SurgePays Ownership | Who Owns SurgePays?
SurgePays Ownership Summary
SurgePays is owned by 7.03% institutional investors, 35.00% insiders, and 57.97% retail investors. Vanguard group is the largest institutional shareholder, holding 3.31% of SURG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.09% of its assets in SurgePays shares.
SURG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SurgePays | 7.03% | 35.00% | 57.97% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 656.90K | 3.31% | $1.10M |
| Geode capital management | 224.00K | 1.12% | $168.24K |
| Cable car capital | 181.67K | 0.90% | $136.43K |
| Vanguard fiduciary trust | 83.23K | 0.41% | $62.51K |
| Ubs group | 74.80K | 0.37% | $56.18K |
| Blackrock | 62.48K | 0.35% | $199.32K |
| Blackrock funding, inc. /de | 70.25K | 0.35% | $52.76K |
| Cetera investment advisers | 66.00K | 0.33% | $49.57K |
| Cibc private wealth group | 65.00K | 0.33% | $108.55K |
| State street | 61.80K | 0.31% | $46.41K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cable car capital | 181.67K | 0.05% | $136.43K |
| Gerber | 13.40K | 0.01% | $10.06K |
| James investment research | 32.50K | 0.00% | $24.41K |
| Two sigma securities | 19.80K | 0.00% | $14.87K |
| Ethos financial group | 12.87K | 0.00% | $21.49K |
| Skaana management | 1.50K | 0.00% | $4.79K |
| Caption management | 17.50K | 0.00% | $55.83K |
| Financial network wealth advisors | 1.00K | 0.00% | $751.00 |
| Bailard | 27.98K | 0.00% | $21.01K |
| Truvestments capital | 3.28K | 0.00% | $2.46K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 83.23K | - | 83.23K |
| Geode capital management | 224.00K | - | 58.96K |
| Ubs group | 74.80K | - | 52.08K |
| Royal bank of canada | 26.16K | - | 25.50K |
| Cetera investment advisers | 66.00K | 0.00% | 20.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | - | - | -125.72K |
| Imc-chicago | - | - | -81.23K |
| Corsair capital management | - | - | -75.86K |
| Myda advisors | - | - | -72.00K |
| Mariner | - | - | -43.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 83.23K | - | 83.23K | $62.51K |
| Two sigma securities | 19.80K | 0.00% | 19.80K | $14.87K |
| Vanguard global advisers | 4.11K | - | 4.11K | $3.08K |
| Tower research capital llc (trc) | 3.58K | 0.00% | 3.58K | $2.69K |
| Skaana management | 1.50K | 0.00% | 1.50K | $4.79K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -30.00 |
| Richards, merrill & peterson | -30.00 |
| Citigroup | -39.00 |
| Federation des caisses desjardins du quebec | -100.00 |
| Fmr | -178.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 15 | -51.61% | 1,411,370 | -31.55% | 7 | 6.51% | 10 | 25.00% | - | -100.00% |
| Dec 31, 2025 | 20 | -44.44% | 1,675,322 | -7.70% | 8 | 10.14% | 5 | -72.22% | 9 | 12.50% |
| Sep 30, 2025 | 34 | - | 1,707,495 | 7.15% | 8 | 13.37% | 16 | -5.88% | 8 | -27.27% |
| Jun 30, 2025 | 37 | 19.35% | 1,611,523 | -13.70% | 8 | 9.36% | 18 | - | 12 | 100.00% |
| Mar 31, 2025 | 31 | -3.13% | 1,918,511 | -3.10% | 9 | 9.45% | 19 | -5.00% | 6 | 100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 427.58K | 2.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 418.43K | 1.67% | - |
| Fidelity Extended Market Index | 134.56K | 0.64% | 58.38K |
| Vanguard Institutional Extnd Mkt Idx Tr | 148.93K | 0.59% | - |
| NT Ext Equity Mkt Index Fund - Lending | 41.01K | 0.19% | - |
| NT Ext Equity Mkt Idx Fd - L | 41.01K | 0.19% | - |
| iShares Micro-Cap ETF | 38.53K | 0.18% | - |
| Northern Trust Extended Eq Market Idx | 41.01K | 0.16% | 25.51K |
| Perritt Ultra MicroCap | 30.00K | 0.15% | - |
| RBC Microcap Value I | 26.00K | 0.13% | 26.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 03, 2026 | May David Allen | - | Buy | $2.84K |
| Jun 05, 2026 | May David Allen | - | Buy | $18.24K |
| Jun 04, 2026 | May David Allen | - | Buy | $63.59 |
| Dec 10, 2025 | May David Allen | - | Buy | $16.20K |
| Dec 10, 2025 | May David Allen | - | Buy | $45.45K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 3 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 2 | - |
| 2025 Q2 | 1 | 1 |
| 2024 Q4 | 8 | 6 |
SURG Ownership FAQ
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