Funds holding SURGEPAYS INC
8 funds declare a position · 1 ETFs and 7 other funds · 569K $ · US86882L2043
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 418,431 | 314.2K $ | as of Mar 31, 2026 · Original filing | |
| 2 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 148,927 | 111.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 76,176 | 63.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 4 | iShares Micro-Cap ETF iShares Trust | 38,278 | 28.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 23,754 | 19.8K $ | as of Feb 28, 2026 · Original filing | |
| 6 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 19,614 | 16.3K $ | as of Feb 28, 2026 · Original filing | |
| 7 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 15,080 | 12.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 8 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,896 | 2.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
30 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Gaddis Premier Wealth Advisors LLC | 438,287 | 329.2K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 223,997 | 168.2K $ | as of Mar 31, 2026 |
| Cable Car Capital, LP | 181,667 | 136.4K $ | as of Mar 31, 2026 |
| Millennium Capital Advisors, LLC | 85,000 | 63.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 74,802 | 56.2K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 70,254 | 52.8K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 66,000 | 49.6K $ | as of Mar 31, 2026 |
| CIBC Bancorp USA Inc. | 65,000 | 48.8K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 61,800 | 46.4K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 52,661 | 39.5K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 49,900 | 37.5K $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 32,500 | 32.5K $ | as of Mar 31, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | 32,500 | 24.4K $ | as of Mar 31, 2026 |
| Ethos Financial Group, LLC | 12,867 | 21.5K $ | as of Mar 31, 2026 |
| BAILARD, INC. | 27,975 | 21K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,699 | 15.5K $ | as of Mar 31, 2026 |
| TWO SIGMA SECURITIES, LLC | 19,801 | 14.9K $ | as of Mar 31, 2026 |
| GERBER, LLC | 13,400 | 10.1K $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 5,823 | 4.4K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 3,580 | 2.7K $ | as of Mar 31, 2026 |
| Truvestments Capital LLC | 3,276 | 2.5K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 2,783 | 2.1K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,429 | 1.1K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,000 | 751 $ | as of Mar 31, 2026 |
| Financial Network Wealth Advisors LLC | 1,000 | 751 $ | as of Mar 31, 2026 |