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 389 institutions that hold shares in the stock, with a total of 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,128
shares
|
$40,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,121
shares
|
$40,221
0.0% of portfolio
|
Q1 2025
Added 113.12%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,119
shares
|
$40,149
0.0% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$35,880
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
997
shares
|
$35,772
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
973
shares
|
$34,911
0.0% of portfolio
|
Q4 2024
Added 75.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
953
shares
|
$34,193
0.0% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
950
shares
|
$34,086
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
925
shares
|
$33,189
0.0% of portfolio
|
Q1 2025
Reduced 96.34%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
884
shares
|
$31,717
0.0% of portfolio
|
Q4 2024
Added 76.8%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
860
shares
|
$30,856
0.01% of portfolio
|
Q1 2025
Added 1333.33%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
800
shares
|
$28,704
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
795
shares
|
$28,524
0.0% of portfolio
|
Q1 2025
Added 33.61%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
784
shares
|
$28,129
0.0% of portfolio
|
Q2 2025
Added 84.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
775
shares
|
$27,807
0.0% of portfolio
|
Q1 2025
Added 131.34%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
712
shares
|
$25,546
0.0% of portfolio
|
Q2 2025
Reduced 34.38%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
700
shares
|
$25,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
700
shares
|
$25,116
0.01% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
700
shares
|
$25,116
0.01% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
660
shares
|
$23,680
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
653
shares
|
$23,429
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
600
shares
|
$21,528
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
589
shares
|
$21,133
0.0% of portfolio
|
Q1 2025
Added 5254.55%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
579
shares
|
$20,774
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
550
shares
|
$19,734
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|