SurgePays, Inc. - SURG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 656,900 | 1,097 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 567,358 | 426 | 0.0% | — | 2 | +567,358 | New | Q1 2026 | May 15, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 438,287 | 329 | 0.24% | 0.48% | 3 | +60,363 | 15.97% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 223,997 | 168 | 0.0% | 0.0% | 4 | +58,958 | 35.72% | Q1 2026 | May 15, 2026 |
| Cable Car Capital, LP | History | No change | 181,667 | 136 | 0.05% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 65,000 | 108 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 85,000 | 63 | 0.04% | 0.08% | 7 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 83,235 | 62 | 0.0% | — | 8 | +83,235 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 74,802 | 56 | 0.0% | 0.0% | 9 | +52,080 | 229.21% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 70,254 | 52 | 0.0% | 0.0% | 10 | +10,077 | 16.75% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 66,000 | 49 | 0.0% | 0.0% | 11 | +20,000 | 43.48% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 65,000 | 48 | 0.0% | — | 12 | +65,000 | New | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | No change | 61,800 | 46 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 52,661 | 39 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 49,900 | 37 | 0.0% | 0.0% | 15 | +1,900 | 3.96% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 32,500 | 32 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 32,500 | 24 | 0.0% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BAILARD, INC. | History | No change | 27,975 | 21 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | No change | 12,867 | 21 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,699 | 15 | 0.0% | 0.0% | 20 | -9,536 | -31.54% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 19,801 | 14 | 0.0% | — | 21 | +19,801 | New | Q1 2026 | May 15, 2026 |
| GERBER, LLC | History | No change | 13,400 | 10 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 5,823 | 4 | 0.0% | 0.0% | 23 | +1,000 | 20.73% | Q1 2026 | Apr 27, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,107 | 3 | 0.0% | — | 24 | +4,107 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,580 | 2 | 0.0% | — | 27 | +3,580 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Reduced | 3,276 | 2 | 0.0% | 0.0% | 26 | -2,613 | -44.37% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,783 | 2 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,429 | 1 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,871 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,282 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -15,519 | -100.0% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,000 | 0 | — | — | — | +1,000 | New | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 393 | 0 | — | 0.0% | — | -819 | -67.57% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 109 | 0 | — | 0.0% | — | -703 | -86.58% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | No change | 1,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |