13FBOX
SURGEPAYS INC · 13F Institutional Holdings
Options Calculator Rankings
S

SURGEPAYS INC

SURG
Institutions
36
Combined AUM (Q2 2026)
$923,214
Combined Shares (Q2 2026)
2.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+424,141
15 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-266,789
11 · 6 Exit · ≈
⚖️ Net
+157,352
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$923,214
Institutions
36
New Buys
9
Adds
6
Reduces
5
Exits
6
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#20$204,816567,358$426,086567,35800.00%Unchanged
Gaddis Premier Wealth Advisors LLC
0.1%0.24%#1$158,222438,287$329,154438,28700.00%Unchanged
Cable Car Capital, LP
0.04%0.05%#2$136,432181,667$136,432181,66700.00%Unchanged
Millennium Capital Advisors, LLC
0.04%0.04%#3$75,810210,000$63,83585,000+125,000+147.06%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#21$60,890168,647$168,239223,997-55,350-24.71%Reduce
CITADEL ADVISORS LLC
<0.01%#19$49,552137,263$00+137,263New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#18$30,04883,235$62,50983,23500.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#15$23,82666,000$49,56666,00000.00%Unchanged
STATE STREET CORP
<0.01%<0.01%#27$22,31061,800$46,41261,80000.00%Unchanged
NORTHERN TRUST CORP
<0.01%<0.01%#22$19,01152,661$39,54852,66100.00%Unchanged
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#14$18,37550,900$37,47549,900+1,000+2.00%Add
Ethos Financial Group, LLC
<0.01%<0.01%#5$18,13450,233$21,48812,867+37,366+290.40%Add
JANE STREET GROUP, LLC
<0.01%#23$15,93044,128$00+44,128New Buy
JAMES INVESTMENT RESEARCH, INC.
<0.01%<0.01%#6$11,73332,500$24,40832,50000.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#12$11,73332,500$24,40832,50000.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#31$10,58829,331$52,76170,254-40,923-58.25%Reduce
BAILARD, INC.
<0.01%<0.01%#8$10,09927,975$21,00927,97500.00%Unchanged
Virtu Financial LLC
<0.01%#7$9,75827,030$00+27,030New Buy
UBS Group AG
<0.01%<0.01%#24$8,86324,551$56,17674,802-50,251-67.18%Reduce
TABLEAUX LLC
<0.01%#4$5,28314,635$00+14,635New Buy
GROUP ONE TRADING LLC
<0.01%<0.01%#17$4,89913,572$295393+13,179+3,353.44%Add
XTX Topco Ltd
<0.01%#10$4,76113,188$00+13,188New Buy
JPMORGAN CHASE & CO
<0.01%#30$3,3579,844$00+9,844New Buy
SBI Securities Co., Ltd.
<0.01%<0.01%#11$2,4756,857$4,3735,823+1,034+17.76%Add
Vanguard Global Advisers, LLC
<0.01%<0.01%#26$1,4834,107$3,0844,10700.00%Unchanged
Tower Research Capital LLC (TRC)
<0.01%<0.01%#13$1,1903,296$2,6893,580-284-7.93%Reduce
Truvestments Capital LLC
<0.01%<0.01%#9$1,1833,276$2,4603,27600.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#29$1,0302,783$2,0592,78300.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$5141,429$1,0711,42900.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#33$3671,018$2,8101,000+18+1.80%Add
Ameritas Advisory Services, LLC
<0.01%<0.01%#16$3611,000$7511,00000.00%Unchanged
BARCLAYS PLC
<0.01%#32$138381$00+381New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#34$2260$00+60New Buy
SIMPLEX TRADING, LLC
<0.01%<0.01%#35$1029$81109-80-73.39%Reduce
Ritter Daniher Financial Advisory LLC / DE
<0.01%<0.01%#25$615$121500.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#35$515$00+15New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow