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About 8.21% of SURG shares are held by financial institutions. GERBER, LLC is the top corporate investor, holding 13.4K shares valued at $22.38K. A 0.07% stake in SurgePays, Inc. is owned by the company. XTX TOPCO LTD owns 15.52K shares valued at $25.92K, which translates its holding of 0.08% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | GERBER, LLC | 0.07% | 13.4K | 22.38K | 0 | 0 |
| Dec 31, 2025 | XTX TOPCO LTD | 0.08% | 15.52K | 25.92K | -674 | -4.16% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 10.1K | 16.87K | -16.4K | -61.89% |
| Dec 31, 2025 | CABLE CAR CAPITAL LLC | 0.92% | 181.67K | 303.38K | 0 | 0 |
| Dec 31, 2025 | STATE STREET CORP | 0.31% | 61.8K | 103.21K | 0 | 0 |
| Dec 31, 2025 | BLACKROCK, INC. | 0.3% | 60.18K | 100.5K | -5.11K | -7.83% |
| Dec 31, 2025 | VANGUARD GROUP INC | 3.31% | 656.9K | 1.1M | 0 | 0 |
| Dec 31, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0% | 0 | - | -100 | -100.00% |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.17% | 33.87K | 56.57K | -4.2K | -11.03% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.83% | 165.04K | 275.65K | 1.5K | +0.92% |
| Dec 31, 2025 | UBS GROUP AG | 0.11% | 22.72K | 37.95K | 17.5K | +334.79% |
| Dec 31, 2025 | BAILARD, INC. | 0.14% | 27.98K | 46.72K | -17.1K | -37.94% |
| Dec 31, 2025 | SQUAREPOINT OPS LLC | 0.16% | 31.28K | 52.24K | 31.28K | +100.00% |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0.02% | 4.82K | 8.05K | -2 | -0.04% |
| Dec 31, 2025 | TRUVESTMENTS CAPITAL LLC | 0.03% | 5.89K | 9.84K | -430 | -6.80% |
| Dec 31, 2025 | JAMES INVESTMENT RESEARCH INC | 0.16% | 32.5K | 54.28K | 0 | 0 |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -10.7K | -100.00% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0% | 0 | - | -23.88K | -100.00% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.27% | 52.66K | 87.94K | 25.51K | +93.96% |
| Dec 31, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.06% | 12.87K | 21.49K | -35.89K | -73.61% |
| Dec 31, 2025 | 0.43% | 85K | 141.95K | 10K | +13.33% | |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 0 | - | -10K | -100.00% |
| Dec 31, 2025 | CITIGROUP INC | 0% | 0 | - | -39 | -100.00% |
| Dec 31, 2025 | GROUP ONE TRADING, L.P. | 0.01% | 1.21K | 2.02K | -10.6K | -89.74% |
| Dec 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.33% | 65K | 108.55K | -10K | -13.33% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.24% | 48K | 80.16K | -1.3K | -2.64% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.23% | 46K | 76.82K | -1.15K | -2.44% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -16.8K | -100.00% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 14 | 23 | 2 | +16.67% |
| Dec 31, 2025 | SIMPLEX TRADING, LLC | 0% | 812 | 1.36K | -11.72K | -93.52% |
| Dec 31, 2025 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 1K | 1.67K | 0 | 0 |
| Dec 31, 2025 | MORGAN STANLEY | 0.01% | 1K | 1.67K | 0 | 0 |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 1.43K | 2.39K | 0 | 0 |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.01% | 2.78K | 4.65K | 2.78K | +100.00% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.16% | 32.5K | 54.28K | 0 | 0 |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.24% | 47.15K | 132.49K | 1.75K | +3.85% |
| Sep 30, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.25% | 48.75K | 137K | 0 | 0 |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.25% | 49.3K | 138.53K | 4.1K | +9.07% |
| Sep 30, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0% | 100 | 281 | -416 | -80.62% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -13.36K | -100.00% |
| Sep 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 0 | - | -300 | -100.00% |
| Sep 30, 2025 | D.A. DAVIDSON & CO. | 0% | 0 | - | -10.95K | -100.00% |
| Sep 30, 2025 | WOLVERINE TRADING, LLC | 0% | 0 | - | -11.77K | -100.00% |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 0 | - | -150 | -100.00% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0% | 0 | - | -12.4K | -100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 12 | 34 | -125 | -91.24% |
| Sep 30, 2025 | CITIGROUP INC | 0% | 39 | 110 | 39 | +100.00% |
| Sep 30, 2025 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 1K | 2.81K | 0 | 0 |
| Sep 30, 2025 | MORGAN STANLEY | 0.01% | 1K | 2.81K | 0 | 0 |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 1.43K | 4.09K | 0 | 0 |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0.02% | 4.83K | 13.56K | 2 | +0.04% |
| Sep 30, 2025 | UBS GROUP AG | 0.03% | 5.23K | 14.69K | -24.15K | -82.21% |
| Sep 30, 2025 | TRUVESTMENTS CAPITAL LLC | 0.03% | 6.32K | 17.76K | -12.2K | -65.88% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.05% | 10K | 28K | 0 | 0 |
| Sep 30, 2025 | GROUP ONE TRADING, L.P. | 0.06% | 11.81K | 33.19K | 6.32K | +115.15% |
| Sep 30, 2025 | SIMPLEX TRADING, LLC | 0.06% | 12.53K | 35K | -3.29K | -20.81% |
| Sep 30, 2025 | GERBER, LLC | 0.07% | 13.4K | 37.65K | 13.4K | +100.00% |
| Sep 30, 2025 | XTX TOPCO LTD | 0.08% | 16.19K | 45.5K | -23.81K | -59.52% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.08% | 16.8K | 47.21K | -28.5K | -62.91% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.12% | 23.88K | 67.09K | 433 | +1.85% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.13% | 26.5K | 74.47K | 2.8K | +11.81% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.14% | 27.15K | 76.29K | 0 | 0 |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.16% | 32.5K | 91.33K | 13.5K | +71.05% |
| Sep 30, 2025 | JAMES INVESTMENT RESEARCH INC | 0.16% | 32.5K | 91.33K | 13.5K | +71.05% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.19% | 38.07K | 106.98K | -2.3K | -5.70% |
| Sep 30, 2025 | BAILARD, INC. | 0.23% | 45.08K | 126.66K | 0 | 0 |
| Sep 30, 2025 | STATE STREET CORP | 0.31% | 61.8K | 173.66K | 26K | +72.63% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.33% | 65.29K | 183.46K | 997 | +1.55% |
| Sep 30, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.38% | 75K | 210.75K | 75K | +100.00% |
| Sep 30, 2025 | 0.57% | 114K | 320.34K | 114K | +100.00% | |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 163.54K | 459.62K | 0 | 0 |
| Sep 30, 2025 | CABLE CAR CAPITAL LLC | 0.91% | 181.67K | 510.48K | 0 | 0 |
| Sep 30, 2025 | VANGUARD GROUP INC | 3.3% | 656.9K | 1.85M | 35.29K | +5.68% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.07% | 13.36K | 41.56K | 13.36K | +100.00% |
| Jun 30, 2025 | WOLVERINE TRADING, LLC | 0.06% | 11.77K | 37.43K | 11.77K | +100.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 1.43K | 4.44K | 1.43K | +100.00% |
| Jun 30, 2025 | SBI SECURITIES CO., LTD. | 0.02% | 4.82K | 15K | -1.04K | -17.67% |
| Jun 30, 2025 | TRUVESTMENTS CAPITAL LLC | 0.09% | 18.52K | 57.6K | -850 | -4.39% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.1% | 19K | 59.09K | 6K | +46.15% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.14% | 27.15K | 84.44K | 0 | 0 |
| Jun 30, 2025 | UBS GROUP AG | 0.15% | 29.38K | 91.36K | -49.25K | -62.64% |
| Jun 30, 2025 | STATE STREET CORP | 0.18% | 35.8K | 111.7K | 0 | 0 |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.12% | 23.7K | 73.94K | 23.7K | +100.00% |
| Jun 30, 2025 | XTX TOPCO LTD | 0.2% | 40.01K | 124.82K | 40.01K | +100.00% |
| Jun 30, 2025 | MORGAN STANLEY | 0.01% | 1K | 3.11M | -99 | -9.01% |
| Jun 30, 2025 | 0.02% | 4.82K | 15K | -1.04K | -17.67% | |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.09% | 18.46K | 57.41M | 5.01K | +37.20% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.23% | 45.2K | 140.57K | -13.8K | -23.39% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.23% | 45.4K | 141.19K | 17.2K | +60.99% |
| Jun 30, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.25% | 48.75K | 151.63K | 21.19K | +76.85% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.23% | 45.3K | 141.34M | 41.3K | +1,032.50% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 163.54K | 510.32K | 2.23K | +1.38% |
| Jun 30, 2025 | BAILARD, INC. | 0.23% | 45.08K | 140.63K | -405 | -0.89% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.2% | 40.37K | 125.55K | 29.92K | +286.36% |
| Jun 30, 2025 | SIMPLEX TRADING, LLC | 0.08% | 15.83K | 49K | -2.87K | -15.35% |
| Jun 30, 2025 | CABLE CAR CAPITAL LLC | 0.91% | 181.67K | 564.98K | -333.33K | -64.72% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.12% | 23.44K | 72.91K | 23.44K | +100.00% |
| Jun 30, 2025 | JAMES INVESTMENT RESEARCH INC | 0.1% | 19K | 59.09K | 6K | +46.15% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.05% | 10K | 31K | -38.6K | -79.42% |
| Jun 30, 2025 | GROUP ONE TRADING, L.P. | 0.03% | 5.49K | 17.13K | 5.49K | +100.00% |
| Jun 30, 2025 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 1K | 3.11K | 0 | 0 |
| Jun 30, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0% | 516 | 1.61K | 516 | +100.00% |
| Jun 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 150 | 477 | 0 | 0 |
| Jun 30, 2025 | BAADER BANK AKTIENGESELLSCHAFT | 0% | 0 | - | -17.05K | -100.00% |
| Jun 30, 2025 | VANGUARD GROUP INC | 3.13% | 621.61K | 1.94M | 42.74K | +7.38% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -30 | -100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 137 | 426 | 20 | +17.09% |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 300 | 933 | -3.12K | -91.22% |
| Jun 30, 2025 | D.A. DAVIDSON & CO. | 0.06% | 10.95K | 34.05K | -1.32K | -10.74% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.06% | 12.4K | 38.9K | 12.4K | +100.00% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.32% | 64.29K | 199.95K | 946 | +1.49% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -200 | -100.00% |
| Mar 31, 2025 | MORGAN STANLEY | 0.01% | 1.1K | 2.28K | 99 | +9.90% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.07% | 13.46K | 27.85K | 13.46K | +100.00% |
| Mar 31, 2025 | VANGUARD GROUP INC | 2.88% | 578.88K | 1.2M | 0 | 0 |
| Mar 31, 2025 | SIMPLEX TRADING, LLC | 0.09% | 18.7K | 38K | 14.77K | +376.48% |
| Mar 31, 2025 | UBS GROUP AG | 0.39% | 78.62K | 162.75K | -9.54K | -10.82% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.35% | 69.47K | 143.79K | 42.38K | +156.48% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.24% | 48.6K | 101K | 48.6K | +100.00% |
| Mar 31, 2025 | BAADER BANK AKTIENGESELLSCHAFT | 0.08% | 17.05K | 27.89K | 17.05K | +100.00% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.06% | 13K | 26.91K | 0 | 0 |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0% | 30 | 62 | 30 | +100.00% |
| Mar 31, 2025 | FMR LLC | 0% | 0 | - | -178 | -100.00% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.8% | 161.31K | 333.96K | 5.19K | +3.33% |
| Mar 31, 2025 | BLACKROCK, INC. | 0.32% | 63.35K | 131.13K | -648 | -1.01% |
| Mar 31, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.14% | 27.57K | 57.07K | 27.57K | +100.00% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.14% | 27.15K | 56.2K | -36.12K | -57.09% |
| Mar 31, 2025 | JAMES INVESTMENT RESEARCH INC | 0.06% | 13K | 26.91K | 0 | 0 |
| Mar 31, 2025 | 0.03% | 5.86K | 12.13K | 35 | +0.60% | |
| Mar 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 3.42K | 7.07K | 298 | +9.55% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 117 | 242 | 6 | +5.41% |
| Mar 31, 2025 | RICHARDS, MERRILL & PETERSON, INC. | 0% | 0 | - | -30 | -100.00% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -30.06K | -100.00% |
| Mar 31, 2025 | STATE STREET CORP | 0.18% | 35.8K | 74.11K | 0 | 0 |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.14% | 28.2K | 58.37K | 6K | +27.03% |
| Mar 31, 2025 | CITIGROUP INC | 0% | 0 | - | -1.28K | -100.00% |
| Mar 31, 2025 | GROUP ONE TRADING, L.P. | 0% | 0 | - | -1.97K | -100.00% |
| Mar 31, 2025 | CORSAIR CAPITAL MANAGEMENT, L.P. | 0% | 0 | - | -75.86K | -100.00% |
| Mar 31, 2025 | XTX TOPCO LTD | 0% | 0 | - | -29.87K | -100.00% |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.29% | 59K | 122.13K | 9.6K | +19.43% |
| Mar 31, 2025 | BAILARD, INC. | 0.23% | 45.48K | 94.14K | 405 | +0.90% |
| Mar 31, 2025 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 1K | 2.07K | 1K | +100.00% |
| Mar 31, 2025 | CABLE CAR CAPITAL LLC | 2.57% | 515K | 1.07M | 0 | 0 |
| Mar 31, 2025 | D.A. DAVIDSON & CO. | 0.06% | 12.26K | 25.39K | 12.26K | +100.00% |
| Mar 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.05% | 10.45K | 21.63K | -1.4K | -11.82% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -41.49K | -100.00% |
| Mar 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 150 | 269 | 0 | 0 |
| Mar 31, 2025 | TRUVESTMENTS CAPITAL LLC | 0.1% | 19.37K | 40.1K | -82.63K | -81.01% |
| Mar 31, 2025 | WOLVERINE TRADING, LLC | 0.05% | 10.7K | 19.15K | 10.7K | +100.00% |
| Mar 31, 2024 | CAPTION MANAGEMENT, LLC | 0.12% | 17.5K | 67.38K | 17.5K | +100.00% |
| Mar 31, 2024 | JUMP FINANCIAL, LLC | 0% | 0 | - | -16.5K | -100.00% |
| Mar 31, 2024 | FNY INVESTMENT ADVISERS, LLC | 0% | 0 | - | -14.8K | -100.00% |
| Mar 31, 2024 | AUSDAL FINANCIAL PARTNERS, INC. | 0% | 0 | - | -12.69K | -100.00% |
| Mar 31, 2024 | CUBIST SYSTEMATIC STRATEGIES, LLC | 0% | 0 | - | -16.11K | -100.00% |
| Mar 31, 2024 | MYDA ADVISORS LLC | 0% | 0 | - | -139.6K | -100.00% |
| Mar 31, 2024 | CUTLER GROUP LLC / CA | 0% | 0 | - | -13.5K | -100.00% |
| Mar 31, 2024 | OXFORD ASSET MANAGEMENT LLP | 0% | 0 | - | -11.08K | -100.00% |
| Mar 31, 2024 | MARSHALL WACE, LLP | 0% | 0 | - | -43.81K | -100.00% |
| Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -91.06K | -100.00% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0% | 0 | - | -19.78K | -100.00% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -12 | -100.00% |
| Mar 31, 2024 | FIFTH THIRD BANCORP | 0% | 0 | - | -3.6K | -100.00% |
| Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 59 | 227 | -709 | -92.32% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 287 | 1.11K | 221 | +334.85% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0% | 657 | 3K | 657 | +100.00% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 2.37K | 9.12K | 2.37K | +100.00% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.02% | 3.56K | 13.7K | 3.56K | +100.00% |
| Mar 31, 2024 | UBS GROUP AG | 0.04% | 5.84K | 22.48K | 1.71K | +41.52% |
| Mar 31, 2024 | JAMES INVESTMENT RESEARCH INC | 0.09% | 13K | 50.05K | 3K | +30.00% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.1% | 14.62K | 56.28K | 3.02K | +26.02% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.12% | 16.73K | 64.41K | 16.73K | +100.00% |
| Mar 31, 2024 | CABLE CAR CAPITAL LLC | 2.78% | 400K | 1.54M | 400K | +100.00% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.16% | 22.5K | 86.63K | 22.5K | +100.00% |
| Mar 31, 2024 | NATIONAL BANK OF CANADA /FI/ | 0.17% | 24K | 91.92K | 24K | +100.00% |
| Mar 31, 2024 | MARINER, LLC | 0.19% | 27.5K | 105.88K | 27.5K | +100.00% |
| Mar 31, 2024 | PRIVIUM FUND MANAGEMENT B.V. | 0.2% | 28.2K | 108.57K | 28.2K | +100.00% |
| Mar 31, 2024 | STATE STREET CORP | 0.25% | 35.8K | 137.83K | 5.4K | +17.76% |
| Mar 31, 2024 | GSA CAPITAL PARTNERS LLP | 0.25% | 36.53K | 141K | 15.51K | +73.79% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.27% | 39.26K | 151.16K | -3.12K | -7.36% |
| Mar 31, 2024 | JANE STREET GROUP, LLC | 0.3% | 42.49K | 163.59K | 42.49K | +100.00% |
| Mar 31, 2024 | BAILARD, INC. | 0.34% | 48.77K | 187.76K | -16.71K | -25.52% |
| Mar 31, 2024 | BLACKROCK INC. | 0.35% | 50.44K | 194.18K | 549 | +1.10% |
| Mar 31, 2024 | IMC-CHICAGO, LLC | 0.4% | 57.44K | 221.14K | 57.44K | +100.00% |
| Mar 31, 2024 | TRUVESTMENTS CAPITAL LLC | 0.4% | 58.12K | 223.77K | 56.53K | +3,541.79% |
| Mar 31, 2024 | SIMPLEX TRADING, LLC | 0.54% | 77.1K | 296K | 77.1K | +100.00% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.49% | 70.2K | 270.27K | 70.2K | +100.00% |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 118.13K | 454.89K | 9.98K | +9.22% |
| Mar 31, 2024 | MORGAN STANLEY | 0.06% | 8.7K | 33.5K | 8.5K | +4,250.00% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.08% | 12.2K | 46.97K | 12.2K | +100.00% |
| Mar 31, 2024 | WOLVERINE TRADING, LLC | 0.08% | 12.2K | 46.97K | -1.7K | -12.23% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.87% | 125K | 481.26K | 125K | +100.00% |
| Mar 31, 2024 | VANGUARD GROUP INC | 3.51% | 505.38K | 1.95M | 38.2K | +8.18% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.11% | 15.75K | 60.64K | 2.76K | +21.27% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 0.11% | 16.33K | 62.88K | 5.9K | +56.57% |
| Mar 31, 2024 | VICTORY CAPITAL MANAGEMENT INC | 0% | 0 | - | -16.36K | -100.00% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0% | 0 | - | -48.7K | -100.00% |
| Mar 31, 2024 | BLAIR WILLIAM & CO/IL | 0% | 0 | - | -26.33K | -100.00% |
| Dec 31, 2023 | BLAIR WILLIAM & CO/IL | 0.18% | 26.33K | 169.81K | 0 | 0 |
| Dec 31, 2023 | STATE STREET CORP | 0.21% | 30.4K | 196.08K | 0 | 0 |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.29% | 42.38K | 273.37K | 27.99K | +194.55% |
| Dec 31, 2023 | MARSHALL WACE, LLP | 0.3% | 43.81K | 282.56K | -29.88K | -40.55% |
| Dec 31, 2023 | SQUAREPOINT OPS LLC | 0.31% | 44.81K | 289.05K | -5.15K | -10.31% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.34% | 48.7K | 314K | 48.7K | +100.00% |
| Dec 31, 2023 | BLACKROCK INC. | 0.34% | 49.89K | 321.77K | 28.09K | +128.86% |
| Dec 31, 2023 | BAILARD, INC. | 0.45% | 65.48K | 422.35K | 6.41K | +10.84% |
| Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.63% | 91.06K | 587.32K | 0 | 0 |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 0.75% | 108.16K | 697.74K | 9.28K | +9.38% |
| Dec 31, 2023 | MYDA ADVISORS LLC | 0.94% | 136.54K | 880.68K | -107.73K | -44.10% |
| Dec 31, 2023 | VANGUARD GROUP INC | 3.22% | 467.19K | 3.01M | -5.61K | -1.19% |
| Dec 31, 2023 | PRAETORIAN PR LLC | 0% | 0 | - | -450K | -100.00% |
| Dec 31, 2023 | OCCUDO QUANTITATIVE STRATEGIES LP | 0% | 0 | - | -14.46K | -100.00% |
| Dec 31, 2023 | WALLEYE CAPITAL LLC | 0% | 0 | - | -20.06K | -100.00% |
| Dec 31, 2023 | TREXQUANT INVESTMENT LP | 0% | 0 | - | -34.37K | -100.00% |
| Dec 31, 2023 | CORSAIR CAPITAL MANAGEMENT, L.P. | 0% | 0 | - | -19.5K | -100.00% |
| Dec 31, 2023 | FMR LLC | 0% | 0 | - | -200 | -100.00% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0% | 12 | 78 | 12 | +100.00% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0% | 66 | 426 | 4 | +6.45% |
| Dec 31, 2023 | MORGAN STANLEY | 0% | 200 | 1.29K | 200 | +100.00% |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 768 | 4.95K | -399 | -34.19% |
| Dec 31, 2023 | 0.01% | 835 | 5.39K | 835 | +100.00% | |
| Dec 31, 2023 | TRUVESTMENTS CAPITAL LLC | 0.01% | 1.6K | 10.29K | 1.6K | +100.00% |
| Dec 31, 2023 | FIFTH THIRD BANCORP | 0.02% | 3.6K | 23.21K | 0 | 0 |
| Dec 31, 2023 | JAMES INVESTMENT RESEARCH INC | 0.07% | 10K | 64.5K | 0 | 0 |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 0.07% | 10.43K | 67.29K | 0 | 0 |
| Dec 31, 2023 | OXFORD ASSET MANAGEMENT LLP | 0.08% | 11.08K | 71.48K | 11.08K | +100.00% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.08% | 11.6K | 75.05K | 1.52K | +15.09% |
| Dec 31, 2023 | AUSDAL FINANCIAL PARTNERS, INC. | 0.09% | 12.69K | 81.86K | 1.02K | +8.74% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.09% | 12.99K | 83.77K | 12.99K | +100.00% |
| Dec 31, 2023 | CUTLER GROUP LLC / CA | 0.09% | 13.5K | 21K | 800 | +6.30% |
| Dec 31, 2023 | WOLVERINE TRADING, LLC | 0.1% | 13.9K | 89.66K | 13.9K | +100.00% |
| Dec 31, 2023 | FNY INVESTMENT ADVISERS, LLC | 0.1% | 14.8K | 95K | 14.8K | +100.00% |
| Dec 31, 2023 | CUBIST SYSTEMATIC STRATEGIES, LLC | 0.11% | 16.11K | 103.88K | 16.11K | +100.00% |
| Dec 31, 2023 | VICTORY CAPITAL MANAGEMENT INC | 0.11% | 16.36K | 105.52K | 16.36K | +100.00% |
| Dec 31, 2023 | JUMP FINANCIAL, LLC | 0.11% | 16.5K | 106.43K | 5.1K | +44.74% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0% | 0 | - | -1.13K | -100.00% |
| Dec 31, 2023 | UBS GROUP AG | 0.03% | 4.13K | 26.61K | 1.33K | +47.36% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.14% | 19.78K | 127.59K | 7.65K | +63.04% |
| Dec 31, 2023 | GSA CAPITAL PARTNERS LLP | 0.14% | 21.02K | 136K | 21.02K | +100.00% |
Among the SURG insiders holding of 35% of the stake in company, COX KEVIN BRIAN, CEO and Chairman of Board, holds the largest shares of 5.79M. NUZZO ANTHONY P. JR, PRESIDENT, is the second largest SURG insider with ownership of 1.74M shares. HINSHAW JUANITA H, director, stands third with possession of 326.71K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| COX KEVIN BRIAN | CEO and Chairman of Board | 5.79M |
| NUZZO ANTHONY P. JR | PRESIDENT | 1.74M |
| HINSHAW JUANITA H | director | 326.71K |
| EVERS ANTHONY GEORGE | Chief Financial Officer | 214.92K |
| MAY DAVID ALLEN | director | 148.12K |
| SCHURFELD RICHARD EARL | director | 46.8K |
| MOTT JOHN | CHIEF TECHNOLOGY OFFICER | 9.79K |
| WEISBERG LAURIE | director | 3.11K |
| FEDYUNIN VLADIMIR | Former Director and CEO | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Dec 10, 2025 | MAY DAVID ALLEN | PURCHASE | 1.60 | 28.42K | 45.45K | 148.12K |
| Jun 06, 2025 | MAY DAVID ALLEN | SALE | 2.81 | 63K | 177.28K | 119.69K |
| May 16, 2025 | COX KEVIN BRIAN | PURCHASE | 2.75 | 15.07K | 41.45K | 5.79M |
| Dec 03, 2024 | COX KEVIN BRIAN | SALE | 1.82 | 35.18K | 64.08K | 5.77M |
| Dec 02, 2024 | EVERS ANTHONY GEORGE | SALE | 1.86 | 36.67K | 68.2K | 214.92K |
| Nov 25, 2024 | WEISBERG LAURIE | PURCHASE | 1.83 | 301 | 550.83 | 3.11K |
| Nov 22, 2024 | WEISBERG LAURIE | PURCHASE | 1.70 | 2.81K | 4.77K | 2.81K |
| Nov 15, 2024 | SCHURFELD RICHARD EARL | PURCHASE | 1.59 | 2.8K | 4.45K | 46.8K |
| Nov 04, 2024 | COX KEVIN BRIAN | SALE | 1.59 | 31.7K | 50.56K | 5.81M |
| Nov 01, 2024 | EVERS ANTHONY GEORGE | SALE | 1.60 | 36.67K | 58.67K | 251.59K |
| Oct 02, 2024 | EVERS ANTHONY GEORGE | SALE | 1.54 | 36.67K | 56.38K | 288.26K |
| Oct 02, 2024 | COX KEVIN BRIAN | SALE | 1.75 | 32.38K | 56.71K | 5.84M |
| Sep 13, 2024 | SCHURFELD RICHARD EARL | PURCHASE | 1.50 | 1.8K | 2.7K | 44K |
| Sep 11, 2024 | SCHURFELD RICHARD EARL | SALE | 0.01 | 22.9K | 210.68 | 0 |
| Sep 09, 2024 | SCHURFELD RICHARD EARL | SALE | 0.03 | 100 | 3 | 22.9K |
| Sep 04, 2024 | EVERS ANTHONY GEORGE | SALE | 1.46 | 3.33K | 4.88K | 258.26K |
| Sep 03, 2024 | EVERS ANTHONY GEORGE | SALE | 1.54 | 33.33K | 51.25K | 261.59K |
| Sep 03, 2024 | COX KEVIN BRIAN | SALE | 1.48 | 35.1K | 51.88K | 5.79M |
| Aug 02, 2024 | COX KEVIN BRIAN | SALE | 2.60 | 33.6K | 87.33K | 5.74M |
| Aug 01, 2024 | EVERS ANTHONY GEORGE | SALE | 2.78 | 8.33K | 23.17K | 228.26K |
| Jul 31, 2024 | EVERS ANTHONY GEORGE | SALE | 3.00 | 83 | 249 | 169.92K |
| Jul 15, 2024 | EVERS ANTHONY GEORGE | SALE | 3.00 | 2K | 6K | 170.01K |
| Jul 11, 2024 | EVERS ANTHONY GEORGE | SALE | 3.00 | 2K | 6K | 172.01K |
| Jul 03, 2024 | EVERS ANTHONY GEORGE | SALE | 3.01 | 36.67K | 110.32K | 174.01K |
| Jul 02, 2024 | COX KEVIN BRIAN | SALE | 3.05 | 20.92K | 63.83K | 5.69M |
| Aug 15, 2023 | COX KEVIN BRIAN | PURCHASE | 4.72 | 5.2K | 24.54K | 4.51M |
| Aug 31, 2022 | COX KEVIN BRIAN | PURCHASE | 4.30 | 5K | 21.5K | 3.45M |
| Aug 18, 2022 | COX KEVIN BRIAN | PURCHASE | 4.78 | 5K | 23.9K | 3.45M |
| Jun 03, 2022 | MOTT JOHN | PURCHASE | 4.53 | 500 | 2.27K | 9.79K |
| Jun 02, 2022 | COX KEVIN BRIAN | PURCHASE | 4.39 | 4.9K | 21.51K | 3.44M |
| Apr 22, 2022 | MAY DAVID ALLEN | PURCHASE | 0.00 | 30K | - | 136.34K |
| Jan 11, 2022 | MAY DAVID ALLEN | PURCHASE | 2.06 | 38.39K | 79.08K | 106.34K |
| Jan 10, 2022 | MAY DAVID ALLEN | PURCHASE | 1.87 | 53.78K | 100.57K | 67.95K |
| Dec 22, 2021 | MOTT JOHN | PURCHASE | 1.25 | 1.1K | 1.37K | 9.29K |
| Dec 15, 2021 | MOTT JOHN | PURCHASE | 2.21 | 1K | 2.21K | 8.19K |
| Nov 22, 2021 | MOTT JOHN | PURCHASE | 2.26 | 1K | 2.26K | 7.19K |
| Nov 18, 2021 | MOTT JOHN | PURCHASE | 2.51 | 1K | 2.51K | 6.19K |
| Nov 12, 2021 | MOTT JOHN | PURCHASE | 2.86 | 1K | 2.86K | 5.19K |
| Sep 10, 2021 | NUZZO ANTHONY P. JR | PURCHASE | 0.11 | 36.8K | 4.03K | 1.74M |
| Sep 09, 2021 | COX KEVIN BRIAN | PURCHASE | 0.10 | 500K | 50K | 21.05M |
| Aug 30, 2021 | MOTT JOHN | PURCHASE | 0.09 | 8.75K | 762.13 | 208.12K |
| Aug 24, 2021 | MOTT JOHN | PURCHASE | 0.10 | 10K | 950 | 199.37K |
| Aug 16, 2021 | MOTT JOHN | PURCHASE | 0.10 | 10K | 999 | 189.37K |
| Jul 15, 2021 | MOTT JOHN | PURCHASE | 0.10 | 10K | 1K | 179.37K |
| Feb 24, 2021 | COX KEVIN BRIAN | PURCHASE | 0.16 | 120K | 18.65K | 20.55M |
| Feb 10, 2021 | MOTT JOHN | PURCHASE | 0.13 | 15.87K | 2.06K | 169.37K |
| Jan 07, 2021 | COX KEVIN BRIAN | PURCHASE | 0.11 | 21.3K | 2.41K | 20.45M |
| Dec 28, 2020 | COX KEVIN BRIAN | PURCHASE | 0.15 | 120K | 18K | 20.43M |
| Dec 04, 2020 | COX KEVIN BRIAN | PURCHASE | 0.15 | 100K | 15K | 20.31M |
| Nov 23, 2020 | NUZZO ANTHONY P. JR | PURCHASE | 0.14 | 21.43K | 3K | 1.7M |
| Nov 10, 2020 | COX KEVIN BRIAN | PURCHASE | 0.12 | 162.05K | 20.09K | 20.21M |
| Nov 05, 2020 | COX KEVIN BRIAN | PURCHASE | 0.09 | 87.5K | 7.44K | 20.05M |
| Nov 04, 2020 | COX KEVIN BRIAN | PURCHASE | 0.08 | 157.56K | 12.6K | 19.96M |
| Nov 02, 2020 | EVERS ANTHONY GEORGE | PURCHASE | 0.08 | 36.95K | 2.96K | 363.55K |
| Oct 30, 2020 | EVERS ANTHONY GEORGE | PURCHASE | 0.09 | 5K | 445 | 326.6K |
| Oct 30, 2020 | NUZZO ANTHONY P. JR | PURCHASE | 0.09 | 25K | 2.25K | 1.68M |
| Oct 29, 2020 | EVERS ANTHONY GEORGE | PURCHASE | 0.09 | 5K | 468.5 | 321.6K |
| Oct 28, 2020 | EVERS ANTHONY GEORGE | PURCHASE | 0.10 | 5K | 475 | 316.6K |
| Oct 28, 2020 | COX KEVIN BRIAN | PURCHASE | 0.09 | 4.9K | 453.25 | 19.8M |
| Oct 27, 2020 | COX KEVIN BRIAN | PURCHASE | 0.10 | 250K | 25K | 19.8M |
| Oct 27, 2020 | EVERS ANTHONY GEORGE | PURCHASE | 0.10 | 50K | 5K | 311.6K |
| Oct 26, 2020 | EVERS ANTHONY GEORGE | PURCHASE | 0.10 | 50K | 5K | 261.6K |
| Oct 22, 2020 | COX KEVIN BRIAN | PURCHASE | 0.10 | 126.8K | 12.68K | 19.55M |
| Oct 20, 2020 | EVERS ANTHONY GEORGE | PURCHASE | 0.10 | 9.1K | 910 | 211.6K |
| Oct 16, 2020 | COX KEVIN BRIAN | PURCHASE | 0.11 | 5.63K | 618.75 | 19.42M |
| Jul 21, 2008 | FEDYUNIN VLADIMIR | SALE | 50000.00 | 7.5M | 375B | 0 |
| Dec 26, 2007 | HINSHAW JUANITA H | PURCHASE | 2.33 | 10K | 23.26K | 326.71K |