SAN DIEGO, CA
BEAM GLOBALBEEM— Latest position per institution from SEC 13F filings
15
Institutional holders
5.51M
Total shares held
17.01M
Estimated value
275.41K
Avg. position size
INTEGRITY WEALTH ADVISORS, INC.
CIK 1951908
Shares
1.11M
Value
1.64M
Filed
Mar 31, 2026
AWM INVESTMENT COMPANY, INC.
CIK 1535264
Shares
911.17K
Value
4.47M
Filed
Sep 30, 2024
VANGUARD GROUP INC
CIK 102909
Shares
704.86K
Value
1.06M
Filed
Dec 31, 2025
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
660.09K
Value
970.33K
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
357.42K
Value
2.64M
Filed
Sep 30, 2023
PEAK6 LLC
CIK 1389958
Shares
256.40K
Value
738.43K
Filed
Sep 30, 2025
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
232.03K
Value
341.13K
Filed
Mar 31, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
185.59K
Value
855.56K
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
150.30K
Value
220.94K
Filed
Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
134.41K
Value
197.59K
Filed
Mar 31, 2026
T3 COMPANIES, LLC
CIK 2052441
Shares
110K
Value
165K
Filed
Dec 31, 2025
HITE HEDGE ASSET MANAGEMENT LLC
CIK 1568939
Shares
109.12K
Value
805.28K
Filed
Sep 30, 2023
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
92.01K
Value
135.26K
Filed
Mar 31, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC
CIK 201772
Shares
87.78K
Value
622.36K
Filed
Dec 31, 2023
RENAISSANCE TECHNOLOGIES LLC
CIK 1037389
Shares
84.60K
Value
124.36K
Filed
Mar 31, 2026
NICOLA WEALTH MANAGEMENT LTD.
CIK 1734493
Shares
80K
Value
590.40K
Filed
Sep 30, 2023
DEUTSCHE BANK AG\
CIK 948046
Shares
70.09K
Value
476.58K
Filed
Mar 31, 2024
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
60.39K
Value
625.05K
Filed
Jun 30, 2023
STATE STREET CORP
CIK 93751
Shares
58.23K
Value
85.59K
Filed
Mar 31, 2026
OAK FAMILY ADVISORS, LLC
CIK 1846161
Shares
51.42K
Value
252.46K
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | INTEGRITY WEALTH ADVISORS, INC. | 1951908 | 1.11M | 1.64M | Mar 31, 2026 |
| 2 | AWM INVESTMENT COMPANY, INC. | 1535264 | 911.17K | 4.47M | Sep 30, 2024 |
| 3 | VANGUARD GROUP INC | 102909 | 704.86K | 1.06M | Dec 31, 2025 |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 660.09K | 970.33K | Mar 31, 2026 |
| 5 | INVESCO LTD. | 914208 | 357.42K | 2.64M | Sep 30, 2023 |
| 6 | PEAK6 LLC | 1389958 | 256.40K | 738.43K | Sep 30, 2025 |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 232.03K | 341.13K | Mar 31, 2026 |
| 8 | BLACKROCK FINANCE, INC. | 1364742 | 185.59K | 855.56K | Jun 30, 2024 |
| 9 | BLACKROCK, INC. | 2012383 | 150.30K | 220.94K | Mar 31, 2026 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 134.41K | 197.59K | Mar 31, 2026 |
| 11 | T3 COMPANIES, LLC | 2052441 | 110K | 165K | Dec 31, 2025 |
| 12 | HITE HEDGE ASSET MANAGEMENT LLC | 1568939 | 109.12K | 805.28K | Sep 30, 2023 |
| 13 | VANGUARD FIDUCIARY TRUST CO | 933478 | 92.01K | 135.26K | Mar 31, 2026 |
| 14 | ESSEX INVESTMENT MANAGEMENT CO LLC | 201772 | 87.78K | 622.36K | Dec 31, 2023 |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 1037389 | 84.60K | 124.36K | Mar 31, 2026 |
| 16 | NICOLA WEALTH MANAGEMENT LTD. | 1734493 | 80K | 590.40K | Sep 30, 2023 |
| 17 | DEUTSCHE BANK AG\ | 948046 | 70.09K | 476.58K | Mar 31, 2024 |
| 18 | FIRST TRUST ADVISORS LP | 1125816 | 60.39K | 625.05K | Jun 30, 2023 |
| 19 | STATE STREET CORP | 93751 | 58.23K | 85.59K | Mar 31, 2026 |
| 20 | OAK FAMILY ADVISORS, LLC | 1846161 | 51.42K | 252.46K | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.