Fund shareholders of SURGEPAYS INC
ISIN US86882L2043 · United States · LEI 549300107QZQ6Y0W4S20
- Fund shareholders
- 6
- Of which ETFs
- 0 6 other funds
- Value held
- 313.4K $
- Share of capital
- 1.4 % of 52.9M shares on Aug 19, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 418,431 | 151.1K $ | 0.79 % | as of Jun 30, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 148,927 | 53.8K $ | 0.00 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 125,121 | 74K $ | 0.00 % | 0.24 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 23,754 | 14.1K $ | 0.04 % | as of May 31, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 19,614 | 11.6K $ | 0.04 % | as of May 31, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 15,080 | 8.9K $ | 0.03 % | as of May 31, 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 | |
|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 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 | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 6 | -2 | 750,927 | +1.0 % |
| 2026Q2 | 8 | 0 | 743,156 | +1.3 % |
| 2026Q1 | 8 | 0 | 733,516 | -0.8 % |
| 2025Q4 | 8 | 0 | 739,768 | -7.1 % |
| 2025Q3 | 8 | -1 | 795,883 | +7.0 % |
| 2025Q2 | 9 | 0 | 743,471 | -0.5 % |
| 2025Q1 | 9 | -2 | 747,084 | -2.3 % |
| 2024Q4 | 11 | -5 | 764,342 | +3.7 % |
| 2024Q3 | 16 | -2 | 736,726 | +4.2 % |
| 2024Q2 | 18 | +4 | 706,800 | +0.0 % |
| 2024Q1 | 14 | -3 | 706,621 | -2.1 % |
| 2023Q4 | 17 | 721,580 |
Institutional managers
30 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| 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 |
| Ethos Financial Group, LLC | 12,867 | 21.5K $ | 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 |
Cite this page
Titelia. "Fund shareholders of SURGEPAYS INC". https://titelia.com/en/stocks/surgepays-inc-US86882L2043