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 550 institutions that hold shares in the stock, with a total of 92.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,010
shares
|
$45,124
0.0% of portfolio
|
Q3 2025
Reduced 93.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,850
shares
|
$41,532
0.0% of portfolio
|
Q3 2025
Reduced 29.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,827
shares
|
$41,016
0.0% of portfolio
|
Q3 2025
Added 58.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,806
shares
|
$40,544
0.0% of portfolio
|
Q4 2025
Reduced 5.25%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,791
shares
|
$40,207
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,776
shares
|
$39,871
0.0% of portfolio
|
Q3 2025
Added 177500.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,750
shares
|
$39,287
0.03% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,746
shares
|
$39,197
0.0% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
1,689
shares
|
$37,918
0.0% of portfolio
|
Q4 2025
Reduced 42.84%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,654
shares
|
$37,132
0.0% of portfolio
|
Q3 2025
Added 42.96%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
1,613
shares
|
$36,211
0.0% of portfolio
|
Q4 2025
Reduced 73.98%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,550
shares
|
$34,797
0.04% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,495
shares
|
$33,562
0.0% of portfolio
|
Q1 2025
Added 160.0%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,450
shares
|
$32,552
0.0% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,400
shares
|
$31,430
0.01% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
1,372
shares
|
$30,801
0.01% of portfolio
|
Q4 2025
Added 96.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,353
shares
|
$30,374
0.01% of portfolio
|
Q1 2025
Added 96.66%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,150
shares
|
$25,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
1,147
shares
|
$25,750
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,100
shares
|
$24,695
0.0% of portfolio
|
Q3 2025
Added 292.86%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
1,058
shares
|
$23,752
0.01% of portfolio
|
Q4 2025
Reduced 3.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,025
shares
|
$23,011
0.0% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$22,450
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Caz Investments LP
Houston, TX |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$22,450
0.08% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
971
shares
|
$21,798
0.0% of portfolio
|
Q4 2025
Reduced 17.01%
|
|