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Nuscale Power Corp. 13F holders

523 funds reported a position in Nuscale Power Corp. in their 13F for the quarter ended 30 June 2026, together 225.8 million shares worth $2.26 billion. Against the quarter before, 84 opened a position, 235 added, 97 trimmed and 71 sold out; together they bought a net 57.3 million shares. The largest holders: Van Eck Associates Corp., BlackRock, Inc. and Vanguard Portfolio Management LLC.

Funds holding523+27 on Q1 2026
Shares they held225.8Mworth $2.26 billion
Net bought on the quarter57.3M sharesabout $574.6 million at the funds' values
Funds buying to selling319 to 168opened or added, to cut or sold
Opened 84Added 235Held 97Trimmed 97Sold out 71
Opened: 84 fundsAdded: 235 fundsHeld: 97 fundsTrimmed: 97 fundsSold out: 71 funds

What each fund did in SMR against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 205 funds, 44.1 million shares205Q3 2024Q4 2024: 305 funds, 59.0 million shares305Q4 2024Q1 2025: 322 funds, 68.8 million shares322Q1 2025Q2 2025: 441 funds, 88.9 million shares441Q2 2025Q3 2025: 475 funds, 99.2 million shares475Q3 2025Q4 2025: 462 funds, 130.3 million shares462Q4 2025Q1 2026: 496 funds, 167.8 million shares496Q1 2026Q2 2026: 523 funds, 225.8 million shares523Q2 2026

Funds reporting a position in SMR in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 109 reported a position in Nuscale Power Corp.: 11 opened one, 34 added, 25 trimmed and 26 sold out, a net 1.2 million shares sold.

FundChange in sharesShares nowStatusFiling
RPG Investment Advisory, LLC-598,026798,534trimmed13F
Vontobel Holding Ltd.-93,06436,320trimmed13F
Hennion & Walsh Asset Management, Inc.+24,910109,109added13F
Lauer Wealth, LLC+25,13025,130new13F
Concurrent Investment Advisors, LLC-22,22112,688trimmed13F
Perigon Wealth Management, LLC+19,56919,569new13F
Axxcess Wealth Management, LLC+17,23668,236added13F
Wealth Enhancement Advisory Services, LLC-18,17187,444trimmed13F
J. Safra Sarasin Holding AG+14,16369,102added13F
Onyx Bridge Wealth Group LLC+12,30033,797added13F
Gibbs Wealth Management+11,79311,793new13F
DLK Investment Management, LLC+11,50011,500new13F
Independent Financial Group, LLC+10,79110,791new13F
LeConte Wealth Management, LLC+10,70331,288added13F
Sterling Capital Management LLC+10,34411,488added13F
Kingsbury Capital Investment Advisors LLC-7,32313,350trimmed13F
KBC Group NV+6,70919,883added13F
Signaturefd, LLC+5,6427,693added13F
CWA Asset Management Group, LLC+5,080197,337added13F
Robertson Stephens Wealth Management, LLC-5,00029,000trimmed13F
Farther Finance Advisors, LLC-3,63722,154trimmed13F
Nisa Investment Advisors, LLC+2,9527,191added13F
Balboa Wealth Partners+2,65016,035added13F
Heck Capital Advisors, LLC+2,61819,000added13F
Gamma Investing LLC+1,9703,221added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 6 reported a position in Nuscale Power Corp. in a 13F for the quarter ended 30 June 2026. The largest: Two Sigma Investments, 11.7 million shares worth $116.9 million, 0.1% of its reported book. Sold out: Soros Fund Management, Renaissance Technologies. In the quarter, 3 funds added or opened a position and 5 trimmed or sold out; together they bought a net 5.4 million shares, about $53.9 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Two Sigma Investments11,655,351$116.9 million0.1%+7,932,077added30 June 202613F
Geode Capital Management6,830,134$68.5 million0.0%+3,101,204added30 June 202613F
Point72 Asset Management1,314,239$13.2 million0.0%+1,065,881added30 June 202613F
Citadel Advisors1,169,399$11.7 million0.0%-361,673trimmed30 June 202613F
Millennium Management726,990$7.3 million0.0%-654,667trimmed30 June 202613F
FMR LLC50,182$503,3240.0%-185,736trimmed30 June 202613F
Soros Fund Management0$00.0%-70,360exited30 June 202613F
Renaissance Technologies0$00.0%-5,455,800exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Van Eck Associates Corp.29,311,76212.98%$294.0 million0.18%+9,278,80213F
BlackRock, Inc.25,857,27411.45%$259.3 million0.00%+13,008,14213F
Vanguard Portfolio Management LLC15,151,9636.71%$152.0 million0.01%+4,203,79413F
Vanguard Capital Management LLC14,079,0306.24%$141.2 million0.00%+3,346,65913F
Marex Group Ltd12,711,1805.63%$127.5 million0.95%+3,613,00213F
Mirae Asset Global ETFS Holdings Ltd.11,769,0715.21%$118.0 million0.14%+316,91013F
Two Sigma Investments, LP11,655,3515.16%$116.9 million0.09%+7,932,07713F
Morgan Stanley9,138,5974.05%$91.7 million0.01%+2,085,62813F
Geode Capital Management, LLC6,830,1343.03%$68.5 million0.00%+3,101,20413F
State Street Corp.6,662,7502.95%$66.8 million0.00%+3,124,77413F
Goldman Sachs Group Inc.3,832,7841.70%$38.4 million0.00%+512,61713F
UBS Group AG3,464,5761.53%$34.7 million0.01%+858,83413F
Susquehanna International Group, LLP3,210,1381.42%$32.2 million0.03%+2,278,42013F
Marshall Wace, LLP3,050,0461.35%$30.6 million0.03%-1,257,59113F
Northern Trust Corp.2,602,0891.15%$26.1 million0.00%+1,260,80613F
Clear Street Group Inc.2,564,9271.14%$25.7 million0.08%+787,59013F
Capital Fund Management S.a.2,524,6081.12%$25.3 million0.18%-1,025,96613F
Greenhouse Funds LLLP2,159,2130.96%$21.7 million1.14%new13F
Cetera Investment Advisers2,088,4360.93%$20.9 million0.02%+564,51113F
Charles Schwab Investment Management Inc.2,074,6510.92%$20.8 million0.00%+806,03213F
Vanguard Fiduciary Trust Co.1,748,4350.77%$17.5 million0.00%+585,61613F
Korea Investment CORP1,698,3410.75%$17.0 million0.03%+1,088,05413F
Samsung C&T Corp1,585,8040.70%$15.9 million100.00%no change13F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC1,520,8920.67%$15.3 million0.00%+158,32513F
Nomura Asset Management International Inc.1,492,5680.66%$15.0 million0.02%+1,322,07913F
Trexquant Investment LP1,414,7220.63%$14.2 million0.09%+735,09313F
RPG Investment Advisory, LLC1,396,5600.62%$14.0 million1.44%+353,08713F
Point72 Asset Management, L.P.1,314,2390.58%$13.2 million0.02%+1,065,88113F
Citigroup Inc.1,248,0540.55%$12.5 million0.01%+517,58913F
Exchange Traded Concepts, LLC1,225,1380.54%$12.3 million0.06%+39,07813F
Mirae Asset Global Investments Co., Ltd.1,221,1830.54%$12.2 million0.02%-386,35713F
Bank of America Corp.1,195,5410.53%$12.0 million0.00%-866,69113F
Citadel Advisors LLC1,169,3990.52%$11.7 million0.01%-361,67313F
LPL Financial LLC1,115,6570.49%$11.2 million0.00%-7,22013F
Cambridge Investment Research Advisors, Inc.1,085,2380.48%$10.9 million0.01%+854,43113F
Voloridge Investment Management, LLC1,013,4760.45%$10.2 million0.04%new13F
Bank of New York Mellon Corp1,002,5620.44%$10.1 million0.00%+520,04513F
Wells Fargo & Company982,2020.44%$9.9 million0.00%+277,38113F
Nuveen, LLC901,6760.40%$9.0 million0.00%+276,02613F
IMC-Chicago, LLC889,3730.39%$8.9 million0.08%new13F
Raymond James Financial Inc.777,6150.34%$7.8 million0.00%+174,93413F
Millennium Management LLC726,9900.32%$7.3 million0.01%-654,66713F
Once Capital Management, LLC680,0000.30%$6.8 million1.34%+116,90013F
Royal Bank of Canada640,3560.28%$6.4 million0.00%+304,45813F
Caz Investments LP639,0000.28%$6.4 million1.19%13F
Swiss National Bank600,9000.27%$6.0 million0.00%+265,10013F
Tidal Investments LLC578,7470.26%$5.8 million0.01%-1,654,51913F
D. E. Shaw & Co., Inc.560,6170.25%$5.6 million0.00%+376,42913F
Defiance ETFs, LLC511,1150.23%$5.2 million0.07%+385,45413F
XTX Topco Ltd514,0820.23%$5.2 million0.07%new13F
The 50 largest of the 523 funds that reported a position in SMR in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on SMR

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsPuts2,334,600$23.4 million30 June 202613F
Citadel AdvisorsCalls1,498,200$15.0 million30 June 202613F
Millennium ManagementCalls217,900$2.2 million30 June 202613F
Point72 Asset ManagementCalls191,000$1.9 million30 June 202613F
Point72 Asset ManagementPuts50,000$501,50030 June 202613F
Millennium ManagementPuts26,100$261,78330 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 August 202613G/AVan Eck Associates Corporation and 1 other29.3 million8.5%30 June 2026passive, institutional (13d-1(b))EDGAR
29 July 202613GBlackRock, Inc. and 1 other22.4 million6.5%30 June 2026passive, institutional (13d-1(b))EDGAR
15 May 202613GVan Eck Associates Corp and 1 other20.0 million6.3%31 March 2026passive, institutional (13d-1(b))EDGAR
11 May 202613G/AThe Goldman Sachs Group, Inc. and 3 others8.2 million2.6%31 March 2026passive, institutional (13d-1(b))EDGAR
17 April 202613D/AFluor Corporation and 1 other13.5 million3.9%15 April 2026This Amendment No. 9 on Schedule 13D/A (this "Amendment No. 9") is being filed jointly by (i) Fluor Corporation, a Delaware corporation and a publicly listed company on the New York Stock Exchange ("Fluor") and (ii) Fluor Enterprises, Inc.,EDGAR
13 April 202613D/AFluor Corporation and 2 others26.4 million7.8%9 April 2026This Amendment No. 8 on Schedule 13D/A (this "Amendment No. 8") is being filed jointly by (i) Fluor Corporation, a Delaware corporation and a publicly listed company on the New York Stock Exchange ("Fluor"), (ii) Fluor Enterprises, Inc., a EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
17 February 202613D/AFluor Corporation and 2 others40.4 million13.3%13 February 2026This Amendment No. 7 on Schedule 13D/A (this "Amendment No. 7") is being filed jointly by (i) Fluor Corporation, a Delaware corporation and a publicly listed company on the New York Stock Exchange ("Fluor"), (ii) Fluor Enterprises, Inc., a EDGAR
30 January 202613GThe Goldman Sachs Group, Inc. and 3 others25.5 million9.0%31 December 2025passive, institutional (13d-1(b))EDGAR
30 January 202613G/AThe Vanguard Group and 1 other15.5 million5.5%31 December 2025passive, institutional (13d-1(b))EDGAR
21 January 202613G/ABlackRock, Inc. and 1 other9.7 million3.4%31 December 2025passive, institutional (13d-1(b))EDGAR
12 November 202513G/ADoosan Enerbility Co., Ltd. and 1 other3.9 million2.9%30 September 2025passive, under 20% (13d-1(c))EDGAR
10 November 202513D/AFluor Corporation and 2 others111.4 million37.3%6 November 2025This Amendment No. 6 on Schedule 13D/A (this "Amendment No. 6") is being filed jointly by (i) Fluor Corporation, a Delaware corporation and a publicly listed company on the New York Stock Exchange ("Fluor"), (ii) Fluor Enterprises, Inc., a EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
30 September 2026665$7.76SEC
24 September 2026560,156$8.68SEC
23 September 20263,271$8.89SEC
21 September 2026835,264$8.27SEC
18 September 202638,011$9.04SEC
17 September 202633,982$8.30SEC
16 September 202681,804$8.43SEC
15 September 2026390,102$8.51SEC
14 September 20262,725$8.61SEC
10 September 20267,100$10.81SEC
9 September 202675,729$11.18SEC
8 September 2026139,364$9.70SEC
3 September 2026113,123$9.56SEC
2 September 202697,296$9.21SEC
1 September 2026112,807$9.27SEC
28 August 202650$9.74SEC
27 August 202610,929$9.27SEC
26 August 202629,040$9.81SEC
24 August 202657,496$9.40SEC
20 August 2026211,139$9.29SEC
17 August 2026130,460$9.39SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 835,264 on 21 September 2026. A fail is an operational fact about settlement, not a position.