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Institutional Holdings
SURGOwnership Summary
Institutions Holding
41
Total Shares Held
2,362,057
Total Value Held
$842,791
Quarter
2026-06-30
Active Positions
Increased Positions
7
333,109 shares
Decreased Positions
4
225,825 shares
Held Positions
14
901,894 shares
New Positions
11
901,229 shares
Sold Out Positions
5
119,900 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 567,358 | $204,816 | New position | 0.00% | 2026-06-30 |
| Gaddis Premier Wealth Advisors LLC | 438,287 | $158,222 | Unchanged | 0.10% | 2026-06-30 |
| Millennium Capital Advisors, LLC | 210,000 | $75,810 | ▲ +125,000 | 0.04% | 2026-06-30 |
| Cable Car Capital, LP | 181,667 | $65,582 | Unchanged | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 168,647 | $60,890 | ▼ -55,350 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 137,263 | $49,552 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 83,235 | $30,048 | New position | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 66,000 | $23,826 | Unchanged | 0.00% | 2026-06-30 |
| STATE STREET CORP | 61,800 | $22,310 | Unchanged | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 52,661 | $19,011 | Unchanged | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 50,900 | $18,375 | ▲ +1,000 | 0.00% | 2026-06-30 |
| Ethos Financial Group, LLC | 50,233 | $18,134 | ▲ +37,366 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 44,128 | $15,930 | New position | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 32,500 | $11,733 | Unchanged | 0.00% | 2026-06-30 |
| JAMES INVESTMENT RESEARCH, INC. | 32,500 | $11,733 | Unchanged | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 29,331 | $10,588 | ▼ -40,923 | 0.00% | 2026-06-30 |
| BAILARD, INC. | 27,975 | $10,099 | Unchanged | 0.00% | 2026-06-30 |
| UBS Group AG | 24,551 | $8,863 | ▼ -50,251 | 0.00% | 2026-06-30 |
| TABLEAUX LLC | 14,635 | $5,283 | New position | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 13,572 | $4,899 | ▲ +13,179 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 13,188 | $4,761 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 9,844 | $3,357 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 6,857 | $2,475 | ▲ +1,034 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 4,107 | $1,483 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 3,296 | $1,190 | ▼ -284 | 0.00% | 2026-06-30 |
| Truvestments Capital LLC | 3,276 | $1,183 | Unchanged | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 2,783 | $1,030 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,429 | $514 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 1,018 | $367 | ▲ +18 | 0.00% | 2026-06-30 |
| Ameritas Advisory Services, LLC | 1,000 | $361 | Unchanged | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 529 | $190 | ▲ +320 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 381 | $138 | New position | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 60 | $22 | New position | 0.00% | 2026-06-30 |
| Virtu Financial LLC | 27,030 | $10 | New position | 0.00% | 2026-06-30 |
| Ritter Daniher Financial Advisory LLC / DE | 15 | $6 | Unchanged | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 1 | $0 | Unchanged | 0.00% | 2026-06-30 |
| CIBC Bancorp USA Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0 | Sold out | 2026-06-30 | |
| TWO SIGMA SECURITIES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GERBER, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Financial Network Wealth Advisors LLC | 0 | $0 | Sold out | 2026-06-30 |