20 institutions reported holding $1.8M of NUSCALE PWR CORP CL A COM (SMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($844,516), Evanson Financial, LLC ($511,530), GK Wealth Management LLC ($115,451), CoreCap Advisors, LLC ($110,862), MRA Advisory Group ($105,857). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $844,516 | 84,199 | Added |
| 2 | Evanson Financial, LLC | $511,530 | 51,000 | New |
| 3 | GK Wealth Management LLC | $115,451 | 12,527 | New |
| 4 | CoreCap Advisors, LLC | $110,862 | 11,053 | Added |
| 5 | MRA Advisory Group | $105,857 | 10,554 | Trimmed |
| 6 | KERR FINANCIAL PLANNING Corp | $26,831 | 2,675 | Hold |
| 7 | BURKETT FINANCIAL SERVICES, LLC | $13,620 | 1,358 | Hold |
| 8 | GAMMA Investing LLC | $12,548 | 1,251 | Added |
| 9 | Grove Bank & Trust | $5,015 | 500 | New |
| 10 | FNY Investment Advisers, LLC | $5,000 | 500 | Added |
| 11 | Dogwood Wealth Management LLC | $2,417 | 241 | Added |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $2,006 | 200 | New |
| 13 | MassMutual Private Wealth & Trust, FSB | $2,006 | 200 | New |
| 14 | Arlington Trust Co LLC | $2,006 | 200 | Hold |
| 15 | Cedar Mountain Advisors, LLC | $1,505 | 150 | Hold |
| 16 | Strategic Investment Solutions, Inc. /IL | $1,003 | 100 | Hold |
| 17 | CX Institutional | $1,000 | 114 | Trimmed |
| 18 | Hilltop National Bank | $752 | 75 | Hold |
| 19 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $0 | 0 | Exited |
| 20 | Roxbury Financial LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30