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 |
|---|---|---|---|---|---|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
400
shares
|
$14,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
390
shares
|
$14,472
0.01% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
350
shares
|
$12,988
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
350
shares
|
$12,988
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
350
shares
|
$12,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
343
shares
|
$12,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
326
shares
|
$12,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
306
shares
|
$11,355
0.0% of portfolio
|
Q2 2025
Added 212.24%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
300
shares
|
$11,133
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
280
shares
|
$10,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
278
shares
|
$10,316
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
274
shares
|
$10,168
0.0% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
267
shares
|
$9,908
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
265
shares
|
$9,834
0.0% of portfolio
|
Q2 2025
Added 76.67%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
250
shares
|
$9,277
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
250
shares
|
$9,277
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
235
shares
|
$8,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
227
shares
|
$8,423
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
215
shares
|
$7,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
206
shares
|
$7,644
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
200
shares
|
$7,422
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
200
shares
|
$7,422
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$7,422
0.0% of portfolio
|
Q2 2025
Reduced 93.09%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
172
shares
|
$6,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
151
shares
|
$5,603
0.0% of portfolio
|
Q4 2024
New holding
|