XT
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XTX Topco’s SurgePays SURG Stock Holding History

XTX Topco’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.76K Buy
+13,188
New +$7.29K ﹤0.01% 4070
2026
Q1 		– Sell
-15,519
Closed -$25.9K – 4368
2025
Q4 		$25.9K Sell
15,519
-674
-4% -$1.5K ﹤0.01% 3006
2025
Q3 		$45.5K Sell
16,193
-23,813
-60% -$67.5K ﹤0.01% 2191
2025
Q2 		$125K Buy
+40,006
New +$111K 0.01% 1834
2025
Q1 		– Sell
-29,869
Closed -$53.2K – 3077
2024
Q4 		$53.2K Buy
+29,869
New +$52.6K ﹤0.01% 1885

Other funds holding SURG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

XTX Topco's SURG Position: Q2 2026 in Review

XTX Topco opened a new position in SurgePays (SURG) in Q2 2026: 13,188 shares worth $4.76K. The stake represents ﹤0.01% of the portfolio and ranks #4070 among its holdings. This is a return to the name: XTX Topco previously reported a position in SURG as recently as Q4 2025.

XTX Topco first reported a position in SURG in Q4 2024 and has held it in 5 quarters since. The position peaked at $125K in Q2 2025. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • XTX Topco held 13,188 shares of SurgePays worth $4.76K as of Q2 2026.
  • SurgePays was a new XTX Topco position in Q2 2026.
  • SurgePays made up ﹤0.01% of XTX Topco's portfolio in Q2 2026, its #4070 holding.
  • XTX Topco first reported a position in SurgePays in Q4 2024 and has held it in 5 quarters since.
  • XTX Topco's SurgePays position peaked at $125K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.