Vault-13

NUSCALE PWR CORP SMR

CL A COM · Common Stock · CUSIP 67079K100 · ISIN US67079K1007

Private company that designs and markets small modular reactors (SMRs)

180 institutional holders +45 vs Q1 2024
38,135,84138.1m shares reported held*
$445.8mreported value*
72 new 52 added 18 reduced 28 sold out net bought ≈ $50.1m (+4.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.69. Options: 15 managers hold calls ($60.1m notional), 16 hold puts ($16.1m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 88Q4 22: 103Q1 23: 103Q2 23: 118Q3 23: 125Q4 23: 125Q1 24: 135Q2 24: 180180Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202288
Q4 2022103
Q1 2023103
Q2 2023118
Q3 2023125
Q4 2023125
Q1 2024135
Q2 2024180

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 69 bought or addedQ4 22: 24 cut or sold outQ4 22Q1 23: 60 bought or addedQ1 23: 34 cut or sold outQ2 23: 80 bought or addedQ2 23: 28 cut or sold outQ2 23Q3 23: 69 bought or addedQ3 23: 42 cut or sold outQ4 23: 62 bought or addedQ4 23: 55 cut or sold outQ4 23Q1 24: 68 bought or addedQ1 24: 61 cut or sold outQ2 24: 124 bought or addedQ2 24: 46 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226924
Q1 20236034
Q2 20238028
Q3 20236942
Q4 20236255
Q1 20246861
Q2 202412446

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60m$80mQ3 23 calls: $5.0mQ3 23 puts: $1.2mQ3 23P/C 0.24Q4 23 calls: $4.1mQ4 23 puts: $971.4kQ4 23P/C 0.24Q1 24 calls: $23.8mQ1 24 puts: $16.0mQ1 24P/C 0.67Q2 24 calls: $60.1mQ2 24 puts: $16.1mQ2 24P/C 0.27
Numbers
QuarterCallsPutsP/C
Q3 2023$5.0m$1.2m0.24
Q4 2023$4.1m$971.4k0.24
Q1 2024$23.8m$16.0m0.67
Q2 2024$60.1m$16.1m0.27

Biggest buyers

VANGUARD GROUP INC Added +1,501,740+1.5m
BlackRock Inc. Added +1,447,609+1.4m
Invesco Ltd. Added +993,674+993.7k
VAN ECK ASSOCIATES CORP New +650,165+650.2k
MILLENNIUM MANAGEMENT LLC Added +631,341+631.3k
STATE STREET CORP Added +484,376+484.4k
GEODE CAPITAL MANAGEMENT, LLC Added +401,693+401.7k
Informed Momentum Co LLC New +255,475+255.5k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +223,765+223.8k
Rheos Capital Works Inc. Added +200,000+200.0k

Biggest sellers

Mirae Asset Global Investments Co., Ltd. Sold out -1,955,189-2.0m
MORGAN STANLEY Reduced -1,195,168-1.2m
Valiant Capital Management, L.P. Sold out -1,162,400-1.2m
RENAISSANCE TECHNOLOGIES LLC Reduced -371,300-371.3k
GROUP ONE TRADING LLC Sold out -136,910-136.9k
Balyasny Asset Management L.P. Sold out -114,119-114.1k
PEAK6 Investments LLC Sold out -104,877-104.9k
Point72 Asset Management, L.P. Sold out -93,200-93.2k
RAYMOND JAMES & ASSOCIATES Reduced -67,529-67.5k
JPMORGAN CHASE & CO Reduced -59,094-59.1k

Biggest calls

GROUP ONE TRADING LLC Added $19.6m1.7m shares
PEAK6 Investments LLC Added $14.4m1.2m shares
CITADEL ADVISORS LLC Added $6.6m561.0k shares
SIMPLEX TRADING, LLC Added $4.8m407.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.7m399.6k shares
JANE STREET GROUP, LLC Added $2.8m238.6k shares
D. E. Shaw & Co., Inc. New $2.5m215.2k shares
GTS SECURITIES LLC Added $2.0m169.3k shares
Skaana Management L.P. New $646.5k55.3k shares
TORNO CAPITAL, LLC Reduced $607.9k52.0k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $3.8m329.2k shares
GROUP ONE TRADING LLC Reduced $2.2m188.3k shares
SIMPLEX TRADING, LLC Reduced $1.9m159.1k shares
Greenland Capital Management LP Unchanged $1.7m146.3k shares
Sculptor Capital LP Added $1.6m136.4k shares
PEAK6 Investments LLC Reduced $1.1m91.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.1m91.0k shares
Skaana Management L.P. New $986.6k84.4k shares
GTS SECURITIES LLC Reduced $948.1k81.1k shares
BANK OF AMERICA CORP /DE/ New $292.2k25.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VAN ECK ASSOCIATES CORP 13G · institution +2.2 pts · filed 2026-08-14 8.5% +2.2 pts 29.3m≈ $294.0m 2026-08-14
BlackRock, Inc. 13G · institution +3.1 pts · filed 2026-07-29 6.5% +3.1 pts 22.4m≈ $224.4m 2026-07-29

Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (2.6%, 2026-05-11), FLUOR CORP (3.9%, 2026-04-17), VANGUARD GROUP INC (0.0%, 2026-03-27), Doosan Enerbility Co. Ltd. (2.9%, 2025-11-12)

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q3 22: 1 buyingQ3 22: 1 sellingQ4 22: 0 buyingQ4 22: 3 sellingQ4 22Q1 23: 0 buyingQ1 23: 5 sellingQ2 23: 0 buyingQ2 23: 9 sellingQ2 23Q3 23: 1 buyingQ3 23: 2 sellingQ4 23: 1 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 5 sellingQ2 24: 0 buyingQ2 24: 5 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20221$9891$153.5k—
Q4 20220—3$3.7m—
Q1 20230—5$2.3m—
Q2 20230—9$3.4m$2.9m
Q3 20231$49.4k2$31.6k—
Q4 20231$2310——
Q1 20240—5$379.0k—
Q2 20240—5$426.4k$198.1k
DateInsiderTradeSharesPrice ValueTheir holding
2024-05-08 Hopkins John Lawrence Chief Executive Officer, director Sold 14,345 $6.04 $86.6k14.3k shares -29%
2024-05-06 Temple Robert K General Counsel Sold plan 23,806 $6.07 $144.5k23.8k shares -56%
2024-05-03 Reyes Jose N Jr Chief Technology Officer · By Jose N. Reyes, Jr. Trust, dated August 2, 2021 Sold 15,776 $6.04 $95.3k15.8k shares -3%
2024-05-03 Temple Robert K General Counsel Sold plan 8,873 $6.04 $53.6k8.9k shares -17%
2024-05-03 Scott Clayton Chief Commercial Officer Sold 7,191 $6.04 $43.4k7.2k shares -14%
2024-05-03 Engel Jacqueline F. Interim VP, Accounting Sold 485 $6.04 $2.9k485 shares -11%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 6,967,6077.0m $81.5m $81.5m 0.00% Added +1.5m +1,501,740
2 BlackRock Inc. 0.00% of their portfolio New York, NY 4,984,4345.0m $58.3m $58.3m 0.00% Added +1.4m +1,447,609
3 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.13% of their portfolio CAUSEWAY BAY, K3 4,563,4004.6m $53.3m $53.3m 0.13% First filing
4 Swedbank AB 0.05% of their portfolio STOCKHOLM, V7 3,500,5003.5m $40.9m $40.9m 0.05% Added +500 +500
5 FMR LLC 0.00% of their portfolio BOSTON, MA 2,929,0102.9m $34.2m $34.2m 0.00% Reduced -43.1k -43,052
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,520,6271.5m $17.8m $17.8m 0.00% Added +484.4k +484,376
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,512,5581.5m $17.7m $17.7m 0.00% Added +401.7k +401,693
8 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 1,072,6701.1m $12.5m $12.5m 0.01% Added +631.3k +631,341
9 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,005,3161.0m $11.8m $11.8m 0.00% Added +993.7k +993,674
10 SailingStone Capital Partners LLC 3.38% of their portfolio Houston, TX 816,697816.7k $9.5m $9.5m 3.38% Unchanged
11 VAN ECK ASSOCIATES CORP 0.01% of their portfolio NEW YORK, NY 650,165650.2k $7.6m $7.6m 0.01% New
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 522,536522.5k $6.1m $6.1m 0.00% Reduced -1.2m -1,195,168
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 468,371468.4k $5.5m $5.5m 0.00% Added +18.5k +18,467
14 Rheos Capital Works Inc. 0.28% of their portfolio Tokyo, M0 450,000450.0k $5.3m $5.3m 0.28% Added +200.0k +200,000
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 448,395448.4k $5.2m $5.2m 0.00% Added +47.3k +47,302
16 Polar Asset Management Partners Inc. 0.10% of their portfolio TORONTO, A6 336,871336.9k $3.9m $3.9m 0.10% Added +100.2k +100,210
17 BANTAMAC CAPITAL, LLC 2.24% of their portfolio CHICAGO, IL 319,513319.5k $3.7m $3.7m 2.24% Added +113.7k +113,710
18 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 278,513278.5k $3.3m $3.3m 0.00% Added +137.4k +137,382
19 Informed Momentum Co LLC 0.49% of their portfolio SOLANA BEACH, CA 255,475255.5k $3.0m $3.0m 0.49% New
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 223,765223.8k $2.6m $2.6m 0.00% New
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 216,761216.8k $2.5m $2.5m 0.00% Added +71.6k +71,576
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 214,263214.3k $2.5m $2.5m 0.00% Added +148.3k +148,328
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 203,037203.0k $2.4m $2.4m 0.00% Added +142.5k +142,504
24 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 194,957195.0k $2.3m $2.3m 0.00% Added +74.9k +74,858
25 WEDBUSH SECURITIES INC 0.08% of their portfolio PASADENA, CA 188,600188.6k $2.2m $2.2m 0.08% Added +86.6k +86,600
26 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 185,342185.3k $2.2m $2.2m 0.01% Added +131.6k +131,570
27 Canal Insurance CO 0.49% of their portfolio Greenville, SC 160,000160.0k $1.9m $1.9m 0.49% Unchanged
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 149,575149.6k $1.7m $1.7m 0.00% Added +57.0k +57,009
29 JT Stratford LLC 0.32% of their portfolio GAINESVILLE, GA 147,929147.9k $1.7m $1.7m 0.32% New
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 146,307146.3k $1.7m $1.7m 0.00% Reduced -10.2k -10,166
31 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 132,795132.8k $1.6m $1.6m 0.00% Added +12.4k +12,423
32 Sculptor Capital LP 0.03% of their portfolio New York, NY 117,100117.1k $1.4m $1.4m 0.03% Added +72.0k +72,000
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 109,634109.6k $1.3m $1.3m 0.00% Reduced -59.1k -59,094
34 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 109,603109.6k $1.3m $1.3m 0.00% New
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 107,492107.5k $1.3m $1.3m 0.00% Added +67.4k +67,413
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 104,918104.9k $1.2m $1.2m 0.00% Added +64.7k +64,674
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 104,785104.8k $1.2m $1.2m 0.00% Reduced -44.6k -44,560
38 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 104,341104.3k $1.2m $1.2m 0.00% Added +40.3k +40,305
39 Hel Ved Capital Management Ltd 0.41% of their portfolio CENTRAL, K3 100,000100.0k $1.2m $1.2m 0.41% New
40 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 95,19495.2k $1.1m $1.1m 0.00% New
41 L & S Advisors Inc 0.13% of their portfolio Los Angeles, CA 94,53594.5k $1.1m $1.1m 0.13% New
42 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 94,04094.0k $1.1m $1.1m 0.00% Added +59.4k +59,370
43 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 92,50092.5k $1.1m $1.1m 0.00% Reduced -371.3k -371,300
44 MRP Capital Investments, LLC 0.90% of their portfolio ALPHARETTA, GA 82,60082.6k $965.6k $965.6k 0.90% New
45 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 78,41178.4k $917.0k $917.0k 0.00% Added +36.2k +36,236
46 BOKF, NA 0.02% of their portfolio TULSA, OK 75,00075.0k $876.8k $876.8k 0.02% New
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 71,22371.2k $833.0k $833.0k 0.00% Added +9.9k +9,861
48 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 66,95167.0k $782.7k $782.7k 0.00% New
49 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 57,52657.5k $672.5k $672.5k 0.02% Unchanged
50 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 55,20055.2k $645.3k $645.3k 0.00% Added +32.2k +32,200
51 CloudAlpha Capital Management Limited/Hong Kong 0.09% of their portfolio HONG KONG, K3 53,87753.9k $629.8k $629.8k 0.09% New
52 EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio Oklahoma City, OK 53,11753.1k $620.9k $620.9k 0.02% Added +43.8k +43,824
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 48,05848.1k $561.8k $561.8k 0.00% New
54 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 45,36345.4k $530.3k $530.3k 0.00% Added +16.0k +16,006
55 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 44,48644.5k $520.0k $520.0k 0.00% New
56 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 41,75141.8k $488.1k $488.1k 0.00% First filing
57 PORTLAND INVESTMENT COUNSEL INC. 0.17% of their portfolio BURLINGTON, A6 40,00040.0k $467.6k $467.6k 0.17% Unchanged
58 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 37,07437.1k $433.4k $433.4k 0.00% New
59 Banque Cantonale Vaudoise 0.02% of their portfolio LAUSANNE, V8 36,25436.3k $424.0k $424.0k 0.02% Reduced -8.0k -8,008
60 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 35,84535.8k $419.0k $419.0k 0.01% New
61 Greylin Investment Management, Inc 0.07% of their portfolio ORANGE, VA 35,10935.1k $410.4k $410.4k 0.07% New
62 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 33,87333.9k $396.0k $396.0k 0.01% Added +23.4k +23,447
63 SIMPLEX TRADING, LLC 0.01% of their portfolio CHICAGO, IL 33,65333.7k $393.0k $393.0k 0.01% Reduced -37.1k -37,080
64 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 33,38233.4k $390.2k $390.2k 0.00% Added +6.7k +6,717
65 Susquehanna Portfolio Strategies, LLC 0.02% of their portfolio Bala Cynwyd, PA 33,14733.1k $387.5k $387.5k 0.02% Unchanged
66 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 31,87231.9k $372.6k $372.6k 0.00% Added +19.7k +19,655
67 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 31,65131.7k $370.0k $370.0k 0.00% Reduced -3.4k -3,394
68 Jade Capital Advisors, LLC 0.25% of their portfolio Essex Fells, NJ 30,00030.0k $350.7k $350.7k 0.25% New
69 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 29,54929.5k $345.4k $345.4k 0.00% Added +8.1k +8,096
70 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 29,39929.4k $343.7k $343.7k 0.00% Added +14.8k +14,849
71 CANTOR FITZGERALD, L. P. 0.07% of their portfolio NEW YORK, NY 27,90027.9k $326.2k $326.2k 0.07% New
72 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 27,79427.8k $326.0k $326.0k 0.00% Added +8.1k +8,065
73 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 27,46327.5k $321.0k $321.0k 0.01% Added +4.5k +4,509
74 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 27,02227.0k $315.9k $315.9k 0.00% New
75 Hobbs Group Advisors, LLC 0.12% of their portfolio COLUMBIA, SC 26,60026.6k $311.0k $311.0k 0.12% First filing
76 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 26,35026.4k $308.0k $308.0k 0.00% Reduced -12.8k -12,843
77 Evanson Asset Management, LLC 0.02% of their portfolio CARMEL, CA 26,00026.0k $303.9k $303.9k 0.02% Unchanged
78 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 25,89125.9k $302.7k $302.7k 0.00% Reduced -12.4k -12,427
79 Alpine Global Management, LLC 0.05% of their portfolio NEW YORK, NY 22,39522.4k $261.8k $261.8k 0.05% New
80 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,33322.3k $261.1k $261.1k 0.00% New
81 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 22,27922.3k $260.4k $260.4k 0.00% Added +1.6k +1,560
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,08822.1k $258.2k $258.2k 0.00% Reduced -48.7k -48,687
83 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 20,30520.3k $237.4k $237.4k 0.00% Added +1.1k +1,105
84 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,67819.7k $230.0k $230.0k 0.00% New
85 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 18,79218.8k $219.7k $219.7k 0.01% New
86 OMERS ADMINISTRATION Corp 0.00% of their portfolio TORONTO, A6 18,70018.7k $218.6k $218.6k 0.00% New
87 Mengis Capital Management, Inc. 0.04% of their portfolio PORTLAND, OR 18,70018.7k $218.6k $218.6k 0.04% New
88 Indie Asset Partners, LLC 0.16% of their portfolio CARMEL, IN 17,55017.6k $205.2k $205.2k 0.16% Added +1.1k +1,150
89 BLUEFIN CAPITAL MANAGEMENT, LLC 0.06% of their portfolio NEW YORK, NY 17,50017.5k $204.6k $204.6k 0.06% New
90 McGowan Group Asset Management, Inc. 0.03% of their portfolio DALLAS, TX 17,47317.5k $204.3k $204.3k 0.03% New
91 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,36017.4k $202.9k $202.9k 0.00% New
92 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 16,81716.8k $196.6k $196.6k 0.00% New
93 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 16,76416.8k $196.0k $196.0k 0.00% Added +6.1k +6,148
94 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 16,45016.4k $192.3k $192.3k 0.00% New
95 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 16,27416.3k $190.2k $190.2k 0.03% New
96 Lincoln Capital LLC 0.04% of their portfolio LINCOLN, NE 15,95616.0k $186.5k $186.5k 0.04% Unchanged
97 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 15,72815.7k $183.9k $183.9k 0.00% Reduced -67.5k -67,529
98 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,14015.1k $177.0k $177.0k 0.00% New
99 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 15,00015.0k $175.3k $175.3k 0.00% Added +4.0k +4,000
100 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 14,54414.5k $170.0k $170.0k 0.01% New