As of the latest SEC filings, SURGE ENERGY INC (SGY) is held by 26 institutional funds. The largest fund shareholder is Avantis International Small Cap Value ETF (AVDV), holding an estimated $12,622,940.12 in market value, representing 0.07% of its portfolio.
Funds holding SURGE ENERGY INC (SGY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SGY
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVDV
Avantis International Small Cap Value ETF
|
ETF | American Century | 0.07% | $12,622,940.12 | 2,133,621 | Feb 28, 2026 | Apr 29, 2026 |
|
DISVX
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $8,587,450.30 | 1,165,311 | Apr 30, 2026 | Jun 24, 2026 |
|
-
The Canadian Small Company Series
|
ETF | Dimensional Fund Advisors | 0.13% | $3,000,034.97 | 407,103 | Apr 30, 2026 | Jun 24, 2026 |
|
DISV
Dimensional International Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $2,897,126.84 | 393,934 | Apr 30, 2026 | Jun 29, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,501,948.83 | 339,513 | Apr 30, 2026 | Jun 24, 2026 |
|
DFIS
Dimensional International Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $1,131,782.33 | 153,893 | Apr 30, 2026 | Jun 29, 2026 |
|
NTKLX
VOYA MULTI-MANAGER INTERNATIONAL SMALL CAP FUND
|
MF | Voya | 0.19% | $1,126,019.07 | 152,800 | Apr 30, 2026 | Jun 22, 2026 |
|
DFIC
Dimensional International Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $789,709.65 | 107,380 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAI
Dimensional International Core Equity Market ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $739,722.16 | 100,583 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAX
Dimensional World ex. U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $594,635.63 | 80,855 | Apr 30, 2026 | Jun 29, 2026 |
|
DFVQX
International Vector Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $438,952.80 | 59,566 | Apr 30, 2026 | Jun 24, 2026 |
|
AVDVX
Avantis International Small Cap Value Fund
|
MF | American Century | 0.06% | $407,034.93 | 68,800 | Feb 28, 2026 | Apr 29, 2026 |
|
GWX
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
ETF | State Street (SPDR) | 0.03% | $255,545.56 | 37,939 | Mar 31, 2026 | May 28, 2026 |
|
DFWIX
World ex U.S. Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $231,227.52 | 31,377 | Apr 30, 2026 | Jun 24, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.00% | $217,716.36 | 36,800 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Dimensional VA International Small Portfolio
|
ETF | Dimensional Fund Advisors | 0.02% | $93,817.29 | 12,731 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Brighthouse/Dimensional International Small Company Portfolio
|
ETF | Independent / Boutique | 0.02% | $81,762.63 | 12,100 | Mar 31, 2026 | May 28, 2026 |
|
DWUSX
World ex U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $71,481.58 | 9,700 | Apr 30, 2026 | Jun 24, 2026 |
|
AVDEX
Avantis International Equity Fund
|
MF | American Century | 0.01% | $58,570.43 | 9,900 | Feb 28, 2026 | Apr 29, 2026 |
|
IIGIX
VOYA MULTI-MANAGER INTERNATIONAL EQUITY FUND
|
MF | Voya | 0.01% | $57,480.03 | 7,800 | Apr 30, 2026 | Jun 22, 2026 |
|
FDTS
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund
|
ETF | First Trust | 0.29% | $37,198.62 | 5,505 | Mar 31, 2026 | May 28, 2026 |
|
DXIV
Dimensional International Vector Equity ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $33,094.56 | 4,500 | Apr 30, 2026 | Jun 29, 2026 |
|
AVDS
Avantis International Small Cap Equity ETF
|
ETF | American Century | 0.01% | $30,811.60 | 5,208 | Feb 28, 2026 | Apr 29, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.00% | $26,507.14 | 3,597 | Apr 30, 2026 | Jun 26, 2026 |
|
JAJDX
International Small Company Trust
|
MF | John Hancock | 0.01% | $14,210.48 | 2,103 | Mar 31, 2026 | May 29, 2026 |
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