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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
500
shares
|
$11,225
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
500
shares
|
$11,225
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
494
shares
|
$11,090
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
400
shares
|
$8,980
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
400
shares
|
$8,980
0.0% of portfolio
|
Q4 2023
Reduced 47.64%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 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%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$6,735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
300
shares
|
$6,735
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
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%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
250
shares
|
$5,612
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
250
shares
|
$5,612
0.0% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
250
shares
|
$5,612
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
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 |
Oct 16, 2025 Q3 2025 |
227
shares
|
$5,096
0.0% of portfolio
|
Q1 2023
New holding
|
|