SURG · SurgePays, Inc. · Shareholders & Ownership
$0.14
+0.01 (+4.85%)
At close · Oct 26
Return incl. dividend (before tax)
Going-concern doubt
— flagged Aug 19, 2026
Substantial doubt about the company's ability to continue as a going concern.
“These conditions and events, considered in the aggregate, raise substantial doubt about the Company’s ability to continue as a going concern within one year after the date these consolidated financial statements are issued. Accordingly, management has concluded that its plans do not alleviate the substantial doubt about the Company’s ability to continue as a going concern.”View the 10-Q filed Aug 19, 2026
Market Cap
$6.87M
Shares
52.91M
Volume · Oct 26
4.13M
Avg daily vol (3M)
19.54M
Every disclosed holder of SURG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SURG
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 2,697,468 | 5.10% |
| Insiders (Forms 3, 4, 5) | 3,618,157 | 6.84% |
| 13D/G-only blocks | 1,217,063 | 2.30% |
| Remaining | 45,375,735 | 85.76% |
| Registered funds (N-PORT, not summed) | 750,927 | 1.42% |
Shares outstanding: 52,908,423, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SURG
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
1,800,000 | ||
| 2 |
|
1,217,063 | ||
| 3 |
Millennium Capital Advisors, LLC
13F
CIK 2097025 · Unknown · Sep 30, 2026
|
600,000 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
567,358 | ||
| 5 |
|
486,805 | ||
| 6 |
Gaddis Premier Wealth Advisors LLC
13F
CIK 2087873 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
438,287 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
418,431 | ||
| 8 |
|
414,924 | ||
| 9 |
|
412,059 | ||
| 10 |
|
406,868 | ||
| 11 |
Cable Car Capital, LP
13F
CIK 1699575 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
181,667 | ||
| 12 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
168,647 | ||
| 13 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
148,927 | ||
| 14 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
125,121 | ||
| 15 |
|
97,501 | ||
| 16 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
83,235 | ||
| 17 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
83,163 | ||
| 18 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
66,000 | ||
| 19 |
|
61,800 | ||
| 20 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52,661 | ||
| 21 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,900 | ||
| 22 |
Ethos Financial Group, LLC
13F
CIK 1954242 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,233 | ||
| 23 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44,128 | ||
| 24 |
JAMES INVESTMENT RESEARCH, INC.
13F
CIK 810384 · Registered investment adviser · Sep 30, 2026
|
32,500 | ||
| 25 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,500 | ||
| 26 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,331 | ||
| 27 |
BAILARD, INC.
13F
CIK 750641 · Registered investment adviser · Sep 30, 2026
|
27,975 | ||
| 28 |
Virtu Financial LLC
13F
CIK 1533964 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,030 | ||
| 29 |
|
24,551 | ||
| 30 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
23,754 | ||
| 31 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
19,614 | ||
| 32 |
Fidelity Nasdaq Composite Index Fund
Fund
S000055366 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
15,080 | ||
| 33 |
TABLEAUX LLC
13F
CIK 2060663 · Unknown · Sep 30, 2026
|
14,635 | ||
| 34 |
GROUP ONE TRADING LLC
13F
CIK 932540 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,572 | ||
| 35 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,188 | ||
| 36 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,844 | ||
| 37 |
SBI Securities Co., Ltd.
13F
CIK 1851815 · Non-US institution · Sep 30, 2026
|
6,866 | ||
| 38 |
Vanguard Global Advisers, LLC
13F
CIK 1811242 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,107 | ||
| 39 |
Tower Research Capital LLC (TRC)
13F
CIK 1533421 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,296 | ||
| 40 |
Truvestments Capital LLC
13F
CIK 1750405 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,276 | ||
| 41 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,783 | ||
| 42 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,429 | ||
| 43 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,018 | ||
| 44 |
Ameritas Advisory Services, LLC
13F
CIK 1901275 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,000 | ||
| 45 |
|
381 | ||
| 46 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
CIK 1141802 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60 | ||
| 47 |
SIMPLEX TRADING, LLC
13F
CIK 1488542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29 | ||
| 48 |
Ritter Daniher Financial Advisory LLC / DE
13F
CIK 1936603 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15 | ||
| 49 |
Blue Trust, Inc.
13F
CIK 1856022 · Unknown · Sep 30, 2026
|
2 | ||
| 50 |
Caitong International Asset Management Co., Ltd
13F
CIK 1963355 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.