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 |
|---|---|---|---|---|---|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
14,938
shares
|
$535,975
0.15% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
14,550
shares
|
$522,054
0.2% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
14,441
shares
|
$518,143
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
14,000
shares
|
$502,320
0.09% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
13,755
shares
|
$493,529
0.05% of portfolio
|
Q4 2024
Added 99.35%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
13,550
shares
|
$486,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
13,395
shares
|
$480,612
0.0% of portfolio
|
Q1 2025
Added 25.55%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
13,223
shares
|
$474,441
0.03% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,150
shares
|
$471,822
0.04% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13,140
shares
|
$471,463
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,043
shares
|
$467,982
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
12,995
shares
|
$466,260
0.0% of portfolio
|
Q1 2025
Added 139.89%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
12,668
shares
|
$454,527
0.03% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,602
shares
|
$452,159
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
12,380
shares
|
$444,194
0.31% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
11,982
shares
|
$429,914
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,803
shares
|
$423,491
0.0% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
11,412
shares
|
$409,462
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
10,969
shares
|
$393,567
0.0% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,895
shares
|
$390,912
0.01% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
10,625
shares
|
$381,225
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
10,620
shares
|
$381,045
0.0% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
May 09, 2025 Q1 2025 |
10,501
shares
|
$376,775
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
10,490
shares
|
$376,381
0.0% of portfolio
|
Q1 2025
Reduced 80.39%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
10,213
shares
|
$366,442
0.07% of portfolio
|
Q1 2025
Added 36.36%
|