SURG SurgePays, Inc.

NASDAQ
$0.17

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.

Managers compared
41
filed both this quarter and last
Managers holding
36
+3 on the quarter
Buyers
14
8 opened new
Sellers
10
5 sold out entirely
Buyer share
58.3%
of managers who traded it
Breadth
+16.7
net buyers, as a share of those trading

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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Ownership map

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.

Cut Unchanged Added Color saturates at ±50%.

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.