SURG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +6.5% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +3 | 1.18M | $424,968 | +5 | −2 |
| Q1 2026 | 15 | -3 | 1.26M | $944,880 | n/a | −3 |
| Q4 2025 | 17 | 0 | 1.21M | $2.01M | n/a | n/a |
| Q3 2025 | 7 | 0 | 1.04M | $2.91M | n/a | n/a |
| Q2 2025 | 6 | 0 | 970.82K | $3.03M | n/a | n/a |
| Q1 2025 | 4 | -1 | 266.56K | $551,826 | n/a | −1 |
| Q4 2024 | 5 | +2 | 294.65K | $524,524 | +2 | n/a |
| Q3 2024 | 2 | -1 | 182.42K | $335,688 | n/a | −1 |
| Q2 2024 | 3 | n/a | 158.10K | $504,408 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 567.36K | n/a | $426,086 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 224.00K | +35.7% | $168,239 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 3 | UBS Group AG | 74.80K | +229.2% | $56,176 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passive) | 70.25K | +16.8% | $52,761 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Cetera Investment Advisers | 66.00K | +43.5% | $49,566 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | CIBC Bancorp USA Inc. | 65.00K | n/a | $48,815 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 61.80K | 0.0% | $46,412 | 0.0% | Held | 6 | SEC ↗ |
| 8 | Northern Trust Corp | 52.66K | 0.0% | $39,548 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 49.90K | +4.0% | $37,475 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 20.70K | +2.8% | $15,545 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 2.78K | 0.0% | $2,059 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.43K | 0.0% | $1,071 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.00K | 0.0% | $751 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Group One Trading Llc | 393 | -67.6% | $295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Simplex Trading, Llc | 109 | -86.6% | $81 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $56,565 | was 0.0% |
| Squarepoint Ops LLC | $52,241 | was 0.0% |
| Bank Of America Corp /De/ | $23 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 2.20M shares, $1.68M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.