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 |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
10,116
shares
|
$362,962
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
9,989
shares
|
$358,405
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,650
shares
|
$346,242
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
9,593
shares
|
$344,196
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
9,444
shares
|
$338,850
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
8,863
shares
|
$318,004
0.0% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,785
shares
|
$315,205
0.03% of portfolio
|
Q2 2025
Added 165.33%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
8,576
shares
|
$307,706
0.0% of portfolio
|
Q1 2025
Reduced 85.99%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,439
shares
|
$302,791
0.0% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
8,417
shares
|
$302,001
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,322
shares
|
$298,593
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
8,223
shares
|
$295,041
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
8,167
shares
|
$293,031
0.11% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
8,036
shares
|
$288,331
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
7,700
shares
|
$276,276
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,354
shares
|
$263,861
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
7,250
shares
|
$260,130
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
7,156
shares
|
$256,757
0.02% of portfolio
|
Q1 2025
Added 527.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,726
shares
|
$241,328
0.0% of portfolio
|
Q1 2025
Added 86.78%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
6,537
shares
|
$234,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,035
shares
|
$216,535
0.01% of portfolio
|
Q1 2024
Added 25.08%
|
|
|
Caz Investments LP
Houston, TX |
May 15, 2025 Q1 2025 |
6,000
shares
|
$215,280
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
5,463
shares
|
$196,012
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,278
shares
|
$189,374
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,932
shares
|
$176,960
0.0% of portfolio
|
Q4 2024
Added 60.13%
|