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 552 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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
489
shares
|
$10,978
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
457
shares
|
$10,259
0.0% of portfolio
|
Q1 2024
Reduced 76.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
417
shares
|
$9,361
0.0% of portfolio
|
Q2 2025
Added 36.72%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
404
shares
|
$9,069
0.0% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
400
shares
|
$8,980
0.0% of portfolio
|
Q4 2023
Reduced 47.64%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
400
shares
|
$8,980
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
363
shares
|
$8,149
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
350
shares
|
$7,857
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
326
shares
|
$7,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
310
shares
|
$6,959
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
307
shares
|
$6,892
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
300
shares
|
$6,735
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$6,735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
272
shares
|
$6,106
0.01% of portfolio
|
Q3 2025
Reduced 94.64%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
271
shares
|
$6,083
0.0% of portfolio
|
Q3 2025
Added 1835.71%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
267
shares
|
$5,994
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
257
shares
|
$5,769
0.0% of portfolio
|
Q3 2025
Added 3112.5%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
250
shares
|
$5,612
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
250
shares
|
$5,612
0.0% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
235
shares
|
$5,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
227
shares
|
$5,096
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
215
shares
|
$4,826
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
214
shares
|
$4,804
0.0% of portfolio
|
Q3 2025
Added 87.72%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
206
shares
|
$4,624
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
203
shares
|
$4,557
0.0% of portfolio
|
Q3 2025
New holding
|
|