Who Owns Surgepays Inc (SURG)? 13F Institutional Holders (Q2 2026)

SURG ranks #6956 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

37 institutions disclose a position in SURG, but none treat it as a major bet — even Gaddis Premier Wealth Advisors LLC, its most concentrated holder, allocates just 0.1% of its own portfolio to it.

Millennium Capital Advisors, LLC has added to its SURG position for two straight quarters, increasing it by $26.3K to reach $90.2K today.

Bailard, Inc. has trimmed its SURG position for two straight quarters, cutting it by $16.8K while still holding $4.2K.

SURG reported a net loss of $32.1M over the trailing twelve months.

• Not yet profitable — net loss of $32.1M over the trailing twelve months
• Revenue grew 83.9% year over year
• Net income improved year over year, from -$48.8M to -$32.1M
• Operating cash flow was negative, using $21.3M in cash
• Current ratio of 0.38x — below the conventional 1.5x liquidity buffer
• Liabilities run 1094.58x equity — a highly leveraged balance sheet worth noting