13F

Stock

SurgePays, Inc.

SURG · held by 30 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$3.44M

Holders

30

+0 new · −0 exited

Holders’ est. mark

−$86.7K

Price effect on 3 books still in the name

Largest holder

$1.1M

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
Vanguard656.9K$1.1M—Held
Gaddis Premier Wealth Advisors LLC377.9K$631.1K—Held
Cable Car Capital, LP181.7K$303.4K—Held
GEODE CAPITAL MANAGEMENT, LLC165K$275.7K—Held
Millennium Capital Advisors, LLC85K$141.9K−$85.5KCut−$68.8K
CIBC Private Wealth Group LLC65K$108.5K—Held
State Street61.8K$103.2K—Held
BlackRock, Inc.60.2K$100.5K—Held
NORTHERN TRUST CORP52.7K$87.9K—Held
Renaissance Technologies48K$80.2K—Held
Cetera Investment Advisers46K$76.8K—Held
TWO SIGMA INVESTMENTS, LP33.9K$56.6K—Held
NewEdge Advisors, LLC32.5K$54.3K—Held
JAMES INVESTMENT RESEARCH, INC.32.5K$54.3K—Held
Squarepoint Ops LLC31.3K$52.2K—Held
BAILARD, INC.28K$46.7K—Held
UBS Group AG22.7K$37.9K—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP20.1K$33.6K—Held
XTX Topco Ltd15.5K$25.9K—Held
GERBER, LLC13.4K$22.4K—Held
Ethos Financial Group, LLC12.9K$21.5K—Held
Truvestments Capital LLC5.89K$9.84K—Held
SBI Securities Co., Ltd.4.82K$8.05K—Held
JONES FINANCIAL COMPANIES LLLP2.78K$4.65K—Held
OSAIC HOLDINGS, INC.1.43K$2.39K—Held
GROUP ONE TRADING LLC1.21K$2.02K—Held
Financial Network Wealth Advisors LLC1K$1.67K—Held
MORGAN STANLEY1K$1.67K−$1.14KCut−$1.14K
SIMPLEX TRADING, LLC812$1.36K—Held
BANK OF AMERICA CORP /DE/14$23−$14Cut−$11

Positions as of Q4 2025. 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.