Beam Global - BEEM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 1,112,388 | 1,635 | 0.97% | 1.31% | 1 | -171,857 | -13.38% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 704,856 | 1,057 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 660,087 | 970 | 0.0% | — | 3 | +660,087 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 232,026 | 341 | 0.0% | 0.0% | 4 | +63,326 | 37.54% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | No change | 150,301 | 220 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 134,414 | 197 | 0.0% | 0.0% | 6 | +25,092 | 22.95% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 92,014 | 135 | 0.0% | — | 7 | +92,014 | New | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 84,600 | 124 | 0.0% | 0.0% | 8 | -39,400 | -31.77% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | No change | 58,228 | 85 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | No change | 50,000 | 68 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 39,425 | 57 | 0.06% | 0.07% | 11 | -7,949 | -16.78% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,000 | 52 | 0.0% | 0.0% | 12 | -4,026 | -10.06% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 33,307 | 48 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | No change | 29,345 | 43 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 27,862 | 40 | 0.0% | 0.0% | 15 | +12,862 | 85.75% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,900 | 32 | 0.0% | 0.0% | 16 | -314 | -1.41% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | New | 17,949 | 26 | 0.01% | — | 17 | +17,949 | New | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 17,654 | 25 | 0.0% | 0.0% | 19 | -28,646 | -61.87% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 17,668 | 25 | 0.0% | 0.0% | 20 | -3,780 | -17.62% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 16,988 | 25 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 15,000 | 22 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 13,968 | 20 | 0.0% | 0.0% | 22 | +4,245 | 43.66% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,512 | 18 | 0.0% | — | 25 | +12,512 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 12,447 | 18 | 0.0% | 0.0% | 24 | +1,916 | 18.19% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 12,251 | 18 | 0.0% | 0.0% | 23 | -5 | -0.04% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,000 | 6 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | New | 4,000 | 5 | 0.0% | — | 27 | +4,000 | New | Q1 2026 | Apr 22, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,226 | 4 | 0.0% | — | 28 | +3,226 | New | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,816 | 3 | 0.0% | 0.0% | 29 | +200 | 7.65% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | No change | 2,000 | 2 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | New | 1,000 | 1 | 0.0% | — | 34 | +1,000 | New | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,311 | 1 | 0.0% | 0.0% | 32 | -910 | -40.97% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 753 | 1 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| T3 Companies, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -110,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -40,514 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,342 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -17,491 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,228 | -100.0% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,989 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,872 | -100.0% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | New | 500 | 0 | — | — | — | +500 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 388 | 0 | — | — | — | +388 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 625 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |