% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SURI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | 151,920151,920 | $2M | — | ADD 53% |
| 2 | Global Wealth Strategies & Associates | 133133 | $2,069 | — | — |
| 3 | UBS Group AG | 1616 | $249 | — | TRIM -91% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Brookwood Investment Group LLC | — | — | — | 80K | 99K | 152K | $2M |
| Global Wealth Strategies & Associates | — | — | — | — | 133 | 133 | $2,069 |
| UBS Group AG | — | — | 3K | 1K | 179 | 16 | $249 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 3 | 152,069 | — | $2M |
| 2025-Q4 | 4 | 191,030 | — | $3M |
| 2025-Q3 | 3 | 172,841 | — | $3M |
| 2025-Q2 | 2 | 90,702 | — | $1M |
| 2024-Q4 | 2 | 13,565 | — | $208,495 |
| 2024-Q3 | 3 | 8,844 | — | $206,596 |
| 2024-Q2 | 1 | 16 | — | $353 |
| 2024-Q1 | 2 | 9,962 | — | $254,031 |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Brookwood Investment Group LLC | +52,681 | $819,448 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Pathstone Holdings, LLC | −91,479 | $1M | CLOSE |
| UBS Group AG | −163 | $2,535 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2023-Q4 | 1 | 34 | — | $703 |
| 2023-Q3 | 1 | 730 | — | $14,674 |
