SURGEPAYS INC

Ticker: SURG CUSIP: 86882L204 Class: COM NEW

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
VANGUARD GROUP INC656,900$1,097
Gaddis Premier Wealth Advisors LLC377,924$631
Cable Car Capital, LP181,667$303
GEODE CAPITAL MANAGEMENT, LLC165,039$276
Millennium Capital Advisors, LLC85,000$142
CIBC Private Wealth Group, LLC65,000$109
STATE STREET CORP61,800$103
BlackRock, Inc.60,177$100
NORTHERN TRUST CORP52,661$88
RENAISSANCE TECHNOLOGIES LLC48,000$80
Cetera Investment Advisers46,000$77
TWO SIGMA INVESTMENTS, LP33,871$57
JAMES INVESTMENT RESEARCH INC32,500$54
NewEdge Advisors, LLC32,500$54
Squarepoint Ops LLC31,282$52
BAILARD, INC.27,975$47
UBS Group AG22,722$38
SUSQUEHANNA INTERNATIONAL GROUP, LLP20,135$34
XTX Topco Ltd15,519$26
GERBER, LLC13,400$22
Ethos Financial Group, LLC12,867$21
Truvestments Capital LLC5,889$10
SBI Securities Co., Ltd.4,823$8
JONES FINANCIAL COMPANIES LLLP2,783$5
OSAIC HOLDINGS, INC.1,429$2
GROUP ONE TRADING, L.P.1,212$2
MORGAN STANLEY1,000$2
Financial Network Wealth Advisors LLC1,000$2
SIMPLEX TRADING, LLC812$1
BANK OF AMERICA CORP /DE/14$0
Total (30 institutions)2,061,901$3,443