13F

Stock

SurgePays, Inc.

SURG · held by 33 managers

Reported value

$1.68M

Holders

33

+5 new · −4 exited

Holders’ est. mark

−$1.13M

Price effect on 24 books still in the name

Largest holder

$426.1K

VANGUARD CAPITAL MANAGEMENT LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
VANGUARD CAPITAL MANAGEMENT LLC567.4K$426.1KHeld
Gaddis Premier Wealth Advisors LLC438.3K$329.2K−$347.3KCut−$302K
GEODE CAPITAL MANAGEMENT, LLC224K$168.2K−$151.7KCut−$107.4K
Cable Car Capital, LP181.7K$136.4K−$167KCut−$167K
Millennium Capital Advisors, LLC85K$63.8K−$78.1KCut−$78.1K
VANGUARD FIDUCIARY TRUST CO83.2K$62.5KHeld
UBS Group AG74.8K$56.2K−$20.9KAdded$18.2K
BlackRock, Inc.70.3K$52.8K−$55.3KCut−$47.7K
Cetera Investment Advisers66K$49.6K−$42.3KCut−$27.3K
CIBC Bancorp USA Inc.65K$48.8KHeld
State Street61.8K$46.4K−$56.8KCut−$56.8K
NORTHERN TRUST CORP52.7K$39.5K−$48.4KCut−$48.4K
Renaissance Technologies49.9K$37.5K−$44.1KCut−$42.7K
NewEdge Advisors, LLC32.5K$32.5K−$21.8KCut−$21.8K
JAMES INVESTMENT RESEARCH, INC.32.5K$24.4K−$29.9KCut−$29.9K
Ethos Financial Group, LLC12.9K$21.5K$0Held
BAILARD, INC.28K$21K−$25.7KCut−$25.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP20.7K$15.5K−$18.5KCut−$18.1K
TWO SIGMA SECURITIES, LLC19.8K$14.9KNew
GERBER, LLC13.4K$10.1K−$12.3KCut−$12.3K
SBI Securities Co., Ltd.5.82K$4.37K−$4.43KCut−$3.68K
Vanguard Global Advisers, LLC4.11K$3.08KHeld
Tower Research Capital LLC (TRC)3.58K$2.69KNew
Truvestments Capital LLC3.28K$2.46K−$3.01KCut−$7.38K
JONES FINANCIAL COMPANIES LLLP2.78K$2.06K−$2.59KCut−$2.59K
OSAIC HOLDINGS, INC.1.43K$1.07K−$1.31KCut−$1.31K
Ameritas Advisory Services, LLC1K$751New
Financial Network Wealth Advisors LLC1K$751−$919Cut−$919
MORGAN STANLEY1K$751−$919Cut−$919
GROUP ONE TRADING LLC393$295−$361Cut−$1.73K
SIMPLEX TRADING, LLC109$81−$101Cut−$1.27K
Ritter Daniher Financial Advisory LLC / DE15$12New
Caitong International Asset Management Co., Ltd1$1New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.