As of the latest SEC filings, SurgePays, Inc. (SURG) is held by 9 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $314,241.68 in market value, representing a significant portion of its portfolio.
Funds holding SurgePays, Inc. (SURG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SURG
- CIK:
- 0001392694
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $314,241.68 | 418,431 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $111,844.18 | 148,927 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $63,386.05 | 76,176 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.00% | $28,746.78 | 38,278 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $19,765.70 | 23,754 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $16,320.81 | 19,614 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $12,548.07 | 15,080 | Feb 28, 2026 | Apr 24, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $2,174.90 | 2,896 | Mar 31, 2026 | May 26, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | -$600.80 | -800 | Mar 31, 2026 | May 27, 2026 |
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