SURG · SurgePays, Inc. · Holdings

$0.17 +0.01 (+5.89%) At close · Sep 9

Market Cap

$8.79M

52.91M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 36

Total Value: $852,502

Total Shares: 2,361,557

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 36 13F filers · Δ vs Mar 31, 2026

Top Holder

24.0%

−1.7 pts

Top 5

66.3%

−1.6 pts

Top 10

83.3%

−0.9 pts

HHI

1,200

Broadly held−125

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: -48.5%

Shares held: +7.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small Millennium Capital Advisors, LLC	+125,000	210,000
Small Ethos Financial Group, LLC	+37,366	50,233
Mid GROUP ONE TRADING LLC	+13,179	13,572
Mid SBI Securities Co., Ltd.	+1,034	6,857
Large RENAISSANCE TECHNOLOGIES LLC	+1,000	50,900

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega GEODE CAPITAL MANAGEMENT, LLC	−55,350	168,647
Mega UBS Group AG	−50,251	24,551
Mega BlackRock, Inc.	−40,923	29,331
Mid Tower Research Capital LLC (TRC)	−284	3,296
Mid SIMPLEX TRADING, LLC	−80	29

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	137,263	$49,551
Mega JANE STREET GROUP, LLC	44,128	$15,930
Mid Virtu Financial LLC	27,030	$9,757
Micro TABLEAUX LLC	14,635	$5,283
Mid XTX Topco Ltd	13,188	$4,760

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large CIBC Bancorp USA Inc.	65,000	$48,815
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	20,699	$15,544
Small TWO SIGMA SECURITIES, LLC	19,801	$14,870
Micro GERBER, LLC	13,400	$10,063
Micro Financial Network Wealth Advisors LLC	1,000	$751

Filter: New 8 Increased 6 Reduced 5 Sold out 5 Unchanged 17

Showing 37 of 37

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$204,816

24.03%

567,358

Gaddis Premier Wealth Advisors LLC

$158,221

18.56%

438,287

Millennium Capital Advisors, LLC

$75,810

8.89%

210,000

Cable Car Capital, LP

$65,581

7.69%

181,667

GEODE CAPITAL MANAGEMENT, LLC

$60,881

7.14%

168,647

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	31,417	$11,341	18.6%	Defined
Held directly	137,230	$49,540	81.4%	Defined

VANGUARD FIDUCIARY TRUST CO

$30,047

3.52%

83,235

CITADEL ADVISORS LLC

$30,021

3.52%

83,163

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	83,163	$30,021	100.0%	Defined

Cetera Investment Advisers

$23,826

2.79%

66,000

STATE STREET CORP

$22,309

2.62%

61,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	61,800	$22,309	100.0%	Defined

CITADEL ADVISORS LLC

$19,530

2.29%

54,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	54,100	$19,530	100.0%	Defined

NORTHERN TRUST CORP

$19,010

2.23%

52,661

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	52,661	$19,010	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$18,374

2.16%

50,900

Ethos Financial Group, LLC

$18,134

2.13%

50,233

JANE STREET GROUP, LLC

$15,930

1.87%

44,128

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	34,086	$12,305	77.2%	Defined
Jane Street Global Trading, LLC	10,042	$3,625	22.8%	Defined

NewEdge Advisors, LLC

$11,732

1.38%

32,500

JAMES INVESTMENT RESEARCH, INC.

$11,732

1.38%

32,500

BlackRock, Inc.

$10,588

1.24%

29,331

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Institutional Trust Company, N.A.	29,331	$10,588	100.0%	Sole

BAILARD, INC.

$10,098

1.18%

27,975

Virtu Financial LLC

$9,757

1.14%

27,030

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	27,030	$9,757	100.0%	Defined

UBS Group AG

$8,862

1.04%

24,551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	19,872	$7,173	80.9%	Defined
UBS Securities LLC	4,679	$1,689	19.1%	Defined

TABLEAUX LLC

$5,283

0.62%

14,635

GROUP ONE TRADING LLC

$4,899

0.57%

13,572

XTX Topco Ltd

$4,760

0.56%

13,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	13,188	$4,760	100.0%	Defined

JPMORGAN CHASE & CO

$3,553

0.42%

9,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	9,844	$3,553	100.0%	Defined

SBI Securities Co., Ltd.

$2,475

0.29%

6,857

Vanguard Global Advisers, LLC

$1,482

0.17%

4,107

Tower Research Capital LLC (TRC)

$1,189

0.14%

3,296

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	3,296	$1,189	100.0%	Defined

Truvestments Capital LLC

$1,182

0.14%

3,276

JONES FINANCIAL COMPANIES LLLP

$1,004

0.12%

2,783

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	2,783	$1,004	100.0%	Sole

OSAIC HOLDINGS, INC.

$515

0.06%

1,429

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,429	$515	100.0%	Defined

MORGAN STANLEY

$367

0.04%

1,018

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	18	$6	1.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,000	$361	98.4%	Defined

Ameritas Advisory Services, LLC

$361

0.04%

1,000

BARCLAYS PLC

$137

0.02%

381

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	381	$137	100.0%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$21

0.00%

SIMPLEX TRADING, LLC

$10

0.00%

Ritter Daniher Financial Advisory LLC / DE

0.00%

Caitong International Asset Management Co., Ltd

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC Private Wealth Advisors, Inc.	65,000	$48,815	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	20,699	$15,544	100.0%	Other

Key facts CIK 1392694 CUSIP 86882L204 13F (30d) 25 filings 25 filers Visit website Investor relations