LPL Financial
SMR icon

LPL Financial’s NuScale Power SMR Stock Holding History

LPL Financial’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 		$11.2M Sell
1,115,657
-7,220
-0.6% -$81.4K ﹤0.01% 2032
2026
Q1 		$12.2M Buy
1,122,877
+399,064
+55% +$6.07M ﹤0.01% 1829
2025
Q4 		$10.3M Buy
723,813
+156,539
+28% +$4.48M ﹤0.01% 1907
2025
Q3 		$20.4M Buy
567,274
+134,531
+31% +$5.36M 0.01% 1353
2025
Q2 		$17.1M Buy
432,743
+159,349
+58% +$4M 0.01% 1362
2025
Q1 		$3.87M Buy
273,394
+72,098
+36% +$1.46M ﹤0.01% 2377
2024
Q4 		$3.61M Buy
201,296
+93,863
+87% +$1.94M ﹤0.01% 2342
2024
Q3 		$1.24M Sell
107,433
-42,142
-28% -$430K ﹤0.01% 3184
2024
Q2 		$1.75M Buy
149,575
+57,009
+62% +$406K ﹤0.01% 2727
2024
Q1 		$492K Buy
92,566
+52,361
+130% +$188K ﹤0.01% 3798
2023
Q4 		$132K Buy
40,205
+8,105
+25% +$28.8K ﹤0.01% 4499
2023
Q3 		$157K Buy
32,100
+5,369
+20% +$35.4K ﹤0.01% 4315
2023
Q2 		$182K Buy
26,731
+6,635
+33% +$53.8K ﹤0.01% 4182
2023
Q1 		$183K Sell
20,096
-4,789
-19% -$48K ﹤0.01% 4071
2022
Q4 		$255K Buy
24,885
+2,808
+13% +$31.1K ﹤0.01% 3793
2022
Q3 		$258K Buy
+22,077
New +$290K ﹤0.01% 3725

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

LPL Financial's SMR Position: Q2 2026 in Review

LPL Financial reduced its NuScale Power (SMR) stake by 0.64% in Q2 2026, selling an estimated $81.4K and leaving 1,115,657 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

LPL Financial first reported a position in SMR in Q3 2022 and has held it in 16 quarters since. The position peaked at $20.4M in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • LPL Financial held 1,115,657 shares of NuScale Power worth $11.2M as of Q2 2026.
  • LPL Financial sold 7,220 NuScale Power shares in Q2 2026, an estimated $81.4K.
  • NuScale Power made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2032 holding.
  • LPL Financial first reported a position in NuScale Power in Q3 2022 and has held it in 16 quarters since.
  • LPL Financial's NuScale Power position peaked at $20.4M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.