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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
150
shares
|
$5,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
114
shares
|
$4,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
108
shares
|
$4,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
106
shares
|
$3,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
103
shares
|
$3,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$3,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$3,711
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
100
shares
|
$3,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
100
shares
|
$3,711
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
100
shares
|
$3,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
75
shares
|
$2,783
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
74
shares
|
$2,746
0.0% of portfolio
|
Q2 2025
Added 42.31%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
70
shares
|
$2,597
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
66
shares
|
$2,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
63
shares
|
$2,337
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
58
shares
|
$2,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
54
shares
|
$2,003
0.0% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
49
shares
|
$1,818
0.0% of portfolio
|
Q2 2025
Reduced 52.88%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
46
shares
|
$1,707
0.0% of portfolio
|
Q1 2025
Added 130.0%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
42
shares
|
$1,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
40
shares
|
$1,484
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
40
shares
|
$1,484
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
38
shares
|
$1,410
0.0% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
38
shares
|
$1,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
35
shares
|
$1,298
0.0% of portfolio
|
Q1 2025
New holding
|