Who owns NuScale Power (SMR)
Which tracked institutional funds hold SMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
114 tracked funds added or opened SMR while 59 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMR’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 499 tracked filers holding SMR, 326 increased or opened the position and 187 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- Greenhouse Funds LLLP$22M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$10M
- IMC-Chicago, LLC$9M
- XTX Topco Ltd$5M
- SIH Partners, LLLP$4M
- FORTRESS FINANCIAL GROUP, LLC$3M
Full exits 27
- RENAISSANCE TECHNOLOGIES LLC$59M
- HRT FINANCIAL LP$24M
- Swedbank AB$16M
- Qube Research & Technologies Ltd$14M
- TUDOR INVESTMENT CORP ET AL$11M
- Squarepoint Ops LLC$6M
Largest adds
- BlackRock, Inc.$120M
- VAN ECK ASSOCIATES CORP$77M
- TWO SIGMA INVESTMENTS, LP$77M
- VANGUARD PORTFOLIO MANAGEMENT LLC$33M
- Marex Group Ltd$29M
- STATE STREET CORP$28M
Largest trims
- Tidal Investments LLC$18M
- MARSHALL WACE, LLP$16M
- CAPITAL FUND MANAGEMENT S.A.$13M
- BANK OF AMERICA CORP /DE/$10M
- MILLENNIUM MANAGEMENT LLC$8M
- BNP PARIBAS FINANCIAL MARKETS$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP added | 29,311,762 | $294M | 13.7% | 2026-Q2 |
| BlackRock, Inc. added | 25,857,274 | $259M | 12.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 15,151,963 | $152M | 7.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 14,079,030 | $141M | 6.6% | 2026-Q2 |
| Marex Group Ltd added | 12,711,180 | $127M | 5.9% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 11,769,071 | $118M | 5.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 11,655,351 | $117M | 5.4% | 2026-Q2 |
| MORGAN STANLEY added | 9,138,597 | $92M | 4.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,830,134 | $69M | 3.2% | 2026-Q2 |
| STATE STREET CORP added | 6,662,750 | $67M | 3.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,832,784 | $38M | 1.8% | 2026-Q2 |
| UBS Group AG added | 3,464,576 | $35M | 1.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 3,210,138 | $32M | 1.5% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 3,050,046 | $31M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,602,089 | $26M | 1.2% | 2026-Q2 |
| Clear Street Group Inc. added | 2,564,927 | $26M | 1.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 2,524,608 | $25M | 1.2% | 2026-Q2 |
| Greenhouse Funds LLLP new | 2,159,213 | $22M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 2,088,436 | $21M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,074,651 | $21M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,748,435 | $18M | 0.8% | 2026-Q2 |
| Korea Investment CORP added | 1,698,341 | $17M | 0.8% | 2026-Q2 |
| Samsung C&T Corp | 1,585,804 | $16M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,520,892 | $15M | 0.7% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,492,568 | $15M | 0.7% | 2026-Q2 |
| Trexquant Investment LP added | 1,414,722 | $14M | 0.7% | 2026-Q2 |
| RPG Investment Advisory, LLC added | 1,396,560 | $14M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 1,314,239 | $13M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 1,248,054 | $13M | 0.6% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,225,138 | $12M | 0.6% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 1,221,183 | $12M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,195,541 | $12M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,169,399 | $12M | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,115,657 | $11M | 0.5% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,013,476 | $10M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,002,562 | $10M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 982,202 | $10M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 901,676 | $9M | 0.4% | 2026-Q2 |
| IMC-Chicago, LLC added | 889,373 | $9M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 777,615 | $8M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 726,990 | $7M | 0.3% | 2026-Q2 |
| ONCE CAPITAL MANAGEMENT, LLC added | 680,000 | $7M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 640,356 | $6M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 600,900 | $6M | 0.3% | 2026-Q2 |
| Tidal Investments LLC trimmed | 578,747 | $6M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 560,617 | $6M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 514,082 | $5M | 0.2% | 2026-Q2 |
| Defiance ETFs, LLC added | 511,115 | $5M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 491,446 | $5M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 435,100 | $4M | 0.2% | 2026-Q2 |
| SIH Partners, LLLP added | 425,725 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 395,636 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 388,834 | $4M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 386,531 | $4M | 0.2% | 2026-Q2 |
| Man Group plc added | 384,012 | $4M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 381,408 | $4M | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 373,232 | $4M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 359,545 | $4M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 354,194 | $4M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 353,510 | $4M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 344,497 | $3M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 338,123 | $3M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 332,983 | $3M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC added | 325,535 | $3M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP added | 323,993 | $3M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 319,391 | $3M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 302,351 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 288,804 | $3M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 268,710 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 253,339 | $3M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 249,678 | $3M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 243,890 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 234,848 | $3M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 231,639 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 226,868 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 221,873 | $2M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 221,357 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 219,217 | $2M | 0.1% | 2026-Q2 |
| DNB Asset Management AS added | 218,972 | $2M | 0.1% | 2026-Q2 |
| Burnham & Co LLC new | 213,015 | $2M | 0.1% | 2026-Q2 |
| CAZ INVESTMENTS LP added | 213,000 | $2M | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 210,210 | $2M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 207,900 | $2M | 0.1% | 2026-Q2 |
| CWA Asset Management Group, LLC new | 192,257 | $2M | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 191,947 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 190,254 | $2M | 0.1% | 2026-Q2 |
| CastleKnight Management LP added | 179,300 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 167,324 | $2M | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 159,306 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 156,852 | $2M | 0.1% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 148,975 | $1M | 0.1% | 2026-Q2 |
| FORTRESS PRIVATE LEDGER, LLC new | 148,809 | $1M | 0.1% | 2026-Q2 |
| FORA Capital, LLC added | 147,269 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 146,870 | $1M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 138,139 | $1M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 133,415 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 133,365 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 131,568 | $1M | 0.1% | 2026-Q2 |
| Optiver Holding B.V. added | 130,079 | $1M | 0.1% | 2026-Q2 |
| FORTRESS FINANCIAL GROUP, LLC new | 7 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.