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Disclosery

SMR NUSCALE PWR CORP

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Stock (common), issuer CIK 1822966

301 managers (307 13F filers) reported a position in SMR shares at 2024-12-31, 58,930,243 shares in all. 118 filers opened a position and 29 filers sold out during the quarter.

Managers
301
13F filers
307
New
118
Added
107
Reduced
37
Sold out
29
Shares held by filers
58,930,243

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TFC Financial Management, Inc.6,501$117K0.02%+9613F-HRTimeline
Steward Partners Investment Advisory, L…5,417$97.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,932$88.4K<0.01%+1,85213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…4,196$75.2K0.03%+1,65813F-HRTimelineGroup
KBC Group NVin group KBC Group NV3,912$70K<0.01%new13F-HRTimelineGroup
Union Bancaire Privee, UBP SA3,738$66.9K<0.01%13F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,696$66.3K<0.01%+3,57613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,601$64.6K<0.01%new13F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC3,190$57.2K<0.01%new13F-HRTimelineGroup
AMALGAMATED BANK2,889$52K<0.01%+98613F-HRTimeline
Westside Investment Management, Inc.2,895$51.9K0.01%013F-HRTimeline
Aventura Private Wealth, LLC2,430$43.6K0.02%13F-HRTimeline
Twin Tree Management, LP2,320$41.6K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,295$41.1K0.01%-70513F-HRTimeline
TD Waterhouse Canada Inc.2,300$41.1K<0.01%-2,00013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,273$40.8K<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP2,100$37.7K<0.01%+1,80013F-HRTimeline
Venturi Wealth Management, LLC1,978$35.5K<0.01%+1,50013F-HRTimeline
CoreCap Advisors, LLC1,820$32.6K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,522$27.3K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC1,500$26.9K<0.01%013F-HRTimeline
Continuum Advisory, LLC1,401$25.1K<0.01%013F-HRTimeline
Blue Trust, Inc.1,327$23.8K<0.01%new13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,300$23.3K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC1,205$21.6K<0.01%+1,10513F-HRTimeline
Aster Capital Management (DIFC) Ltd1,140$20.4K0.01%+1,11713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,119$20.1K<0.01%+11913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centricity Wealth Management, LLC1,000$17.9K0.02%13F-HRTimeline
Bear Mountain Capital, Inc.600$17.4K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC973$17.4K<0.01%+42013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC884$15.8K<0.01%+38413F-HRTimeline
HARBOUR INVESTMENTS, INC.860$15.4K<0.01%+10013F-HRTimeline
SIGNATUREFD, LLC850$15.2K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT840$15.1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC750$13.4K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC700$12.6K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC700$12.6K0.01%new13F-HRTimeline
Operose Advisors LLC688$12.3K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.653$11.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV650$11.7K<0.01%+5013F-HRTimeline
Stonebridge Financial Group, LLC595$10.7K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK575$10.3K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc526$9.43K<0.01%-47413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC518$9.29K<0.01%+7113F-HRTimeline
ORG Partners LLC500$8.96K<0.01%013F-HRTimeline
MAI Capital Management450$8.07K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…425$7.62K<0.01%new13F-HRTimeline
Modus Advisors, LLC425$7.62K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.420$7.53K<0.01%+6113F-HRTimelineGroup
JNBA Financial Advisors400$7.17K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC395$7.08K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.380$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewSquare Capital LLC380$6.81K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC350$6.28K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC350$6.28K<0.01%13F-HRTimeline
Larson Financial Group LLC343$6.15K<0.01%+30013F-HRTimeline
ROTHSCHILD INVESTMENT LLC335$6.01K<0.01%+19013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp300$5.38K<0.01%013F-HRTimelineGroup
Sandy Spring Bank300$5.38K<0.01%new13F-HRTimeline
HM PAYSON & CO270$4.84K<0.01%new13F-HRTimeline
GAMMA Investing LLC270$4.84K<0.01%+8013F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC267$4.79K0.01%new13F-HRTimeline
Avior Wealth Management, LLC235$4.21K<0.01%new13F-HRTimeline
PFS Partners, LLC227$4.07K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC200$4K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC200$3.59K<0.01%013F-HRTimeline
Bogart Wealth, LLC200$3.59K<0.01%013F-HRTimeline
Main Street Group, LTD200$3.59K<0.01%013F-HRTimeline
LRI Investments, LLC198$3.55K<0.01%new13F-HRTimeline
COMERICA BANK193$3.46K<0.01%+7713F-HR/ATimeline
Hurley Capital, LLC151$3.15K<0.01%13F-HRTimeline
McClarren Financial Advisors, Inc.191$3K0.01%+18013F-HRTimeline
OARSMAN CAPITAL, INC.150$2.69K<0.01%new13F-HRTimeline
SWAN Capital LLC150$2.69K<0.01%-5013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.100$1.79K<0.01%new13F-HRTimeline
REAP Financial Group, LLC100$1.79K<0.01%new13F-HRTimeline
Sterling Capital Management LLC90$1.61K<0.01%+1013F-HRTimeline
GeoWealth Management, LLC80$1.44K<0.01%new13F-HRTimeline
Hilltop National Bank75$1.34K<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…60$1.09K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…66$1K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC52$933<0.01%+213F-HRTimeline
Aspect Partners, LLC52$932<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC50$897<0.01%new13F-HRTimeline
Caitlin John, LLC50$897<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.40$728<0.01%new13F-HRTimeline
MCF Advisors LLC40$718<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC60$695<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$681<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC22$401<0.01%new13F-HRTimeline
Lindbrook Capital, LLC20$359<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc15$269<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11$197<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC10$176<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC8$143<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.2$44<0.01%new13F-HRTimeline
Covestor Ltd8$00%013F-HRTimelineValue filed as zero, left out of ratios.
FNY Investment Advisers, LLC1$00%-73813F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD5,131$92new13F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.