Institutional Ownership
Surgepays Inc
CUSIP 86882L204COM NEWSURGQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
6.0%
Max % of class reported
Institutional Holders
30
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Sep 8, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Sep 8, 2025 | Bradley James Crosby | 13G | 6.0% | 1.22M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Gaddis Premier Wealth Advisors LLC | 438.3K | $329.2K |
| 2 | Geode Capital Management, LLC | 224.0K | $168.2K |
| 3 | Cable Car Capital, LP | 181.7K | $136.4K |
| 4 | Millennium Capital Advisors, LLC | 85.0K | $63.8K |
| 5 | Ubs Group AG | 74.8K | $56.2K |
| 6 | Blackrock, Inc. | 70.3K | $52.8K |
| 7 | Cetera Investment Advisers | 66.0K | $49.6K |
| 8 | Cibc Bancorp USA Inc. | 65.0K | $48.8K |
| 9 | State Street Corp | 61.8K | $46.4K |
| 10 | Northern Trust Corp | 52.7K | $39.5K |