Surgepays Inc (SURG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Gaddis Premier Wealth Advisors LLC

INCREASED

Shares761,051 from 438,287

Change+322,764 (+74%)

Value$114.4K (-$43.8K)

Filed 2026-10-29

Millennium Capital Advisors, LLC

INCREASED

Shares600,000 from 210,000

Change+390,000 (+186%)

Value$90.2K (+$14.4K)

Filed 2026-10-16

Geode Capital Management, LLC

DECREASED

Shares147,606 from 168,647

Change-21,041 (-12%)

Value$22.2K (-$38.7K)

Filed 2026-11-06

Simplex Trading, LLC

INCREASED

Shares47,106 from 29

Change+47,077 (+162334%)

Value$7.1K (+$7.1K)

Filed 2026-11-04

James Investment Research, Inc.

UNCHANGED

Shares32,500 from 32,500

Change0 (0%)

Value$4.9K (-$6.8K)

Filed 2026-10-22

Bailard, Inc.

UNCHANGED

Shares27,975 from 27,975

Change0 (0%)

Value$4.2K (-$5.9K)

Filed 2026-10-13

Tableaux LLC

UNCHANGED

Shares14,635 from 14,635

Change0 (0%)

Value$2.2K (-$3.1K)

Filed 2026-10-23

SBI Securities Co., Ltd.

INCREASED

Shares6,866 from 6,857

Change+9 (+0%)

Value$1.0K (-$1.4K)

Filed 2026-10-22

Citigroup Inc

NEW

Shares1,764

Change+1,764

Value$265

Filed 2026-11-04

Blue Trust, Inc.

NEW

Shares2

Change+2

Value$0

Filed 2026-10-15

Barclays PLC

DECREASED

Shares2 from 381

Change-379 (-99%)

Value$0 (-$138)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-10-29

Vanguard Capital Management LLC

N/A

Shares— from 567,358

Change-567,358 (-100%)

Value—

Cable Car Capital, LPA

N/A

Shares— from 181,667

Change-181,667 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 83,235

Change-83,235 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 83,163

Change-83,163 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 66,000

Change-66,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 61,800

Change-61,800 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 52,661

Change-52,661 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 50,900

Change-50,900 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 50,233

Change-50,233 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 44,128

Change-44,128 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 32,500

Change-32,500 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 29,331

Change-29,331 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 27,030

Change-27,030 (-100%)

Value—

UBS Group AG

N/A

Shares— from 24,551

Change-24,551 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 13,572

Change-13,572 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 13,188

Change-13,188 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,844

Change-9,844 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,107

Change-4,107 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,296

Change-3,296 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 3,276

Change-3,276 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,783

Change-2,783 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,429

Change-1,429 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,018

Change-1,018 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 60

Change-60 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 15

Change-15 (-100%)

Value—

	Status
Gaddis Premier Wealth Advisors LLC	INCREASED	761,051	438,287	+322,764	+74%	$158.2K	$114.4K	-$43.8K	2026-10-29
Millennium Capital Advisors, LLC	INCREASED	600,000	210,000	+390,000	+186%	$75.8K	$90.2K	+$14.4K	2026-10-16
Geode Capital Management, LLC	DECREASED	147,606	168,647	-21,041	-12%	$60.9K	$22.2K	-$38.7K	2026-11-06
Simplex Trading, LLC	INCREASED	47,106	29	+47,077	+162334%	$10	$7.1K	+$7.1K	2026-11-04
James Investment Research, Inc.	UNCHANGED	32,500	32,500	0	0%	$11.7K	$4.9K	-$6.8K	2026-10-22
Bailard, Inc.	UNCHANGED	27,975	27,975	0	0%	$10.1K	$4.2K	-$5.9K	2026-10-13
Tableaux LLC	UNCHANGED	14,635	14,635	0	0%	$5.3K	$2.2K	-$3.1K	2026-10-23
SBI Securities Co., Ltd.	INCREASED	6,866	6,857	+9	+0%	$2.5K	$1.0K	-$1.4K	2026-10-22
Citigroup Inc	NEW	1,764	—	+1,764	—	—	$265	—	2026-11-04
Blue Trust, Inc.	NEW	2	—	+2	—	—	$0	—	2026-10-15
Barclays PLC	DECREASED	2	381	-379	-99%	$138	$0	-$138	2026-11-06
Caitong International Asset Management Co., Ltd	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-10-29
Vanguard Capital Management LLC	N/A	—	567,358	-567,358	-100%	$204.8K	—	—	—
Cable Car Capital, LPA	N/A	—	181,667	-181,667	-100%	$65.6K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	83,235	-83,235	-100%	$30.0K	—	—	—
Citadel Advisors LLC	N/A	—	83,163	-83,163	-100%	$30.0K	—	—	—
Cetera Investment Advisers	N/A	—	66,000	-66,000	-100%	$23.8K	—	—	—
State Street Corp	N/A	—	61,800	-61,800	-100%	$22.3K	—	—	—
Northern Trust Corp	N/A	—	52,661	-52,661	-100%	$19.0K	—	—	—
Renaissance Technologies LLC	N/A	—	50,900	-50,900	-100%	$18.4K	—	—	—
Ethos Financial Group, LLC	N/A	—	50,233	-50,233	-100%	$18.1K	—	—	—
Jane Street Group, LLC	N/A	—	44,128	-44,128	-100%	$15.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	32,500	-32,500	-100%	$11.7K	—	—	—
BlackRock, Inc.	N/A	—	29,331	-29,331	-100%	$10.6K	—	—	—
Virtu Financial LLC	N/A	—	27,030	-27,030	-100%	$10	—	—	—
UBS Group AG	N/A	—	24,551	-24,551	-100%	$8.9K	—	—	—
Group One Trading LLC	N/A	—	13,572	-13,572	-100%	$4.9K	—	—	—
XTX Topco Ltd	N/A	—	13,188	-13,188	-100%	$4.8K	—	—	—
JPMorgan Chase & Co	N/A	—	9,844	-9,844	-100%	$3.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,107	-4,107	-100%	$1.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,296	-3,296	-100%	$1.2K	—	—	—
Truvestments Capital LLC	N/A	—	3,276	-3,276	-100%	$1.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,783	-2,783	-100%	$1.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,429	-1,429	-100%	$514	—	—	—
Morgan Stanley	N/A	—	1,018	-1,018	-100%	$367	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,000	-1,000	-100%	$361	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	60	-60	-100%	$22	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	15	-15	-100%	$6	—	—	—

Showing 38 of 38 institutions