Who owns SurgePays, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SURG from SEC Form 13F filings across 37 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 37 institutions disclosed 2.3M shares of SurgePays, Inc. worth $823,086 — about 8.9% of shares outstanding; the largest disclosed holder is VANGUARD CAPITAL MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
37
13F holders
$823,086
value, 2026 filers
8.9%
of shares outstanding (2.3M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SURG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 567,358 | $204,816 | 0.0% | 2.2% | 0.0% |
| 2 | Gaddis Premier Wealth Advisors LLC | 438,287 | $158,222 | 0.1% | 1.7% | 0.0% |
| 3 | Millennium Capital Advisors, LLC | 210,000 | $75,810 | 0.0% | 0.8% | +147.1% |
| 4 | Cable Car Capital, LP | 181,667 | $65,582 | 0.0% | 0.7% | 0.0% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 168,647 | $60,890 | 0.0% | 0.7% | -24.7% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 83,235 | $30,048 | 0.0% | 0.3% | 0.0% |
| 7 | CITADEL ADVISORS LLCNEW | 83,163 | $30,022 | 0.0% | 0.3% | new |
| 8 | Cetera Investment Advisers | 66,000 | $23,826 | 0.0% | 0.3% | 0.0% |
| 9 | STATE STREET CORP | 61,800 | $22,310 | 0.0% | 0.2% | 0.0% |
| 10 | NORTHERN TRUST CORP | 52,661 | $19,011 | 0.0% | 0.2% | 0.0% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 50,900 | $18,375 | 0.0% | 0.2% | +2.0% |
| 12 | Ethos Financial Group, LLC | 50,233 | $18,134 | 0.0% | 0.2% | +290.4% |
| 13 | JANE STREET GROUP, LLCNEW | 44,128 | $15,930 | 0.0% | 0.2% | new |
| 14 | JAMES INVESTMENT RESEARCH, INC. | 32,500 | $11,733 | 0.0% | 0.1% | 0.0% |
| 15 | NewEdge Advisors, LLC | 32,500 | $11,733 | 0.0% | 0.1% | 0.0% |
| 16 | BlackRock, Inc. | 29,331 | $10,588 | 0.0% | 0.1% | -58.3% |
| 17 | BAILARD, INC. | 27,975 | $10,099 | 0.0% | 0.1% | 0.0% |
| 18 | Virtu Financial LLCNEW | 27,030 | $10 | 0.0% | 0.1% | new |
| 19 | UBS Group AG | 24,551 | $8,863 | 0.0% | 0.1% | -67.2% |
| 20 | TABLEAUX LLCNEW | 14,635 | $5,283 | 0.0% | 0.1% | new |
| 21 | GROUP ONE TRADING LLC | 13,572 | $4,899 | 0.0% | 0.1% | +3353.4% |
| 22 | XTX Topco LtdNEW | 13,188 | $4,761 | 0.0% | 0.1% | new |
| 23 | JPMORGAN CHASE & CONEW | 9,844 | $3,357 | 0.0% | 0% | new |
| 24 | SBI Securities Co., Ltd. | 6,857 | $2,475 | 0.0% | 0% | +17.8% |
| 25 | Vanguard Global Advisers, LLC | 4,107 | $1,483 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.