Funds holding Surf Air Mobility Inc
ISIN US8689272032 · United States
- Fund holders
- 12
- Of which ETFs
- 1 11 other funds
- Value held
- 6.2M $
- Share of capital
- 6.9 % of 77M shares on Mar 6, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,338,072 | 3.9M $ | 0.00 % | 4.34 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,040,730 | 1.2M $ | 0.00 % | 1.35 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 268,829 | 311.8K $ | 0.02 % | 0.35 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 266,618 | 330.6K $ | 0.00 % | 0.35 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 114,146 | 132.4K $ | 0.09 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 100,194 | 124.2K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 74,383 | 92.2K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 41,958 | 48.7K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,901 | 23.1K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 18,104 | 21K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 9,285 | 7.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,465 | 1.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.09 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 12 | -1 | 5,293,685 | +66.4 % |
| 2026Q2 | 13 | 0 | 3,180,963 | +10.5 % |
| 2026Q1 | 13 | 0 | 2,878,619 | +32.6 % |
| 2025Q4 | 13 | +3 | 2,171,664 | +207.4 % |
| 2025Q3 | 10 | +2 | 706,450 | +11.7 % |
| 2025Q2 | 8 | 0 | 632,725 | +4.6 % |
| 2025Q1 | 8 | +1 | 604,722 | -3.1 % |
| 2024Q4 | 7 | 624,383 |
Institutional managers
57 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Hudson Bay Capital Management LP | 3,510,638 | 4M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,022,708 | 1.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 596,821 | 686.3K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 562,103 | 646.7K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 441,959 | 508.3K $ | as of Mar 31, 2026 |
| Balefire, LLC | 326,831 | 375.9K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 325,532 | 374.4K $ | as of Mar 31, 2026 |
| Rathbones Group PLC | 322,326 | 370.7K $ | as of Mar 31, 2026 |
| J. Derek Lewis & Associates Inc. | 293,000 | 337K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 274,201 | 315.3K $ | as of Mar 31, 2026 |
| 683 Capital Management, LLC | 202,971 | 233.4K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 134,672 | 154.9K $ | as of Mar 31, 2026 |
| Quadrature Capital Ltd | 125,322 | 144.1K $ | as of Mar 31, 2026 |
| United Bank | 125,000 | 143.8K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 90,994 | 104.6K $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 88,672 | 102K $ | as of Mar 31, 2026 |
| OMERS ADMINISTRATION Corp | 78,600 | 90.4K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 74,146 | 85.3K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 68,318 | 78.6K $ | as of Mar 31, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | 53,278 | 61.3K $ | as of Mar 31, 2026 |
| Centiva Capital, LP | 51,490 | 59.2K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 51,137 | 58.8K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 50,494 | 58.1K $ | as of Mar 31, 2026 |
| DNB Asset Management AS | 44,251 | 50.9K $ | as of Mar 31, 2026 |
| Mariner, LLC | 44,241 | 50.9K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Surf Air Mobility Inc". https://titelia.com/en/stocks/surf-air-mobility-inc-US8689272032