NUSCALE POWER Corp (SMR) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 524
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Hilton Head Capital Partners#401 · 1,500 sh | 1,500 | $15.0K | — | 0.0% |
| 402 | Strategic Advocates#402 · 1,496 sh | 1,496 | $15.0K | 0.06% | -47.8% |
| 403 | ROTHSCHILD INVESTMENT#403 · 1,482 sh | 1,482 | $14.9K | <0.01% | +5.5% |
| 404 | Winch Advisory Services#404 · 1,422 sh | 1,422 | $14.3K | <0.01% | 0.0% |
| 405 | ORG Wealth Partners#405 · 1,372 sh | 1,372 | $13.8K | <0.01% | 0.0% |
| 406 | BURKETT FINANCIAL SERVICES#406 · 1,358 sh | 1,358 | $13.6K | — | 0.0% |
| 407 | GAMMA Investing#407 · 1,251 sh | 1,251 | $12.5K | — | +58.6% |
| 408 | Steigerwald, Gordon & Koch#408 · 1,250 sh | 1,250 | $12.5K | <0.01% | 0.0% |
| 409 | Planning Strategies#409 · 1,250 sh | 1,250 | $12.5K | — | — |
| 410 | Basepoint Wealth#410 · 1,200 sh | 1,200 | $12.0K | <0.01% | +9.1% |
| 411 | NBC SECURITIES#411 · 1,172 sh | 1,172 | $11.8K | — | -16.8% |
| 412 | Sterling Capital Management#412 · 1,144 sh | 1,144 | $11.5K | — | +10.6% |
| 413 | CALDWELL SUTTER CAPITAL#413 · 1,125 sh | 1,125 | $11.3K | <0.01% | +80.0% |
| 414 | SALEM INVESTMENT COUNSELORS#414 · 1,119 sh | 1,119 | $11.2K | — | 0.0% |
| 415 | Main Street Group, LTD#415 · 1,100 sh | 1,100 | $11.0K | <0.01% | +1000.0% |
| 416 | ACTION POINT FINANCIAL PLANNING#416 · 1,100 sh | 1,100 | $11.0K | <0.01% | New |
| 417 | Front Row Advisors#417 · 1,100 sh | 1,100 | $10.9K | <0.01% | +22.2% |
| 418 | COMPASS FINANCIAL MANAGEMENT#418 · 1,114 sh | 1,114 | $10.8K | <0.01% | — |
| 419 | Stone House Investment Management#419 · 1,062 sh | 1,062 | $10.7K | — | 0.0% |
| 420 | Triumph Capital Management#420 · 1,055 sh | 1,055 | $10.6K | — | +955.0% |
| 421 | Parkside Financial Bank#421 · 1,028 sh | 1,028 | $10.3K | <0.01% | +82.3% |
| 422 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#422 · 1,000 sh | 1,000 | $10.2K | <0.01% | 0.0% |
| 423 | Fairscale Capital#423 · 1,000 sh | 1,000 | $10.0K | <0.01% | 0.0% |
| 424 | Indiana & Investment Management#424 · 950 sh | 950 | $9.5K | — | 0.0% |
| 425 | Vision Retirement#425 · 911 sh | 911 | $9.1K | <0.01% | 0.0% |
| 426 | 1620 INVESTMENT ADVISORS#426 · 850 sh | 850 | $8.5K | <0.01% | 0.0% |
| 427 | HAGER INVESTMENT MANAGEMENT SERVICES#427 · 819 sh | 819 | $8.2K | <0.01% | -81.5% |
| 428 | Quarry#428 · 814 sh | 814 | $8.2K | <0.01% | +2613.3% |
| 429 | Covestor Ltd#429 · 764 sh | 764 | $8.0K | <0.01% | +107.0% |
| 430 | HM PAYSON#430 · 778 sh | 778 | $7.8K | <0.01% | +179.9% |
| 431 | IFG Advisory#431 · 754 sh | 754 | $7.6K | <0.01% | +2916.0% |
| 432 | Solstein Capital#432 · 750 sh | 750 | $7.5K | <0.01% | 0.0% |
| 433 | Ritter Daniher Financial Advisory / DE#433 · 750 sh | 750 | $7.5K | <0.01% | -55.0% |
| 434 | EVERMAY WEALTH MANAGEMENT#434 · 700 sh | 700 | $7.0K | <0.01% | 0.0% |
| 435 | SITTNER & NELSON#435 · 700 sh | 700 | $7.0K | <0.01% | 0.0% |
| 436 | Allied Private Wealth#436 · 800 sh | 800 | $7.0K | <0.01% | — |
| 437 | Continuum Advisory#437 · 690 sh | 690 | $6.9K | <0.01% | New |
| 438 | MCGUIRE CAPITAL ADVISORS#438 · 686 sh | 686 | $6.9K | <0.01% | -10.4% |
| 439 | Pinnacle Wealth Planning Services#439 · 682 sh | 682 | $6.8K | <0.01% | +7.6% |
| 440 | Silver Grove Financial Group#440 · 649 sh | 649 | $6.5K | <0.01% | +85.4% |
| 441 | Bear Mountain Capital#441 · 700 sh | 700 | $6.0K | <0.01% | +16.7% |
| 442 | Larson Financial Group#442 · 577 sh | 577 | $5.8K | <0.01% | +92.3% |
| 443 | Key FInancial#443 · 550 sh | 550 | $5.5K | <0.01% | 0.0% |
| 444 | GoalVest Advisory#444 · 503 sh | 503 | $5.0K | — | 0.0% |
| 445 | Grove Bank#445 · 500 sh | 500 | $5.0K | — | New |
| 446 | Kentucky#446 · 500 sh | 500 | $5.0K | — | 0.0% |
| 447 | FNY Investment Advisers#447 · 500 sh | 500 | $5.0K | — | New |
| 448 | LOS ANGELES CAPITAL MANAGEMENT#448 · 494 sh | 494 | $5.0K | 0.00% | -97.7% |
| 449 | WOLFF WIESE MAGANA#449 · 475 sh | 475 | $4.8K | — | -5.0% |
| 450 | PETERSON WEALTH MANAGEMENT#450 · 450 sh | 450 | $4.5K | <0.01% | New |
| 451 | BROWN BROTHERS HARRIMAN#451 · 435 sh | 435 | $4.4K | 0.00% | New |
| 452 | Strive Financial Group#452 · 425 sh | 425 | $4.3K | <0.01% | 0.0% |
| 453 | HHM Wealth Advisors#453 · 417 sh | 417 | $4.2K | <0.01% | 0.0% |
| 454 | WEBSTER BANK, N. A.#454 · 400 sh | 400 | $4.0K | <0.01% | 0.0% |
| 455 | JNBA Financial Advisors#455 · 400 sh | 400 | $4.0K | <0.01% | 0.0% |
| 456 | GILL CAPITAL PARTNERS#456 · 398 sh | 398 | $4.0K | — | +100.0% |
| 457 | Wealth Enhancement Services#457 · 397 sh | 397 | $4.0K | — | 0.0% |
| 458 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#458 · 380 sh | 380 | $3.8K | 0.00% | +3700.0% |
| 459 | Clearstead Advisors#459 · 362 sh | 362 | $3.6K | 0.00% | +3.4% |
| 460 | Markowski Investments#460 · 316 sh | 316 | $3.2K | <0.01% | — |
| 461 | Meramec Financial Planners#461 · 359 sh | 359 | $3.1K | <0.01% | 0.0% |
| 462 | FINANCIAL CONSULATE#462 · 300 sh | 300 | $3.0K | — | 0.0% |
| 463 | SouthState Bank#463 · 300 sh | 300 | $3.0K | <0.01% | 0.0% |
| 464 | Buck Wealth Strategies#464 · 250 sh | 250 | $2.5K | <0.01% | New |
| 465 | Dogwood Wealth Management#465 · 241 sh | 241 | $2.4K | <0.01% | +70.9% |
| 466 | Anchor Investment Management#466 · 235 sh | 235 | $2.4K | <0.01% | 0.0% |
| 467 | SHP Wealth Management#467 · 231 sh | 231 | $2.3K | <0.01% | -17.8% |
| 468 | ADKINS SEALE CAPITAL MANAGEMENT#468 · 225 sh | 225 | $2.3K | <0.01% | 0.0% |
| 469 | MCF Advisors#469 · 220 sh | 220 | $2.2K | <0.01% | +51.7% |
| 470 | HIGHLINE WEALTH PARTNERS#470 · 216 sh | 216 | $2.2K | — | +72.8% |
| 471 | MTM Investment Management#471 · 215 sh | 215 | $2.2K | <0.01% | 0.0% |
| 472 | VISION FINANCIAL MARKETS#472 · 206 sh | 206 | $2.1K | — | 0.0% |
| 473 | MassMutual Private Wealth & , FSB#473 · 200 sh | 200 | $2.0K | — | New |
| 474 | ALLIANZ SE#474 · 200 sh | 200 | $2.0K | 0.00% | New |
| 475 | HARBOR INVESTMENT ADVISORY#475 · 200 sh | 200 | $2.0K | — | New |
| 476 | Westside Investment Management#476 · 200 sh | 200 | $2.0K | <0.01% | 0.0% |
| 477 | Moisand Fitzgerald Tamayo#477 · 200 sh | 200 | $2.0K | — | 0.0% |
| 478 | Arlington#478 · 200 sh | 200 | $2.0K | — | 0.0% |
| 479 | Atlantic Edge Private Wealth Management#479 · 200 sh | 200 | $2.0K | — | 0.0% |
| 480 | BIRCHBROOK#480 · 200 sh | 200 | $2.0K | — | +233.3% |
| 481 | BARTLETT & WEALTH MANAGEMENT#481 · 197 sh | 197 | $2.0K | 0.00% | New |
| 482 | Tripletail Wealth Management#482 · 200 sh | 200 | $2.0K | <0.01% | -81.0% |
| 483 | Aspect Partners#483 · 172 sh | 172 | $1.7K | — | +59.3% |
| 484 | Rachor Investment Advisory Services#484 · 154 sh | 154 | $1.5K | <0.01% | 0.0% |
| 485 | Hurley Capital#485 · 151 sh | 151 | $1.5K | <0.01% | 0.0% |
| 486 | Cedar Mountain Advisors#486 · 150 sh | 150 | $1.5K | — | 0.0% |
| 487 | Union Bankshares#487 · 150 sh | 150 | $1.5K | 0.00% | -93.5% |
| 488 | Rialto Wealth Management#488 · 115 sh | 115 | $1.2K | <0.01% | +228.6% |
| 489 | Pacific Center for Financial Services#489 · 100 sh | 100 | $1.0K | — | 0.0% |
| 490 | Strategic Investment Solutions#490 · 100 sh | 100 | $1.0K | <0.01% | 0.0% |
| 491 | CX Institutional#491 · 114 sh | 114 | $1.0K | — | -50.4% |
| 492 | Avion Wealth#492 · 184 sh | 184 | $1.0K | <0.01% | 0.0% |
| 493 | Hilltop National Bank#493 · 75 sh | 75 | $752.00 | — | 0.0% |
| 494 | Gordian Capital Singapore Pte Ltd#494 · 72 sh | 72 | $722.00 | <0.01% | 0.0% |
| 495 | Investors Research#495 · 70 sh | 70 | $702.00 | — | 0.0% |
| 496 | Gen-Wealth Partners#496 · 63 sh | 63 | $632.00 | <0.01% | -24.1% |
| 497 | Eukles Asset Management#497 · 62 sh | 62 | $622.00 | <0.01% | 0.0% |
| 498 | Tradewinds Capital Management#498 · 60 sh | 60 | $602.00 | — | 0.0% |
| 499 | SJS Investment Consulting#499 · 57 sh | 57 | $572.00 | — | New |
| 500 | SWAN Capital#500 · 55 sh | 55 | $552.00 | <0.01% | -59.3% |
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.