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Disclosery

SMR NUSCALE PWR CORP

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Stock (common), issuer CIK 1822966

506 managers (519 13F filers) reported a position in SMR shares at 2026-06-30, 224,766,311 shares in all. 92 filers opened a position and 71 filers sold out during the quarter.

Managers
506
13F filers
519
New
92
Added
239
Reduced
96
Sold out
71
Shares held by filers
224,766,311

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SEI INVESTMENTS COin group SEI INVESTMENTS CO32,858$330K<0.01%-8,20113F-HRTimelineGroup
Meridian Wealth Management, LLC32,488$326K0.01%new13F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC32,400$325K0.04%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,202$323K+19,174Timeline
XPONANCE LLC31,962$321K<0.01%+18,08413F-HRTimeline
AlphaGrep UK Ltd30,619$307K0.09%new13F-HRTimeline
MGO ONE SEVEN LLC30,531$306K0.01%-4,85213F-HRTimeline
Wedbush Fund Advisers, LLC30,092$302K0.03%new13F-HRTimeline
1832 Asset Management L.P.30,000$301K<0.01%013F-HRTimeline
Regal Investment Advisors LLC29,031$291K0.02%+9,50913F-HRTimeline
Amundiin group Amundi28,368$285K<0.01%+9,78513F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC27,579$277K0.07%+36313F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…27,425$275K<0.01%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP27,300$274K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26,749$268K<0.01%+1,57113F-HRTimelineGroup
WEALTH EFFECTS LLC26,725$268K0.07%+16,22513F-HRTimeline
STRS OHIO26,700$268K<0.01%+1,30013F-HRTimeline
R Squared Ltd26,019$261K0.14%+11,73313F-HRTimeline
Farther Finance Advisors, LLC25,791$259K<0.01%-3,75813F-HRTimeline
Private Wealth Partners, LLC24,670$247K0.02%-45,57513F-HRTimeline
Walser Wealth Management Company, A Ltd…24,289$244K0.1%-6,99513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,138$232K0.01%-1,27513F-HRTimeline
Alchemi Wealth, LLC23,008$231K0.11%+10,86813F-HRTimeline
Kingsview Wealth Management, LLC22,315$224K<0.01%+10,64213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…22,246$223K0.01%+4,55913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.22,175$222K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.21,820$219K<0.01%+37213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.21,479$217K<0.01%-1,80413F-HRTimelineGroup
CARLSON FINANCIAL, INC.21,580$216K0.11%-15213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,512$216K0.02%+10,20413F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…21,500$216K<0.01%013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC21,497$216K0.02%+6,20413F-HRTimeline
Advisory Services Network, LLC21,449$215K<0.01%-22,65013F-HRTimeline
SLT Holdings LLC21,253$213K0.14%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…21,003$211K<0.01%new13F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.20,888$210K0.05%-7,64813F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC20,872$209K0.05%+2,60213F-HRTimeline
Kingsbury Capital Investment Advisors L…20,673$207K0.18%new13F-HRTimeline
KMT WEALTH MANAGEMENT, LLC20,673$207K0.18%new13F-HRTimeline
LeConte Wealth Management, LLC20,585$206K0.11%+1,94813F-HRTimeline
Golden State Wealth Management, LLC20,399$205K0.02%+10,00013F-HRTimeline
Pilgrim Partners Asia Pte Ltd20,300$204K0.09%+5,00013F-HRTimeline
Ballast Financial Advisors LLC20,201$203K0.18%+113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.20,000$201K0.15%new13F-HRTimeline
N.E.W. Advisory Services LLC19,833$199K0.01%+7,17113F-HRTimeline
IFS Group,LLC19,700$198K0.27%013F-HRTimeline
Advisors Capital Management, LLC19,700$198K<0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC19,650$197K0.02%-22,40413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,129$192K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC18,754$188K0.01%+7,15613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC18,484$185K<0.01%-1,01213F-HRTimelineGroup
Compound Planning, Inc.18,175$182K<0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC18,129$182K<0.01%+5,75513F-HRTimeline
IHT Wealth Management, LLC18,118$182K<0.01%-34,31313F-HRTimeline
SUMMIT SECURITIES GROUP LLC18,117$182K0.04%+16,21713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.18,100$182K0.07%-40013F-HRTimeline
Allworth Financial LP17,599$177K<0.01%+4,81513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,523$176K<0.01%+4,04113F-HRTimeline
EP Wealth Advisors, LLC17,427$175K<0.01%+6,32613F-HRTimeline
INSTRUMENTAL WEALTH, LLC17,405$175K0.09%+4213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …17,340$174K0.01%+64313F-HRTimelineGroup
Union Bancaire Privee, UBP SA16,799$172K<0.01%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,121$172K0.01%+1,01413F-HRTimeline
James J. Burns & Company, LLC17,000$171K0.02%+6,97013F-HRTimeline
Total Clarity Wealth Management, Inc.16,945$170K0.03%new13F-HRTimeline
Cane Capital Partners, LLC16,889$169K0.07%-15,19913F-HRTimeline
WEDBUSH SECURITIES INC16,535$166K<0.01%+5,53013F-HRTimeline
Heck Capital Advisors, LLC16,382$164K0.01%+4,11513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC16,243$163K0.01%new13F-HRTimeline
TRUE Private Wealth Advisors16,136$162K0.01%+3,79713F-HRTimeline
360 Financial, Inc.16,078$161K0.04%-3,70013F-HRTimeline
Twelve Points Wealth Management LLC16,055$161K0.03%new13F-HRTimeline
Vectors Research Management, LLC15,968$160K0.04%+37513F-HRTimeline
Verdence Capital Advisors LLC15,535$156K0.01%-22613F-HRTimeline
KINTRA WEALTH, LLC15,654$154K0.01%+34513F-HRTimeline
Modern Wealth Management, LLC15,300$153K<0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,026$151K<0.01%-96413F-HRTimelineGroup
Ionic Capital Management LLC15,000$150K0.14%-2,40013F-HRTimeline
Principle Wealth Partners LLC15,000$150K0.01%+3,00013F-HRTimeline
CHOREO, LLC14,661$147K<0.01%-1,43213F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC14,473$145K0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC14,357$144K<0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.14,170$142K0.01%+46013F-HRTimeline
Bluespring Wealth Management, LLC13,968$140K<0.01%new13F-HRTimeline
Kaizen Financial Strategies13,458$137K0.05%-2,40413F-HRTimeline
Balboa Wealth Partners13,385$134K0.02%+22013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,189$134K0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC13,332$134K<0.01%+1,22813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.13,372$134K<0.01%new13F-HRTimelineGroup
Spartan Wealth Advisory Services LLC13,197$132K0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV13,174$132K<0.01%+3,67213F-HRTimelineGroup
Legacy Advisors, LLC13,099$131K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …12,790$130K<0.01%+80513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.12,745$128K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,737$128K<0.01%-2,12813F-HRTimelineGroup
Marathon Trading Investment Management …in group Marathon Trading Investment M…12,600$126K0.01%-23,35513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,575$126K<0.01%-1,41013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…12,564$126K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC12,554$126K<0.01%new13F-HRTimeline
WEXFORD CAPITAL LP12,413$125K0.02%-13,09713F-HRTimeline
Symphony Financial, Ltd. Co.12,038$122K0.01%new13F-HRTimeline
Ensign Peak Advisors, Inc12,100$121K<0.01%+2,90013F-HRTimeline
Bridgefront Capital, LLC11,973$120K0.03%new13F-HRTimeline
BLAIR WILLIAM & CO/IL11,944$120K<0.01%new13F-HRTimeline
Grange Capital, LLC11,838$119K0.11%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,777$118K<0.01%-18,80413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,773$118K<0.01%+30013F-HRTimelineGroup
AdvisorNet Financial, Inc11,684$117K0.01%+1,19013F-HRTimeline
Arax Advisory Partners11,671$117K<0.01%+7,46913F-HRTimeline
HUB Investment Partners, LLC11,470$115K<0.01%new13F-HRTimeline
NFSG Corp11,470$115K0.01%-5,40513F-HRTimeline
OpenArc Corporate Advisory, LLC11,376$114K<0.01%+21013F-HRTimeline
World Investment Advisors10,484$114K<0.01%-33513F-HRTimeline
Sloy Dahl & Holst, LLC11,323$114K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,302$113K<0.01%-24813F-HRTimelineGroup
Oak Thistle LLC11,175$112K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,081$111K<0.01%-14,54613F-HRTimelineGroup
CoreCap Advisors, LLC11,053$111K<0.01%+2,43613F-HRTimeline
GTS SECURITIES LLC11,017$111K<0.01%new13F-HRTimeline
Nykredit A/Sin group Nykredit A/S10,895$109K<0.01%13F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC10,806$108K0.03%new13F-HRTimeline
Gladstone Institutional Advisory LLC10,750$108K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,687$107K<0.01%-2,43013F-HRTimelineGroup
SCOTIA CAPITAL INC.10,624$107K<0.01%-20013F-HRTimeline
MRA Advisory Group10,554$106K0.04%-40,80213F-HRTimeline
Summit Financial, LLC10,520$106K<0.01%new13F-HRTimeline
Sigma Planning Corp10,453$105K<0.01%-7,50113F-HRTimeline
CIBC Asset Management Inc10,380$104K<0.01%013F-HRTimeline
Harbor Advisors LLC10,000$100K0.01%013F-HRTimeline
Navis Wealth Advisors, LLC10,000$100K0.04%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC10,000$100K0.02%new13F-HRTimeline
Quantbot Technologies LP9,731$97.6K<0.01%-41,74913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,220$92.5K<0.01%-3013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC8,648$86.7K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.7,777$78K<0.01%+7,51213F-HRTimelineGroup
Bogart Wealth, LLC7,760$77.8K<0.01%+7,00013F-HRTimeline
IFP Advisors, Inc7,292$73.1K<0.01%-4,02813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK7,030$70.5K<0.01%new13F-HRTimelineGroup
Compagnie Lombard Odier SCmA7,000$70.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC6,800$68.2K0.02%+4,40013F-HRTimeline
Aventura Private Wealth, LLC6,409$64.3K0.02%-3,01613F-HRTimeline
Operose Advisors LLC6,369$63.9K0.01%-3,14913F-HRTimeline
HARBOUR INVESTMENTS, INC.6,192$62.1K<0.01%+1,58113F-HRTimeline
NCP Inc.5,500$55.2K0.08%new13F-HRTimeline
Firsthand Capital Management, Inc.5,000$50.1K0.08%013F-HRTimeline
Cranbrook Wealth Management, LLC5,000$50.1K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC4,934$49.5K0.01%-6,21513F-HRTimeline
Smartleaf Asset Management LLC4,624$47.4K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …4,669$46.8K<0.01%+1,77613F-HRTimelineGroup
Fortitude Family Office, LLC4,528$45.4K0.01%+3,63413F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,500$45.1K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4,239$42.5K<0.01%+2,76913F-HRTimeline
Signature Equity Partners, LLC4,091$41K0.02%+3,83713F-HRTimeline
Advisors Asset Management, Inc.4,072$40.8K<0.01%+2,34213F-HRTimeline
Fulcrum Asset Management LLP3,958$40.6K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,768$37.7K<0.01%+31413F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,643$37K<0.01%-13,99813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,673$36.8K<0.01%-1,30013F-HRTimelineGroup
TFC Financial Management, Inc.3,627$36.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,601$36.1K0.01%+30013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,570$35.8K<0.01%+2,50013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA3,560$35.7K0.01%+2,16013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,500$35K<0.01%+3,39613F-HRTimelineGroup
Investors Portfolio Services LLC3,431$34.4K0.03%+1,98013F-HRTimeline
Eurizon Capital SGR S.p.A.3,291$33.8K<0.01%new13F-HRTimeline
PFS Partners, LLC3,227$32.4K0.01%+3,00013F-HRTimeline
Investment Research & Advisory Group, I…3,033$30.4K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,000$30.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,747$27.6K<0.01%+10013F-HRTimeline
KERR FINANCIAL PLANNING Corp2,675$26.8K0.03%013F-HRTimeline
Kemnay Advisory Services Inc.2,470$24.8K<0.01%+23013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,400$24K<0.01%+15013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitong International Asset Management …2,377$23.8K<0.01%+1,68813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,332$23.4K<0.01%-9613F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT2,310$23.2K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC2,171$21.8K0.02%+1,38813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,127$21.3K<0.01%+90913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,060$20.7K<0.01%+1,00013F-HRTimeline
SIGNATUREFD, LLC2,051$20.6K<0.01%+51913F-HRTimeline
Keating Financial Advisory Services, In…2,000$20.1K<0.01%new13F-HRTimeline
Blue Trust, Inc.1,939$19.4K<0.01%+2413F-HRTimeline
TD Waterhouse Canada Inc.1,816$18.4K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.1,791$18K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,736$17.4K<0.01%-93213F-HRTimelineGroup
ADIRONDACK TRUST CO1,584$15.9K<0.01%-14513F-HRTimeline
Hilton Head Capital Partners, LLC1,500$15K0.01%013F-HRTimeline
Strategic Advocates LLC1,496$15K0.06%-1,37213F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,482$14.9K<0.01%+7713F-HRTimeline
Winch Advisory Services, LLC1,422$14.3K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,372$13.8K-2,058Timeline
BURKETT FINANCIAL SERVICES, LLC1,358$13.6K<0.01%013F-HRTimeline
GAMMA Investing LLC1,251$12.5K<0.01%+46213F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,250$12.5K<0.01%013F-HRTimeline
Planning Strategies Inc.1,250$12.5K0.01%13F-HRTimeline
Basepoint Wealth LLC1,200$12K0.01%+10013F-HRTimeline
LANARK FINANCIAL, INC.1,172$11.8K<0.01%-23613F-HRTimeline
Sterling Capital Management LLC1,144$11.5K<0.01%+11013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,125$11.3K<0.01%+50013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,119$11.2K<0.01%013F-HRTimeline
Main Street Group, LTD1,100$11K<0.01%+1,00013F-HRTimeline