37 institutions reported holding $1.7M of SURGEPAYS INC (SURG) in SEC 13F filings for 2026-03-31. Largest institutional holders: VANGUARD CAPITAL MANAGEMENT LLC ($426,086), Gaddis Premier Wealth Advisors LLC ($329,154), GEODE CAPITAL MANAGEMENT, LLC ($168,239), Cable Car Capital, LP ($136,432), Millennium Capital Advisors, LLC ($63,835). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $426,086 | 567,358 | New |
| 2 | Gaddis Premier Wealth Advisors LLC | $329,154 | 438,287 | Added |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $168,239 | 223,997 | Added |
| 4 | Cable Car Capital, LP | $136,432 | 181,667 | Hold |
| 5 | Millennium Capital Advisors, LLC | $63,835 | 85,000 | Hold |
| 6 | VANGUARD FIDUCIARY TRUST CO | $62,509 | 83,235 | New |
| 7 | UBS Group AG | $56,176 | 74,802 | Added |
| 8 | BlackRock, Inc. | $52,761 | 70,254 | Added |
| 9 | Cetera Investment Advisers | $49,566 | 66,000 | Added |
| 10 | CIBC Bancorp USA Inc. | $48,815 | 65,000 | New |
| 11 | STATE STREET CORP | $46,412 | 61,800 | Hold |
| 12 | NORTHERN TRUST CORP | $39,548 | 52,661 | Hold |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $37,475 | 49,900 | Added |
| 14 | NewEdge Advisors, LLC | $32,500 | 32,500 | Hold |
| 15 | JAMES INVESTMENT RESEARCH, INC. | $24,408 | 32,500 | Hold |
| 16 | Ethos Financial Group, LLC | $21,488 | 12,867 | Hold |
| 17 | BAILARD, INC. | $21,009 | 27,975 | Hold |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15,545 | 20,699 | Trimmed |
| 19 | TWO SIGMA SECURITIES, LLC | $14,871 | 19,801 | New |
| 20 | GERBER, LLC | $10,063 | 13,400 | Hold |
| 21 | SBI Securities Co., Ltd. | $4,373 | 5,823 | Added |
| 22 | Vanguard Global Advisers, LLC | $3,084 | 4,107 | New |
| 23 | Tower Research Capital LLC (TRC) | $2,689 | 3,580 | New |
| 24 | Truvestments Capital LLC | $2,460 | 3,276 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $2,059 | 2,783 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31