SURG · Company research
SurgePays, Inc. (SURG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83235 | 30048 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ethos Financial Group, LLC | 1954242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50233 | 18134 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6857 | 2475 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| BAILARD, INC. | 750641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27975 | 10099 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32500 | 11733 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29331 | 10588 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66000 | 23826 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1429 | 514 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83163 | 30022 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13188 | 4761 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 361 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 0 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Gaddis Premier Wealth Advisors LLC | 2087873 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 438287 | 158222 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 180 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 381 | 138 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52661 | 19011 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19872 | 7174 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2783 | 1030 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3276 | 1183 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13572 | 4899 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137230 | 49549 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50900 | 18375 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JAMES INVESTMENT RESEARCH, INC. | 810384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32500 | 11733 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4107 | 1483 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 567358 | 204816 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TABLEAUX LLC | 2060663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14635 | 5283 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61800 | 22310000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52661 | 19011000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29331 | 10588000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 361 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3296 | 1190 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 5 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Millennium Capital Advisors, LLC | 2097025 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210000 | 75810 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61800 | 22310 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60 | 22 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cable Car Capital, LP | 1699575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 181667 | 65582 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27030 | 10 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34086 | 12305 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9844 | 3357 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ritter Daniher Financial Advisory LLC / DE | 1936603 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 6 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32500 | 24408 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52661 | 39548000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61800 | 46412000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2896 | 2175000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 52661 | 87944000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 61800 | 103206000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2896 | 4836000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 61800 | 173658000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2896 | 8138000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 110000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.