Among active 13F managers last quarter, 3 opened and 4 added, while none reduced or exited; the largest holder to move was Millennium Capital Advisors, LLC (+147%). Over the last 180 days, 1 insider bought and none sold, a net +$21K in open-market trades.
Funds lean in and no leg opposes.
32 tracked 13F filers disclose a position in SURG as of the latest SEC 13F filings, a combined $979K 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 567K | $205K | —Held | Q2 2026 | |
| 2 | Gaddis Premier Wealth Advisors LLC | 438K | $158K | —Held | Q2 2026 | |
| 3 | Millennium Capital Advisors, LLC | 210K | $76K | ▲+147% Added · +125K sh | Q2 2026 | |
| 4 | Cable Car Capital, LP | 182K | $66K | —Held | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 169K | $61K | ▼−25% Reduced · −55K sh | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 83K | $30K | —Held | Q2 2026 | |
| 7 | Citadel Advisors LLC | 83K | $30K | ▲New +83K sh | Q2 2026 | |
| 8 | UBS Group AG | 75K | $56K | ▲+229% Added · +52K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 66K | $50K | ▲+43% Added · +20K sh | Q1 2026 | |
| 10 | CIBC Bancorp USA Inc. | 65K | $49K | ▲New +65K sh | Q1 2026 | |
| 11 | State Street Corp | 62K | $22K | —Held | Q2 2026 | |
| 12 | Northern Trust Corp | 53K | $40K | —Held | Q1 2026 | |
| 13 | Ethos Financial Group, LLC | 50K | $18K | ▲+290% Added · +37K sh | Q2 2026 | |
| 14 | Renaissance Technologies LLC | 50K | $37K | ▲+4.0% Added · +2K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | 33K | $12K | —Held | Q2 2026 | |
| 16 | James Investment Research, Inc. | 33K | $12K | —Held | Q2 2026 | |
| 17 | BlackRock, Inc. | 29K | $11K | ▼−58% Reduced · −41K sh | Q2 2026 | |
| 18 | Bailard, Inc. | 28K | $10K | —Held | Q2 2026 | |
| 19 | Susquehanna International Group, LLP | 21K | $16K | ▲+2.8% Added · +564 sh | Q1 2026 | |
| 20 | Tableaux LLC | 15K | $5K | ▲New +15K sh | Q2 2026 | |
| 21 | Group One Trading LLC | 14K | $5K | ▲35× Added · +13K sh | Q2 2026 | |
| 22 | SBI Securities Co., Ltd. | 7K | $2K | ▲+18% Added · +1K sh | Q2 2026 | |
| 23 | Vanguard Global Advisers, LLC | 4K | $1K | —Held | Q2 2026 | |
| 24 | Tower Research Capital LLC (TRC) | 4K | $3K | ▲New +4K sh | Q1 2026 | |
| 25 | Truvestments Capital LLC | 3K | $1K | —Held | Q2 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 4 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 14 funds | $4.0B |
| Tesla IncTSLA | 14 funds | $1.0B |
| Taiwan Semiconductor-SP ADRTSM | 14 funds | $678.0M |
| Apple IncAAPL | 13 funds | $3.6B |
| Amazon.com IncAMZN | 13 funds | $3.0B |
| Microsoft CorpMSFT | 13 funds | $2.1B |
| Alphabet Inc-CL AGOOGL | 13 funds | $1.6B |
| Broadcom IncAVGO | 13 funds | $1.6B |
| Eli Lilly & CoLLY | 13 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 13 funds | $1.1B |
| JPMorgan Chase & CoJPM | 13 funds | $1.1B |
| Chevron CorpCVX | 13 funds | $1.1B |
Ranked by how many of SURG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SURG.
| 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) 2 lots, same day | 38K | $62K |
| 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) 4 lots, same day | 5K | $9K |
| Nov 22, 2024 | Weisberg Laurie | Director | Buy (P) 2 lots, same day | 3K | $5K |
| Nov 15, 2024 | Schurfeld Richard Earl | Director | Buy (P) 2 lots, same day | 4K | $6K |
| Nov 4, 2024 | Cox Kevin Brian | CEO and Chairman of Board, Director | Sell (S) | 32K | $51K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 8 | 3 | – |
Insiders Form 4 open-market | 1 | 0 | +$21K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SURG
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.