SurgepaysSURG
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 36 institutions reported holding Surgepays Inc. (SURG) in their 13F filings, up 3 from Q1 2026. 8 opened new positions and 5 sold out. The largest holders were Vanguard Capital Management LLC ($205K), Gaddis Premier Wealth Advisors LLC ($158K) and Millennium Capital Advisors, LLC ($76K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Surgepays Inc.
- CUSIP
- 86882L204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $70K |
| Exits | 5 | $90K |
All 13F filers, Q1 2026 → Q2 2026: 370,026 shares bought and 266,788 shares sold, net +103,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Vanguard Capital Management LLC | 0.00% | No change | 567,358 | $205K |
| Gaddis Premier Wealth Advisors LLC | 0.10% | No change | 438,287 | $158K |
| Millennium Capital Advisors, LLC | 0.04% | Add +147.1% | 210,000 | $76K |
| Cable Car Capital, LP | 0.00% | No change | 181,667 | $66K |
| Geode Capital Management, LLC | 0.00% | Reduce -24.7% | 168,647 | $61K |
| Vanguard Fiduciary Trust Co. | 0.00% | No change | 83,235 | $30K |
| Citadel Advisors | 0.00% | New | 83,163 | $30K |
| Cetera Investment Advisers | 0.00% | No change | 66,000 | $24K |
| State Street Corp. | 0.00% | No change | 61,800 | $22K |
| Northern Trust Corp. | 0.00% | No change | 52,661 | $19K |
| Renaissance Technologies | 0.00% | Add +2.0% | 50,900 | $18K |
| Ethos Financial Group, LLC | 0.00% | Add +290.4% | 50,233 | $18K |
| Jane Street Group, LLC | 0.00% | New | 44,128 | $16K |
| James Investment Research, Inc. | 0.00% | No change | 32,500 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 32,500 | $12K |
| BlackRock, Inc. | 0.00% | Reduce -58.3% | 29,331 | $11K |
| Bailard, Inc. | 0.00% | No change | 27,975 | $10K |
| Virtu Financial LLC | 0.00% | New | 27,030 | $10K |
| UBS Group AG | 0.00% | Reduce -67.2% | 24,551 | $9K |
| Tableaux LLC | 0.00% | New | 14,635 | $5K |
| Group One Trading LLC | 0.00% | Add +3353.4% | 13,572 | $5K |
| XTX Topco Ltd | 0.00% | New | 13,188 | $5K |
| JPMorgan Chase & Co. | 0.00% | New | 9,844 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +17.8% | 6,857 | $2K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 4,107 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.9% | 3,296 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 3,276 | $1K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,783 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,429 | $514 |
| Morgan Stanley | 0.00% | Add +1.8% | 1,018 | $367 |
| Ameritas Advisory Services, LLC | 0.00% | No change | 1,000 | $361 |
| Barclays PLC | 0.00% | New | 381 | $138 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 60 | $22 |
| Simplex Trading, LLC | 0.00% | Reduce -73.4% | 29 | $10 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 15 | $6 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is SURG's weight in each manager's 13F, not the share of Surgepays Inc. the manager owns.