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 492 institutions that hold shares in the stock, with a total of 80.9 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
950
shares
|
$35,254
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
850
shares
|
$31,543
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
793
shares
|
$29,428
0.0% of portfolio
|
Q2 2025
Added 46.31%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
784
shares
|
$29,094
0.0% of portfolio
|
Q2 2025
Added 84.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
712
shares
|
$26,422
0.0% of portfolio
|
Q2 2025
Reduced 34.38%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
700
shares
|
$25,977
0.01% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
700
shares
|
$25,977
0.01% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
700
shares
|
$25,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
653
shares
|
$24,232
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
600
shares
|
$22,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
600
shares
|
$22,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
560
shares
|
$20,781
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
550
shares
|
$20,410
0.01% of portfolio
|
Q2 2025
Added 68.2%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
540
shares
|
$20,039
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
500
shares
|
$18,555
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
500
shares
|
$18,555
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
500
shares
|
$18,555
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
485
shares
|
$17,998
0.0% of portfolio
|
Q2 2025
Added 41.4%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
472
shares
|
$17,515
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
470
shares
|
$17,441
0.0% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
457
shares
|
$16,959
0.0% of portfolio
|
Q1 2024
Reduced 76.65%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
430
shares
|
$15,957
0.0% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
425
shares
|
$15,771
0.0% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
417
shares
|
$15,474
0.0% of portfolio
|
Q2 2025
Added 36.72%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$14,844
0.0% of portfolio
|
Q4 2023
Reduced 47.64%
|