Gaddis Premier Wealth Advisors LLC
· Added
Change
+60K
Date
Q1 2026
SU
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Gaddis Premier Wealth Advisors LLC
· Added
Change
+60K
Date
Q1 2026
|
Gaddis Premier Wealth Advisors LLC | Added· Q1 2026 | – | +60K | – | Q1 2026 | |||||
|
Geode
· Added
Change
+59K
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +59K | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+52K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +52K | – | Q1 2026 | |||||
|
CIBC Bancorp USA Inc.
· Reduced
Change
−49K
Date
Q1 2026
|
CIBC Bancorp USA Inc. | Reduced· Q1 2026 | – | −49K | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Exited
Change
−34K
Δ Own
−100.0%
Date
Q1 2026
|
Two Sigma Investments, LP | Exited· Q1 2026 | – | −34K | −100.0% | Q1 2026 | |||||
|
Squarepoint Ops LLC
· Exited
Change
−31K
Δ Own
−100.0%
Date
Q1 2026
|
Squarepoint Ops LLC | Exited· Q1 2026 | – | −31K | −100.0% | Q1 2026 | |||||
|
Cetera Investment Advisers
· Added
Change
+20K
Date
Q1 2026
|
Cetera Investment Advisers | Added· Q1 2026 | – | +20K | – | Q1 2026 | |||||
|
Two Sigma Securities, LLC
· New
Change
+20K
Date
Q1 2026
|
Two Sigma Securities, LLC | New· Q1 2026 | – | +20K | – | Q1 2026 | |||||
|
Xtx Topco Ltd
· Exited
Change
−16K
Δ Own
−100.0%
Date
Q1 2026
|
Xtx Topco Ltd | Exited· Q1 2026 | – | −16K | −100.0% | Q1 2026 | |||||
|
BlackRock
· Added
Change
+10K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +10K | – | Q1 2026 | |||||
|
Tower Research Capital LLC (trc)
· New
Change
+4K
Date
Q1 2026
|
Tower Research Capital LLC (trc) | New· Q1 2026 | – | +4K | – | Q1 2026 | |||||
|
Truvestments Capital LLC
· Reduced
Change
−3K
Date
Q1 2026
|
Truvestments Capital LLC | Reduced· Q1 2026 | – | −3K | – | Q1 2026 | |||||
|
Vanguard
· Reduced
Change
−2K
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | – | −2K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Added
Change
+2K
Δ Own
+4.0%
Date
Q1 2026
|
Renaissance Technologies LLC | Added· Q1 2026 | – | +2K | +4.0% | Q1 2026 | |||||
|
Ameritas Advisory Services, LLC
· New
Change
+1K
Date
Q1 2026
|
Ameritas Advisory Services, LLC | New· Q1 2026 | – | +1K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
May David Allen
· Director
Buy
+$18K
|
May David Allen | Director | Buy | $0.53 | +35K | +$18K | 157K | – | Jun 5, 2026 | Jun 5, 2026 | |||||||||
|
May David Allen
· Director
Buy
+$64
|
May David Allen | Director | Buy | $0.53 | +121 | +$64 | 122K | – | Jun 4, 2026 | Jun 5, 2026 | |||||||||
|
May David Allen
· Director
Buy
+$3K
|
May David Allen | Director | Buy | $0.53 | +5K | +$3K | 122K | – | Jun 3, 2026 | Jun 5, 2026 | |||||||||
|
Cox Kevin Brian
· Director
Grant (A)
500K
|
Cox Kevin Brian | Director | Grant (A) | – | 500K | – | 1.8M | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Cox Kevin Brian
· Director
Grant (A)
500K
|
Cox Kevin Brian | Director | Grant (A) | – | 500K | – | 1.3M | – | Apr 1, 2026 | Apr 7, 2026 | |||||||||
|
Cox Kevin Brian
· Director
2 operations
0
|
Cox Kevin Brian | Director | 2 operations | – | 0 | – | 271K | – | Mar 24, 2026 | Apr 7, 2026 | |||||||||
|
Cox Kevin Brian
· Director
Grant (A)
$1.0M
|
Cox Kevin Brian | Director | Grant (A) | $1.25 | 800K | $1.0M | 1.1M | – | Mar 23, 2026 | Apr 7, 2026 | |||||||||
|
Evers Anthony George
· Officer
Grant (A)
200K
|
Evers Anthony George | Officer | Grant (A) | – | 200K | – | 415K | – | Dec 31, 2025 | Jan 5, 2026 | |||||||||
|
May David Allen
· Director
2 operations
+$62K
|
May David Allen | Director | 2 operations | $1.60–$1.62 | +38K | +$62K | 148K | – | Dec 10, 2025 | Dec 11, 2025 | |||||||||
U
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22 reporting institutions disclosed SURG position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.