Filing Research | SMR - NUSCALE PWR CORP Institutional Holdings

Snapshot holdings

50 / 122 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.2MSH	$12.3M
2	Mirae Asset Global Investments Co., Ltd.	Shares	1.2MSH	$12.2M
3	Once Capital Management, LLC	Shares	680.0KSH	$6.8M
4	CWA Asset Management Group, LLC	Shares	192.3KSH	$1.9M
5	Cadent Capital Advisors, LLC	Shares	149.0KSH	$1.5M
6	BENJAMIN EDWARDS INC	Shares	98.2KSH	$984.5K
7	Police & Firemen's Retirement System of New Jersey	Shares	96.1KSH	$963.5K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	105.6KSH	$954.8K
9	Hennion & Walsh Asset Management, Inc.	Shares	84.2KSH	$844.5K
10	Curated Wealth Partners LLC	Shares	1.9KSH	$835.7K
11	Themes Management Co LLC	Shares	83.3KSH	$835.7K
12	RFG Advisory, LLC	Shares	60.6KSH	$608.0K
13	SBI Securities Co., Ltd.	Shares	59.2KSH	$593.3K
14	PFG Investments, LLC	Shares	56.2KSH	$563.4K
15	Worthington Financial Partners, LLC	Shares	54.6KSH	$548.0K
16	MARATHON CAPITAL MANAGEMENT	Shares	51.5KSH	$516.5K
17	Taylor Frigon Capital Management LLC	Shares	51.0KSH	$511.7K
18	Evanson Financial, LLC	Shares	51.0KSH	$511.5K
19	Sowell Financial Services LLC	Shares	42.2KSH	$423.6K
20	D.A. DAVIDSON & CO.	Shares	38.5KSH	$385.7K
21	Lauer Wealth, LLC	CALL	43.7KSH	$375.6K
22	B.O.S.S. Retirement Advisors, LLC	Shares	27.6KSH	$276.6K
23	Farther Finance Advisors, LLC	Shares	25.8KSH	$258.7K
24	Walser Wealth Management Company, A Ltd Liability Co	Shares	24.3KSH	$243.6K
25	J.W. COLE ADVISORS, INC.	Shares	22.2KSH	$222.4K
26	Onyx Bridge Wealth Group LLC	Shares	21.5KSH	$215.6K
27	SLT Holdings LLC	Shares	21.3KSH	$213.2K
28	Golden State Wealth Management, LLC	Shares	20.4KSH	$204.6K
29	LITTLEJOHN FINANCIAL SERVICES, INC.	Shares	20.0KSH	$200.6K
30	IFS Group,LLC	Shares	19.7KSH	$197.6K
31	INSTRUMENTAL WEALTH, LLC	Shares	17.4KSH	$174.6K
32	Union Bancaire Privee, UBP SA	Shares	16.8KSH	$172.4K
33	Total Clarity Wealth Management, Inc.	Shares	16.9KSH	$170.0K
34	Heck Capital Advisors, LLC	Shares	16.4KSH	$164.3K
35	TRUE Private Wealth Advisors	Shares	16.1KSH	$161.8K
36	Legacy Advisors, LLC	Shares	13.1KSH	$131.4K
37	Sequoia Financial Advisors, LLC	Shares	12.6KSH	$125.9K
38	Apollon Wealth Management, LLC	Shares	11.8KSH	$118.1K
39	AdvisorNet Financial, Inc	Shares	11.7KSH	$117.2K
40	GK Wealth Management LLC	CALL	12.5KSH	$115.5K
41	Oak Thistle LLC	Shares	11.2KSH	$112.1K
42	CoreCap Advisors, LLC	Shares	11.1KSH	$110.9K
43	ENCOMPASS WEALTH ADVISORS, LLC	Shares	10.8KSH	$108.4K
44	Wealthcare Advisory Partners LLC	Shares	10.7KSH	$107.2K
45	MRA Advisory Group	Shares	10.6KSH	$105.9K
46	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	10.0KSH	$100.3K
47	Bogart Wealth, LLC	Shares	7.8KSH	$77.8K
48	IFP Advisors, Inc	Shares	7.3KSH	$73.1K
49	Aventura Private Wealth, LLC	Shares	6.4KSH	$64.3K
50	Fortitude Family Office, LLC	Shares	4.5KSH	$45.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 138 loaded

#		Instrument
1	CWA Asset Management Group, LLC new	Shares	+192.3K	+$1.9M	$1.9M
2	Cadent Capital Advisors, LLC new	Shares	+149.0K	+$1.5M	$1.5M
3	BENJAMIN EDWARDS INC new	Shares	+98.2K	+$984.5K	$984.5K
4	Curated Wealth Partners LLC new	Shares	+1.9K	+$835.7K	$835.7K
5	Once Capital Management, LLC added	Shares	+116.9K	+$716.4K	$6.8M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+52.9K	+$495.9K	$963.5K
7	Lauer Wealth, LLC new	CALL	+43.7K	+$375.6K	$375.6K
8	Taylor Frigon Capital Management LLC added	Shares	+33.4K	+$320.5K	$511.7K
9	PFG Investments, LLC added	Shares	+29.5K	+$274.0K	$563.4K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+34.3K	+$231.0K	$954.8K
11	J.W. COLE ADVISORS, INC. new	Shares	+22.2K	+$222.4K	$222.4K
12	SLT Holdings LLC new	Shares	+21.3K	+$213.2K	$213.2K
13	LITTLEJOHN FINANCIAL SERVICES, INC. new	Shares	+20.0K	+$200.6K	$200.6K
14	Union Bancaire Privee, UBP SA new	Shares	+16.8K	+$172.4K	$172.4K
15	Total Clarity Wealth Management, Inc. new	Shares	+16.9K	+$170.0K	$170.0K
16	Hennion & Walsh Asset Management, Inc. added	Shares	+19.7K	+$145.1K	$844.5K
17	Sequoia Financial Advisors, LLC new	Shares	+12.6K	+$125.9K	$125.9K
18	GK Wealth Management LLC new	CALL	+12.5K	+$115.5K	$115.5K
19	RFG Advisory, LLC added	Shares	+15.1K	+$114.5K	$608.0K
20	Oak Thistle LLC new	Shares	+11.2K	+$112.1K	$112.1K
21	ENCOMPASS WEALTH ADVISORS, LLC new	Shares	+10.8K	+$108.4K	$108.4K
22	ADAMSBROWN WEALTH CONSULTANTS LLC new	Shares	+10.0K	+$100.3K	$100.3K
23	Golden State Wealth Management, LLC added	Shares	+10.0K	+$91.9K	$204.6K
24	Themes Management Co LLC added	Shares	+14.1K	+$85.5K	$835.7K
25	Bogart Wealth, LLC added	Shares	+7.0K	+$69.6K	$77.8K
26	SBI Securities Co., Ltd. added	Shares	+9.3K	+$52.7K	$593.3K
27	Onyx Bridge Wealth Group LLC added	Shares	+6.2K	+$49.8K	$215.6K
28	Fortitude Family Office, LLC added	Shares	+3.6K	+$35.7K	$45.4K
29	Heck Capital Advisors, LLC added	Shares	+4.1K	+$31.3K	$164.3K
30	PFS Partners, LLC added	Shares	+3.0K	+$29.9K	$32.4K
31	TRUE Private Wealth Advisors added	Shares	+3.8K	+$28.1K	$161.8K
32	OLD SECOND NATIONAL BANK OF AURORA added	Shares	+2.2K	+$20.5K	$35.7K
33	CoreCap Advisors, LLC added	Shares	+2.4K	+$17.5K	$110.9K
34	Main Street Group, LTD added	Shares	+1.0K	+$9.9K	$11.0K
35	Triumph Capital Management added	Shares	+955	+$9.5K	$10.6K
36	TOTH FINANCIAL ADVISORY CORP added	Shares	+909	+$8.1K	$21.3K
37	Grove Bank & Trust new	Shares	+500	+$5.0K	$5.0K
38	HM PAYSON & CO added	Shares	+500	+$4.8K	$7.8K
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	CALL	+500	+$4.5K	$4.5K
40	GAMMA Investing LLC added	Shares	+462	+$4.0K	$12.5K
41	SIGNATUREFD, LLC added	Shares	+519	+$4.0K	$20.6K
42	AdvisorNet Financial, Inc added	Shares	+1.2K	+$3.4K	$117.2K
43	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+200	+$2.0K	$2.0K
44	MassMutual Private Wealth & Trust, FSB new	Shares	+200	+$2.0K	$2.0K
45	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+197	+$2.0K	$2.0K
46	BIRCHBROOK, INC. added	Shares	+140	+$1.4K	$2.0K
47	Dogwood Wealth Management LLC added	Shares	+100	+$889	$2.4K
48	HIGHLINE WEALTH PARTNERS LLC added	Shares	+91	+$811	$2.2K
49	Handelsbanken Fonder AB added	Shares	+73.1K	+$705	$1.1K
50	SJS Investment Consulting Inc. new	Shares	+57	+$572	$572

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