SMR — Nuscale Pwr Corp Institutional Holders · Q3 2026
Who owns Nuscale Pwr Corp (SMR)? 21 institutions reported holding $571,502 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($175,017), Kaizen Financial Strategies ($102,352), CoreCap Advisors, LLC ($91,111).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $175,017 | 22,154 | Trimmed |
| 2 | Kaizen Financial Strategies | $102,352 | 12,956 | Trimmed |
| 3 | CoreCap Advisors, LLC | $91,111 | 11,533 | Added |
| 4 | DLK Investment Management, LLC | $90,850 | 11,500 | New |
| 5 | GK Wealth Management LLC | $38,554 | 6,052 | Trimmed |
| 6 | GAMMA Investing LLC | $25,446 | 3,221 | Added |
| 7 | TOTH FINANCIAL ADVISORY CORP | $16,804 | 2,127 | Hold |
| 8 | Planning Strategies Inc. | $10,349 | 1,310 | Added |
| 9 | BURKETT FINANCIAL SERVICES, LLC | $7,110 | 900 | Trimmed |
| 10 | GoalVest Advisory LLC | $3,974 | 503 | Hold |
| 11 | Grove Bank & Trust | $3,950 | 500 | Hold |
| 12 | Versant Capital Management, Inc | $2,354 | 298 | New |
| 13 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $1,944 | 246 | New |
| 14 | CX Institutional | $1,000 | 100 | Trimmed |
| 15 | Investors Research Corp | $553 | 70 | Hold |
| 16 | MassMutual Private Wealth & Trust, FSB | $134 | 17 | Trimmed |
| 17 | Marquette Asset Management, LLC | $0 | 0 | Exited |
| 18 | Venture Visionary Partners LLC | $0 | 0 | Exited |
| 19 | Cadent Capital Advisors, LLC | $0 | 0 | Exited |
| 20 | MRA Advisory Group | $0 | 0 | Exited |
| 21 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30