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 558 institutions that hold shares in the stock, with a total of 91.5 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 |
|---|---|---|---|---|---|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
80
shares
|
$1,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
75
shares
|
$1,683
0.0% of portfolio
|
Q3 2025
Added 97.37%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
75
shares
|
$1,683
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
71
shares
|
$1,593
0.0% of portfolio
|
Q3 2025
Reduced 96.11%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
70
shares
|
$1,571
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
66
shares
|
$1,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
58
shares
|
$1,302
0.0% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
55
shares
|
$1,234
0.0% of portfolio
|
Q3 2025
Reduced 98.74%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
52
shares
|
$1,167
0.0% of portfolio
|
Q3 2025
Reduced 29.73%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
49
shares
|
$1,100
0.0% of portfolio
|
Q3 2025
Added 68.97%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
49
shares
|
$1,100
0.0% of portfolio
|
Q2 2025
Reduced 52.88%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
46
shares
|
$1,032
0.0% of portfolio
|
Q1 2025
Added 130.0%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
42
shares
|
$942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
40
shares
|
$898
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
40
shares
|
$898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
38
shares
|
$853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
35
shares
|
$785
0.0% of portfolio
|
Q3 2025
Reduced 86.79%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
35
shares
|
$785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
30
shares
|
$673
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
27
shares
|
$606
0.0% of portfolio
|
Q3 2025
Added 80.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
26
shares
|
$583
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
23
shares
|
$516
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
21
shares
|
$471
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
21
shares
|
$471
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
21
shares
|
$471
0.0% of portfolio
|
Q2 2025
New holding
|
|