Lindbrook Capital’s NuScale Power SMR Stock Holding History

Lindbrook Capital’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 Q1	$651	Buy	46 +26	+130%	+$526	﹤0.01%	2564
2024 Q4	$359	Buy	+20	New	+$413	﹤0.01%	2680

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCTC

Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's SMR Position: Q1 2025 in Review

Lindbrook Capital increased its NuScale Power (SMR) stake by 130% in Q1 2025, buying an estimated $526 and bringing the position to 46 shares worth $651. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Lindbrook Capital first reported a position in SMR in Q4 2024 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

Lindbrook Capital held 46 shares of NuScale Power worth $651 as of Q1 2025.
Lindbrook Capital bought 26 NuScale Power shares in Q1 2025, an estimated $526.
NuScale Power made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2564 holding.
Lindbrook Capital first reported a position in NuScale Power in Q4 2024 and has held it in 2 quarters since.
323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.