SURG · SurgePays, Inc. · Holdings

$0.14 +0.01 (+4.85%) At close · Oct 26

Market Cap

$6.87M

52.91M

Volume · Oct 26 4.13M Avg daily vol (3M) 19.54M

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 → See every holder of SURG: 13F, 13D and 13G, insiders and funds →

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 37

Total Value: $849,602

Total Shares: 2,751,568

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 36 13F filers

Top Holder

24.0%

of institutional value

Top 5

66.3%

of institutional value

Top 10

83.3%

of institutional value

HHI

1,200

Broadly held

Who Holds SURG

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 36 filers, like-for-like change +4.7%; actively managed books +17.4%; index-like books -9.1%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	71.7%	12	+0.9%	1	1
Bank	6.5%	5	-21.1%	2	0
Broker-dealer	0.6%	1	+3353.4%	0	0
Non-US	0.3%	1	+17.8%	0	0
Holding company	1.4%	3	-56.3%	0	0
Unknown	19.6%	14	+52.0%	5	4

Style	Share	Filers	Change	New	Exited
Index-like	41.8%	7	-9.1%	0	0
Systematic-like	4.8%	3	+444.3%	2	1
Concentrated	28.8%	7	+4.3%	3	2
Diversified active	24.7%	19	+16.9%	3	2
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	31.3%	18	+5.9%	3	2
Medium turnover	13.4%	6	-9.4%	1	1
High turnover	8.0%	8	+672.1%	4	1
Unknown	47.4%	4	-5.6%	0	1
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	57.0%	8	-1.8%	2	1
Medium horizon	4.4%	5	-2.3%	1	2
Long horizon	38.0%	22	+18.5%	5	1
Unknown	0.6%	1	-32.8%	0	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	30.3%	7	+21.8%	1	2
$1B to $10B	14.1%	10	+28.3%	2	1
$10B to $100B	3.7%	3	-43.0%	0	1
$100B or more	52.0%	16	-2.4%	5	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	24.5%	5	-2.3%	0	1
Pooled investment vehicles	13.9%	4	+35.7%	1	0
Registered funds and BDCs	31.9%	2	-7.0%	0	0
Diversified	1.4%	1	0.0%	0	0
Unknown	28.3%	24	+15.5%	7	4

Private funds	Share	Filers	Change	New	Exited
Hedge funds	14.9%	4	+32.4%	1	0
No private funds	56.8%	8	-5.0%	0	1
Other private funds	0.0%	0	—	0	0
Private equity funds	0.0%	0	—	0	0
Unknown	28.3%	24	+15.5%	7	4

Location	Share	Filers	Change	New	Exited
United States	98.1%	31	+6.5%	6	5
Outside the US	1.9%	5	-44.2%	2	0

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Conviction and Crowding

36 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.000%

Mar 31, 2026: 0

Crowding

1.77%

of shares outstanding, 7th percentile

Mar 31, 2026: 1.45%

Private-fund advisers

1.37%

of shares outstanding

Institutional ownership

9.19%

10.2% of the estimated free float

Top 10 holders

82.9%

of 13F shares, Herfindahl 0.123

Active holders

+17.4%

like-for-like share change of active filers

5% stakes on record

0 13D, 1 13G (0 institutional, 1 passive, 0 exempt)

How long holders have held it value-weighted 6.3 quarters

Under 1 year 56.0% 1 to 3 years 26.6% 3 years or more 17.4% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$2.62

estimated per share

Mar 31, 2026: $3.52

Quarter-end price

$0.36

implied by 13F values

Estimated gain or loss

-86.2%

price against the estimated cost

Estimated at a loss

100.0%

of costed 13F value

Estimated cost covers 45.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies SURG's active holders also own, quarter ended Jun 30, 2026

#	Company	Shared holders	Similarity
1	PLTR Palantir Technologies Inc.	3	0.034
2	META Meta Platforms, Inc.	4	0.029
3	GE General Electric Co	3	0.028
4	TSM Taiwan Semiconductor Manufacturing Co Ltd	3	0.027
5	NVDA Nvidia Corp	4	0.026
6	AMZN Amazon Com Inc	4	0.026
7	MSFT Microsoft Corp	4	0.026
8	GOOGL Alphabet Inc.	4	0.026
9	CVX Chevron Corp	3	0.025
10	TSLA Tesla, Inc.	3	0.024

Shareholder Targets

13F filers that own its peers but not SURG, quarter ended Jun 30, 2026

Found through its holder-overlap peers: PLTR, META, GE, TSM, NVDA, AMZN, MSFT, GOOGL, CVX, TSLA, XOM, LLY, JNJ, AVGO, BRK-B, AAPL. 7,301 filers in all.

#	Filer	In peers	Of book	Largest peers
1	FMR LLC Holding company, Diversified active	$840,467,337,700 16 held	36.7%	NVDA, GOOGL, AAPL
2	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$535,951,713,511 16 held	24.2%	NVDA, AAPL, GOOGL
3	NORGES BANK Non-US, Index-like	$362,166,459,326 16 held	36.1%	NVDA, GOOGL, AAPL
4	Invesco Ltd. Adviser, Diversified active	$348,116,583,983 16 held	27.6%	NVDA, GOOGL, AAPL
5	PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active	$344,477,994,393 16 held	34.6%	NVDA, GOOGL, AAPL
6	Capital Research Global Investors Adviser, Diversified active	$279,329,528,327 16 held	39.1%	AVGO, NVDA, GOOGL
7	BANK OF AMERICA CORP /DE/ Bank, Diversified active	$256,175,235,721 16 held	16.9%	NVDA, GOOGL, AAPL
8	Capital World Investors Adviser, Diversified active	$251,739,028,742 15 held	29.9%	AVGO, GOOGL, META
9	GOLDMAN SACHS GROUP INC Holding company, Index-like	$223,831,610,950 16 held	23.7%	NVDA, GOOGL, AAPL
10	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like	$193,338,769,600 16 held	35.3%	NVDA, AAPL, GOOGL

Fund Ownership of SURG by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 1.42% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	0.35%	+0.09 pp	183,569	4
Index ETFs	1.07%	-0.07 pp	567,358	2
Active ETFs	0.00%	0.00 pp	0	0
Active funds	0.00%	-0.01 pp	0	0
Unclassified	0.00%	0.00 pp	0	0
All registered funds	1.42%	+0.01 pp	750,927	6

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 12 Bank 5 Broker-dealer 1 Non-US 1 Holding company 3 Unknown 15

Showing 38 of 38

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$204,816

24.11%

567,358

Gaddis Premier Wealth Advisors LLC

$158,221

18.62%

438,287

Millennium Capital Advisors, LLC

$90,180

10.61%

600,000

Cable Car Capital, LP

$65,581

7.72%

181,667

GEODE CAPITAL MANAGEMENT, LLC

$60,881

7.17%

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

3.54%

83,235

CITADEL ADVISORS LLC

$30,021

3.53%

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

2.80%

66,000

STATE STREET CORP

$22,309

2.63%

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

2.30%

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

2.24%

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

BlackRock, Inc.

$10,588

1.25%

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

Virtu Financial LLC

$9,757

1.15%

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

GROUP ONE TRADING LLC

$4,899

0.58%

13,572

JAMES INVESTMENT RESEARCH, INC.

$4,884

0.57%

32,500

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

BAILARD, INC.

$4,204

0.49%

27,975

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

TABLEAUX LLC

$2,199

0.26%

14,635

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

SBI Securities Co., Ltd.

$1,031

0.12%

6,866

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%

Blue Trust, Inc.

0.00%

Caitong International Asset Management Co., Ltd

0.00%

Key facts CIK 1392694 CUSIP 86882L204 13F (30d) 6 filings 6 filers Visit website Investor relations