HeartBeam, Inc. (BEAT) — Institutional Holders, Q2 2026
45 institutional investment managers reported a BEAT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.1M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BEAT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- VANGUARD CAPITAL MANAGEMENTAdded · +939,719 sh+$704.8K
- CORSAIR CAPITAL MANAGEMENT, L.P.New · +912,500 sh+$684.4K
- BleichroederNew · +625,000 sh+$468.8K
- VANGUARD FIDUCIARYAdded · +124,756 sh+$93.6K
- Sigma PlanningAdded · +115,150 sh+$86.4K
Biggest sellers
- Centiva CapitalSold out · -34,706 sh-$26.0K
- UBS Group AGTrimmed · -34,392 sh-$25.8K
- Activest Wealth ManagementSold out · -34,160 sh-$25.6K
- Owls Nest Partners IASold out · -25,046 sh-$18.8K
- Tower Research Capital (TRC)Trimmed · -3,050 sh-$2.3K
BEAT 13F holders ranked 1–45 of 45
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT#1 · 2,137,512 sh | 2,137,512 | $1.6M | 0.00% | +78.5% |
| 2 | BlackRock#2 · 987,837 sh | 987,837 | $740.9K | 0.00% | +10.0% |
| 3 | CORSAIR CAPITAL MANAGEMENT, L.P.#3 · 912,500 sh | 912,500 | $684.4K | 0.09% | New |
| 4 | Bleichroeder#4 · 625,000 sh | 625,000 | $468.8K | 0.08% | New |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 479,386 sh | 479,386 | $359.6K | 0.00% | +27.1% |
| 6 | Smith, Salley & Associates#6 · 367,647 sh | 367,647 | $275.7K | 0.01% | 0.0% |
| 7 | UBS Group AG#7 · 302,754 sh | 302,754 | $224.3K | 0.00% | -10.2% |
| 8 | VANGUARD FIDUCIARY#8 · 274,818 sh | 274,818 | $206.1K | 0.00% | +83.1% |
| 9 | Sigma Planning#9 · 247,700 sh | 247,700 | $185.8K | — | +86.9% |
| 10 | Beacon Pointe Advisors#10 · 247,058 sh | 247,058 | $185.3K | <0.01% | -0.2% |
| 11 | O'SHAUGHNESSY ASSET MANAGEMENT#11 · 208,191 sh | 208,191 | $156.1K | <0.01% | 0.0% |
| 12 | RITHOLTZ WEALTH MANAGEMENT#12 · 208,191 sh | 208,191 | $156.1K | <0.01% | 0.0% |
| 13 | KESTRA PRIVATE WEALTH SERVICES#13 · 173,439 sh | 173,439 | $130.1K | <0.01% | -0.3% |
| 14 | RAYMOND JAMES FINANCIAL#14 · 134,434 sh | 134,434 | $100.8K | 0.00% | +26.9% |
| 15 | STATE STREET#15 · 125,473 sh | 125,473 | $94.1K | 0.00% | 0.0% |
| 16 | NORTHERN#16 · 101,129 sh | 101,129 | $75.8K | 0.00% | +73.9% |
| 17 | Spectrum Asset Management, (NB/CA)#17 · 100,400 sh | 100,400 | $75.3K | — | +6.4% |
| 18 | Cannon Financial Strategists#18 · 72,788 sh | 72,788 | $54.6K | — | 0.0% |
| 19 | MORGAN STANLEY#19 · 57,045 sh | 57,045 | $42.8K | 0.00% | -2.7% |
| 20 | XTX Topco Ltd#20 · 54,274 sh | 54,274 | $40.7K | <0.01% | +355.5% |
| 21 | STIFEL FINANCIAL#21 · 51,000 sh | 51,000 | $38.3K | 0.00% | 0.0% |
| 22 | ADVISORY RESEARCH#22 · 50,000 sh | 50,000 | $37.5K | <0.01% | 0.0% |
| 23 | D'Orazio & Associates#23 · 64,987 sh | 64,987 | $37.2K | <0.01% | 0.0% |
| 24 | CIBC Bancorp USA#24 · 20,631 sh | 20,631 | $15.5K | 0.00% | +94.1% |
| 25 | ARMISTICE CAPITAL#25 · 500,000 sh | 500,000 | $14.0K | <0.01% | 0.0% |
| 26 | Davidson Kahn Capital Management#26 · 17,333 sh | 17,333 | $13.0K | — | New |
| 27 | TRUIST FINANCIAL#27 · 15,000 sh | 15,000 | $11.3K | 0.00% | 0.0% |
| 28 | Vanguard Global Advisers#28 · 13,308 sh | 13,308 | $10.0K | 0.00% | 0.0% |
| 29 | TWO SIGMA INVESTMENTS#29 · 12,926 sh | 12,926 | $9.7K | 0.00% | New |
| 30 | J.W. COLE ADVISORS#30 · 11,000 sh | 11,000 | $8.3K | <0.01% | New |
| 31 | COMMONWEALTH EQUITY SERVICES#31 · 10,723 sh | 10,723 | $8.0K | 0.00% | New |
| 32 | Kestra Advisory Services#32 · 10,000 sh | 10,000 | $7.5K | 0.00% | New |
| 33 | HB Wealth Management#33 · 10,000 sh | 10,000 | $7.5K | — | 0.0% |
| 34 | HARBOUR INVESTMENTS#34 · 8,750 sh | 8,750 | $6.6K | <0.01% | -5.4% |
| 35 | Farther Finance Advisors#35 · 6,000 sh | 6,000 | $4.5K | — | New |
| 36 | Tower Research Capital (TRC)#36 · 4,309 sh | 4,309 | $3.2K | <0.01% | -41.4% |
| 37 | BARCLAYS PLC#37 · 2,694 sh | 2,694 | $2.0K | 0.00% | New |
| 38 | Ronald Blue#38 · 1,928 sh | 1,928 | $1.4K | — | 0.0% |
| 39 | WELLS FARGO & COMPANY#39 · 8,500 sh | 8,500 | $960.00 | 0.00% | 0.0% |
| 40 | Larson Financial Group#40 · 1,250 sh | 1,250 | $938.00 | 0.00% | 0.0% |
| 41 | NewEdge Advisors#41 · 1,000 sh | 1,000 | $750.00 | 0.00% | New |
| 42 | OSAIC#42 · 1,000 sh | 1,000 | $750.00 | 0.00% | 0.0% |
| 43 | Integrated Wealth Concepts#43 · 1,000 sh | 1,000 | $750.00 | 0.00% | New |
| 44 | Clear Street Group#44 · 16,611 sh | 16,611 | $465.00 | 0.00% | 0.0% |
| 45 | TWO SIGMA SECURITIES#45 · 11,653 sh | 11,653 | $330.00 | 0.00% | -2.1% |
Funds that sold out of BEAT in Q2 2026 (6)
Held BEAT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Centiva Capital34,706 sh | 34,706 | $42.3K |
| Activest Wealth Management34,160 sh | 34,160 | $41.7K |
| Owls Nest Partners IA25,046 sh | 25,046 | $30.6K |
| ROYAL BANK OF CANADA3,000 sh | 3,000 | $4.0K |
| GHP Investment Advisors2,500 sh | 2,500 | $3.0K |
| CITIGROUP232 sh | 232 | $283.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.