HeartBeam, Inc. - BEAT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 1,084,210 | 2,602 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,197,793 | 1,461 | 0.0% | — | 2 | +1,197,793 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 898,321 | 1,095 | 0.0% | 0.0% | 3 | +6,156 | 0.69% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 377,212 | 460 | 0.0% | 0.0% | 4 | +71,472 | 23.38% | Q1 2026 | May 15, 2026 |
| Smith Salley Wealth Management | History | No change | 367,647 | 448 | 0.02% | 0.04% | 5 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Reduced | 335,189 | 408 | 0.0% | 0.0% | 6 | -118,530 | -26.12% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 247,458 | 301 | 0.0% | — | 7 | +247,458 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 208,191 | 253 | 0.0% | 0.0% | 8 | +69,009 | 49.58% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 208,191 | 253 | 0.0% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 173,939 | 212 | 0.0% | 0.01% | 10 | -1,250 | -0.71% | Q1 2026 | Apr 20, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 150,062 | 183 | 0.0% | — | 11 | +150,062 | New | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Added to | 132,550 | 161 | 0.0% | 0.0% | 12 | +70,900 | 115.0% | Q1 2026 | May 04, 2026 |
| STATE STREET CORP | History | No change | 125,473 | 153 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 105,950 | 129 | 0.0% | 0.0% | 14 | +3,900 | 3.82% | Q1 2026 | May 14, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 94,400 | 115 | 0.04% | 0.08% | 15 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 72,788 | 88 | 0.01% | 0.02% | 16 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 58,599 | 71 | 0.0% | 0.0% | 17 | -3,033 | -4.92% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 58,164 | 70 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 51,000 | 62 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ADVISORY RESEARCH INC | History | No change | 50,000 | 61 | 0.01% | 0.02% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 48,987 | 59 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Centiva Capital, LP | History | New | 34,706 | 42 | 0.0% | — | 22 | +34,706 | New | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Added to | 34,160 | 41 | 0.01% | 0.01% | 23 | +8,660 | 33.96% | Q1 2026 | Apr 15, 2026 |
| Owls Nest Partners IA, LLC | History | New | 25,046 | 30 | 0.01% | — | 24 | +25,046 | New | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,631 | 25 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 15,000 | 18 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vanguard Global Advisers, LLC | History | New | 13,308 | 16 | 0.0% | — | 27 | +13,308 | New | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | New | 11,916 | 14 | 0.0% | — | 28 | +11,916 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,631 | 12 | 0.0% | — | 30 | +10,631 | New | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | No change | 10,000 | 12 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,250 | 11 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,359 | 8 | 0.0% | — | 32 | +7,359 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,000 | 4 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2,500 | 3 | 0.0% | — | 34 | +2,500 | New | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | No change | 1,928 | 2 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,000 | 1 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 1,250 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,645 | -100.0% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,322 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,827 | -100.0% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Clarity Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,504 | -100.0% | Q1 2026 | May 01, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q1 2026 | Apr 10, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 232 | 0 | — | — | — | +231 | 23100.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -57 | -100.0% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 400 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |