Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s NuScale Power SMR Stock Holding History

Cambridge Investment Research Advisors’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.44M Buy
542,619
+311,812
+135% +$3.52M 0.01% 1000
2026
Q1 		$2.5M Buy
230,807
+33,047
+17% +$503K 0.01% 1432
2025
Q4 		$2.8M Buy
197,760
+29,143
+17% +$834K 0.01% 1263
2025
Q3 		$6.07M Sell
168,617
-1,047
-0.6% -$41.7K 0.02% 803
2025
Q2 		$6.71M Sell
169,664
-23,434
-12% -$588K 0.02% 707
2025
Q1 		$2.73M Buy
193,098
+46,744
+32% +$945K 0.01% 1165
2024
Q4 		$2.62M Sell
146,354
-5,179
-3% -$107K 0.01% 1171
2024
Q3 		$1.75M Buy
151,533
+80,310
+113% +$819K 0.01% 1458
2024
Q2 		$833K Buy
71,223
+9,861
+16% +$70.3K ﹤0.01% 1899
2024
Q1 		$326K Buy
61,362
+5,006
+9% +$18K ﹤0.01% 2636
2023
Q4 		$185K Buy
56,356
+44,682
+383% +$159K ﹤0.01% 2929
2023
Q3 		$57K Sell
11,674
-7,613
-39% -$50.2K ﹤0.01% 3025
2023
Q2 		$131K Buy
19,287
+3,381
+21% +$27.4K ﹤0.01% 2959
2023
Q1 		$145K Buy
15,906
+5,122
+47% +$51.4K ﹤0.01% 2908
2022
Q4 		$111K Buy
+10,784
New +$119K ﹤0.01% 2892

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambridge Investment Research Advisors's SMR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its NuScale Power (SMR) stake by 135% in Q2 2026, buying an estimated $3.52M and bringing the position to 542,619 shares worth $5.44M. The position accounts for 0.01% of the portfolio, ranked #1000.

Cambridge Investment Research Advisors first reported a position in SMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.71M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Cambridge Investment Research Advisors held 542,619 shares of NuScale Power worth $5.44M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 311,812 NuScale Power shares in Q2 2026, an estimated $3.52M.
  • NuScale Power made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1000 holding.
  • Cambridge Investment Research Advisors first reported a position in NuScale Power in Q4 2022 and has held it in 15 quarters since.
  • Cambridge Investment Research Advisors's NuScale Power position peaked at $6.71M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.