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 499 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 $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
13,947
shares
|
$519,665
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
13,885
shares
|
$517,355
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
13,500
shares
|
$503,010
0.22% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
13,255
shares
|
$493,881
0.09% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
13,203
shares
|
$491,943
0.07% of portfolio
|
Q2 2025
Reduced 30.4%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
13,200
shares
|
$491,832
0.42% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,150
shares
|
$489,969
0.04% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,043
shares
|
$485,982
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
12,950
shares
|
$482,517
0.01% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
12,946
shares
|
$482,367
0.02% of portfolio
|
Q2 2025
Added 46.07%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
12,936
shares
|
$481,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,936
shares
|
$481,995
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
12,600
shares
|
$469,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
12,515
shares
|
$466,308
0.08% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
12,380
shares
|
$461,278
0.31% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
12,322
shares
|
$459,117
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
12,050
shares
|
$448,983
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
11,791
shares
|
$439,332
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
11,779
shares
|
$438,885
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
11,412
shares
|
$425,211
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
11,138
shares
|
$415,001
0.01% of portfolio
|
Q2 2025
Reduced 56.74%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
11,081
shares
|
$412,878
0.01% of portfolio
|
Q2 2025
Added 124.68%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,013
shares
|
$410,344
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
10,949
shares
|
$407,959
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
10,753
shares
|
$400,656
0.14% of portfolio
|
Q2 2025
New holding
|