inc. 0.09% Reduce -1.1% 18,500 $201K
Gilliland Jeter Wealth Management LLC 0.06% Add +48.4% 18,270 $198K
Sigma Planning Corp 0.01% Add +65.2% 17,954 $195K
Level Four Advisory Services, LLC 0.01% Add +20.9% 17,687 $192K
Taylor Frigon Capital Management LLC 0.11% Add +1.2% 17,634 $191K
Natixis 0.00% Add +1124.6% 17,634 $191K
Banque Cantonale Vaudoise 0.01% Reduce -2.8% 17,641 $191K
Boundless Plain Holdings Ltd 0.06% No change 17,605 $191K
Russell Investments Group, Ltd. 0.00% Add +12.5% 17,528 $190K
Ionic Capital Management LLC 0.19% New 17,400 $189K
Instrumental Wealth, LLC 0.12% No change 17,363 $188K
Centiva Capital, LP 0.01% New 17,219 $187K
NFSG Corp 0.03% Add +1.4% 16,875 $183K
OneAscent Financial Services LLC 0.01% Reduce -24.2% 16,697 $181K
Kaizen Financial Strategies 0.08% Add +4.5% 15,862 $181K
BankChampaign, National Association 0.18% Reduce -0.6% 16,389 $178K
Verus Capital Partners, LLC 0.01% New 16,107 $175K
Choreo, LLC 0.00% New 16,093 $174K
Janney Montgomery Scott LLC 0.00% Add +18.9% 16,012 $174K
Banco Santander, S.A. 0.00% New 16,024 $174K
Pinnacle Financial Partners, Inc. 0.00% Add +33.0% 15,990 $173K
Atom Investors LP 0.01% Reduce -71.3% 15,897 $172K
Verdence Capital Advisors LLC 0.01% Add +46.8% 15,761 $171K
Vectors Research Management, LLC 0.05% New 15,593 $169K
Kintra Wealth, LLC 0.01% No change 15,309 $166K
Pilgrim Partners Asia Pte Ltd 0.07% Add +48.5% 15,300 $166K
Onyx Bridge Wealth Group LLC 0.02% New 15,293 $166K
AQR Capital Management 0.00% Reduce -72.6% 15,275 $166K
Parallax Volatility Advisers, L.P. 0.01% Reduce -82.7% 13,864 $162K
United Capital Financial Advisors, LLC 0.00% Add +25.0% 14,865 $161K
Principal Securities, Inc. 0.00% Reduce -35.9% 14,438 $157K
R Squared Ltd 0.09% Add +5.7% 14,286 $155K
Tower Research Capital LLC (TRC) 0.00% Add +313.3% 13,985 $152K
Xponance LLC 0.00% New 13,878 $150K
Moors & Cabot, Inc. 0.01% New 13,710 $149K
Captrust Financial Advisors 0.00% Add +18.0% 13,482 $146K
Spartan Wealth Advisory Services LLC 0.01% — 13,197 $143K
Balboa Wealth Partners 0.02% Reduce -2.2% 13,165 $143K
Wealthcare Advisory Partners LLC 0.00% Add +5.8% 13,117 $142K
Legacy Advisors, LLC 0.02% Reduce -0.3% 13,099 $142K
Ameritas Investment Partners, Inc. 0.00% Add +23.0% 13,028 $141K
Allworth Financial LP 0.00% Add +20.2% 12,784 $139K
N.E.W. Advisory Services LLC 0.01% Add +24.7% 12,662 $137K
Public Employees Retirement Association of Colorado 0.00% No change 12,564 $136K
Concurrent Investment Advisors, LLC 0.00% New 12,412 $135K
Concorde Asset Management, LLC 0.07% Add +9.8% 12,390 $134K
Prime Capital Investment Advisors, LLC 0.00% Reduce -43.2% 12,374 $134K
TRUE Private Wealth Advisors 0.01% New 12,339 $134K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% No change 12,300 $133K
Heck Capital Advisors, LLC 0.01% New 12,267 $133K
Alchemi Wealth, LLC 0.07% New 12,140 $132K
Mutual Advisors, LLC 0.00% Reduce -77.4% 12,104 $131K
Riggs Asset Managment Co. Inc. 0.03% Reduce -27.9% 12,070 $131K
Principle Wealth Partners LLC 0.01% New 12,000 $130K
FORA Capital, LLC 0.01% Reduce -82.6% 11,874 $129K
Kingsview Wealth Management, LLC 0.00% Reduce -23.6% 11,673 $127K
Advyzon Investment Management, LLC 0.01% New 11,598 $126K
US Bancorp \de 0.00% Reduce -3.9% 11,550 $125K
Principal Financial Group Inc. 0.00% New 11,513 $125K
Stephens Inc. 0.00% New 11,473 $124K
Allspring Global Investments Holdings, LLC 0.00% Add +14.0% 11,985 $123K
IFP Advisors, Inc 0.00% Add +49.1% 11,320 $123K
Hilltop Holdings Inc. 0.01% New 11,308 $123K
OpenArc Corporate Advisory, LLC 0.00% New 11,166 $121K
Glen Eagle Advisors, LLC 0.02% Reduce -18.6% 11,149 $121K
EP Wealth Advisors, LLC 0.00% New 11,101 $120K
Wedbush Securities Inc. 0.00% New 11,005 $119K
Keudell/Morrison Wealth Management 0.02% New 10,909 $118K
Scotia Capital Inc. 0.00% New 10,824 $117K
World Investment Advisors 0.00% New 10,819 $117K
PCM Encore, LLC 0.02% New 10,706 $116K
Wealth Effects LLC 0.04% New 10,500 $114K
AdvisorNet Financial, Inc 0.01% Add +299.3% 10,494 $114K
Golden State Wealth Management, LLC 0.01% Add +316.1% 10,399 $113K
Lauer Wealth, LLC 0.09% Add +0.3% 11,420 $113K
CIBC Asset Management Inc 0.00% No change 10,380 $113K
Philip James Wealth Mangement, LLC 0.01% Reduce -46.4% 10,288 $112K
Acropolis Investment Management, LLC 0.00% Reduce -9.0% 10,063 $109K
James J. Burns & Company, LLC 0.01% New 10,030 $109K
Navis Wealth Advisors, LLC 0.06% New 10,000 $108K
DLK Investment Management, LLC 0.04% New 10,000 $108K
Harbor Advisors LLC 0.02% Reduce -20.0% 10,000 $108K
Operose Advisors LLC 0.02% Reduce -26.7% 9,518 $103K
KBC Group NV 0.00% Add +95.1% 9,502 $103K
Aventura Private Wealth, LLC 0.04% Reduce -5.0% 9,425 $102K
Ancora Advisors LLC 0.00% Add +452.2% 9,250 $100K
Ensign Peak Advisors, Inc 0.00% No change 9,200 $100K
Cassaday & Co Wealth Management LLC 0.00% New 8,648 $94K
CoreCap Advisors, LLC 0.00% Add +25.4% 8,617 $93K
Meeder Asset Management Inc. 0.00% Reduce -53.0% 7,389 $80K
Jefferies Financial Group Inc. 0.00% New 7,166 $78K
Compagnie Lombard Odier SCmA 0.00% Add +75.0% 7,000 $76K
Firsthand Capital Management, Inc. 0.12% No change 5,000 $54K
Spire Wealth Management 0.00% Reduce -36.8% 4,973 $54K
Harbour Investments, Inc. 0.00% Add +90.6% 4,611 $50K
Spirit of America Management Corp. 0.01% No change 4,500 $49K
Hager Investment Management Services, LLC 0.03% Reduce -28.3% 4,428 $48K
Smartleaf Asset Management LLC 0.00% Add +29.0% 4,624 $47K
Arax Advisory Partners 0.00% Add +12.4% 4,202 $46K
TFC Financial Management, Inc. 0.00% Reduce -4.5% 3,627 $39K
National Bank of Canada 0.00% Add +19.8% 3,454 $37K
Ameriflex Group, Inc. 0.02% Add +53.5% 3,301 $36K
Investment Research & Advisory Group, Inc. 0.01% New 3,033 $33K
Wilmington Savings Fund Society, FSB 0.00% No change 3,000 $33K
KERR FINANCIAL PLANNING Corp 0.02% No change 2,675 $31K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +51.9% 2,893 $31K
Strategic Advocates LLC 0.14% Add +23.6% 2,868 $31K
EverSource Wealth Advisors, LLC 0.00% Add +23.3% 2,668 $29K
Strategic Wealth Partners, Ltd. 0.00% Add +21.8% 2,647 $29K
Altshuler Shaham Ltd 0.00% Reduce -93.5% 2,594 $28K
Assetmark, Inc. 0.00% Add +1940.3% 2,428 $26K
Medallion Wealth Advisors, LLC 0.01% No change 2,400 $26K
Anfield Capital Management, LLC 0.01% Add +0.4% 2,322 $25K
Albion Financial Group 0.00% No change 2,310 $25K
Atlantic Union Bankshares Corp 0.00% Add +31.3% 2,307 $25K
Kemnay Advisory Services Inc. 0.00% Add +101.6% 2,240 $24K
Hantz Financial Services, Inc. 0.00% No change 2,250 $24K
Ascentis Independent Advisors 0.00% New 2,058 $22K
Blue Trust, Inc. 0.00% Add +6.0% 1,915 $21K
Summit Securities Group LLC 0.01% Reduce -84.8% 1,900 $21K
First Command Advisory Services, Inc. 0.00% No change 1,791 $19K
Advisors Asset Management, Inc. 0.00% New 1,730 $19K
Adirondack Trust Co. 0.01% Add +109.6% 1,729 $19K
TD Waterhouse Canada Inc. 0.00% Add +10.1% 1,816 $19K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 1,666 $18K
Macquarie Group Ltd. 0.00% Reduce -27.4% 1,605 $17K
Signaturefd, LLC 0.00% Add +57.8% 1,532 $17K
Hilton Head Capital Partners, LLC 0.01% New 1,500 $16K
Nisa Investment Advisors, LLC 0.00% Reduce -13.0% 1,470 $16K
Investors Portfolio Services LLC 0.01% New 1,451 $16K
Winch Advisory Services, LLC 0.00% No change 1,422 $15K
Lanark Financial, Inc. 0.00% Reduce -81.8% 1,408 $15K
Rothschild Investment LLC 0.00% Add +6.4% 1,405 $15K
Old Second National Bank of Aurora 0.00% No change 1,400 $15K
Ascentis Wealth Management, LLC 0.00% No change 1,372 $15K
Burkett Financial Services, LLC 0.01% Add +28.4% 1,358 $15K
Steigerwald, Gordon & Koch Inc. 0.00% No change 1,250 $14K
Toth Financial Advisory Corp. 0.00% Add +33.1% 1,218 $13K
Salem Investment Counselors Inc. 0.00% New 1,119 $12K
Basepoint Wealth LLC 0.01% Add +450.0% 1,100 $12K
Huntington National Bank 0.00% No change 1,070 $12K
Stone House Investment Management, LLC 0.00% Reduce -70.6% 1,062 $12K
Creative Financial Designs Inc. 0.00% No change 1,060 $11K
CrossGen Wealth, LLC 0.01% No change 1,058 $11K
Sterling Capital Management LLC 0.00% Add +22.2% 1,034 $11K
Fairscale Capital, LLC 0.01% Add +100.0% 1,000 $11K
Tripletail Wealth Management, LLC 0.01% Add +23.5% 1,050 $11K
Indiana Trust & Investment Management Co 0.00% No change 950 $10K
International Assets Investment Management, LLC 0.00% Reduce -20.0% 1,000 $10K
MAI Capital Management 0.00% Add +107.6% 930 $10K
Vision Retirement, LLC 0.00% New 911 $10K
Front Row Advisors LLC 0.00% Add +125.0% 900 $10K
Fortitude Family Office, LLC 0.00% Reduce -89.0% 894 $10K
1620 Investment Advisors, Inc. 0.01% No change 850 $9K
Caitlin John, LLC 0.01% Add +566.7% 820 $9K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 809 $9K
GAMMA Investing LLC 0.00% Add +1.8% 789 $9K
Ankerstar Wealth, LLC 0.01% Add +683.0% 783 $8K
McGuire Capital Advisors Inc. 0.01% No change 766 $8K
Bogart Wealth, LLC 0.00% Add +128.9% 760 $8K
Solstein Capital, LLC 0.00% No change 750 $8K
Bear Mountain Capital, Inc. 0.00% No change 600 $8K
Sittner & Nelson, LLC 0.00% Reduce -17.6% 700 $8K
Evermay Wealth Management LLC 0.00% No change 700 $8K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.7% 689 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -37.8% 634 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 625 $7K
Parkside Financial Bank & Trust 0.00% Add +9.7% 564 $6K
Key Financial Inc 0.00% No change 550 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 549 $6K
Financial Management Professionals, Inc. 0.00% No change 524 $6K
GoalVest Advisory LLC 0.00% No change 503 $5K
Wolff Wiese Magana LLC 0.00% Reduce -95.9% 500 $5K
Kentucky Trust Co 0.00% New 500 $5K
Strive Financial Group ,LLC 0.00% No change 425 $5K
Meramec Financial Planners, LLC 0.00% No change 359 $5K
HHM Wealth Advisors, LLC 0.00% No change 417 $5K
Webster Bank, N. A. 0.00% No change 400 $4K
JNBA Financial Advisors 0.00% No change 400 $4K
Wealth Enhancement Trust Services, Inc. 0.00% New 397 $4K
Covestor Ltd 0.00% Add +43.6% 369 $4K
Aster Capital Management (DIFC) Ltd 0.00% New 271 $4K
Silver Grove Financial Group, Inc. 0.00% New 350 $4K
Clearstead Advisors, LLC 0.00% No change 350 $4K
Clear Investment Research, LLC 0.01% New 300 $3K
Vermillion Wealth Management, Inc. 0.00% Reduce -24.6% 300 $3K
Financial Consulate, Inc. 0.00% No change 300 $3K
SouthState Bank Corp 0.00% Reduce -9.4% 300 $3K
Larson Financial Group LLC 0.00% Reduce -21.7% 300 $3K
SHP Wealth Management 0.00% Reduce -45.0% 281 $3K
HM Payson & Co. 0.00% Reduce -1.8% 278 $3K
Purpose Unlimited Inc. 0.00% Add +307.7% 265 $3K
Signature Equity Partners, LLC 0.00% Reduce -93.4% 254 $3K
Anchor Investment Management, LLC 0.00% No change 235 $3K
PFS Partners, LLC 0.00% No change 227 $2K
Adkins Seale Capital Management LLC 0.00% No change 225 $2K
MTM Investment Management, LLC 0.00% No change 215 $2K
Vision Financial Markets LLC 0.00% No change 206 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 200 $2K
Westside Investment Management, Inc. 0.00% No change 200 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 200 $2K
Arlington Trust Co LLC 0.00% New 200 $2K
Gill Capital Partners, LLC 0.00% New 199 $2K
Orion Capital Management LLC 0.00% Add +10.1% 197 $2K
CX Institutional 0.00% Reduce -54.0% 230 $2K
Root Financial Partners, LLC 0.00% Add +519.2% 161 $2K
Rachor Investment Advisory Services, LLC 0.00% No change 154 $2K
Hurley Capital, LLC 0.00% No change 151 $2K
Cedar Mountain Advisors, LLC 0.00% No change 150 $2K
MCF Advisors LLC 0.00% No change 145 $2K
Dogwood Wealth Management LLC 0.00% Reduce -89.1% 141 $2K
SWAN Capital LLC 0.00% No change 135 $1K
Highline Wealth Partners LLC 0.00% New 125 $1K
Aspect Partners, LLC 0.00% Add +107.7% 108 $1K
Hollencrest Capital Management 0.00% Reduce -48.1% 108 $1K
Legacy Wealth Managment, LLC 0.00% No change 100 $1K
Pacific Center for Financial Services 0.00% No change 100 $1K
Strategic Investment Solutions, Inc. 0.00% No change 100 $1K
Main Street Group, LTD 0.00% New 100 $1K
Triumph Capital Management 0.00% Reduce -86.5% 100 $1K
Avion Wealth 0.00% No change 184 $1K
Capital Advisors, Ltd. LLC 0.00% New 50 $1K
Bessemer Group Inc. 0.00% No change 104 $1K
Gen-Wealth Partners Inc 0.00% No change 83 $900
Hilltop National Bank 0.00% No change 75 $813
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -73.5% 72 $780
Investors Research Corp 0.00% No change 70 $759
Roxbury Financial LLC 0.00% New 65 $705
Bell Investment Advisors, Inc 0.00% New 64 $694
Scarborough Advisors, LLC 0.00% No change 63 $683
Eukles Asset Management 0.00% New 62 $672
Birchbrook, Inc. 0.00% New 60 $651
Tradewinds Capital Management, LLC 0.00% No change 60 $651
Entrust Financial LLC 0.00% No change 50 $542
Armstrong Advisory Group, Inc. 0.00% No change 48 $521
Cornerstone Financial Management LLC 0.00% New 42 $455
Sunbelt Securities, Inc. 0.00% Reduce -83.3% 40 $434
Farmers & Merchants Investments Inc. 0.00% No change 38 $412
Rialto Wealth Management, LLC 0.00% New 35 $380
Beacon Investment Advisory Services, Inc. 0.00% New 35 $380
Center for Financial Planning, Inc. 0.00% No change 35 $380
Quadrant Capital Group LLC 0.00% Reduce -11.1% 32 $347
Quarry LP 0.00% Reduce -47.4% 30 $325
GHP Investment Advisors, Inc. 0.00% No change 27 $293
IFG Advisory, LLC 0.00% New 25 $271
RMG Wealth Management LLC 0.00% New 20 $266
Duncker Streett & Co. Inc. 0.00% No change 24 $260
Tidemark, LLC 0.00% Reduce -59.2% 20 $217
Sunrise Financial Services, LLC 0.00% New 15 $163
First Horizon Corp. 0.00% Reduce -92.6% 14 $152
Essential Investment Partners LLC 0.00% No change 13 $141
Benson Wealth Management INC 0.00% New 12 $130
Leo H. Evart, Inc. 0.00% — 12 $130
Smallwood Wealth Investment Management, LLC 0.00% New 12 $130
Northwestern Mutual Wealth Management Co. 0.00% Reduce -97.6% 10 $108
Dunhill Financial, LLC 0.00% No change 4 $43
CVA Family Office, LLC 0.00% Reduce -87.5% 3 $33
Marshall Investment Management, LLC 0.00% New 3 $33
Kilter Group LLC 0.00% New 1 $11

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