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Disclosery

SMR NUSCALE PWR CORP

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Stock (common), issuer CIK 1822966

317 managers (323 13F filers) reported a position in SMR shares at 2025-03-31, 68,782,255 shares in all. 81 filers opened a position and 60 filers sold out during the quarter.

Managers
317
13F filers
323
New
81
Added
144
Reduced
54
Sold out
60
Shares held by filers
68,782,255

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,537$92.6K<0.01%new13F-HRTimelineGroup
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP6,000$85K0.61%new13F-HRTimelineGroup
CoreCap Advisors, LLC4,515$63.9K<0.01%+2,69513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…4,470$63.3K0.02%+27413F-HRTimelineGroup
Union Bancaire Privee, UBP SA4,226$61.2K<0.01%+48813F-HRTimeline
Aventura Private Wealth, LLC3,986$56.4K0.03%+1,55613F-HRTimeline
KBC Group NVin group KBC Group NV3,912$55K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.3,723$52.7K0.01%-2,77813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,659$51.8K<0.01%-3713F-HRTimelineGroup
Stone House Investment Management, LLC3,550$50.3K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3,311$46K<0.01%+3,30913F-HRTimeline
AMALGAMATED BANK3,117$44K<0.01%+22813F-HRTimeline
Westside Investment Management, Inc.2,895$41K0.01%013F-HRTimeline
Legacy Advisors, LLC13,140$37.2K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.2,300$33.7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,268$32.1K<0.01%-513F-HRTimelineGroup
Quantbot Technologies LP1,883$26.7K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,677$23.7K<0.01%+15513F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,647$23.3K<0.01%+1,12913F-HRTimeline
ALBION FINANCIAL GROUP /UT1,620$22.9K<0.01%+78013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,495$21.2K<0.01%+92013F-HRTimelineGroup
Continuum Advisory, LLC1,481$21K<0.01%+8013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,429$20K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC1,353$19.2K0.01%+66513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC973$17.4K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,225$17.3K<0.01%-10213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,200$17K0.01%new13F-HRTimeline
MAI Capital Management1,157$16.4K<0.01%+70713F-HRTimeline
SVB WEALTH LLC1,128$16K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,121$15.9K<0.01%+59513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,119$15.8K<0.01%013F-HRTimeline
GAMMA Investing LLC1,085$15.4K<0.01%+81513F-HR/ATimeline
Centricity Wealth Management, LLC1,000$14.2K0.01%013F-HRTimeline
SIGNATUREFD, LLC982$13.9K<0.01%+13213F-HRTimeline
HARBOUR INVESTMENTS, INC.953$13.5K<0.01%+9313F-HRTimeline
Medallion Wealth Advisors, LLC900$13.2K0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.925$13.1K<0.01%-24,34713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC884$12.5K<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…860$12.2K0.01%+80013F-HRTimeline
PFG Private Wealth Management, LLC800$11.3K0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC795$11.3K<0.01%+20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC775$11K<0.01%+44013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC700$9.91K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC660$9.35K0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.653$9.25K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP600$8.5K<0.01%-1,50013F-HRTimeline
Smallwood Wealth Investment Management,…600$8.5K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…589$8.34K<0.01%+57813F-HRTimelineGroup
Kiker Wealth Management, LLC579$8.2K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV550$7.79K<0.01%-10013F-HRTimeline
Vermillion Wealth Management, Inc.550$7.79K<0.01%new13F-HRTimeline
Leonteq Securities AG550$7.78K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.542$7.67K<0.01%+12213F-HRTimelineGroup
Financial Management Professionals, Inc.524$7.42K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…500$7.32K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank500$7.08K<0.01%+20013F-HRTimeline
Future Financial Wealth Managment LLC500$7.08K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC500$7.08K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.500$7.08K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC452$6.4K<0.01%new13F-HRTimeline
Bogart Wealth, LLC450$6.37K<0.01%+25013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…425$6.02K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.430$6K<0.01%+5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JNBA Financial Advisors400$5.66K<0.01%013F-HRTimeline
ORG Partners LLC345$5.05K<0.01%-15513F-HRTimeline
Clearstead Advisors, LLC350$4.96K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC350$4.96K<0.01%013F-HR/ATimeline
COMERICA BANK345$4.89K<0.01%+15213F-HRTimeline
Larson Financial Group LLC343$4.86K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…330$4.67K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC327$4.63K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC305$4.32K<0.01%-90013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp300$4.25K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC300$4.25K<0.01%-1,00013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$4.25K<0.01%new13F-HRTimeline
HM PAYSON & CO278$3.94K<0.01%+813F-HRTimeline
Plante Moran Financial Advisors, LLC250$3.54K<0.01%-50013F-HRTimeline
Fourth Dimension Wealth, LLC250$3.54K<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.200$3.38K<0.01%-40013F-HRTimeline
Anchor Investment Management, LLC235$3.33K<0.01%new13F-HRTimeline
PFS Partners, LLC227$3.21K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC200$2.83K<0.01%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A172$2.44K<0.01%new13F-HRTimelineGroup
Hurley Capital, LLC151$2.14K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC150$2.12K<0.01%new13F-HRTimeline
SWAN Capital LLC150$2.12K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC150$2K<0.01%-5013F-HRTimeline
McClarren Financial Advisors, Inc.14$2K<0.01%-17713F-HRTimeline
Rise Advisors, LLC104$1.47K<0.01%new13F-HRTimeline
TD Capital Management LLC103$1.46K<0.01%new13F-HRTimeline
Pacific Center for Financial Services100$1.42K<0.01%new13F-HRTimeline
PSI Advisors, LLC100$1.42K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$1.42K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.100$1.42K<0.01%013F-HRTimeline
Main Street Group, LTD100$1.42K<0.01%-10013F-HRTimeline
Sterling Capital Management LLC98$1.39K<0.01%+813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management73$1.03K<0.01%-14,53913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC58$1K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.50$1K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC62$878<0.01%+1013F-HRTimeline
Aspect Partners, LLC52$736<0.01%013F-HRTimeline
Investors Research Corp50$708<0.01%new13F-HRTimeline
Lindbrook Capital, LLC46$651<0.01%+2613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC45$637<0.01%new13F-HRTimelineGroup
MCF Advisors LLC40$567<0.01%013F-HRTimeline
Sunbelt Securities, Inc.40$566<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$538<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB36$510<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.35$496<0.01%new13F-HRTimeline
GeoWealth Management, LLC32$453<0.01%-4813F-HRTimeline
Tidemark, LLC29$411<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc21$298<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.15$214<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc15$212<0.01%013F-HRTimeline
Covestor Ltd8$00%013F-HRTimelineValue filed as zero, left out of ratios.
FNY Investment Advisers, LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.