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 | No change | 1,112,388 | 1,635 | 0.97% | 0.97% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 659,356 | 857 | 0.0% | 0.0% | 2 | -731 | -0.11% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 221,390 | 287 | 0.0% | 0.0% | 3 | +71,089 | 47.3% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 207,105 | 269 | 0.0% | 0.0% | 4 | +179,243 | 643.32% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 191,280 | 248 | 0.0% | 0.0% | 5 | -40,746 | -17.56% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 179,274 | 233 | 0.0% | 0.0% | 6 | +44,860 | 33.37% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 147,466 | 191 | 0.0% | 0.0% | 7 | +111,466 | 309.63% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 144,018 | 187 | 0.0% | — | 8 | +144,018 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 136,228 | 177 | 0.0% | 0.0% | 9 | +44,214 | 48.05% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 58,228 | 75 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 55,700 | 72 | 0.0% | 0.0% | 11 | -28,900 | -34.16% | Q2 2026 | Aug 13, 2026 |
| Virtue Capital Management, LLC | History | No change | 50,000 | 65 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | New | 46,436 | 60 | 0.0% | — | 13 | +46,436 | New | Q2 2026 | Aug 14, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 40,505 | 52 | 0.03% | 0.06% | 14 | +1,080 | 2.74% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 39,908 | 51 | 0.0% | 0.0% | 15 | +6,601 | 19.82% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 29,345 | 38 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 25,471 | 33 | 0.0% | 0.0% | 17 | +7,817 | 44.28% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,125 | 28 | 0.0% | 0.0% | 18 | +225 | 1.03% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 18,617 | 24 | 0.0% | 0.0% | 20 | +6,170 | 49.57% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 19,052 | 24 | 0.0% | 0.0% | 19 | +5,084 | 36.4% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 16,988 | 23 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | Reduced | 17,131 | 22 | 0.01% | 0.01% | 22 | -818 | -4.56% | Q2 2026 | Aug 05, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 15,000 | 19 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 13,984 | 18 | 0.0% | — | 24 | +13,984 | New | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Reduced | 12,363 | 16 | 0.0% | 0.0% | 25 | -5,305 | -30.03% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | Reduced | 11,252 | 14 | 0.0% | 0.0% | 26 | -999 | -8.15% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | New | 10,219 | 13 | 0.0% | — | 27 | +10,219 | New | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | New | 6,439 | 7 | 0.0% | — | 28 | +6,439 | New | Q2 2026 | Jul 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,000 | 6 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | No change | 4,000 | 5 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,060 | 3 | 0.0% | 0.0% | 32 | +1,749 | 133.41% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,816 | 3 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 1,872 | 2 | 0.0% | — | 34 | +1,872 | New | Q2 2026 | Aug 03, 2026 |
| NFSG Corp | History | No change | 2,000 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,512 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,226 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | New | 400 | 0 | — | — | — | +400 | New | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 140 | 0 | — | — | — | +140 | New | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | New | 109 | 0 | — | — | — | +109 | New | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 100 | 0 | — | — | — | +100 | New | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 80 | 0 | — | — | — | +80 | New | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 454 | 0 | — | — | — | +66 | 17.01% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11 | 0 | — | — | — | -4 | -26.67% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 03, 2026 |
| BOKF, NA | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 753 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 625 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |