Skip to content
Disclosery

SMR NUSCALE PWR CORP

Follow

Stock (common), issuer CIK 1822966

466 managers (476 13F filers) reported a position in SMR shares at 2025-09-30, 97,090,570 shares in all. 104 filers opened a position and 71 filers sold out during the quarter.

Managers
466
13F filers
476
New
104
Added
201
Reduced
101
Sold out
71
Shares held by filers
97,090,570

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Plante Moran Financial Advisors, LLC250$9K<0.01%-2413F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.250$9K0.01%013F-HRTimeline
Tripletail Wealth Management, LLC200$8.72K0.01%new13F-HRTimeline
Anchor Investment Management, LLC235$8.46K<0.01%013F-HRTimeline
PFS Partners, LLC227$8.17K<0.01%013F-HRTimeline
MTM Investment Management, LLC215$7.74K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…210$7.56K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC206$7.42K0.01%013F-HRTimeline
Westside Investment Management, Inc.200$7.2K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC200$7.2K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC200$7.2K<0.01%013F-HRTimeline
Avion Wealth214$7K<0.01%+10013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.203$7K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC166$5.98K<0.01%+6013F-HRTimeline
Hurley Capital, LLC151$5.44K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…150$5.4K0.01%-63413F-HRTimeline
Cedar Mountain Advisors, LLC150$5.4K<0.01%013F-HRTimeline
Berbice Capital Management LLC150$5.4K<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.134$4.91K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC120$4.32K<0.01%-35213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC104$4K<0.01%+4613F-HRTimelineGroup
Vermillion & White Wealth Management Gr…108$3.89K<0.01%013F-HRTimeline
TD Capital Management LLC103$3.71K<0.01%013F-HRTimeline
Pacific Center for Financial Services100$3.6K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$3.6K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.100$3.6K<0.01%013F-HRTimeline
Main Street Group, LTD100$3.6K<0.01%013F-HRTimeline
FIRST HORIZON CORP92$3.31K<0.01%13F-HRTimeline
Accordant Advisory Group Inc80$2.88K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75$2.7K<0.01%+3713F-HRTimelineGroup
Hilltop National Bank75$2.7K<0.01%013F-HRTimeline
Quarry LP71$2.56K<0.01%-1,75513F-HRTimeline
Investors Research Corp70$2.52K<0.01%013F-HRTimeline
Scarborough Advisors, LLC63$2.27K<0.01%+2113F-HRTimeline
Tradewinds Capital Management, LLC58$2.09K<0.01%+413F-HRTimeline
CoreCap Advisors, LLC55$1.98K<0.01%-4,29613F-HRTimeline
Aspect Partners, LLC52$1.87K<0.01%-2213F-HRTimeline
Rise Advisors, LLC49$1.76K<0.01%013F-HRTimeline
Tidemark, LLC49$1.76K<0.01%+2013F-HRTimeline
MCF Advisors LLC40$1.44K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.40$1.44K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$1.37K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.35$1.26K<0.01%013F-HRTimeline
SWAN Capital LLC35$1.26K<0.01%-23013F-HRTimeline
Rialto Wealth Management, LLC30$1.08K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.27$972<0.01%+1213F-HRTimeline
Root Financial Partners, LLC26$936<0.01%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.23$828<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC21$756<0.01%013F-HRTimeline
CVA Family Office, LLC21$756<0.01%013F-HRTimeline
WPG Advisers, LLC21$756<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC965$720<0.01%new13F-HRTimeline
CENTRAL TRUST Co20$720<0.01%new13F-HRTimeline
Caitlin John, LLC20$720<0.01%new13F-HRTimeline
Beacon Capital Management, Inc.15$540<0.01%013F-HRTimeline
Gen-Wealth Partners Inc15$540<0.01%013F-HRTimeline
Smartleaf Asset Management LLC14$534<0.01%013F-HRTimeline
Bare Financial Services, Inc13$468<0.01%-1213F-HRTimeline
Kilter Group LLC11$396<0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC10$360<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9$324<0.01%+313F-HRTimeline
Retirement Wealth Solutions LLC7$252<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3$108<0.01%new13F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3$108<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.10$00%-1013F-HRTimelineValue filed as zero, left out of ratios.
TSFG, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.