27 tracked 13F filers disclose a position in SURG as of the latest SEC 13F filings, a combined $1.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $426K | 567K | →First observed position No prior filed position | Q1 2026 | |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | $168K | 224K | ▲+36% Added · +59K sh | Q1 2026 | |
| 3 | Millennium Capital Advisors, LLC | $76K | 210K | ▲+147% Added · +125K sh | Q2 2026 | |
| 4 | Cable Car Capital, LP | $136K | 182K | —Held | Q1 2026 | |
| 5 | VANGUARD FIDUCIARY TRUST CO | $63K | 83K | →First observed position No prior filed position | Q1 2026 | |
| 6 | UBS Group AG | $56K | 75K | ▲+229% Added · +52K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $53K | 70K | ▲+17% Added · +10K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $50K | 66K | ▲+43% Added · +20K sh | Q1 2026 | |
| 9 | CIBC Bancorp USA Inc. | $49K | 65K | ▲New +65K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $46K | 62K | —Held | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $40K | 53K | —Held | Q1 2026 | |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $37K | 50K | ▲+4.0% Added · +2K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $24K | 33K | —Held | Q1 2026 | |
| 14 | JAMES INVESTMENT RESEARCH, INC. | $12K | 33K | —Held | Q2 2026 | |
| 15 | BAILARD, INC. | $21K | 28K | —Held | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16K | 21K | ▲+2.8% Added · +564 sh | Q1 2026 | |
| 17 | TWO SIGMA SECURITIES, LLC | $15K | 20K | ▲New +20K sh | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | $2K | 7K | ▲+18% Added · +1K sh | Q2 2026 | |
| 19 | Vanguard Global Advisers, LLC | $3K | 4K | →First observed position No prior filed position | Q1 2026 | |
| 20 | Tower Research Capital LLC (TRC) | $3K | 4K | ▲New +4K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $2K | 3K | —Held | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $1K | 1K | —Held | Q1 2026 | |
| 23 | MORGAN STANLEY | $751 | 1K | —Held | Q1 2026 | |
| 24 | Ameritas Advisory Services, LLC | $751 | 1K | ▲New +1K sh | Q1 2026 | |
| 25 | GROUP ONE TRADING LLC | $295 | 393 | ▼−68% Reduced · −819 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in SURG and 3 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 5 funds | $852.2M |
| ALPHABET INC-CL AGOOGL | 5 funds | $609.8M |
| AMAZON.COM INCAMZN | 5 funds | $603.4M |
| JPMORGAN CHASE & COJPM | 5 funds | $490.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 5 funds | $390.8M |
| BROADCOM INCAVGO | 5 funds | $372.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 5 funds | $344.7M |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $309.6M |
| VISA INC-CLASS A SHARESV | 5 funds | $301.6M |
| CHEVRON CORPCVX | 5 funds | $289.7M |
| SPDR GOLD SHARESGLD | 5 funds | $285.9M |
| JOHNSON & JOHNSONJNJ | 5 funds | $283.9M |
Ranked by how many of SURG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | May David Allen | Director | Buy (P) | 35K | $18K |
| Jun 4, 2026 | May David Allen | Director | Buy (P) | 121 | $64 |
| Jun 3, 2026 | May David Allen | Director | Buy (P) | 5K | $3K |
| Dec 10, 2025 | May David Allen | Director | Buy (P) | 10K | $16K |
| Dec 10, 2025 | May David Allen | Director | Buy (P) | 28K | $45K |
| Jun 6, 2025 | May David Allen | Director | Sell (S) | 63K | $177K |
| May 16, 2025 | Cox Kevin Brian | CEO and Chairman of Board, Director | Buy (P) | 15K | $41K |
| Dec 3, 2024 | Cox Kevin Brian | CEO and Chairman of Board, Director | Sell (S) | 35K | $64K |
| Dec 2, 2024 | Evers Anthony George | Chief Financial Officer | Sell (S) | 37K | $68K |
| Nov 25, 2024 | Weisberg Laurie | Director | Buy (P) | 301 | $551 |
| Nov 25, 2024 | Weisberg Laurie | Director | Buy (P) | 100 | $184 |
| Nov 25, 2024 | Weisberg Laurie | Director | Buy (P) | 2K | $3K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SURG/capital-change-brief"
Use Arkolith's capital_change_brief for SURG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SURG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.