SANTA CLARA, CA
HEARTBEAM, INC.BEATW— Latest position per institution from SEC 13F filings
15
Institutional holders
6.23M
Total shares held
8.21M
Estimated value
311.47K
Avg. position size
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.20M
Value
1.46M
Filed
Mar 31, 2026
VANGUARD GROUP INC
CIK 102909
Shares
1.08M
Value
2.60M
Filed
Dec 31, 2025
BLACKROCK, INC.
CIK 2012383
Shares
898.32K
Value
1.10M
Filed
Mar 31, 2026
ARMISTICE CAPITAL, LLC
CIK 1601086
Shares
500K
Value
60.05K
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
377.21K
Value
460.27K
Filed
Mar 31, 2026
SMITH SALLEY WEALTH MANAGEMENT
CIK 1482012
Shares
367.65K
Value
448.53K
Filed
Mar 31, 2026
BEACON POINTE ADVISORS, LLC
CIK 1744317
Shares
247.46K
Value
301.90K
Filed
Mar 31, 2026
RITHOLTZ WEALTH MANAGEMENT
CIK 1698218
Shares
208.19K
Value
253.99K
Filed
Mar 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 1423442
Shares
208.19K
Value
253.99K
Filed
Mar 31, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 1649451
Shares
173.94K
Value
212.21K
Filed
Mar 31, 2026
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
150.06K
Value
183.08K
Filed
Mar 31, 2026
SIGMA PLANNING CORP
CIK 1449126
Shares
132.55K
Value
161.71K
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
125.47K
Value
153.08K
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
105.95K
Value
129.26K
Filed
Mar 31, 2026
SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)
CIK 1632078
Shares
94.40K
Value
115.17K
Filed
Mar 31, 2026
EMPERY ASSET MANAGEMENT, LP
CIK 1469336
Shares
90K
Value
53.00
Filed
Sep 30, 2022
WARBERG ASSET MANAGEMENT LLC
CIK 1597506
Shares
76.05K
Value
19.01K
Filed
Mar 31, 2024
CANNON FINANCIAL STRATEGISTS, INC.
CIK 2031123
Shares
72.79K
Value
88.80K
Filed
Mar 31, 2026
PASADENA PRIVATE WEALTH, LLC
CIK 1760578
Shares
60.55K
Value
140.49K
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
58.60K
Value
71.49K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.20M | 1.46M | Mar 31, 2026 |
| 2 | VANGUARD GROUP INC | 102909 | 1.08M | 2.60M | Dec 31, 2025 |
| 3 | BLACKROCK, INC. | 2012383 | 898.32K | 1.10M | Mar 31, 2026 |
| 4 | ARMISTICE CAPITAL, LLC | 1601086 | 500K | 60.05K | Mar 31, 2026 |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 377.21K | 460.27K | Mar 31, 2026 |
| 6 | SMITH SALLEY WEALTH MANAGEMENT | 1482012 | 367.65K | 448.53K | Mar 31, 2026 |
| 7 | BEACON POINTE ADVISORS, LLC | 1744317 | 247.46K | 301.90K | Mar 31, 2026 |
| 8 | RITHOLTZ WEALTH MANAGEMENT | 1698218 | 208.19K | 253.99K | Mar 31, 2026 |
| 9 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | 208.19K | 253.99K | Mar 31, 2026 |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | 1649451 | 173.94K | 212.21K | Mar 31, 2026 |
| 11 | VANGUARD FIDUCIARY TRUST CO | 933478 | 150.06K | 183.08K | Mar 31, 2026 |
| 12 | SIGMA PLANNING CORP | 1449126 | 132.55K | 161.71K | Mar 31, 2026 |
| 13 | STATE STREET CORP | 93751 | 125.47K | 153.08K | Mar 31, 2026 |
| 14 | RAYMOND JAMES FINANCIAL INC | 720005 | 105.95K | 129.26K | Mar 31, 2026 |
| 15 | SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 1632078 | 94.40K | 115.17K | Mar 31, 2026 |
| 16 | EMPERY ASSET MANAGEMENT, LP | 1469336 | 90K | 53.00 | Sep 30, 2022 |
| 17 | WARBERG ASSET MANAGEMENT LLC | 1597506 | 76.05K | 19.01K | Mar 31, 2024 |
| 18 | CANNON FINANCIAL STRATEGISTS, INC. | 2031123 | 72.79K | 88.80K | Mar 31, 2026 |
| 19 | PASADENA PRIVATE WEALTH, LLC | 1760578 | 60.55K | 140.49K | Sep 30, 2024 |
| 20 | MORGAN STANLEY | 895421 | 58.60K | 71.49K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.