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SURG
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Overview
Overview
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Public and others
78.18%
Individuals & Insiders
17.37%
Institutions
4.43%
Public companies
0.02%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Kevin Cox
CEO, President & Chairman
13.79%
7.20M
9.00%
+1.69M
06/01/2026
Vanguard Capital Management, LLC
1.25%
650.59K
1.44%
+0
06/30/2026
David May
Independent Director
1.01%
528.56K
0.26%
+330.18K
07/31/2026
Gaddis Premier Wealth Advisors, LLC
0.84%
438.29K
0.97%
+0
06/30/2026
David Keys
Independent Director
0.80%
419.10K
0.41%
+315.18K
07/31/2026
Anthony Evers
Former Chief Financial Officer
0.79%
414.92K
0.92%
+0
12/31/2025
Laurie Weisberg
Independent Director
0.78%
406.87K
0.41%
+310.18K
07/31/2026
Millennium Capital Advisors, LLC
0.40%
210.00K
0.05%
+125.00K
06/30/2026
Cable Car Capital LLC
0.35%
181.67K
0.40%
+0
06/30/2026
Geode Capital Management, LLC
0.32%
168.65K
0.60%
-55.35K
06/30/2026
Richard Schurfeld
Former Independent Director
0.19%
97.50K
0.22%
+0
05/22/2025
Citadel Advisors LLC
0.16%
83.16K
--
+83.16K
06/30/2026
Cetera Investment Advisers LLC
0.13%
66.00K
0.15%
+0
06/30/2026
State Street Investment Management
0.12%
61.80K
0.14%
+0
06/30/2026
Northern Trust Global Investments
0.10%
52.66K
0.12%
+0
06/30/2026
Renaissance Technologies LLC
0.10%
50.90K
0.11%
+1.00K
06/30/2026
Ethos Financial Group, LLC
0.10%
50.23K
0.04%
+37.37K
06/30/2026
Jane Street Group, LLC
0.08%
44.13K
--
+44.13K
06/30/2026
NewEdge Advisors, LLC
0.06%
32.50K
0.07%
+0
06/30/2026
James Investment Research, Inc.
0.06%
32.50K
0.07%
+0
06/30/2026