SurgePays, Inc. (SURG) — Institutional Holders, Q2 2026
36 institutional investment managers reported a SURG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $833.1K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SURG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Millennium Capital AdvisorsAdded · +125,000 sh+$45.1K
- CITADEL ADVISORSNew · +83,163 sh+$30.0K
- JANE STREET GROUPNew · +44,128 sh+$15.9K
- Ethos Financial GroupAdded · +37,366 sh+$13.5K
- Virtu FinancialNew · +27,030 sh+$9.8K
Biggest sellers
- CIBC Bancorp USASold out · -65,000 sh-$23.5K
- GEODE CAPITAL MANAGEMENTTrimmed · -55,350 sh-$20.0K
- UBS Group AGTrimmed · -50,251 sh-$18.1K
- BlackRockTrimmed · -40,923 sh-$14.8K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPSold out · -20,699 sh-$7.5K
SURG 13F holders ranked 1–36 of 36
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT#1 · 567,358 sh | 567,358 | $204.8K | 0.00% | 0.0% |
| 2 | Gaddis Premier Wealth Advisors#2 · 438,287 sh | 438,287 | $158.2K | 0.10% | 0.0% |
| 3 | Millennium Capital Advisors#3 · 210,000 sh | 210,000 | $75.8K | — | +147.1% |
| 4 | Cable Car Capital#4 · 181,667 sh | 181,667 | $65.6K | <0.01% | 0.0% |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 168,647 sh | 168,647 | $60.9K | 0.00% | -24.7% |
| 6 | VANGUARD FIDUCIARY#6 · 83,235 sh | 83,235 | $30.0K | 0.00% | 0.0% |
| 7 | CITADEL ADVISORS#7 · 83,163 sh | 83,163 | $30.0K | 0.00% | New |
| 8 | Cetera Investment Advisers#8 · 66,000 sh | 66,000 | $23.8K | 0.00% | 0.0% |
| 9 | STATE STREET#9 · 61,800 sh | 61,800 | $22.3K | 0.00% | 0.0% |
| 10 | NORTHERN#10 · 52,661 sh | 52,661 | $19.0K | 0.00% | 0.0% |
| 11 | RENAISSANCE TECHNOLOGIES#11 · 50,900 sh | 50,900 | $18.4K | 0.00% | +2.0% |
| 12 | Ethos Financial Group#12 · 50,233 sh | 50,233 | $18.1K | <0.01% | +290.4% |
| 13 | JANE STREET GROUP#13 · 44,128 sh | 44,128 | $15.9K | 0.00% | New |
| 14 | NewEdge Advisors#14 · 32,500 sh | 32,500 | $11.7K | 0.00% | 0.0% |
| 15 | JAMES INVESTMENT RESEARCH#15 · 32,500 sh | 32,500 | $11.7K | — | 0.0% |
| 16 | BlackRock#16 · 29,331 sh | 29,331 | $10.6K | 0.00% | -58.3% |
| 17 | BAILARD#17 · 27,975 sh | 27,975 | $10.1K | — | 0.0% |
| 18 | Virtu Financial#18 · 27,030 sh | 27,030 | $10.0K | <0.01% | New |
| 19 | UBS Group AG#19 · 24,551 sh | 24,551 | $8.9K | 0.00% | -67.2% |
| 20 | TABLEAUX#20 · 14,635 sh | 14,635 | $5.3K | — | New |
| 21 | GROUP ONE TRADING, L.P.#21 · 13,572 sh | 13,572 | $4.9K | 0.00% | +3353.4% |
| 22 | XTX Topco Ltd#22 · 13,188 sh | 13,188 | $4.8K | <0.01% | New |
| 23 | JPMORGAN CHASE#23 · 9,844 sh | 9,844 | $3.4K | 0.00% | New |
| 24 | SBI Securities , Ltd.#24 · 6,857 sh | 6,857 | $2.5K | — | +17.8% |
| 25 | Vanguard Global Advisers#25 · 4,107 sh | 4,107 | $1.5K | 0.00% | 0.0% |
| 26 | Tower Research Capital (TRC)#26 · 3,296 sh | 3,296 | $1.2K | 0.00% | -7.9% |
| 27 | Truvestments Capital#27 · 3,276 sh | 3,276 | $1.2K | <0.01% | 0.0% |
| 28 | JONES FINANCIAL COMPANIES LLLP#28 · 2,783 sh | 2,783 | $1.0K | 0.00% | 0.0% |
| 29 | OSAIC#29 · 1,429 sh | 1,429 | $514.00 | 0.00% | 0.0% |
| 30 | MORGAN STANLEY#30 · 1,018 sh | 1,018 | $367.00 | 0.00% | +1.8% |
| 31 | Ameritas Advisory Services#31 · 1,000 sh | 1,000 | $361.00 | 0.00% | 0.0% |
| 32 | BARCLAYS PLC#32 · 381 sh | 381 | $138.00 | 0.00% | New |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#33 · 60 sh | 60 | $22.00 | 0.00% | New |
| 34 | SIMPLEX TRADING#34 · 29 sh | 29 | $10.00 | 0.00% | -73.4% |
| 35 | Ritter Daniher Financial Advisory / DE#35 · 15 sh | 15 | $6.00 | 0.00% | 0.0% |
| 36 | Caitong International Asset Management , Ltd#36 · 1 sh | 1 | $0.00 | 0.00% | 0.0% |
Funds that sold out of SURG in Q2 2026 (5)
Held SURG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| CIBC Bancorp USA65,000 sh | 65,000 | $48.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP20,699 sh | 20,699 | $15.5K |
| TWO SIGMA SECURITIES19,801 sh | 19,801 | $14.9K |
| GERBER13,400 sh | 13,400 | $10.1K |
| Financial Network Wealth Advisors1,000 sh | 1,000 | $751.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.