Institutional Ownership Nuscale Power Corp (SMR)
This table provides information about the institutional ownership of Nuscale Power Corp (SMR). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 91.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,690
shares
|
$127,740
0.01% of portfolio
|
Q3 2025
Added 38.11%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,675
shares
|
$127,403
0.01% of portfolio
|
Q3 2025
Reduced 88.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,584
shares
|
$125,360
0.0% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,165
shares
|
$115,954
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Firsthand Capital Management, Inc.
San Jose, CA |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$112,250
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 10, 2025 Q3 2025 |
4,800
shares
|
$107,760
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
4,500
shares
|
$101,025
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
4,465
shares
|
$100,239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
4,426
shares
|
$99,363
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
4,354
shares
|
$97,747
0.0% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,286
shares
|
$96,220
0.01% of portfolio
|
Q3 2025
Reduced 31.71%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
4,108
shares
|
$92,224
0.0% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
4,076
shares
|
$91,506
0.02% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,984
shares
|
$89,440
0.0% of portfolio
|
Q3 2025
Added 128.31%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,612
shares
|
$81,089
0.02% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,289
shares
|
$73,838
0.0% of portfolio
|
Q3 2025
Added 72.65%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
3,219
shares
|
$72,266
0.01% of portfolio
|
Q2 2025
Added 514.31%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,181
shares
|
$71,413
0.0% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,999
shares
|
$67,327
0.0% of portfolio
|
Q3 2025
Reduced 59.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,967
shares
|
$66,609
0.0% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,955
shares
|
$66,339
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,600
shares
|
$58,370
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
2,569
shares
|
$57,674
0.03% of portfolio
|
Q3 2025
Reduced 43.77%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
2,452
shares
|
$55,047
0.01% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
2,300
shares
|
$51,635
0.0% of portfolio
|
Q2 2025
Added 666.67%
|
|