AI Holders Summary · Q1 2026

36 institutions reported SURG in Q1 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 24.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$426K567K0.00%Q1 2026 02

Gaddis Premier Wealth Advisors LLC

CIK 0002087873

$329K438K0.24%Q1 2026 03

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$168K224K0.00%Q1 2026 04

Cable Car Capital, LP

CIK 0001699575

$136K182K0.05%Q1 2026 05

CIBC Private Wealth Group LLC

CIK 0001298088

$109K65K0.00%Q4 2025 06

Millennium Capital Advisors, LLC

CIK 0002097025

$64K85K0.04%Q1 2026 07

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$63K83K0.00%Q1 2026 08

UBS Group AG

CIK 0001610520

$56K75K0.00%Q1 2026 09

BlackRock, Inc.

CIK 0002012383

$53K70K0.00%Q1 2026 10

Cetera Investment Advisers

CIK 0001666741

$50K66K0.00%Q1 2026 11

CIBC Bancorp USA Inc.

CIK 0001711924

$49K65K0.00%Q1 2026 12

STATE STREET CORP

CIK 0000093751

$46K62K0.00%Q1 2026 13

WOLVERINE TRADING, LLC

CIK 0000927337

$44K15K0.00%Q3 2025 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$40K53K0.00%Q1 2026 15

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$37K50K0.00%Q1 2026 16

NewEdge Advisors, LLC

CIK 0001633516

$24K33K0.00%Q1 2026 17

JAMES INVESTMENT RESEARCH, INC.

CIK 0000810384

$24K33K0.00%Q1 2026 18

Ethos Financial Group, LLC

CIK 0001954242

$21K13K0.00%Q1 2026 19

BAILARD, INC.

CIK 0000750641

$21K28K0.00%Q1 2026 20

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$16K21K0.00%Q1 2026

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