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 | 1,284,245 | 1,926 | 1.31% | 1.15% | 1 | -103,232 | -7.44% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 704,856 | 1,057 | 0.0% | 0.0% | 2 | +44,237 | 6.7% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 168,700 | 253 | 0.0% | 0.0% | 3 | +2,779 | 1.67% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | No change | 150,301 | 225 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 124,000 | 186 | 0.0% | 0.0% | 5 | +90,300 | 267.95% | Q4 2025 | Feb 12, 2026 |
| T3 Companies, LLC | History | New | 110,000 | 165 | 0.2% | — | 6 | +110,000 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 109,322 | 163 | 0.0% | 0.0% | 7 | -9,504 | -8.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 58,228 | 87 | 0.0% | 0.0% | 8 | +8,700 | 17.57% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | No change | 29,345 | 84 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Virtue Capital Management, LLC | History | Added to | 50,000 | 81 | 0.01% | 0.06% | 10 | +46,527 | 1339.68% | Q4 2025 | Feb 18, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 47,374 | 71 | 0.07% | 0.05% | 11 | +27,903 | 143.31% | Q4 2025 | Jan 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 46,300 | 69 | 0.0% | 0.0% | 12 | +27,463 | 145.79% | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | New | 40,514 | 60 | 0.0% | — | 14 | +40,514 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 40,026 | 60 | 0.0% | 0.0% | 13 | +20,826 | 108.47% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 33,307 | 49 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 30,342 | 45 | 0.0% | 0.0% | 16 | -5,118 | -14.43% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,214 | 33 | 0.0% | 0.0% | 17 | +8,750 | 64.99% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 21,448 | 32 | 0.0% | 0.0% | 18 | +1,870 | 9.55% | Q4 2025 | Jan 26, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 16,988 | 26 | 0.0% | 0.0% | 19 | -2,300 | -11.92% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 17,491 | 26 | 0.0% | 0.0% | 20 | +1,959 | 12.61% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 15,000 | 22 | 0.0% | — | 22 | +14,673 | 4487.16% | Q4 2025 | Jan 29, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 15,000 | 22 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,228 | 18 | 0.0% | 0.0% | 24 | -45,338 | -78.76% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 12,256 | 18 | 0.0% | 0.0% | 23 | -1,065 | -7.99% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 10,531 | 15 | 0.0% | — | 25 | +10,531 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 9,723 | 14 | 0.0% | 0.0% | 26 | -606 | -5.87% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,989 | 10 | 0.0% | 0.0% | 27 | -1 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 5,000 | 7 | 0.0% | — | 28 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,221 | 3 | 0.0% | 0.0% | 30 | -905 | -28.95% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,616 | 3 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 2,000 | 3 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 1,872 | 2 | 0.0% | — | 32 | +1,872 | New | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 753 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -256,400 | -100.0% | Q3 2025 | Mar 30, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -205 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2025 | Jan 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -165 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SageView Advisory Group, LLC | History | New | 96 | 0 | — | — | — | +96 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 35 | 0 | — | — | — | -77 | -68.75% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 56 | 0 | — | — | — | +56 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 625 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |