HolderBook

NUSCALE PWR CORP (SMR)

Institutional ownership reported to the SEC as of Q3 2026, across 18 quarters.

15
Reporting holders
$570.5K
Reported value
0.0%
Calls
0.0%
Puts
-515
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$175.0K22,1540.00%13q-14.1%-$28.7K
Kaizen Financial Strategies$102.4K12,9560.04%7q-3.7%-$4.0K
CoreCap Advisors, LLC$91.1K11,5330.00%8q+4.3%+$3.8K
DLK Investment Management, LLC$90.8K11,5000.03%newNEW
GK Wealth Management LLC$38.6K4,8520.02%2qHELD
GAMMA Investing LLC$25.4K3,2210.00%10q+157.5%+$15.6K
TOTH FINANCIAL ADVISORY CORP$16.8K2,1270.00%13qHELD
Planning Strategies Inc.$10.3K1,3100.01%2q+4.8%
BURKETT FINANCIAL SERVICES, LLC$7.1K9000.00%7q-33.7%-$3.6K
GoalVest Advisory LLC$4.0K5030.00%6qHELD
Grove Bank & Trust$4.0K5000.00%2qHELD
Versant Capital Management, Inc$2.4K2980.00%newNEW
NORTH POINT PORTFOLIO MANAGERS CORP/OH$1.9K2460.00%newNEW
Investors Research Corp$553700.00%7qHELD
MassMutual Private Wealth & Trust, FSB$134170.00%2q-91.5%-$1.4K
CX Institutional$11000.00%5q-12.3%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AVan Eck Associates Corporation8.5%
2026-07-2913GBlackRock, Inc.6.5%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-27Hamady Robert RamseyChief Financial OfficerSold29,880$280.6K
2026-06-30Hamady Robert RamseyChief Financial OfficerSold20,000$202.8K
2026-08-17Hamady Robert RamseyChief Financial OfficerSold20,000$189.8K
2026-08-18Fujino ShinjiDirectorSold20,000$177.2K
2026-08-05Fisher Carl M.Chief Operating OfficerSold18,771$175.7K
2026-10-01Hamady Robert RamseyChief Financial OfficerSold20,000$157.8K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-04-21FLUOR CORPDirectorSold13,500,000$159.4M
2026-04-15FLUOR CORPDirectorSold12,936,472$150.4M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202615$570.5K72,1873340.0%
Q2 2026530$2.8B237,167,515972359913.9%
Q1 2026500$2.3B170,085,4061051979919.0%
Q4 2025469$2.5B130,349,1819616812526.3%
Q3 2025492$5.0B99,310,3621141979929.2%
Q2 2025450$4.5B89,053,6371621389721.2%
Q1 2025329$1.2B68,924,817861435315.9%
Q4 2024316$1.3B58,946,5001261053821.0%
Q3 2024213$637.2M44,091,01462752717.4%
Q2 2024185$521.9M38,135,83072501814.6%
Q1 2024140$201.0M29,318,07239333519.8%
Q4 2023127$107.0M30,979,7382438294.8%
Q3 2023129$164.3M32,193,2982246273.7%
Q2 2023120$199.4M28,009,1462950114.4%
Q1 2023110$270.9M28,277,4551944165.2%
Q4 2022111$244.9M22,291,536304296.4%
Q3 202293$225.8M17,105,63333351311.3%
Q2 202270$126.1M11,843,68974002.8%