| 0.09% |
| 4 | Bleichroeder LP | 625K | $469K | — | 1.126% | 0.08% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 479K | $360K | +27.1% | 0.864% | 0.00% |
| 6 | Smith Salley Wealth Management | 368K | $276K | 0.0% | 0.662% | 0.01% |
| 7 | UBS Group AG | 299K | $224K | -10.8% | 0.538% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 275K | $206K | +83.1% | 0.495% | 0.00% |
| 9 | Sigma Planning Corp | 248K | $186K | +86.9% | 0.446% | 0.00% |
| 10 | Beacon Pointe Advisors, LLC | 247K | $185K | -0.2% | 0.445% | 0.00% |
| 11 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 208K | $156K | 0.0% | 0.375% | 0.00% |
| 12 | RITHOLTZ WEALTH MANAGEMENT | 208K | $156K | 0.0% | 0.375% | 0.00% |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 173K | $130K | -0.3% | 0.313% | 0.00% |
| 14 | RAYMOND JAMES FINANCIAL INC | 134K | $101K | +26.9% | 0.242% | 0.00% |
| 15 | STATE STREET CORP | 125K | $94K | 0.0% | 0.226% | 0.00% |
| 16 | NORTHERN TRUST CORP | 101K | $76K | +73.9% | 0.182% | 0.00% |
| 17 | Spectrum Asset Management, Inc. (NB/CA) | 100K | $75K | +6.4% | 0.181% | 0.02% |
| 18 | Cannon Financial Strategists, Inc. | 73K | $55K | 0.0% | 0.131% | 0.01% |
| 19 | MORGAN STANLEY | 57K | $43K | -2.6% | 0.103% | 0.00% |
| 20 | XTX Topco Ltd | 54K | $41K | +355.5% | 0.098% | 0.00% |
| 21 | STIFEL FINANCIAL CORP | 51K | $38K | 0.0% | 0.092% | 0.00% |
| 22 | ADVISORY RESEARCH INC | 50K | $38K | 0.0% | 0.090% | 0.00% |
| 23 | D'Orazio & Associates, Inc. | 49K | $37K | 0.0% | 0.088% | 0.00% |
| 24 | CIBC Bancorp USA Inc. | 21K | $15K | +94.1% | 0.037% | 0.00% |
| 25 | Davidson Kahn Capital Management, LLC | 17K | $13K | — | 0.031% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BEAT — a direct measure of their conviction.
| 9.15% |
| 74.68 pp |
| $6M |
| 94% |
| Q4 2024 | 36 | +13% | 83.83% | +79.15 pp | $107M | +1677% |
| Q3 2024 | 32 | — | 4.68% | — | $6M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
| 188K |
| $0.80 |
| $150K |
9 institutions opened new positions in BEAT during Q2 2026, while 6 fully exited. 6 added to existing positions and 26 trimmed.
BEAT institutional ownership rose by 1.60 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 81.1% of all reported 13F value in BEAT, and the top 25 account for 98.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
HeartBeam, Inc. (BEAT) Institutional Ownership