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Disclosery

SMR NUSCALE PWR CORP

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Stock (common), issuer CIK 1822966

509 managers (522 13F filers) reported a position in SMR shares at 2026-06-30, 224,768,232 shares in all. 92 filers opened a position and 71 filers sold out during the quarter.

Managers
509
13F filers
522
New
92
Added
239
Reduced
97
Sold out
71
Shares held by filers
224,768,232

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
Main Street Group, LTD1,100$11K<0.01%+1,00013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,100$11K<0.01%new13F-HRTimeline
Front Row Advisors LLC1,100$10.9K<0.01%+20013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,114$10.8K<0.01%13F-HRTimeline
Stone House Investment Management, LLC1,062$10.7K<0.01%013F-HRTimeline
Triumph Capital Management1,055$10.6K<0.01%+95513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,000$10.2K<0.01%013F-HRTimeline
Fairscale Capital, LLC1,000$10K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co950$9.53K<0.01%013F-HRTimeline
Vision Retirement, LLC911$9.14K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.850$8.53K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…819$8.21K<0.01%-3,60913F-HRTimeline
Quarry LP814$8.16K<0.01%+78413F-HRTimeline
Covestor Ltd764$8K<0.01%+39513F-HRTimeline
HM PAYSON & CO778$7.8K<0.01%+50013F-HRTimeline
IFG Advisory, LLC754$7.56K<0.01%+72913F-HRTimeline
Solstein Capital, LLC750$7.52K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…750$7.52K<0.01%-91613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC700$7.02K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC700$7.02K<0.01%013F-HRTimeline
Allied Private Wealth LLC800$7.01K<0.01%13F-HRTimeline
Continuum Advisory, LLC690$6.92K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC686$6.88K<0.01%-8013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.682$6.84K<0.01%+4813F-HRTimeline
Silver Grove Financial Group, Inc.649$6.51K<0.01%+29913F-HRTimeline
Bear Mountain Capital, Inc.700$6.02K<0.01%+10013F-HRTimeline
Larson Financial Group LLC577$5.79K<0.01%+27713F-HRTimeline
Key Financial Inc550$5.52K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust514$5.16K<0.01%-5013F-HRTimeline
GoalVest Advisory LLC503$5.04K<0.01%013F-HRTimeline
Grove Bank & Trust500$5.01K<0.01%new13F-HRTimeline
Kentucky Trust Co500$5.01K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC500$5K<0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC494$4.96K<0.01%-21,01313F-HRTimeline
WOLFF WIESE MAGANA LLC475$4.76K<0.01%-2513F-HRTimeline
PETERSON WEALTH MANAGEMENT450$4.51K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO435$4.36K<0.01%new13F-HRTimelineGroup
Strive Financial Group ,LLC425$4.26K<0.01%013F-HR/ATimeline
HHM Wealth Advisors, LLC417$4.18K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.400$4.01K<0.01%013F-HRTimeline
JNBA Financial Advisors400$4.01K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.397$3.98K<0.01%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…380$3.81K<0.01%+37013F-HRTimelineGroup
Clearstead Advisors, LLC362$3.63K<0.01%+1213F-HRTimeline
Markowski Investments316$3.17K<0.01%13F-HRTimeline
Meramec Financial Planners, LLC359$3.07K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp300$3.01K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC300$3.01K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC250$2.51K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC241$2.42K<0.01%+10013F-HRTimeline
Anchor Investment Management, LLC235$2.36K<0.01%013F-HRTimeline
SHP Wealth Management231$2.32K<0.01%-5013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC225$2.26K<0.01%013F-HRTimeline
MCF Advisors LLC220$2.21K<0.01%+7513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC216$2.17K<0.01%+9113F-HRTimeline
MTM Investment Management, LLC215$2.16K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC206$2.09K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB200$2.01K<0.01%new13F-HRTimeline
Allianz SEin group Allianz SE200$2.01K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC200$2.01K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.200$2.01K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC200$2.01K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$2.01K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…200$2.01K<0.01%013F-HRTimeline
BIRCHBROOK, INC.200$2.01K<0.01%+14013F-HRTimeline
GILL CAPITAL PARTNERS, LLC199$2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC197$1.98K<0.01%new13F-HRTimeline
Tripletail Wealth Management, LLC200$1.95K<0.01%-85013F-HRTimeline
Aspect Partners, LLC172$1.73K<0.01%+6413F-HRTimeline
Rachor Investment Advisory Services, LLC154$1.54K<0.01%013F-HRTimeline
Hurley Capital, LLC151$1.51K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$1.5K<0.01%-2,15713F-HRTimelineGroup
Cedar Mountain Advisors, LLC150$1.5K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC115$1.15K<0.01%+8013F-HRTimeline
Pacific Center for Financial Services100$1K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$1K<0.01%013F-HRTimeline
Avion Wealth184$1K<0.01%013F-HRTimeline
CX Institutional114$1K<0.01%-11613F-HRTimeline
Hilltop National Bank75$752<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…72$722<0.01%013F-HRTimeline
Investors Research Corp70$702<0.01%013F-HRTimeline
Gen-Wealth Partners Inc63$632<0.01%-2013F-HRTimeline
Eukles Asset Management62$622<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC60$602<0.01%013F-HRTimeline
SJS Investment Consulting Inc.57$572<0.01%new13F-HRTimeline
SWAN Capital LLC55$552<0.01%-8013F-HRTimeline
Redwood Park Advisors LLC54$542<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.51$512<0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC50$502<0.01%013F-HRTimeline
Marquette Asset Management, LLC49$492<0.01%new13F-HRTimeline
Benson Wealth Management INC48$481<0.01%+3613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$381<0.01%013F-HRTimelineGroup
Orion Capital Management LLC37$371<0.01%-16013F-HRTimeline
Center for Financial Planning, Inc.35$352<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.27$272<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC24$241<0.01%013F-HRTimeline
Tidemark, LLC20$201<0.01%013F-HRTimeline
RMG Wealth Management LLC20$192<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT19$191<0.01%-8913F-HRTimeline
Caitlin John, LLC19$191<0.01%-80113F-HRTimeline
Essential Partners LLC16$160<0.01%new13F-HRTimeline
FIRST HORIZON CORP14$140<0.01%013F-HRTimeline
Essential Investment Partners LLC13$130<0.01%013F-HRTimeline
Leo H. Evart, Inc.12$120<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…12$120<0.01%013F-HRTimeline
PRIVATE TRUST CO NA11$110<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10$90<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC4$40<0.01%new13F-HRTimeline
CVA Family Office, LLC3$30<0.01%013F-HRTimeline