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Disclosery

SMR NUSCALE PWR CORP

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Stock (common), issuer CIK 1822966

436 managers (444 13F filers) reported a position in SMR shares at 2025-06-30, 87,962,827 shares in all. 160 filers opened a position and 41 filers sold out during the quarter.

Managers
436
13F filers
444
New
160
Added
139
Reduced
97
Sold out
41
Shares held by filers
87,962,827

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TRUE Private Wealth Advisors13,203$522K0.06%-5,76613F-HRTimeline
Total Wealth Planning & Management, Inc.13,200$522K0.45%-1,35013F-HRTimeline
Evanson Asset Management, LLC13,150$520K0.03%-1,85013F-HRTimeline
Consolidated Portfolio Review Corp13,043$516K0.07%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC12,950$512K0.01%-60013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…12,936$512K<0.01%new13F-HRTimeline
DRW Securities, LLC12,936$512K0.04%new13F-HRTimeline
STRS OHIO12,600$498K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC12,515$495K0.08%-15313F-HRTimeline
WOLFF WIESE MAGANA LLC12,380$490K0.3%-5013F-HRTimeline
Verdence Capital Advisors LLC12,322$487K0.03%new13F-HRTimeline
SLT Holdings LLC12,050$477K0.36%new13F-HRTimeline
Polymer Capital Management (HK) LTD11,791$466K0.07%new13F-HRTimeline
Balboa Wealth Partners11,779$466K0.09%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC11,176$442K0.15%-4,23413F-HR/ATimeline
Arkadios Wealth Advisors11,138$441K0.01%-14,61113F-HRTimeline
Global Retirement Partners, LLC11,081$438K0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,013$436K<0.01%+4413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,949$433K0.01%new13F-HRTimelineGroup
AXQ CAPITAL, LP10,753$425K0.14%new13F-HRTimeline
Castle Rock Wealth Management, LLC8,906$417K0.1%new13F-HRTimeline
Voleon Capital Management LP10,419$412K0.02%-41,94413F-HRTimeline
AE Wealth Management LLC10,199$403K<0.01%-42113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,170$402K0.03%new13F-HRTimelineGroup
Sloy Dahl & Holst, LLC10,116$400K0.06%013F-HRTimeline
N.E.W. Advisory Services LLC9,979$395K0.04%-1013F-HRTimeline
XPONANCE LLC9,955$394K<0.01%new13F-HRTimeline
Allworth Financial LP9,734$385K<0.01%+1,29513F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,650$382K0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,633$381K0.02%new13F-HR/ATimeline
WORLD EQUITY GROUP, INC.9,444$374K0.1%new13F-HRTimeline
Integrated Wealth Concepts LLC9,306$368K<0.01%-18,24013F-HRTimeline
Empowered Funds, LLC9,278$367K<0.01%new13F-HRTimeline
Peregrine Asset Advisers, Inc.9,277$367K0.11%new13F-HRTimeline
Almanack Investment Partners, LLC.9,252$366K0.06%new13F-HRTimeline
AlphaQuest LLC9,200$364K0.04%+87813F-HRTimeline
Ausdal Financial Partners, Inc.8,948$354K0.02%new13F-HRTimeline
R Squared Ltd8,904$352K0.19%new13F-HRTimeline
LANARK FINANCIAL, INC.8,785$347K0.03%+5,47413F-HRTimeline
CIBC WORLD MARKET INC.8,671$343K<0.01%new13F-HRTimeline
Southland Equity Partners LLC8,417$333K0.07%new13F-HRTimeline
Family Capital Management, Inc.8,391$332K0.17%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP8,305$329K0.11%new13F-HRTimeline
WOLVERINE TRADING, LLC8,540$326K0.01%-69,81413F-HRTimeline
Capital Advisors Wealth Management, LLC8,240$326K0.05%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,223$325K0.04%new13F-HRTimeline
Fortitude Family Office, LLC8,167$323K0.11%-17613F-HRTimeline
MRA Advisory Group8,036$318K0.15%new13F-HRTimeline
&PARTNERS7,767$311K<0.01%new13F-HRTimeline
Lauer Wealth, LLC8,107$310K0.26%-2,51813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,700$305K0.01%new13F-HRTimeline
Caitong International Asset Management …7,607$301K0.21%-8,58013F-HRTimeline
Limestone Investment Advisors LP7,600$301K0.13%13F-HRTimeline
COMERICA BANK7,485$296K<0.01%+7,14013F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.7,450$295K0.01%new13F-HRTimelineGroup
Symphony Financial, Ltd. Co.7,578$292K0.04%new13F-HR/ATimeline
Fiduciary Alliance LLC7,354$291K0.02%new13F-HRTimeline
Cox Capital Mgt LLC7,250$287K0.2%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,242$287K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,095$281K0.01%new13F-HRTimeline
Regal Investment Advisors LLC6,995$277K0.02%new13F-HRTimeline
Entropy Technologies, LP6,955$275K0.02%new13F-HRTimeline
360 Financial, Inc.6,778$268K0.09%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…6,776$268K0.01%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,737$267K0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,716$266K<0.01%+3,05713F-HRTimelineGroup
INCEPTIONR LLC6,582$260K0.06%new13F-HRTimeline
GPS Wealth Strategies Group, LLC6,524$258K0.03%+5,64013F-HRTimeline
Zullo Investment Group, Inc.6,205$245K0.1%new13F-HRTimeline
Cornerstone Wealth Management, LLC6,179$244K0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC6,170$244K0.07%new13F-HRTimeline
Per Stirling Capital Management, LLC.6,160$244K0.03%-7,06313F-HRTimeline
Atlas Private Wealth Advisors6,118$242K0.03%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,088$241K<0.01%+4,41113F-HRTimelineGroup
Skaana Management L.P.6,020$238K0.1%new13F-HRTimeline
Stonegate Investment Group, LLC6,000$237K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC5,973$236K0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC5,860$232K0.04%new13F-HRTimeline
Meridian Wealth Management, LLC5,843$231K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,804$230K<0.01%new13F-HRTimeline
Accel Wealth Management5,802$230K0.08%new13F-HRTimeline
Merit Financial Group, LLC5,566$220K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,544$219K<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC5,529$219K0.02%new13F-HRTimeline
Centiva Capital, LP5,501$218K0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC5,500$218K0.23%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,474$217K<0.01%new13F-HRTimeline
PFW Advisors LLC5,463$216K0.07%new13F-HRTimeline
Onyx Bridge Wealth Group LLC5,415$214K0.03%new13F-HRTimeline
IFG Advisory, LLC5,375$213K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC5,278$209K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,228$207K<0.01%new13F-HRTimelineGroup
PharVision Advisers, LLC5,215$206K0.3%new13F-HRTimeline
Prime Capital Investment Advisors, LLC5,211$206K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…5,210$206K<0.01%-12,48013F-HRTimeline
Talon Private Wealth, LLC5,165$204K0.03%new13F-HRTimeline
Mengis Capital Management, Inc.5,075$201K0.04%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…5,072$201K0.29%+4,21213F-HRTimeline
NATIXISin group Natixis Investment Managers4,981$197K<0.01%-3,59513F-HRTimelineGroup
Perennial Investment Advisors, LLC4,800$190K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,573$181K0.01%+4,50013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…4,569$181K0.06%+9913F-HRTimelineGroup
CoreCap Advisors, LLC4,351$172K0.01%-16413F-HRTimeline
TFC Financial Management, Inc.4,245$168K0.02%+52213F-HRTimeline
Geneos Wealth Management Inc.4,120$163K<0.01%-4,56013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.4,111$163K<0.01%+3,18613F-HRTimelineGroup
Union Bancaire Privee, UBP SA4,612$154K<0.01%+38613F-HRTimeline
SUMMIT SECURITIES GROUP LLC3,898$154K0.06%-5,69513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,699$146K0.09%new13F-HRTimeline
Stone House Investment Management, LLC3,550$140K0.03%013F-HRTimeline
Financial Management Professionals, Inc.3,219$127K0.01%+2,69513F-HRTimeline
KBC Group NVin group KBC Group NV3,181$126K<0.01%-73113F-HRTimelineGroup
AMALGAMATED BANK3,117$123K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,929$116K<0.01%+1,28213F-HRTimeline
Arax Advisory Partners2,923$116K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.2,602$103K0.01%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,537$100K0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,500$98.9K<0.01%-4,03713F-HR/ATimelineGroup
TD Waterhouse Canada Inc.2,641$95.4K<0.01%+34113F-HRTimeline
IFP Advisors, Inc1,745$93.6K<0.01%+62413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,300$91K<0.01%+2,00013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,235$88.4K<0.01%-28,33213F-HRTimelineGroup
Aventura Private Wealth, LLC2,220$87.8K0.04%-1,76613F-HRTimeline
ALBION FINANCIAL GROUP /UT2,045$80.9K0.01%+42513F-HRTimeline
Parallax Volatility Advisers, L.P.2,045$80.9K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,905$75.4K<0.01%-36313F-HRTimelineGroup
Quarry LP1,826$72.2K0.02%new13F-HRTimeline
MONIMUS CAPITAL MANAGEMENT, LP1,810$71.6K0.06%new13F-HRTimeline
First Command Advisory Services, Inc.1,791$70.9K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,710$67.6K0.01%+1,11013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,694$67K<0.01%+1,10513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,550$61.3K<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,495$59.1K<0.01%013F-HRTimelineGroup
Operose Advisors LLC1,353$53.5K0.02%013F-HRTimeline
Delos Wealth Advisors, LLC1,300$51.4K0.04%new13F-HRTimeline
Blue Trust, Inc.1,225$48.5K<0.01%013F-HRTimeline
MAI Capital Management1,207$47.7K<0.01%+5013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,156$45.7K<0.01%+20313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,140$45.1K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,125$44.5K<0.01%+35013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,119$44.3K<0.01%013F-HR/ATimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,124$44K<0.01%new13F-HRTimelineGroup
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP1,000$39.6K0.22%-5,00013F-HRTimelineGroup
Centricity Wealth Management, LLC1,000$39.6K0.03%013F-HRTimeline
SIGNATUREFD, LLC997$39.4K<0.01%+1513F-HRTimeline
HM PAYSON & CO968$38.3K<0.01%+69013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.850$33.6K0.02%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.793$31.4K<0.01%+25113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…784$31K<0.01%+35913F-HRTimeline
GAMMA Investing LLC712$28.2K<0.01%-37313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC700$27.7K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC700$27.7K0.01%-50013F-HRTimeline
Riggs Asset Managment Co. Inc.653$25.8K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…700$25.3K0.01%+20013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,750$24.8K0.01%13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD600$23.7K<0.01%new13F-HRTimelineGroup
Smallwood Wealth Investment Management,…600$23.7K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV560$22.2K<0.01%+1013F-HRTimeline
Winch Advisory Services, LLC550$21.8K0.01%+22313F-HRTimeline
Putney Financial Group LLC540$21.4K0.02%new13F-HR/ATimeline
Future Financial Wealth Managment LLC500$19.8K0.01%013F-HRTimeline
SITTNER & NELSON, LLC500$19.8K0.01%013F-HRTimeline
Larson Financial Group LLC485$19.2K<0.01%+14213F-HRTimeline
Bogart Wealth, LLC470$18.6K<0.01%+2013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.430$17K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dogwood Wealth Management LLC472$16.6K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC417$16.5K<0.01%+11213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA400$15.8K<0.01%new13F-HRTimeline
JNBA Financial Advisors400$15.8K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…390$15.4K0.01%+6013F-HRTimeline
ORG Partners LLC425$15.3K<0.01%+8013F-HRTimeline
Bear Mountain Capital, Inc.300$15.1K0.01%+10013F-HRTimeline
Clearstead Advisors, LLC350$13.8K<0.01%013F-HRTimeline
Garde Capital, Inc.350$13.8K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC350$13.8K<0.01%013F-HRTimeline
GoalVest Advisory LLC343$13.6K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners326$12.9K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC306$12.1K<0.01%+20813F-HR/ATimeline
Plante Moran Financial Advisors, LLC274$10.8K<0.01%+2413F-HRTimeline
SWAN Capital LLC265$10.5K<0.01%+11513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.250$9.89K0.01%-25013F-HRTimeline
Anchor Investment Management, LLC235$9.3K<0.01%013F-HRTimeline
PFS Partners, LLC227$8.98K<0.01%013F-HRTimeline
MTM Investment Management, LLC215$8.51K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC206$8.15K0.01%new13F-HRTimeline
Westside Investment Management, Inc.200$7.91K<0.01%-2,69513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC200$7.91K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC200$7.91K<0.01%013F-HRTimeline
Hurley Capital, LLC151$5.97K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC150$5.93K<0.01%013F-HRTimeline
Brooklyn Investment Group112$4.43K<0.01%new13F-HR/ATimeline
Vermillion & White Wealth Management Gr…108$4.27K<0.01%new13F-HRTimeline
Orion Capital Management LLC106$4.19K<0.01%new13F-HRTimeline
TD Capital Management LLC103$4.08K<0.01%013F-HRTimeline
Avion Wealth114$4K<0.01%new13F-HR/ATimeline
Pacific Center for Financial Services100$3.96K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$3.96K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.100$3.96K<0.01%013F-HRTimeline
Main Street Group, LTD100$3.96K<0.01%013F-HRTimeline
Accordant Advisory Group Inc80$3.17K<0.01%new13F-HRTimeline