SANTA CLARA, CA
HEARTBEAM, INC.BEATW— Latest position per institution from SEC 13F filings
15
Institutional holders
9.22M
Total shares held
8.08M
Estimated value
461.16K
Avg. position size
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
2.14M
Value
1.60M
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
1.08M
Value
2.60M
Filed
Dec 31, 2025
BLACKROCK, INC.
CIK 2012383
Shares
987.84K
Value
740.88K
Filed
Jun 30, 2026
CORSAIR CAPITAL MANAGEMENT, L.P.
CIK 1276470
Shares
912.50K
Value
684.38K
Filed
Jun 30, 2026
BLEICHROEDER LP
CIK 1781002
Shares
625K
Value
468.75K
Filed
Jun 30, 2026
ARMISTICE CAPITAL, LLC
CIK 1601086
Shares
500K
Value
14K
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
479.39K
Value
359.58K
Filed
Jun 30, 2026
SIGMA PLANNING CORP
CIK 1449126
Shares
387.20K
Value
141.95K
Filed
Sep 30, 2026
SMITH SALLEY WEALTH MANAGEMENT
CIK 1482012
Shares
367.65K
Value
275.74K
Filed
Jun 30, 2026
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
274.82K
Value
206.11K
Filed
Jun 30, 2026
BEACON POINTE ADVISORS, LLC
CIK 1744317
Shares
247.06K
Value
185.29K
Filed
Jun 30, 2026
RITHOLTZ WEALTH MANAGEMENT
CIK 1698218
Shares
208.19K
Value
156.14K
Filed
Jun 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 1423442
Shares
208.19K
Value
156.14K
Filed
Jun 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 1649451
Shares
173.44K
Value
130.08K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
134.43K
Value
100.83K
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
125.47K
Value
94.11K
Filed
Jun 30, 2026
NORTHERN TRUST CORP
CIK 73124
Shares
101.13K
Value
75.85K
Filed
Jun 30, 2026
SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)
CIK 1632078
Shares
100.40K
Value
36.81K
Filed
Sep 30, 2026
CANNON FINANCIAL STRATEGISTS, INC.
CIK 2031123
Shares
92.64K
Value
33.96K
Filed
Sep 30, 2026
WARBERG ASSET MANAGEMENT LLC
CIK 1597506
Shares
76.05K
Value
19.01K
Filed
Mar 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 2.14M | 1.60M | Jun 30, 2026 |
| 2 | VANGUARD GROUP INC | 102909 | 1.08M | 2.60M | Dec 31, 2025 |
| 3 | BLACKROCK, INC. | 2012383 | 987.84K | 740.88K | Jun 30, 2026 |
| 4 | CORSAIR CAPITAL MANAGEMENT, L.P. | 1276470 | 912.50K | 684.38K | Jun 30, 2026 |
| 5 | BLEICHROEDER LP | 1781002 | 625K | 468.75K | Jun 30, 2026 |
| 6 | ARMISTICE CAPITAL, LLC | 1601086 | 500K | 14K | Jun 30, 2026 |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 479.39K | 359.58K | Jun 30, 2026 |
| 8 | SIGMA PLANNING CORP | 1449126 | 387.20K | 141.95K | Sep 30, 2026 |
| 9 | SMITH SALLEY WEALTH MANAGEMENT | 1482012 | 367.65K | 275.74K | Jun 30, 2026 |
| 10 | VANGUARD FIDUCIARY TRUST CO | 933478 | 274.82K | 206.11K | Jun 30, 2026 |
| 11 | BEACON POINTE ADVISORS, LLC | 1744317 | 247.06K | 185.29K | Jun 30, 2026 |
| 12 | RITHOLTZ WEALTH MANAGEMENT | 1698218 | 208.19K | 156.14K | Jun 30, 2026 |
| 13 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | 208.19K | 156.14K | Jun 30, 2026 |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | 1649451 | 173.44K | 130.08K | Jun 30, 2026 |
| 15 | RAYMOND JAMES FINANCIAL INC | 720005 | 134.43K | 100.83K | Jun 30, 2026 |
| 16 | STATE STREET CORP | 93751 | 125.47K | 94.11K | Jun 30, 2026 |
| 17 | NORTHERN TRUST CORP | 73124 | 101.13K | 75.85K | Jun 30, 2026 |
| 18 | SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 1632078 | 100.40K | 36.81K | Sep 30, 2026 |
| 19 | CANNON FINANCIAL STRATEGISTS, INC. | 2031123 | 92.64K | 33.96K | Sep 30, 2026 |
| 20 | WARBERG ASSET MANAGEMENT LLC | 1597506 | 76.05K | 19.01K | Mar 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.