SURG SurgePays, Inc.
SurgePays, Inc. (SURG) Institutional Ownership
What the institutions did with SURG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 567.4K | 24.6% |
| Gaddis Premier Wealth Advisors LLC | 438.3K | 19.0% |
| Millennium Capital Advisors, LLC | 210.0K | 9.1% |
| Cable Car Capital, LP | 181.7K | 7.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 168.6K | 7.3% |
| VANGUARD FIDUCIARY TRUST CO | 83.2K | 3.6% |
| CITADEL ADVISORS LLC | 83.2K | 3.6% |
| Cetera Investment Advisers | 66.0K | 2.9% |
| STATE STREET CORP | 61.8K | 2.7% |
| NORTHERN TRUST CORP | 52.7K | 2.3% |
| RENAISSANCE TECHNOLOGIES LLC | 50.9K | 2.2% |
| Ethos Financial Group, LLC | 50.2K | 2.2% |
| JANE STREET GROUP, LLC | 44.1K | 1.9% |
| JAMES INVESTMENT RESEARCH, INC. | 32.5K | 1.4% |
| NewEdge Advisors, LLC | 32.5K | 1.4% |
| BlackRock, Inc. | 29.3K | 1.3% |
| BAILARD, INC. | 28.0K | 1.2% |
| Virtu Financial LLC | 27.0K | 1.2% |
| UBS Group AG | 24.6K | 1.1% |
| TABLEAUX LLC | 14.6K | 0.6% |
| GROUP ONE TRADING LLC | 13.6K | 0.6% |
| XTX Topco Ltd | 13.2K | 0.6% |
| JPMORGAN CHASE & CO | 9.8K | 0.4% |
| SBI Securities Co., Ltd. | 6.9K | 0.3% |
| Vanguard Global Advisers, LLC | 4.1K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Millennium Capital Advisors, LLC | Increased | 85.0K | 210.0K | +125.0K |
| CITADEL ADVISORS LLC | New | 0 | 83.2K | +83.2K |
| CIBC Bancorp USA Inc. | Sold Out | 65.0K | 0 | -65.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 224.0K | 168.6K | -55.4K |
| UBS Group AG | Reduced | 74.8K | 24.6K | -50.3K |
| JANE STREET GROUP, LLC | New | 0 | 44.1K | +44.1K |
| BlackRock, Inc. | Reduced | 70.3K | 29.3K | -40.9K |
| Ethos Financial Group, LLC | Increased | 12.9K | 50.2K | +37.4K |
| Virtu Financial LLC | New | 0 | 27.0K | +27.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 20.7K | 0 | -20.7K |
| TWO SIGMA SECURITIES, LLC | Sold Out | 19.8K | 0 | -19.8K |
| TABLEAUX LLC | New | 0 | 14.6K | +14.6K |
| GERBER, LLC | Sold Out | 13.4K | 0 | -13.4K |
| XTX Topco Ltd | New | 0 | 13.2K | +13.2K |
| GROUP ONE TRADING LLC | Increased | 393 | 13.6K | +13.2K |
| JPMORGAN CHASE & CO | New | 0 | 9.8K | +9.8K |
| SBI Securities Co., Ltd. | Increased | 5.8K | 6.9K | +1.0K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 49.9K | 50.9K | +1.0K |
| Financial Network Wealth Advisors LLC | Sold Out | 1.0K | 0 | -1.0K |
| BARCLAYS PLC | New | 0 | 381 | +381 |
| Tower Research Capital LLC (TRC) | Reduced | 3.6K | 3.3K | -284 |
| SIMPLEX TRADING, LLC | Reduced | 109 | 29 | -80 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | New | 0 | 60 | +60 |
| MORGAN STANLEY | Increased | 1.0K | 1.0K | +18 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.