Nuscale PowerSMR
13F holders, Q2 2026 (June 30)522holders +26
92new positions
71sold out
5famous investors
$10.03avg. 13F price*
At the end of Q2 2026, 522 institutions reported holding Nuscale Power Corp. (SMR) in their 13F filings, up 26 from Q1 2026. 92 opened new positions and 71 sold out. The largest holders were Van Eck Associates Corp. ($294.0M), BlackRock, Inc. ($259.3M) and Vanguard Portfolio Management LLC ($152.0M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Nuscale Power Corp.
- CUSIP
- 67079K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $79.0M |
| Exits | 71 | $159.8M |
All 13F filers, Q1 2026 → Q2 2026: 80,810,028 shares bought and 23,976,397 shares sold, net +56,833,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 522 holders
| Van Eck Associates Corp. | 0.18% | Add +46.3% | 29,311,762 | $294.0M |
| BlackRock, Inc. | 0.00% | Add +101.2% | 25,857,274 | $259.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +38.4% | 15,151,963 | $152.0M |
| Vanguard Capital Management LLC | 0.00% | Add +31.2% | 14,079,030 | $141.2M |
| Marex Group Ltd | 0.95% | Add +39.7% | 12,711,180 | $127.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | Add +2.8% | 11,769,071 | $118.0M |
| Two Sigma Investments, LP | 0.09% | Add +213.0% | 11,655,351 | $116.9M |
| Morgan Stanley | 0.00% | Add +29.6% | 9,138,597 | $91.7M |
| Geode Capital Management, LLC | 0.00% | Add +83.2% | 6,830,134 | $68.5M |
| State Street Corp. | 0.00% | Add +88.3% | 6,662,750 | $66.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.4% | 3,832,784 | $38.4M |
| UBS Group AG | 0.01% | Add +33.0% | 3,464,576 | $34.7M |
| Susquehanna International Group, LLP | 0.03% | Add +244.5% | 3,210,138 | $32.2M |
| Marshall Wace, LLP | 0.03% | Reduce -29.2% | 3,050,046 | $30.6M |
| Northern Trust Corp. | 0.00% | Add +94.0% | 2,602,089 | $26.1M |
| Clear Street Group Inc. | 0.08% | Add +44.3% | 2,564,927 | $25.7M |
| Capital Fund Management S.A. | 0.18% | Reduce -28.9% | 2,524,608 | $25.3M |
| Greenhouse Funds LLLP | 1.14% | New | 2,159,213 | $21.7M |
| Cetera Investment Advisers | 0.02% | Add +37.0% | 2,088,436 | $20.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +63.5% | 2,074,651 | $20.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +50.4% | 1,748,435 | $17.5M |
| Korea Investment CORP | 0.03% | Add +178.3% | 1,698,341 | $17.0M |
| Samsung C&T Corp | 100.00% | No change | 1,585,804 | $15.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.6% | 1,520,892 | $15.3M |
| Nomura Asset Management International Inc. | 0.02% | Add +775.5% | 1,492,568 | $15.0M |
| Trexquant Investment LP | 0.09% | Add +108.2% | 1,414,722 | $14.2M |
| RPG Investment Advisory, LLC | 1.44% | Add +33.8% | 1,396,560 | $14.0M |
| Point72 Asset Management | 0.02% | Add +429.2% | 1,314,239 | $13.2M |
| Citigroup Inc. | 0.01% | Add +70.9% | 1,248,054 | $12.5M |
| Exchange Traded Concepts, LLC | 0.06% | Add +3.3% | 1,225,138 | $12.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -24.0% | 1,221,183 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -42.0% | 1,195,541 | $12.0M |
| Citadel Advisors | 0.01% | Reduce -23.6% | 1,169,399 | $11.7M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 1,115,657 | $11.2M |
| Voloridge Investment Management, LLC | 0.04% | New | 1,013,476 | $10.2M |
| Bank of New York Mellon Corp | 0.00% | Add +107.8% | 1,002,562 | $10.1M |
| Wells Fargo & Company | 0.00% | Add +39.4% | 982,202 | $9.9M |
| Nuveen, LLC | 0.00% | Add +44.1% | 901,676 | $9.0M |
| IMC-Chicago, LLC | 0.08% | New | 889,373 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +29.0% | 777,615 | $7.8M |
| Millennium Management | 0.01% | Reduce -47.4% | 726,990 | $7.3M |
| Once Capital Management, LLC | 1.34% | Add +20.8% | 680,000 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +90.6% | 640,356 | $6.4M |
| Swiss National Bank | 0.00% | Add +79.0% | 600,900 | $6.0M |
| Tidal Investments LLC | 0.01% | Reduce -74.1% | 578,747 | $5.8M |
| D. E. Shaw & Co. | 0.00% | Add +204.4% | 560,617 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +135.1% | 542,619 | $5.4M |
| Defiance ETFs, LLC | 0.07% | Add +306.7% | 511,115 | $5.2M |
| XTX Topco Ltd | 0.07% | New | 514,082 | $5.2M |
| ExodusPoint Capital Management, LP | 0.05% | Add +25.9% | 491,446 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.4% | 435,100 | $4.4M |
| SIH Partners, LLLP | 0.18% | New | 425,725 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +116.1% | 395,636 | $4.0M |
| Pacer Advisors, Inc. | 0.01% | Add +138.3% | 391,420 | $3.9M |
| Quantinno Capital Management LP | 0.00% | Add +779.6% | 388,834 | $3.9M |
| Rhumbline Advisers | 0.00% | Add +105.4% | 386,531 | $3.9M |
| Man Group plc | 0.01% | Add +144.8% | 384,012 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Add +124.7% | 353,510 | $3.8M |
| AE Wealth Management LLC | 0.02% | Add +1496.5% | 381,408 | $3.8M |
| Group One Trading LLC | 0.11% | Add +79.4% | 373,232 | $3.7M |
| Deutsche Bank AG | 0.00% | Add +146.7% | 359,545 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Add +52.2% | 354,194 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +71.7% | 344,497 | $3.5M |
| Corient Private Wealth LP | 0.00% | Add +1495.8% | 338,023 | $3.4M |
| Quadrature Capital Ltd | 0.03% | Reduce -16.0% | 332,983 | $3.3M |
| SG Americas Securities, LLC | 0.00% | New | 326,637 | $3.3M |
| Empowered Funds, LLC | 0.02% | Add +151.4% | 325,535 | $3.3M |
| Holocene Advisors, LP | 0.01% | Add +38.5% | 323,993 | $3.2M |
| Barclays PLC | 0.00% | Reduce -59.1% | 319,391 | $3.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.2% | 302,351 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.1% | 288,804 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +28.3% | 268,710 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.8% | 234,848 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +105.0% | 253,339 | $2.5M |
| Jump Financial, LLC | 0.02% | Add +91.8% | 249,678 | $2.5M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -16.3% | 243,890 | $2.4M |
| Canal Insurance CO | 0.51% | No change | 232,890 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +56.1% | 231,639 | $2.3M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -62.8% | 226,868 | $2.3M |
| Legal & General Group Plc | 0.00% | Add +60.7% | 221,873 | $2.2M |
| Alps Advisors Inc. | 0.01% | Add +70.5% | 221,357 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +46.8% | 219,217 | $2.2M |
| DNB Asset Management AS | 0.01% | Add +73.3% | 218,972 | $2.2M |
| Burnham & Co LLC | 1.72% | — | 213,015 | $2.1M |
| Caz Investments LP | 1.02% | Add +3.1% | 213,000 | $2.1M |
| Walleye Trading LLC | 0.03% | Add +15.2% | 210,210 | $2.1M |
| Invesco Ltd. | 0.00% | Add +113.0% | 207,900 | $2.1M |
| CWA Asset Management Group, LLC | 0.06% | New | 192,257 | $1.9M |
| Simplex Trading, LLC | 0.05% | Reduce -21.0% | 191,947 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +118.3% | 190,254 | $1.9M |
| CastleKnight Management LP | 0.07% | Add +221.3% | 179,300 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +199.2% | 167,324 | $1.7M |
| Walleye Capital LLC | 0.01% | Add +173.5% | 159,306 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +36.3% | 156,852 | $1.6M |
| Virtu Financial LLC | 0.05% | New | 149,402 | $1.5M |
| Cadent Capital Advisors, LLC | 0.31% | New | 148,975 | $1.5M |
| Fortress Private Ledger, LLC | 0.41% | New | 148,809 | $1.5M |
| FORA Capital, LLC | 0.10% | Add +1140.3% | 147,269 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +203.3% | 146,870 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Add +138.5% | 138,139 | $1.4M |
| Oppenheimer & Co. Inc. | 0.01% | New | 133,365 | $1.3M |
| Jupiter Topco LLC | 0.00% | — | 133,415 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +63.7% | 131,568 | $1.3M |
| Optiver Holding B.V. | 0.02% | New | 130,079 | $1.3M |
| Soviero Asset Management, LP | 0.63% | New | 130,000 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Add +97.6% | 129,384 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +109.5% | 128,697 | $1.3M |
| Pinebridge Investments LLC | 0.01% | Add +71.5% | 122,112 | $1.2M |
| Caption Management, LLC | 0.04% | Add +95.2% | 121,000 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.7% | 120,655 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +633.1% | 117,379 | $1.2M |
| Fox Hill Wealth Management | 0.45% | Reduce -0.1% | 112,477 | $1.1M |
| Qsemble Capital Management, LP | 0.14% | Add +160.4% | 110,043 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +209.5% | 108,000 | $1.1M |
| Portland Investment Counsel Inc. | 0.29% | No change | 105,000 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +160.3% | 104,572 | $1.0M |
| Caprock Group, LLC | 0.02% | Add +8.6% | 103,998 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | Add +160.8% | 102,215 | $1.0M |
| Symmetry Investments LP | 0.11% | Add +16.7% | 98,700 | $990K |
| PEAK6 LLC | 0.02% | Reduce -57.0% | 98,491 | $988K |
| Benjamin Edwards Inc. | 0.01% | New | 98,152 | $984K |
| State of New Jersey Common Pension Fund D | 0.00% | New | 96,550 | $968K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +122.7% | 96,061 | $963K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +48.1% | 105,615 | $955K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +35.7% | 94,274 | $945K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 93,737 | $940K |
| First Trust Advisors LP | 0.00% | Add +60.4% | 93,693 | $940K |
| Creative Planning | 0.00% | Add +51.8% | 92,220 | $925K |
| Snowden Capital Advisors LLC | 0.02% | Add +151.3% | 91,038 | $913K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +300.0% | 85,951 | $862K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +30.5% | 84,199 | $845K |
| Vanguard Global Advisers, LLC | 0.00% | Add +35.2% | 84,140 | $844K |
| Themes Management Co LLC | 0.55% | Add +20.4% | 83,323 | $836K |
| Arizona State Retirement System | 0.00% | Add +77.3% | 82,628 | $829K |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +70.6% | 77,344 | $776K |
| Intech Investment Management LLC | 0.01% | Add +109.1% | 76,568 | $768K |
| Clear Creek Financial Management, LLC | 0.05% | Add +7.4% | 75,475 | $757K |
| KLP Kapitalforvaltning As | 0.00% | Add +44.4% | 72,200 | $724K |
| Natixis | 0.00% | Add +299.2% | 70,401 | $706K |
| Russell Investments Group, Ltd. | 0.00% | Add +280.3% | 66,661 | $669K |
| Integrated Wealth Concepts LLC | 0.00% | Add +153.6% | 65,623 | $658K |
| Capstone Investment Advisors, LLC | 0.01% | Add +7.6% | 65,025 | $652K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -77.9% | 63,868 | $641K |
| Voya Investment Management LLC | 0.00% | Add +131.8% | 62,096 | $623K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.3% | 61,334 | $615K |
| RFG Advisory, LLC | 0.01% | Add +33.1% | 60,622 | $608K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 59,960 | $601K |
| SBI Securities Co., Ltd. | 0.01% | Add +18.6% | 59,155 | $593K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.4% | 59,047 | $592K |
| Private Advisor Group, LLC | 0.00% | Reduce -34.6% | 58,327 | $585K |
| Mariner, LLC | 0.00% | Reduce -17.4% | 56,441 | $566K |
| PFG Investments, LLC | 0.02% | Add +110.4% | 56,171 | $563K |
| Venture Visionary Partners LLC | 0.02% | New | 55,764 | $559K |
| J. Safra Sarasin Holding AG | 0.01% | New | 54,939 | $551K |
| Worthington Financial Partners, LLC | 0.45% | Add +1.3% | 54,641 | $548K |
| Prudential Financial Inc. | 0.00% | Add +117.1% | 53,630 | $538K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -0.3% | 53,385 | $535K |
| MRP Capital Investments, LLC | 0.38% | No change | 51,950 | $521K |
| Marathon Capital Management | 0.10% | Add +2.0% | 51,500 | $517K |
| Foundations Investment Advisors, LLC | 0.01% | Add +31.7% | 51,067 | $512K |
| Flow Traders U.S. LLC | 0.02% | New | 51,041 | $512K |
| Taylor Frigon Capital Management LLC | 0.24% | Add +189.3% | 51,016 | $512K |
| Evanson Financial, LLC | 0.03% | — | 51,000 | $512K |
| Axxcess Wealth Management, LLC | 0.01% | New | 51,000 | $512K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +49.3% | 50,490 | $506K |
| FMR LLC | 0.00% | Reduce -78.7% | 50,182 | $503K |
| New Age Alpha Advisors, LLC | 0.02% | New | 50,000 | $502K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 50,000 | $502K |
| JT Stratford LLC | 0.05% | Add +5.9% | 48,950 | $491K |
| Wealthfront Advisers LLC | 0.00% | Add +40.6% | 48,475 | $486K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +89.9% | 48,364 | $485K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -64.0% | 48,156 | $483K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.4% | 46,938 | $471K |
| Fifth Third Bancorp | 0.00% | Add +83.2% | 46,825 | $470K |
| Armistice Capital, LLC | 0.01% | New | 45,736 | $459K |
| Pictet Asset Management Holding SA | 0.00% | Add +67.8% | 45,031 | $452K |
| AQR Capital Management | 0.00% | Add +182.5% | 43,148 | $433K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +249.6% | 43,000 | $431K |
| Vident Advisory, LLC | 0.00% | Add +61.9% | 42,858 | $430K |
| ProShare Advisors LLC | 0.00% | Add +84.8% | 42,644 | $428K |
| &partners | 0.00% | Add +35.3% | 42,530 | $427K |
| Fieldview Capital Management, LLC | 0.12% | Reduce -40.0% | 42,339 | $425K |
| Sowell Financial Services LLC | 0.01% | Add +2.1% | 42,235 | $424K |
| Truist Financial Corp. | 0.00% | Add +6.3% | 41,964 | $421K |
| Cypress Capital Management LLC (WY) | 0.35% | Reduce -1.2% | 41,635 | $418K |
| Leonteq Securities AG | 0.02% | Add +7.1% | 40,998 | $411K |
| Entropy Technologies, LP | 0.02% | New | 40,961 | $411K |
| Equitable Holdings, Inc. | 0.00% | Add +14.5% | 40,848 | $410K |
| Banco Santander, S.A. | 0.00% | Add +152.0% | 40,376 | $405K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +33.7% | 40,120 | $402K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.1% | 39,532 | $397K |
| Algert Global LLC | 0.00% | New | 39,500 | $396K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.2% | 39,478 | $396K |
| WINTON GROUP Ltd | 0.01% | New | 39,079 | $392K |
| Arkadios Wealth Advisors | 0.01% | Reduce -33.6% | 38,738 | $389K |
| Victory Capital Management Inc. | 0.00% | Add +29.6% | 38,690 | $388K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.6% | 38,675 | $388K |
| D.A. Davidson & Co. | 0.00% | Add +6.2% | 38,459 | $386K |
| Meeder Asset Management Inc. | 0.02% | Add +403.2% | 37,184 | $373K |
| Occudo Quantitative Strategies LP | 0.02% | New | 37,115 | $372K |
| Focus Partners Wealth | 0.00% | Reduce -2.4% | 36,556 | $367K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.8% | 35,888 | $360K |
| HSBC Holdings PLC | 0.00% | Add +9.0% | 35,412 | $355K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +181.3% | 34,909 | $350K |
| Independent Advisor Alliance | 0.01% | Add +4.8% | 34,642 | $347K |
| Jefferies Financial Group Inc. | 0.00% | Add +381.4% | 34,500 | $346K |
| Global Retirement Partners, LLC | 0.01% | — | 34,399 | $345K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +17.2% | 34,000 | $341K |
| WCG Wealth Advisors LLC | 0.01% | New | 33,036 | $331K |
| Sei Investments Co. | 0.00% | Reduce -20.0% | 32,858 | $330K |
| Meridian Wealth Management, LLC | 0.01% | New | 32,488 | $326K |
| John G Ullman & Associates Inc. | 0.04% | New | 32,400 | $325K |
| Xponance LLC | 0.00% | Add +130.3% | 31,962 | $321K |
| AlphaGrep UK Ltd | 0.09% | New | 30,619 | $307K |
| Mgo One Seven LLC | 0.01% | Reduce -13.7% | 30,531 | $306K |
| Wedbush Fund Advisers, LLC | 0.03% | New | 30,092 | $302K |
| 1832 Asset Management L.P. | 0.00% | No change | 30,000 | $301K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +126.9% | 29,559 | $296K |
| Regal Investment Advisors LLC | 0.02% | Add +48.7% | 29,031 | $291K |
| Amundi | 0.00% | Add +52.7% | 28,368 | $285K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Add +1.3% | 27,579 | $277K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 27,425 | $275K |
| Allstate Corp. | 0.00% | New | 27,300 | $274K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +27.9% | 26,892 | $270K |
| Bank of Montreal | 0.00% | Add +6.2% | 26,749 | $268K |
| Wealth Effects LLC | 0.07% | Add +154.5% | 26,725 | $268K |
| STRS Ohio | 0.00% | Add +5.1% | 26,700 | $268K |
| R Squared Ltd | 0.14% | Add +82.1% | 26,019 | $261K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.7% | 25,791 | $259K |
| Principal Financial Group Inc. | 0.00% | Add +116.3% | 24,903 | $250K |
| Private Wealth Partners, LLC | 0.02% | Reduce -64.9% | 24,670 | $247K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | Reduce -22.4% | 24,289 | $244K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -5.2% | 23,138 | $232K |
| Alchemi Wealth, LLC | 0.11% | Add +89.5% | 23,008 | $231K |
| Kingsview Wealth Management, LLC | 0.00% | Add +91.2% | 22,315 | $224K |
| Level Four Advisory Services, LLC | 0.01% | Add +25.8% | 22,246 | $223K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 22,175 | $222K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.7% | 21,820 | $219K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -7.8% | 21,479 | $217K |
| Carlson Financial, Inc. | 0.11% | Reduce -0.7% | 21,580 | $216K |
| Hilltop Holdings Inc. | 0.02% | Add +90.2% | 21,512 | $216K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 21,500 | $216K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +40.6% | 21,497 | $216K |
| Advisory Services Network, LLC | 0.00% | Reduce -51.4% | 21,449 | $215K |
| SLT Holdings LLC | 0.14% | New | 21,253 | $213K |
| Swiss Life Asset Management Ltd | 0.00% | New | 21,003 | $211K |
| Rakuten Securities, Inc. | 0.05% | Reduce -26.8% | 20,888 | $210K |
| Gilliland Jeter Wealth Management LLC | 0.05% | Add +14.2% | 20,872 | $209K |
| Kingsbury Capital Investment Advisors LLC | 0.18% | New | 20,673 | $207K |
| KMT Wealth Management, LLC | 0.18% | New | 20,673 | $207K |
| LeConte Wealth Management, LLC | 0.11% | Add +10.4% | 20,585 | $206K |
| Golden State Wealth Management, LLC | 0.02% | Add +96.2% | 20,399 | $205K |
| Pilgrim Partners Asia Pte Ltd | 0.09% | Add +32.7% | 20,300 | $204K |
| Ballast Financial Advisors LLC | 0.18% | Add +0.0% | 20,201 | $203K |
| Littlejohn Financial Services, Inc. | 0.15% | New | 20,000 | $201K |
| N.E.W. Advisory Services LLC | 0.01% | Add +56.6% | 19,833 | $199K |
| IFS Group,LLC | 0.27% | No change | 19,700 | $198K |
| Advisors Capital Management, LLC | 0.00% | New | 19,700 | $198K |
| Victory Financial Group, LLC | 0.02% | Reduce -53.3% | 19,650 | $197K |
| Insigneo Advisory Services, LLC | 0.01% | New | 19,129 | $192K |
| Advyzon Investment Management, LLC | 0.01% | Add +61.7% | 18,754 | $188K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.2% | 18,484 | $185K |
| Compound Planning, Inc. | 0.00% | New | 18,175 | $182K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +46.5% | 18,129 | $182K |
| IHT Wealth Management, LLC | 0.00% | Reduce -65.4% | 18,118 | $182K |
| Summit Securities Group LLC | 0.04% | Add +853.5% | 18,117 | $182K |
| Gables Capital Management Inc. | 0.07% | Reduce -2.2% | 18,100 | $182K |
| Allworth Financial LP | 0.00% | Add +37.7% | 17,599 | $177K |
| Captrust Financial Advisors | 0.00% | Add +30.0% | 17,523 | $176K |
| EP Wealth Advisors, LLC | 0.00% | Add +57.0% | 17,427 | $175K |
| Instrumental Wealth, LLC | 0.09% | Add +0.2% | 17,405 | $175K |
| OneAscent Financial Services LLC | 0.01% | Add +3.9% | 17,340 | $174K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 16,799 | $172K |
| Verus Capital Partners, LLC | 0.01% | Add +6.3% | 17,121 | $172K |
| James J. Burns & Company, LLC | 0.02% | Add +69.5% | 17,000 | $171K |
| Total Clarity Wealth Management, Inc. | 0.03% | New | 16,945 | $170K |
| Cane Capital Partners, LLC | 0.07% | Reduce -47.4% | 16,889 | $169K |
| Wedbush Securities Inc. | 0.00% | Add +50.3% | 16,535 | $166K |
| Heck Capital Advisors, LLC | 0.01% | Add +33.5% | 16,382 | $164K |
| Praxis Investment Management Inc. | 0.01% | New | 16,243 | $163K |
| TRUE Private Wealth Advisors | 0.01% | Add +30.8% | 16,136 | $162K |
| 360 Financial, Inc. | 0.04% | Reduce -18.7% | 16,078 | $161K |
| Twelve Points Wealth Management LLC | 0.03% | New | 16,055 | $161K |
| Vectors Research Management, LLC | 0.04% | Add +2.4% | 15,968 | $160K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -1.4% | 15,535 | $156K |
| Kintra Wealth, LLC | 0.01% | Add +2.3% | 15,654 | $154K |
| Modern Wealth Management, LLC | 0.00% | New | 15,300 | $153K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -6.0% | 15,026 | $151K |
| Ionic Capital Management LLC | 0.16% | Reduce -13.8% | 15,000 | $150K |
| Principle Wealth Partners LLC | 0.01% | Add +25.0% | 15,000 | $150K |
| Choreo, LLC | 0.00% | Reduce -8.9% | 14,661 | $147K |
| Inspire Investing, LLC | 0.01% | New | 14,473 | $145K |
| Brown Advisory Inc. | 0.00% | New | 14,357 | $144K |
| Moors & Cabot, Inc. | 0.01% | Add +3.4% | 14,170 | $142K |
| Bluespring Wealth Management, LLC | 0.00% | New | 13,968 | $140K |
| Kaizen Financial Strategies | 0.05% | Reduce -15.2% | 13,458 | $137K |
| Balboa Wealth Partners | 0.02% | Add +1.7% | 13,385 | $134K |
| StoneX Group Inc. | 0.01% | New | 12,189 | $134K |
| Mutual Advisors, LLC | 0.00% | Add +10.2% | 13,332 | $134K |
| Phoenix Financial Ltd. | 0.00% | New | 13,372 | $134K |
| Spartan Wealth Advisory Services LLC | 0.01% | No change | 13,197 | $132K |
| KBC Group NV | 0.00% | Add +38.6% | 13,174 | $132K |
| Legacy Advisors, LLC | 0.01% | No change | 13,099 | $131K |
| Principal Securities, Inc. | 0.00% | Reduce -10.1% | 12,985 | $130K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +6.7% | 12,790 | $130K |
| Integrity Alliance, Llc. | 0.00% | New | 12,745 | $128K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -14.3% | 12,737 | $128K |
| Marathon Trading Investment Management LLC | 0.01% | Reduce -65.0% | 12,600 | $126K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -10.1% | 12,575 | $126K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,564 | $126K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 12,554 | $126K |
| Wexford Capital LP | 0.02% | Reduce -51.3% | 12,413 | $125K |
| Symphony Financial, Ltd. Co. | 0.01% | New | 12,038 | $122K |
| Ensign Peak Advisors, Inc | 0.00% | Add +31.5% | 12,100 | $121K |
| Bridgefront Capital, LLC | 0.03% | New | 11,973 | $120K |
| Blair William & Co. | 0.00% | New | 11,944 | $120K |
| Grange Capital, LLC | 0.11% | New | 11,838 | $119K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -61.5% | 11,777 | $118K |
| Stephens Inc. | 0.00% | Add +2.6% | 11,773 | $118K |
| AdvisorNet Financial, Inc | 0.01% | Add +11.3% | 11,684 | $117K |
| Arax Advisory Partners | 0.00% | Add +177.8% | 11,671 | $117K |
| NFSG Corp | 0.01% | Reduce -32.0% | 11,470 | $115K |
| HUB Investment Partners, LLC | 0.00% | New | 11,470 | $115K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +1.9% | 11,376 | $114K |
| World Investment Advisors | 0.00% | Reduce -3.1% | 10,484 | $114K |
| Sloy Dahl & Holst, LLC | 0.01% | New | 11,323 | $114K |
| US Bancorp \de | 0.00% | Reduce -2.1% | 11,302 | $113K |
| Oak Thistle LLC | 0.01% | New | 11,175 | $112K |
| Park Avenue Securities LLC | 0.00% | Reduce -56.8% | 11,081 | $111K |
| CoreCap Advisors, LLC | 0.00% | Add +28.3% | 11,053 | $111K |
| GTS Securities LLC | 0.00% | New | 11,017 | $111K |
| Nykredit A/S | 0.00% | — | 10,895 | $109K |
| Encompass Wealth Advisors, LLC | 0.03% | New | 10,806 | $108K |
| Gladstone Institutional Advisory LLC | 0.00% | New | 10,750 | $108K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -18.5% | 10,687 | $107K |
| Scotia Capital Inc. | 0.00% | Reduce -1.9% | 10,624 | $107K |
| MRA Advisory Group | 0.04% | Reduce -79.5% | 10,554 | $106K |
| Summit Financial, LLC | 0.00% | New | 10,520 | $106K |
| Sigma Planning Corp | 0.00% | Reduce -41.8% | 10,453 | $105K |
| CIBC Asset Management Inc | 0.00% | No change | 10,380 | $104K |
| Navis Wealth Advisors, LLC | 0.04% | No change | 10,000 | $100K |
| Adamsbrown Wealth Consultants LLC | 0.02% | New | 10,000 | $100K |
| Harbor Advisors LLC | 0.01% | No change | 10,000 | $100K |
| Quantbot Technologies LP | 0.00% | Reduce -81.1% | 9,731 | $98K |
| Ancora Advisors LLC | 0.00% | Reduce -0.3% | 9,220 | $92K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 8,648 | $87K |
| Purpose Unlimited Inc. | 0.00% | Add +2834.7% | 7,777 | $78K |
| Bogart Wealth, LLC | 0.00% | Add +921.0% | 7,760 | $78K |
| IFP Advisors, Inc | 0.00% | Reduce -35.6% | 7,292 | $73K |
| Toronto Dominion Bank | 0.00% | New | 7,030 | $71K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 7,000 | $70K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +183.3% | 6,800 | $68K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -32.0% | 6,409 | $64K |
| Operose Advisors LLC | 0.01% | Reduce -33.1% | 6,369 | $64K |
| Harbour Investments, Inc. | 0.00% | Add +34.3% | 6,192 | $62K |
| NCP Inc. | 0.08% | New | 5,500 | $55K |
| Firsthand Capital Management, Inc. | 0.08% | No change | 5,000 | $50K |
| Cranbrook Wealth Management, LLC | 0.01% | New | 5,000 | $50K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -55.7% | 4,934 | $49K |
| Smartleaf Asset Management LLC | 0.00% | No change | 4,624 | $47K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +61.4% | 4,669 | $47K |
| Fortitude Family Office, LLC | 0.01% | Add +406.5% | 4,528 | $45K |
| Spirit of America Management Corp. | 0.01% | No change | 4,500 | $45K |
| Nisa Investment Advisors, LLC | 0.00% | Add +188.4% | 4,239 | $43K |
| Signature Equity Partners, LLC | 0.02% | Add +1510.6% | 4,091 | $41K |
| Advisors Asset Management, Inc. | 0.00% | Add +135.4% | 4,072 | $41K |
| Fulcrum Asset Management LLP | 0.00% | New | 3,958 | $41K |
| National Bank of Canada | 0.00% | Add +9.1% | 3,768 | $38K |
| Spire Wealth Management | 0.00% | Reduce -26.1% | 3,673 | $37K |
| TFC Financial Management, Inc. | 0.00% | No change | 3,627 | $36K |
| Ameriflex Group, Inc. | 0.01% | Add +9.1% | 3,601 | $36K |
| Huntington National Bank | 0.00% | Add +233.6% | 3,570 | $36K |
| Old Second National Bank of Aurora | 0.01% | Add +154.3% | 3,560 | $36K |
| Bessemer Group Inc. | 0.00% | Add +3265.4% | 3,500 | $35K |
| Investors Portfolio Services LLC | 0.03% | Add +136.5% | 3,431 | $34K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 3,291 | $34K |
| PFS Partners, LLC | 0.01% | Add +1321.6% | 3,227 | $32K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 3,033 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,000 | $30K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +3.8% | 2,747 | $28K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 2,675 | $27K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,643 | $27K |
| Kemnay Advisory Services Inc. | 0.00% | Add +10.3% | 2,470 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.7% | 2,400 | $24K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +245.0% | 2,377 | $24K |
| Assetmark, Inc. | 0.00% | Reduce -4.0% | 2,332 | $23K |
| Albion Financial Group | 0.00% | No change | 2,310 | $23K |
| Ankerstar Wealth, LLC | 0.02% | Add +177.3% | 2,171 | $22K |
| Toth Financial Advisory Corp. | 0.00% | Add +74.6% | 2,127 | $21K |
| Creative Financial Designs Inc. | 0.00% | Add +94.3% | 2,060 | $21K |
| Signaturefd, LLC | 0.00% | Add +33.9% | 2,051 | $21K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 2,000 | $20K |
| Blue Trust, Inc. | 0.00% | Add +1.3% | 1,939 | $19K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,816 | $18K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,791 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -34.9% | 1,736 | $17K |
| Core Capital Management & Research, inc. | 0.01% | — | 1,720 | $16K |
| Adirondack Trust Co. | 0.00% | Reduce -8.4% | 1,584 | $16K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 1,500 | $15K |
| Strategic Advocates LLC | 0.06% | Reduce -47.8% | 1,496 | $15K |
| Rothschild Investment LLC | 0.00% | Add +5.5% | 1,482 | $15K |
| Winch Advisory Services, LLC | 0.00% | No change | 1,422 | $14K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,372 | $14K |
| Burkett Financial Services, LLC | 0.00% | No change | 1,358 | $14K |
| GAMMA Investing LLC | 0.00% | Add +58.6% | 1,251 | $13K |
| Planning Strategies Inc. | 0.01% | — | 1,250 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1,250 | $13K |
| Basepoint Wealth LLC | 0.01% | Add +9.1% | 1,200 | $12K |
| Lanark Financial, Inc. | 0.00% | Reduce -16.8% | 1,172 | $12K |
| Sterling Capital Management LLC | 0.00% | Add +10.6% | 1,144 | $11K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +80.0% | 1,125 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,119 | $11K |
| Main Street Group, LTD | 0.00% | Add +1000.0% | 1,100 | $11K |
| Fiduciary Financial Advisors | 0.00% | New | 1,100 | $11K |
| Front Row Advisors LLC | 0.00% | Add +22.2% | 1,100 | $11K |
| Compass Financial Management LLC | 0.00% | — | 1,114 | $11K |
| Stone House Investment Management, LLC | 0.00% | No change | 1,062 | $11K |
| Triumph Capital Management | 0.00% | Add +955.0% | 1,055 | $11K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,000 | $10K |
| Fairscale Capital, LLC | 0.01% | No change | 1,000 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 950 | $10K |
| Vision Retirement, LLC | 0.00% | No change | 911 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 850 | $9K |
| Hager Investment Management Services, LLC | 0.00% | Reduce -81.5% | 819 | $8K |
| Quarry LP | 0.00% | Add +2613.3% | 814 | $8K |
| Covestor Ltd | 0.00% | Add +107.0% | 764 | $8K |
| HM Payson & Co. | 0.00% | Add +179.9% | 778 | $8K |
| IFG Advisory, LLC | 0.00% | Add +2916.0% | 754 | $8K |
| Solstein Capital, LLC | 0.00% | No change | 750 | $8K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -55.0% | 750 | $8K |
| Sittner & Nelson, LLC | 0.00% | No change | 700 | $7K |
| Evermay Wealth Management LLC | 0.00% | No change | 700 | $7K |
| Allied Private Wealth LLC | 0.00% | — | 800 | $7K |
| Continuum Advisory, LLC | 0.00% | New | 690 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -10.4% | 686 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +7.6% | 682 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | Add +85.4% | 649 | $7K |
| Bear Mountain Capital, Inc. | 0.00% | Add +16.7% | 700 | $6K |
| Larson Financial Group LLC | 0.00% | Add +92.3% | 577 | $6K |
| Key Financial Inc | 0.00% | No change | 550 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -8.9% | 514 | $5K |
| GoalVest Advisory LLC | 0.00% | No change | 503 | $5K |
| Kentucky Trust Co | 0.00% | No change | 500 | $5K |
| Grove Bank & Trust | 0.00% | New | 500 | $5K |
| FNY Investment Advisers, LLC | 0.00% | New | 500 | $5K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.7% | 494 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -5.0% | 475 | $5K |
| Peterson Wealth Management | 0.00% | New | 450 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 435 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 425 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 417 | $4K |
| 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% | No change | 397 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3700.0% | 380 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +3.4% | 362 | $4K |
| Markowski Investments | 0.00% | — | 316 | $3K |
| Meramec Financial Planners, LLC | 0.00% | No change | 359 | $3K |
| Financial Consulate, Inc. | 0.00% | No change | 300 | $3K |
| SouthState Bank Corp | 0.00% | No change | 300 | $3K |
| Buck Wealth Strategies, LLC | 0.00% | New | 250 | $3K |
| Dogwood Wealth Management LLC | 0.00% | Add +70.9% | 241 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 235 | $2K |
| SHP Wealth Management | 0.00% | Reduce -17.8% | 231 | $2K |
| Adkins Seale Capital Management LLC | 0.00% | No change | 225 | $2K |
| MCF Advisors LLC | 0.00% | Add +51.7% | 220 | $2K |
| Highline Wealth Partners LLC | 0.00% | Add +72.8% | 216 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 215 | $2K |
| Vision Financial Markets LLC | 0.00% | No change | 206 | $2K |
| Birchbrook, Inc. | 0.00% | Add +233.3% | 200 | $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% | No change | 200 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 200 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | New | 200 | $2K |
| Allianz SE | 0.00% | New | 200 | $2K |
| Gill Capital Partners, LLC | 0.00% | No change | 199 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 197 | $2K |
| Tripletail Wealth Management, LLC | 0.00% | Reduce -81.0% | 200 | $2K |
| Aspect Partners, LLC | 0.00% | Add +59.3% | 172 | $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 |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -93.5% | 150 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +228.6% | 115 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 100 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $1K |
| Avion Wealth | 0.00% | No change | 184 | $1K |
| CX Institutional | 0.00% | Reduce -50.4% | 114 | $1K |
| Hilltop National Bank | 0.00% | No change | 75 | $752 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 72 | $722 |
| Investors Research Corp | 0.00% | No change | 70 | $702 |
| Gen-Wealth Partners Inc | 0.00% | Reduce -24.1% | 63 | $632 |
| Eukles Asset Management | 0.00% | No change | 62 | $622 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 60 | $602 |
| SJS Investment Consulting Inc. | 0.00% | New | 57 | $572 |
| SWAN Capital LLC | 0.00% | Reduce -59.3% | 55 | $552 |
| Redwood Park Advisors LLC | 0.00% | New | 54 | $542 |
| Institute for Wealth Management, LLC. | 0.00% | New | 51 | $512 |
| Entrust Financial LLC | 0.00% | No change | 50 | $502 |
| Marquette Asset Management, LLC | 0.00% | New | 49 | $492 |
| Benson Wealth Management INC | 0.00% | Add +300.0% | 48 | $481 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $381 |
| Orion Capital Management LLC | 0.00% | Reduce -81.2% | 37 | $371 |
| Center for Financial Planning, Inc. | 0.00% | No change | 35 | $352 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 27 | $272 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 24 | $241 |
| Tidemark, LLC | 0.00% | No change | 20 | $201 |
| RMG Wealth Management LLC | 0.00% | No change | 20 | $192 |
| Caitlin John, LLC | 0.00% | Reduce -97.7% | 19 | $191 |
| Hollencrest Capital Management | 0.00% | Reduce -82.4% | 19 | $191 |
| Essential Partners LLC | 0.00% | New | 16 | $160 |
| First Horizon Corp. | 0.00% | No change | 14 | $140 |
| Essential Investment Partners LLC | 0.00% | No change | 13 | $130 |
| Leo H. Evart, Inc. | 0.00% | No change | 12 | $120 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 12 | $120 |
| Private Trust Co. NA | 0.00% | New | 11 | $110 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 10 | $90 |
| Lodestone Wealth Management LLC | 0.00% | New | 4 | $40 |
| Banque Cantonale Vaudoise | 0.00% | Reduce -79.3% | 3,643 | $37 |
| CVA Family Office, LLC | 0.00% | No change | 3 | $30 |
"% of holder's portfolio" is SMR's weight in each manager's 13F, not the share of Nuscale Power Corp. the manager owns.