AI Holders Summary · Q2 2026

37 institutions reported SURG in Q2 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 21.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$205K567K0.00%Q2 2026 02

Gaddis Premier Wealth Advisors LLC

CIK 0002087873

$158K438K0.10%Q2 2026 03

CIBC Private Wealth Group LLC

CIK 0001298088

$109K65K0.00%Q4 2025 04

Millennium Capital Advisors, LLC

CIK 0002097025

$76K210K0.04%Q2 2026 05

Cable Car Capital, LP

CIK 0001699575

$66K182K0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$61K169K0.00%Q2 2026 07

CITADEL ADVISORS LLC

CIK 0001423053

$50K137K0.00%Q2 2026 08

WOLVERINE TRADING, LLC

CIK 0000927337

$44K15K0.00%Q3 2025 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$30K83K0.00%Q2 2026 10

Cetera Investment Advisers

CIK 0001666741

$24K66K0.00%Q2 2026 11

STATE STREET CORP

CIK 0000093751

$22K62K0.00%Q2 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$19K53K0.00%Q2 2026 13

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$18K51K0.00%Q2 2026 14

Ethos Financial Group, LLC

CIK 0001954242

$18K50K0.00%Q2 2026 15

NewEdge Advisors, LLC

CIK 0001633516

$12K33K0.00%Q2 2026 16

JAMES INVESTMENT RESEARCH, INC.

CIK 0000810384

$12K33K0.00%Q2 2026 17

BlackRock, Inc.

CIK 0002012383

$11K29K0.00%Q2 2026 18

BAILARD, INC.

CIK 0000750641

$10K28K0.00%Q2 2026 19

UBS Group AG

CIK 0001610520

$9K25K0.00%Q2 2026 20

TABLEAUX LLC

CIK 0002060663

$5K15K0.00%Q2 2026

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