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Disclosery

SMR NUSCALE PWR CORP

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Stock (common), issuer CIK 1822966

483 managers (496 13F filers) reported a position in SMR shares at 2026-03-31, 167,779,505 shares in all. 101 filers opened a position and 72 filers sold out during the quarter.

Managers
483
13F filers
496
New
101
Added
201
Reduced
102
Sold out
72
Shares held by filers
167,779,505

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HHM Wealth Advisors, LLC417$4.52K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.400$4.34K<0.01%013F-HRTimeline
JNBA Financial Advisors400$4.34K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.397$4.3K<0.01%new13F-HRTimeline
Covestor Ltd369$4K<0.01%+11213F-HRTimeline
Aster Capital Management (DIFC) Ltd271$3.84K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC350$3.79K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.350$3.79K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp300$3.25K<0.01%-3113F-HRTimelineGroup
FINANCIAL CONSULATE, INC300$3.25K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC300$3.25K0.01%new13F-HRTimeline
Larson Financial Group LLC300$3.25K<0.01%-8313F-HRTimeline
Vermillion Wealth Management, Inc.300$3.25K<0.01%-9813F-HRTimeline
SHP Wealth Management281$3.05K<0.01%-23013F-HRTimeline
HM PAYSON & CO278$3.01K<0.01%-513F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.265$2.87K<0.01%+20013F-HRTimelineGroup
Signature Equity Partners, LLC254$2.75K<0.01%-3,57313F-HRTimeline
Anchor Investment Management, LLC235$2.55K<0.01%013F-HRTimeline
PFS Partners, LLC227$2.46K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC225$2.44K<0.01%013F-HRTimeline
MTM Investment Management, LLC215$2.33K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC206$2.23K<0.01%013F-HRTimeline
Westside Investment Management, Inc.200$2.17K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC200$2.17K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$2.17K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…200$2.17K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC199$2.16K<0.01%new13F-HRTimeline
Orion Capital Management LLC197$2.13K<0.01%+1813F-HRTimeline
CX Institutional230$2K<0.01%-27013F-HRTimeline
Root Financial Partners, LLC161$1.75K<0.01%+13513F-HRTimeline
Rachor Investment Advisory Services, LLC154$1.67K<0.01%013F-HRTimeline
Hurley Capital, LLC151$1.64K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC150$1.63K<0.01%013F-HRTimeline
MCF Advisors LLC145$1.57K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC141$1.53K<0.01%-1,14913F-HRTimeline
SWAN Capital LLC135$1.46K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC125$1.35K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT108$1.17K<0.01%-10013F-HRTimeline
Aspect Partners, LLC108$1.17K<0.01%+5613F-HRTimeline
Pacific Center for Financial Services100$1.08K<0.01%013F-HRTimeline
Triumph Capital Management100$1.08K<0.01%-64013F-HRTimeline
Strategic Investment Solutions, Inc. /IL100$1.08K<0.01%013F-HRTimeline
Main Street Group, LTD100$1.08K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…100$1.08K<0.01%013F-HRTimelineGroup
Avion Wealth184$1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC104$1K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC50$1K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc83$900<0.01%013F-HRTimeline
Hilltop National Bank75$813<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…72$780<0.01%-20013F-HRTimeline
Investors Research Corp70$759<0.01%013F-HRTimeline
Roxbury Financial LLC65$705<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc64$694<0.01%new13F-HRTimeline
Scarborough Advisors, LLC63$683<0.01%013F-HRTimeline
Eukles Asset Management62$672<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC60$651<0.01%013F-HRTimeline
BIRCHBROOK, INC.60$651<0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC50$542<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC48$521<0.01%013F-HRTimeline
Cornerstone Financial Management LLC42$455<0.01%new13F-HR/ATimeline
Sunbelt Securities, Inc.40$434<0.01%-20013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$412<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…35$380<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.35$380<0.01%013F-HRTimeline
Rialto Wealth Management, LLC35$380<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC32$347<0.01%-413F-HR/ATimeline
Quarry LP30$325<0.01%-2713F-HRTimeline
GHP Investment Advisors, Inc.27$293<0.01%013F-HRTimeline
IFG Advisory, LLC25$271<0.01%new13F-HRTimeline
RMG Wealth Management LLC20$266<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC24$260<0.01%013F-HRTimeline
Tidemark, LLC20$217<0.01%-2913F-HRTimeline
Sunrise Financial Services, LLC15$163<0.01%new13F-HRTimeline
FIRST HORIZON CORP14$152<0.01%-17513F-HRTimeline
Essential Investment Partners LLC13$141<0.01%013F-HRTimeline
Leo H. Evart, Inc.12$130<0.01%13F-HR/ATimeline
Smallwood Wealth Investment Management,…12$130<0.01%new13F-HRTimeline
Benson Wealth Management INC12$130<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10$108<0.01%-40913F-HRTimelineGroup
Dunhill Financial, LLC4$43<0.01%013F-HRTimeline
CVA Family Office, LLC3$33<0.01%-2113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC3$33<0.01%new13F-HRTimeline
Kilter Group LLC1$11<0.01%new13F-HRTimeline