HighTower Advisors’s NuScale Power SMR Stock Holding History

HighTower 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
2025 Q4	–	Sell	-900	Closed	-$4.38K	–	3932
2025 Q3	$4.38K	Buy	+900	New	+$35.9K	﹤0.01%	3734

Other funds holding SMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

HighTower Advisors's SMR Position: Q2 2026 in Review

HighTower Advisors reduced its NuScale Power (SMR) stake by 3.5% in Q2 2026, selling an estimated $24.8K and leaving 59,960 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #2593.

HighTower Advisors first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.38M in Q3 2025. 258 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

HighTower Advisors held 59,960 shares of NuScale Power worth $601K as of Q2 2026.
HighTower Advisors sold 2,197 NuScale Power shares in Q2 2026, an estimated $24.8K.
NuScale Power made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2593 holding.
HighTower Advisors first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
HighTower Advisors's NuScale Power position peaked at $2.38M in Q3 2025.
258 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.