BARTLETT, TN
SURGEPAYS, INC.SURG— Latest position per institution from SEC 13F filings
15
Institutional holders
4.48M
Total shares held
9.33M
Estimated value
223.99K
Avg. position size
VANGUARD GROUP INC
CIK 102909
Shares
656.90K
Value
1.10M
Filed
Dec 31, 2025
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
567.36K
Value
204.82K
Filed
Jun 30, 2026
PRAETORIAN CAPITAL MANAGEMENT LLC
CIK 1337851
Shares
480K
Value
2.16M
Filed
Mar 31, 2023
PRAETORIAN PR LLC
CIK 1949877
Shares
450K
Value
2.11M
Filed
Sep 30, 2023
GADDIS PREMIER WEALTH ADVISORS LLC
CIK 2087873
Shares
438.29K
Value
158.22K
Filed
Jun 30, 2026
CLEAR STREET LLC
CIK 1708828
Shares
238K
Value
1.07K
Filed
Mar 31, 2023
INFORMED MOMENTUM CO LLC
CIK 1510989
Shares
226.48K
Value
1.66M
Filed
Jun 30, 2023
MILLENNIUM CAPITAL ADVISORS, LLC
CIK 2097025
Shares
210K
Value
75.81K
Filed
Jun 30, 2026
CABLE CAR CAPITAL, LP
CIK 1699575
Shares
181.67K
Value
65.58K
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
168.65K
Value
60.89K
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
137.26K
Value
49.55K
Filed
Jun 30, 2026
BANK OF NEW YORK MELLON CORP
CIK 1390777
Shares
125.72K
Value
231.33K
Filed
Sep 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 1107261
Shares
91.06K
Value
587.32K
Filed
Dec 31, 2023
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
83.23K
Value
30.05K
Filed
Jun 30, 2026
IMC-CHICAGO, LLC
CIK 1452861
Shares
81.23K
Value
259.13K
Filed
Jun 30, 2024
CORSAIR CAPITAL MANAGEMENT, L.P.
CIK 1276470
Shares
75.86K
Value
135.04K
Filed
Dec 31, 2024
MYDA ADVISORS LLC
CIK 1589689
Shares
72K
Value
277.20K
Filed
Mar 31, 2024
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
66K
Value
23.83K
Filed
Jun 30, 2026
CIBC PRIVATE WEALTH GROUP LLC
CIK 1298088
Shares
65K
Value
108.55K
Filed
Dec 31, 2025
CIBC BANCORP USA INC.
CIK 1711924
Shares
65K
Value
48.81K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 102909 | 656.90K | 1.10M | Dec 31, 2025 |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 567.36K | 204.82K | Jun 30, 2026 |
| 3 | PRAETORIAN CAPITAL MANAGEMENT LLC | 1337851 | 480K | 2.16M | Mar 31, 2023 |
| 4 | PRAETORIAN PR LLC | 1949877 | 450K | 2.11M | Sep 30, 2023 |
| 5 | GADDIS PREMIER WEALTH ADVISORS LLC | 2087873 | 438.29K | 158.22K | Jun 30, 2026 |
| 6 | CLEAR STREET LLC | 1708828 | 238K | 1.07K | Mar 31, 2023 |
| 7 | INFORMED MOMENTUM CO LLC | 1510989 | 226.48K | 1.66M | Jun 30, 2023 |
| 8 | MILLENNIUM CAPITAL ADVISORS, LLC | 2097025 | 210K | 75.81K | Jun 30, 2026 |
| 9 | CABLE CAR CAPITAL, LP | 1699575 | 181.67K | 65.58K | Jun 30, 2026 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 168.65K | 60.89K | Jun 30, 2026 |
| 11 | CITADEL ADVISORS LLC | 1423053 | 137.26K | 49.55K | Jun 30, 2026 |
| 12 | BANK OF NEW YORK MELLON CORP | 1390777 | 125.72K | 231.33K | Sep 30, 2024 |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | 91.06K | 587.32K | Dec 31, 2023 |
| 14 | VANGUARD FIDUCIARY TRUST CO | 933478 | 83.23K | 30.05K | Jun 30, 2026 |
| 15 | IMC-CHICAGO, LLC | 1452861 | 81.23K | 259.13K | Jun 30, 2024 |
| 16 | CORSAIR CAPITAL MANAGEMENT, L.P. | 1276470 | 75.86K | 135.04K | Dec 31, 2024 |
| 17 | MYDA ADVISORS LLC | 1589689 | 72K | 277.20K | Mar 31, 2024 |
| 18 | CETERA INVESTMENT ADVISERS | 1666741 | 66K | 23.83K | Jun 30, 2026 |
| 19 | CIBC PRIVATE WEALTH GROUP LLC | 1298088 | 65K | 108.55K | Dec 31, 2025 |
| 20 | CIBC BANCORP USA INC. | 1711924 | 65K | 48.81K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.