NUSCALE POWER Corp (SMR) — Institutional Holders, Q2 2026 (page 3)
524 institutional investment managers reported a SMR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SMR 13F holders ranked 201–300 of 524
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Focus Partners Wealth#201 · 36,556 sh | 36,556 | $366.7K | <0.01% | -2.4% |
| 202 | Cresset Asset Management#202 · 35,888 sh | 35,888 | $360.0K | <0.01% | -0.8% |
| 203 | HSBC PLC#203 · 35,412 sh | 35,412 | $354.8K | <0.01% | +9.0% |
| 204 | Concurrent Investment Advisors#204 · 34,909 sh | 34,909 | $350.1K | — | +181.3% |
| 205 | Independent Advisor Alliance#205 · 34,642 sh | 34,642 | $347.5K | <0.01% | +4.8% |
| 206 | LEUCADIA NATIONAL#206 · 34,500 sh | 34,500 | $346.0K | <0.01% | +381.4% |
| 207 | Global Retirement Partners#207 · 34,399 sh | 34,399 | $345.0K | <0.01% | — |
| 208 | Robertson Stephens Wealth Management#208 · 34,000 sh | 34,000 | $341.0K | — | +17.2% |
| 209 | WCG Wealth Advisors#209 · 33,036 sh | 33,036 | $331.4K | <0.01% | New |
| 210 | SEI INVESTMENTS#210 · 32,858 sh | 32,858 | $329.6K | <0.01% | -20.0% |
| 211 | Meridian Wealth Management#211 · 32,488 sh | 32,488 | $325.9K | 0.01% | New |
| 212 | JOHN G ULLMAN & ASSOCIATES#212 · 32,400 sh | 32,400 | $325.0K | 0.04% | New |
| 213 | XPONANCE#213 · 31,962 sh | 31,962 | $320.6K | <0.01% | +130.3% |
| 214 | AlphaGrep UK Ltd#214 · 30,619 sh | 30,619 | $307.1K | 0.09% | New |
| 215 | MGO ONE SEVEN#215 · 30,531 sh | 30,531 | $306.2K | <0.01% | -13.7% |
| 216 | Wedbush Fund Advisers#216 · 30,092 sh | 30,092 | $301.8K | 0.03% | New |
| 217 | 1832 Asset Management L.P.#217 · 30,000 sh | 30,000 | $300.9K | <0.01% | 0.0% |
| 218 | Ameritas Investment Partners#218 · 29,559 sh | 29,559 | $296.5K | <0.01% | +126.9% |
| 219 | Regal Investment Advisors#219 · 29,031 sh | 29,031 | $291.2K | 0.02% | +48.7% |
| 220 | Amundi#220 · 28,368 sh | 28,368 | $284.5K | <0.01% | +52.7% |
| 221 | B.O.S.S. Retirement Advisors#221 · 27,579 sh | 27,579 | $276.6K | — | +1.3% |
| 222 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#222 · 27,425 sh | 27,425 | $275.1K | <0.01% | 0.0% |
| 223 | ALLSTATE#223 · 27,300 sh | 27,300 | $273.8K | <0.01% | New |
| 224 | Vanguard Personalized Indexing Management#224 · 26,892 sh | 26,892 | $269.7K | <0.01% | +27.9% |
| 225 | BANK OF MONTREAL#225 · 26,749 sh | 26,749 | $268.3K | <0.01% | +6.2% |
| 226 | WEALTH EFFECTS#226 · 26,725 sh | 26,725 | $268.1K | — | +154.5% |
| 227 | STRS OHIO#227 · 26,700 sh | 26,700 | $267.8K | <0.01% | +5.1% |
| 228 | R Squared Ltd#228 · 26,019 sh | 26,019 | $261.0K | 0.14% | +82.1% |
| 229 | Farther Finance Advisors#229 · 25,791 sh | 25,791 | $258.7K | — | -12.7% |
| 230 | PRINCIPAL FINANCIAL GROUP#230 · 24,903 sh | 24,903 | $249.8K | <0.01% | +116.3% |
| 231 | Private Wealth Partners#231 · 24,670 sh | 24,670 | $247.4K | — | -64.9% |
| 232 | Walser Wealth Management Company, A Ltd Liability#232 · 24,289 sh | 24,289 | $243.6K | — | -22.4% |
| 233 | KINGSWOOD WEALTH ADVISORS#233 · 23,138 sh | 23,138 | $232.1K | — | -5.2% |
| 234 | Alchemi Wealth#234 · 23,008 sh | 23,008 | $230.8K | 0.11% | +89.5% |
| 235 | Kingsview Wealth Management#235 · 22,315 sh | 22,315 | $223.8K | <0.01% | +91.2% |
| 236 | LEVEL FOUR ADVISORY SERVICES#236 · 22,246 sh | 22,246 | $223.1K | <0.01% | +25.8% |
| 237 | J.W. COLE ADVISORS#237 · 22,175 sh | 22,175 | $222.4K | <0.01% | New |
| 238 | Geneos Wealth Management#238 · 21,820 sh | 21,820 | $218.9K | <0.01% | +1.7% |
| 239 | CIBC Bancorp USA#239 · 21,479 sh | 21,479 | $217.4K | <0.01% | -7.7% |
| 240 | CARLSON FINANCIAL#240 · 21,580 sh | 21,580 | $216.5K | 0.11% | -0.7% |
| 241 | Hilltop#241 · 21,512 sh | 21,512 | $215.8K | 0.02% | +90.2% |
| 242 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#242 · 21,500 sh | 21,500 | $215.6K | <0.01% | 0.0% |
| 243 | Onyx Bridge Wealth Group#243 · 21,497 sh | 21,497 | $215.6K | — | +40.6% |
| 244 | Advisory Services Network#244 · 21,449 sh | 21,449 | $215.1K | <0.01% | -51.4% |
| 245 | SLT#245 · 21,253 sh | 21,253 | $213.2K | — | New |
| 246 | Swiss Life Asset Management Ltd#246 · 21,003 sh | 21,003 | $210.7K | <0.01% | New |
| 247 | Rakuten Securities#247 · 20,888 sh | 20,888 | $209.5K | 0.05% | -26.8% |
| 248 | Gilliland Jeter Wealth Management#248 · 20,872 sh | 20,872 | $209.3K | 0.05% | +14.2% |
| 249 | Kingsbury Capital Investment Advisors#249 · 20,673 sh | 20,673 | $207.3K | — | New |
| 250 | KMT WEALTH MANAGEMENT#250 · 20,673 sh | 20,673 | $207.3K | 0.18% | New |
| 251 | LeConte Wealth Management#251 · 20,585 sh | 20,585 | $206.5K | — | +10.5% |
| 252 | Golden State Wealth Management#252 · 20,399 sh | 20,399 | $204.6K | 0.02% | +96.2% |
| 253 | Pilgrim Partners Asia Pte Ltd#253 · 20,300 sh | 20,300 | $203.6K | 0.09% | +32.7% |
| 254 | Ballast Financial Advisors#254 · 20,201 sh | 20,201 | $202.6K | — | 0.0% |
| 255 | LITTLEJOHN FINANCIAL SERVICES#255 · 20,000 sh | 20,000 | $200.6K | 0.15% | New |
| 256 | N.E.W. Advisory Services#256 · 19,833 sh | 19,833 | $198.9K | 0.01% | +56.6% |
| 257 | IFS Group#257 · 19,700 sh | 19,700 | $197.6K | 0.27% | 0.0% |
| 258 | Advisors Capital Management#258 · 19,700 sh | 19,700 | $197.6K | <0.01% | New |
| 259 | VICTORY FINANCIAL GROUP#259 · 19,650 sh | 19,650 | $197.1K | 0.02% | -53.3% |
| 260 | INSIGNEO ADVISORY SERVICES#260 · 19,129 sh | 19,129 | $191.9K | <0.01% | New |
| 261 | Advyzon Investment Management#261 · 18,754 sh | 18,754 | $188.1K | 0.01% | +61.7% |
| 262 | Neuberger Berman Group#262 · 18,484 sh | 18,484 | $185.4K | <0.01% | -5.2% |
| 263 | Compound Planning#263 · 18,175 sh | 18,175 | $182.3K | <0.01% | New |
| 264 | Prime Capital Investment Advisors#264 · 18,129 sh | 18,129 | $181.8K | — | +46.5% |
| 265 | IHT Wealth Management#265 · 18,118 sh | 18,118 | $181.7K | <0.01% | -65.4% |
| 266 | SUMMIT SECURITIES GROUP#266 · 18,117 sh | 18,117 | $181.7K | 0.02% | +853.5% |
| 267 | GABLES CAPITAL MANAGEMENT#267 · 18,100 sh | 18,100 | $181.5K | 0.07% | -2.2% |
| 268 | Allworth Financial#268 · 17,599 sh | 17,599 | $176.5K | <0.01% | +37.7% |
| 269 | CAPTRUST FINANCIAL ADVISORS#269 · 17,523 sh | 17,523 | $175.8K | <0.01% | +30.0% |
| 270 | EP Wealth Advisors#270 · 17,427 sh | 17,427 | $174.8K | <0.01% | +57.0% |
| 271 | INSTRUMENTAL WEALTH#271 · 17,405 sh | 17,405 | $174.6K | — | +0.2% |
| 272 | OneAscent Financial Services#272 · 17,340 sh | 17,340 | $173.9K | <0.01% | +3.9% |
| 273 | Union Bancaire Privee, UBP SA#273 · 16,799 sh | 16,799 | $172.4K | <0.01% | New |
| 274 | VERUS CAPITAL PARTNERS#274 · 17,121 sh | 17,121 | $171.7K | <0.01% | +6.3% |
| 275 | James J. Burns & Company#275 · 17,000 sh | 17,000 | $170.5K | — | +69.5% |
| 276 | Total Clarity Wealth Management#276 · 16,945 sh | 16,945 | $170.0K | — | New |
| 277 | Cane Capital Partners#277 · 16,889 sh | 16,889 | $169.4K | — | -47.4% |
| 278 | WEDBUSH SECURITIES#278 · 16,535 sh | 16,535 | $166.0K | — | +50.2% |
| 279 | Heck Capital Advisors#279 · 16,382 sh | 16,382 | $164.3K | — | +33.5% |
| 280 | PRAXIS INVESTMENT MANAGEMENT#280 · 16,243 sh | 16,243 | $163.0K | <0.01% | New |
| 281 | TRUE Private Wealth Advisors#281 · 16,136 sh | 16,136 | $161.8K | — | +30.8% |
| 282 | 360 Financial#282 · 16,078 sh | 16,078 | $161.3K | 0.04% | -18.7% |
| 283 | Twelve Points Wealth Management#283 · 16,055 sh | 16,055 | $161.0K | 0.03% | New |
| 284 | Vectors Research Management#284 · 15,968 sh | 15,968 | $160.2K | 0.04% | +2.4% |
| 285 | Verdence Capital Advisors#285 · 15,535 sh | 15,535 | $155.8K | — | -1.4% |
| 286 | Evergreen Wealth Solutions#286 · 15,654 sh | 15,654 | $154.2K | <0.01% | +2.3% |
| 287 | Modern Wealth Management#287 · 15,300 sh | 15,300 | $153.5K | <0.01% | New |
| 288 | Pinnacle Financial Partners#288 · 15,026 sh | 15,026 | $150.7K | <0.01% | -6.0% |
| 289 | Ionic Capital Management#289 · 15,000 sh | 15,000 | $150.4K | 0.02% | -13.8% |
| 290 | Principle Wealth Partners#290 · 15,000 sh | 15,000 | $150.4K | <0.01% | +25.0% |
| 291 | CHOREO#291 · 14,661 sh | 14,661 | $147.1K | <0.01% | -8.9% |
| 292 | Inspire Investing#292 · 14,473 sh | 14,473 | $145.2K | — | New |
| 293 | BROWN ADVISORY#293 · 14,357 sh | 14,357 | $144.0K | <0.01% | New |
| 294 | Moors & Cabot#294 · 14,170 sh | 14,170 | $142.1K | <0.01% | +3.4% |
| 295 | SNS Financial Group#295 · 13,968 sh | 13,968 | $140.1K | <0.01% | New |
| 296 | Kaizen Financial Strategies#296 · 13,458 sh | 13,458 | $136.6K | — | -15.2% |
| 297 | Balboa Wealth Partners#297 · 13,385 sh | 13,385 | $134.3K | — | +1.7% |
| 298 | StoneX Group#298 · 12,189 sh | 12,189 | $134.2K | <0.01% | New |
| 299 | Mutual Advisors#299 · 13,332 sh | 13,332 | $133.7K | <0.01% | +10.1% |
| 300 | Phoenix Financial Ltd.#300 · 13,372 sh | 13,372 | $133.6K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.