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Institutional Ownership · SEC Form 13F

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.

499
Institutional holders
223M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
VAN ECK ASSOCIATES CORP added29,311,762$294M13.7%2026-Q2
BlackRock, Inc. added25,857,274$259M12.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added15,151,963$152M7.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added14,079,030$141M6.6%2026-Q2
Marex Group Ltd added12,711,180$127M5.9%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added11,769,071$118M5.5%2026-Q2
TWO SIGMA INVESTMENTS, LP added11,655,351$117M5.4%2026-Q2
MORGAN STANLEY added9,138,597$92M4.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added6,830,134$69M3.2%2026-Q2
STATE STREET CORP added6,662,750$67M3.1%2026-Q2
GOLDMAN SACHS GROUP INC added3,832,784$38M1.8%2026-Q2
UBS Group AG added3,464,576$35M1.6%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added3,210,138$32M1.5%2026-Q2
MARSHALL WACE, LLP trimmed3,050,046$31M1.4%2026-Q2
NORTHERN TRUST CORP added2,602,089$26M1.2%2026-Q2
Clear Street Group Inc. added2,564,927$26M1.2%2026-Q2
CAPITAL FUND MANAGEMENT S.A. trimmed2,524,608$25M1.2%2026-Q2
Greenhouse Funds LLLP new2,159,213$22M1.0%2026-Q2
Cetera Investment Advisers added2,088,436$21M1.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,074,651$21M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO added1,748,435$18M0.8%2026-Q2
Korea Investment CORP added1,698,341$17M0.8%2026-Q2
Samsung C&T Corp1,585,804$16M0.7%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,520,892$15M0.7%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,492,568$15M0.7%2026-Q2
Trexquant Investment LP added1,414,722$14M0.7%2026-Q2
RPG Investment Advisory, LLC added1,396,560$14M0.7%2026-Q2
Point72 Asset Management, L.P. added1,314,239$13M0.6%2026-Q2
CITIGROUP INC added1,248,054$13M0.6%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added1,225,138$12M0.6%2026-Q2
Mirae Asset Global Investments Co., Ltd. trimmed1,221,183$12M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed1,195,541$12M0.6%2026-Q2
CITADEL ADVISORS LLC trimmed1,169,399$12M0.5%2026-Q2
LPL Financial LLC trimmed1,115,657$11M0.5%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed1,013,476$10M0.5%2026-Q2
Bank of New York Mellon Corp added1,002,562$10M0.5%2026-Q2
WELLS FARGO & COMPANY/MN added982,202$10M0.5%2026-Q2
Nuveen, LLC added901,676$9M0.4%2026-Q2
IMC-Chicago, LLC added889,373$9M0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added777,615$8M0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed726,990$7M0.3%2026-Q2
ONCE CAPITAL MANAGEMENT, LLC added680,000$7M0.3%2026-Q2
ROYAL BANK OF CANADA added640,356$6M0.3%2026-Q2
Swiss National Bank added600,900$6M0.3%2026-Q2
Tidal Investments LLC trimmed578,747$6M0.3%2026-Q2
D. E. Shaw & Co., Inc. added560,617$6M0.3%2026-Q2
XTX Topco Ltd added514,082$5M0.2%2026-Q2
Defiance ETFs, LLC added511,115$5M0.2%2026-Q2
ExodusPoint Capital Management, LP added491,446$5M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed435,100$4M0.2%2026-Q2
SIH Partners, LLLP added425,725$4M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added395,636$4M0.2%2026-Q2
Quantinno Capital Management LP added388,834$4M0.2%2026-Q2
RHUMBLINE ADVISERS added386,531$4M0.2%2026-Q2
Man Group plc added384,012$4M0.2%2026-Q2
AE Wealth Management LLC added381,408$4M0.2%2026-Q2
GROUP ONE TRADING LLC added373,232$4M0.2%2026-Q2
DEUTSCHE BANK AG\ added359,545$4M0.2%2026-Q2
OSAIC HOLDINGS, INC. added354,194$4M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added353,510$4M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added344,497$3M0.2%2026-Q2
Corient Private Wealth LP added338,123$3M0.2%2026-Q2
Quadrature Capital Ltd trimmed332,983$3M0.2%2026-Q2
Empowered Funds, LLC added325,535$3M0.2%2026-Q2
Holocene Advisors, LP added323,993$3M0.2%2026-Q2
BARCLAYS PLC trimmed319,391$3M0.1%2026-Q2
Baird Financial Group, Inc. trimmed302,351$3M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added288,804$3M0.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP added268,710$3M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added253,339$3M0.1%2026-Q2
Jump Financial, LLC added249,678$3M0.1%2026-Q2
Brevan Howard Capital Management LP trimmed243,890$2M0.1%2026-Q2
JPMORGAN CHASE & CO trimmed234,848$3M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added231,639$2M0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed226,868$2M0.1%2026-Q2
Legal & General Group Plc added221,873$2M0.1%2026-Q2
ALPS ADVISORS INC added221,357$2M0.1%2026-Q2
STIFEL FINANCIAL CORP added219,217$2M0.1%2026-Q2
DNB Asset Management AS added218,972$2M0.1%2026-Q2
Burnham & Co LLC new213,015$2M0.1%2026-Q2
CAZ INVESTMENTS LP added213,000$2M0.1%2026-Q2
Walleye Trading LLC added210,210$2M0.1%2026-Q2
Invesco Ltd. added207,900$2M0.1%2026-Q2
CWA Asset Management Group, LLC new192,257$2M0.1%2026-Q2
SIMPLEX TRADING, LLC trimmed191,947$2M0.1%2026-Q2
MetLife Investment Management, LLC added190,254$2M0.1%2026-Q2
CastleKnight Management LP added179,300$2M0.1%2026-Q2
MML INVESTORS SERVICES, LLC added167,324$2M0.1%2026-Q2
Walleye Capital LLC added159,306$2M0.1%2026-Q2
Kestra Advisory Services, LLC added156,852$2M0.1%2026-Q2
Cadent Capital Advisors, LLC added148,975$1M0.1%2026-Q2
FORTRESS PRIVATE LEDGER, LLC new148,809$1M0.1%2026-Q2
FORA Capital, LLC added147,269$1M0.1%2026-Q2
NewEdge Advisors, LLC added146,870$1M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added138,139$1M0.1%2026-Q2
Jupiter Topco LLC new133,415$1M0.1%2026-Q2
OPPENHEIMER & CO INC added133,365$1M0.1%2026-Q2
Sanctuary Advisors, LLC added131,568$1M0.1%2026-Q2
Optiver Holding B.V. added130,079$1M0.1%2026-Q2
FORTRESS FINANCIAL GROUP, LLC new7$3M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership