SURGEPAYS INC SURG
$0.57
+38.1% 52w: $0.34 – $3.43
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data0.341.893.43
Jun 20, 2025 Jul 2, 2026
Institutional holders
33
+3 QoQ
13F value
$1.7M
-51.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$75 calls / — puts
Institutional value by quarter
Number of holders
Who owns SURG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 567.4K | $426K | 0.0% | — |
| Gaddis Premier Wealth Advisors LLC | Wealth advisor | 438.3K | $329K | 0.2% | +16.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 224.0K | $168K | 0.0% | +35.7% |
| Cable Car Capital, LP ★2 | Fundamental diversified | 181.7K | $136K | 0.1% | Held |
| Millennium Capital Advisors, LLC ★2 | Fundamental diversified | 85.0K | $64K | 0.0% | Held |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 83.2K | $63K | 0.0% | — |
| UBS Group AG | Bank broker | 74.8K | $56K | 0.0% | +229.2% |
| BlackRock, Inc. | Index provider | 70.3K | $53K | 0.0% | +16.7% |
| Cetera Investment Advisers | Wealth advisor | 66.0K | $50K | 0.0% | +43.5% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 65.0K | $49K | 0.0% | — |
| STATE STREET CORP | Index provider | 61.8K | $46K | 0.0% | Held |
| NORTHERN TRUST CORP | Index provider | 52.7K | $40K | 0.0% | Held |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 49.9K | $37K | 0.0% | +4.0% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 32.5K | $24K | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 32.5K | $24K | 0.0% | Held |
| Ethos Financial Group, LLC | Wealth advisor | 12.9K | $21K | 0.0% | Held |
| BAILARD, INC. | Other | 28.0K | $21K | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 20.7K | $16K | 0.0% | +2.8% |
| TWO SIGMA SECURITIES, LLC | Market maker | 19.8K | $15K | 0.0% | New |
| GERBER, LLC | Wealth advisor | 13.4K | $10K | 0.0% | Held |
| SBI Securities Co., Ltd. | Diversified mechanical | 5.8K | $4K | 0.0% | +20.7% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 4.1K | $3K | 0.0% | — |
| Tower Research Capital LLC (TRC) | Market maker | 3.6K | $3K | 0.0% | New |
| Truvestments Capital LLC | Other | 3.3K | $2K | 0.0% | -44.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.8K | $2K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.4K | $1K | 0.0% | Held |
| Ameritas Advisory Services, LLC | Wealth advisor | 1.0K | $751 | 0.0% | New |
| Financial Network Wealth Advisors LLC | Wealth advisor | 1.0K | $751 | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 1.0K | $751 | 0.0% | Held |
| GROUP ONE TRADING LLC | Market maker | 393 | $295 | 0.0% | -67.6% |
| SIMPLEX TRADING, LLC | Market maker | 109 | $81 | 0.0% | -86.6% |
| Ritter Daniher Financial Advisory LLC / DE | Wealth advisor | 15 | $12 | 0.0% | New |
| Caitong International Asset Management Co., Ltd | Diversified mechanical | 1 | $1 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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