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Business Summary
Filings
Ownership
Valuation
Ownership — SURG
Institutional Holdings
Insider Transactions
US Institutional Ownership
8.9%
Institution
Shares
Value
Ownership %
Change
Filing Date
VANGUARD CAPITAL MANAGEMENT LLC
567.4K
--
2.14%
--
2026-06-30
Gaddis Premier Wealth Advisors LLC
438.3K
--
1.65%
--
2026-06-30
Millennium Capital Advisors, LLC
210.0K
--
0.79%
+125.0K
2026-06-30
Cable Car Capital, LP
181.7K
--
0.69%
--
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
168.6K
--
0.64%
-55.4K
2026-06-30
CITADEL ADVISORS LLC
137.3K
--
0.52%
+91.5K
2026-06-30
VANGUARD FIDUCIARY TRUST CO
83.2K
--
0.31%
--
2026-06-30
Cetera Investment Advisers
66.0K
--
0.25%
--
2026-06-30
STATE STREET CORP
61.8K
--
0.23%
--
2026-06-30
NORTHERN TRUST CORP
52.7K
--
0.20%
--
2026-06-30
RENAISSANCE TECHNOLOGIES LLC
50.9K
--
0.19%
+1.0K
2026-06-30
Ethos Financial Group, LLC
50.2K
--
0.19%
+37.4K
2026-06-30
JANE STREET GROUP, LLC
44.1K
--
0.17%
+33.4K
2026-06-30
JAMES INVESTMENT RESEARCH, INC.
32.5K
--
0.12%
--
2026-06-30
NewEdge Advisors, LLC
32.5K
--
0.12%
--
2026-06-30
BlackRock, Inc.
29.3K
--
0.11%
-40.9K
2026-06-30
BAILARD, INC.
28.0K
--
0.11%
--
2026-06-30
Virtu Financial LLC
27.0K
--
0.10%
--
2026-06-30
UBS Group AG
24.6K
--
0.09%
-50.3K
2026-06-30
TABLEAUX LLC
14.6K
--
0.06%
--
2026-06-30
XTX Topco Ltd
13.2K
--
0.05%
-2.3K
2026-06-30
JPMORGAN CHASE & CO
9.8K
--
0.04%
--
2026-06-30
SBI Securities Co., Ltd.
6.9K
--
0.03%
+1.0K
2026-06-30
Vanguard Global Advisers, LLC
4.1K
--
0.02%
--
2026-06-30
Tower Research Capital LLC (TRC)
3.3K
--
0.01%
-284
2026-06-30
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