13F

Stock

Beam Global

BEEM · held by 41 managers

Reported value

$3.75M

Holders

41

+9 new · −9 exited

Holders’ est. mark

−$99.6K

Price effect on 29 books still in the name

Largest holder

$1.23M

INTEGRITY WEALTH ADVISORS, INC.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
INTEGRITY WEALTH ADVISORS, INC.837.4K$1.23M−$22.3KAdded$116.8K
VANGUARD CAPITAL MANAGEMENT LLC660.1K$970.3KHeld
GEODE CAPITAL MANAGEMENT, LLC232K$341.1K−$5.07KAdded$88K
BlackRock, Inc.150.3K$220.9K−$4.51KCut−$4.51K
SUSQUEHANNA INTERNATIONAL GROUP, LLP98.4K$144.7K−$2.95KCut−$19.3K
VANGUARD FIDUCIARY TRUST CO92K$135.3KHeld
Renaissance Technologies84.6K$124.4K−$2.54KCut−$61.6K
State Street58.2K$85.6K−$1.75KCut−$1.75K
Virtue Capital Management, LLC50K$68.5K−$12.5KCut−$12.5K
Green Alpha Advisors, LLC39.4K$58K−$1.18KCut−$13.1K
NORTHERN TRUST CORP33.3K$49K−$1KCut−$1K
Lido Advisors, LLC29.3K$43.1K−$41.4KCut−$41.4K
UBS Group AG27.9K$41K−$450Added$18.5K
OSAIC HOLDINGS, INC.21.9K$32.2K−$656Cut−$1.13K
R Squared Ltd17.9K$26.4KNew
PFG Investments, LLC17.7K$26K−$530Cut−$6.2K
SHUFRO ROSE & CO LLC15K$22.1K−$450Cut−$450
GROUP ONE TRADING LLC13.8K$20.2K−$279Added$6.25K
SIMPLEX TRADING, LLC13.8K$20.2KNew
TWO SIGMA SECURITIES, LLC12.5K$18.4KNew
Engineers Gate Manager LP12.4K$18.3K−$317Added$2.5K
MORGAN STANLEY12.3K$18K−$368Cut−$376
Smartleaf Asset Management LLC5K$6.85K−$750Cut−$750
JNBA Financial Advisors4K$5.88KNew
Vanguard Global Advisers, LLC3.23K$4.74KHeld
JONES FINANCIAL COMPANIES LLLP2.82K$3.86K−$340Cut−$66
Newbridge Financial Services Group, Inc.2K$2.94K−$60Cut−$60
Tower Research Capital LLC (TRC)1.31K$1.93K−$40Cut−$1.41K
Rossby Financial, LCC1K$1.48KNew
Center for Financial Planning, Inc.1K$1.47K−$30Cut−$30
JPMORGAN CHASE & CO753$1.03K−$98Cut−$98
WELLS FARGO & COMPANY/MN625$919−$19Cut−$19
BOKF, NA500$735New
HARBOUR INVESTMENTS, INC.388$571New
MAI Capital Management39$58−$1Cut−$1
SBI Securities Co., Ltd.35$51−$2Cut−$2
PRICE T ROWE ASSOCIATES INC /MD/17K$25−$1Cut−$1
BNP PARIBAS FINANCIAL MARKETS15$22$0Held
Caitong International Asset Management Co., Ltd2$3New
CITIGROUP INC1$1New
ROYAL BANK OF CANADA56$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.