Who Owns SurgePays Stock?
NASDAQ: SURGConsumer DiscretionaryAdvertisingUSD
Market open · Delayed 15 min · as of Oct 9, 10:37 AM ET
Ownership breakdown
- Held by institutions
- 4.36%
- Held by insiders
- 19.38%
- Institutional holders
- 37
- Institutions 4.4%
- Insiders 19.4%
- Public and other 76.3%
Who owns SurgePays stock?
Institutional investors own about 4.4% of SurgePays's shares, spread across 37 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 19.38% of SURG.
The largest institutional holders are Vanguard Capital Management LLC (1.07%), Gaddis Premier Wealth Advisors LLC (0.83%) and Millennium Capital Advisors, LLC (0.40%). Together, the top 10 institutions control 3.6% of shares outstanding. In their latest filings, 2 of the top 10 institutions increased their SURG positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SURG
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Vanguard Capital Management LLC | 567.36K | 1.07% | 0.0% |
| Gaddis Premier Wealth Advisors LLC | 438.29K | 0.83% | 0.0% |
| Millennium Capital Advisors, LLC | 210.00K | 0.40% | +147.1% |
| Cable Car Capital, LP | 181.67K | 0.34% | 0.0% |
| Geode Capital Management, LLC | 168.65K | 0.32% | -24.7% |
| Vanguard Fiduciary Trust Co | 83.23K | 0.16% | 0.0% |
| Citadel Advisors Llc | 83.16K | 0.16% | +100.0% |
| Cetera Investment Advisers | 66.00K | 0.12% | 0.0% |
| State Street Corporation | 61.80K | 0.12% | 0.0% |
| Northern Trust Corporation | 52.66K | 0.10% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SURG
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 418.43K | 0.79% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 148.93K | 0.28% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 88.66K | 0.17% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 23.75K | 0.04% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 19.61K | 0.04% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 5.14K | 0.01% |
Frequently asked questions
Who is the largest shareholder of SurgePays?
Vanguard Capital Management LLC is the largest institutional shareholder of SURG, owning 1.07% of shares outstanding (567.36K shares) as of its latest 13F filing.
What percentage of SurgePays is owned by institutions?
Institutions own about 4.4% of SURG shares and 5.4% of the public float.
How much of SurgePays do insiders own?
Insiders, such as officers and directors, own about 19.38% of SURG shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.