SURG Institutional Ownership
Who owns SurgePays, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 36 funds reported holding SURG at Jun 30, 2026, together owning 4.4% of the company.
- ▲14 buying vs 10 selling
- ●Held by funds +0.2 pts
- ▲Funds holding +3
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 36 | 33 | +9.1% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 2.3M | 2.2M | +4.7% |
| Held by funds | 4.4% | 4.2% | +0.2 pts |
| New positions | 8 | 5 | +60.0% |
| Increased | 6 | 8 | −25.0% |
| Reduced | 5 | 3 | +66.7% |
| Sold out | 5 | 4 | +25.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SURG
All superinvestors →
Who owns SURG
share of fund held shares- Index and passive funds41.9%
- Active managers and hedge funds53.3%
- Banks and brokers4.8%
- Pensions, insurers and other0.0%
The top 10 holders own 82.9% of all SURG shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
5 funds changed their position- Millennium Capital Advisors, LLCAdded+390K sh
- Gaddis Premier Wealth Advisors LLCAdded+323K sh
- SBI Securities Co., Ltd.Added+9 sh
- Caitong International Asset Management Co., LtdSold out−1 sh
- Blue Trust, Inc.New+2 sh
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 1.07% | 567K | $205K | 0 |
| 2 | Gaddis Premier Wealth Advisors LLC | 0.83% | 438K | $158K | 0 |
| 3 | Millennium Capital Advisors, LLC | 0.40% | 210K | $76K | +125K |
| 4 | Cable Car Capital, LP | 0.34% | 182K | $66K | 0 |
| 5 | Geode Capital Management, LLC | 0.32% | 169K | $61K | −55K |
| 6 | Vanguard Fiduciary Trust Co | 0.16% | 83K | $30K | 0 |
| 7 | Citadel Advisors LLC | 0.16% | 83K | $30K | +83K |
| 8 | Cetera Investment Advisers | 0.12% | 66K | $24K | 0 |
| 9 | State Street Corp | 0.12% | 62K | $22K | 0 |
| 10 | Northern Trust Corp | 0.10% | 53K | $19K | 0 |
- Millennium Capital Advisors, LLC+125K sh+$45K
- Citadel Advisors LLC+83K sh+$30K
- Jane Street Group, LLC+44K sh+$16K
- Ethos Financial Group, LLC+37K sh+$13K
- Virtu Financial LLC+27K sh+$10K
- Tableaux LLC+15K sh+$5K
- XTX Topco Ltd+13K sh+$5K
- Group One Trading LLC+13K sh+$5K
- CIBC Bancorp USA Inc.−65K sh−$49K
- Geode Capital Management, LLC−55K sh−$20K
- UBS Group AG−50K sh−$18K
- Susquehanna International Group, LLP−21K sh−$16K
- Two Sigma Securities, LLC−20K sh−$15K
- BlackRock, Inc.−41K sh−$15K
- Gerber, LLC−13K sh−$10K
- Financial Network Wealth Advisors LLC−1,000 sh−$751
SURG institutional ownership FAQ
Who owns the most SURG stock?
In Q2 2026 13F filings the largest holder of SURG was Vanguard Capital Management LLC, followed by Gaddis Premier Wealth Advisors LLC and Millennium Capital Advisors, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SURG is owned by institutions?
Funds that file 13F reports held 4.4% of SURG's shares at Jun 30, 2026, compared with 4.2% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying SURG?
In Q2 2026, 14 funds bought SURG (8 of them new positions) and 10 sold (5 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for SURG is bullish.
What is SURG's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SURG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.