| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $46K | 61.8K | Held | Q1 2026 |
| 2 | NewEdge Advisors, LLC | $24K | 32.5K | New | Q1 2026 |
| 3 | BAILARD, INC. | $21K | 28.0K | Held | Q1 2026 |
| 4 | SBI Securities Co., Ltd. | $4K | 5.8K | Added | Q1 2026 |
| 5 | Ameritas Advisory Services, LLC | $751 | 1.0K | New | Q1 2026 |
| 6 | GROUP ONE TRADING LLC | $295 | 393 | Reduced | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | May David Allen | Director | Buy (P) | 34.7K | $18K |
| Jun 4, 2026 | May David Allen | Director | Buy (P) | 121 | $64 |
| Jun 3, 2026 | May David Allen | Director | Buy (P) | 5.4K | $3K |
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorpMSFT | 6 funds | $114.4B |
| Amazon Com IncAMZN | 6 funds | $81.9B |
| Alphabet AGOOGL | 6 funds | $65.7B |
| Broadcom LtdAVGO | 6 funds | $59.6B |
| Meta Platforms Inc AMETA | 6 funds | $51.0B |
| Tesla IncTSLA | 6 funds | $42.9B |
| JPMorgan Chase & CoJPM | 6 funds | $37.0B |
| Berkshire Hathaway Inc BBRK/B | 6 funds | $35.9B |
| Eli Lilly & CoLLY | 6 funds | $33.0B |
| Johnson & JohnsonJNJ | 6 funds | $32.9B |
| Chevron CorpCVX | 6 funds | $32.0B |
| Visa Inc AV | 6 funds | $25.2B |
Ranked by how many of SURG's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.