WhitTier Trust Company’s NuScale Power SMR Stock Holding History

WhitTier Trust Company’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	$90	Buy	+10	New	+$113	﹤0.01%	1408

Other funds holding SMR

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

OCM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

WhitTier Trust Company's SMR Position: Q2 2026 in Review

WhitTier Trust Company opened a new position in NuScale Power (SMR) in Q2 2026: 10 shares worth $90. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings.

168 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

WhitTier Trust Company held 10 shares of NuScale Power worth $90 as of Q2 2026.
NuScale Power was a new WhitTier Trust Company position in Q2 2026.
NuScale Power made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1408 holding.
168 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.