SEC 13F Intelligence

BEEMBEAM GLOBAL

CUSIP 07373B109 · Yahoo Finance ↗ · Google Finance ↗

Beam Global (BEEM) has 41 institutional holders in Filings Flow’s 13F database, together reporting 2.57M shares worth $4M as of Q1 2026. The largest reported holders are Integrity Wealth Advisors, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
41
Q1 2026
Reported Value
$4M
Ticker
BEEM
Quarters Tracked
5

Ownership Trend

Institutional holders
Q2 ’21: 57Q2 ’21Q4 ’21: 61Q4 ’21Q4 ’22: 54Q4 ’22Q4 ’25: 41Q4 ’25Q1 ’26: 41Q1 ’26filingsflow.com
Total reported value
Q2 ’21: $55MQ2 ’21Q4 ’21: $46MQ4 ’21Q4 ’22: $16MQ4 ’22Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
INTEGRITY WEALTH ADVISORS, INC.$168M AUM0.97%$2M1.11MQ1 2026
Green Alpha Advisors, LLC$102M AUM0.06%$57,95539.4KQ1 2026
R Squared Ltd$182M AUM0.01%$26,38517.9KQ1 2026
Virtue Capital Management, LLC$657M AUM0.01%$68,50050.0KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$18,39312.5KQ1 2026
SHUFRO ROSE & CO LLC$1.5B AUM0.00%$22,05015.0KQ1 2026
PFG Investments, LLC$2.1B AUM0.00%$25,97217.7KQ1 2026
PEAK6 LLC$42.6B AUM0.00%$738,432256.4KQ3 2025OLDER
Commonwealth Retirement Investments LLC$323M AUM0.00%$2,8081.9KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$26,23717.5KQ4 2025OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.00%$9,20110.2KQ2 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$60,77140.5KQ4 2025OLDER
JNBA Financial Advisors$1.2B AUM0.00%$5,8804.0KQ1 2026
NFSG Corp$608M AUM0.00%$2,9402.0KQ1 2026
Rossby Financial, LCC$489M AUM0.00%$1,4801.0KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$6,8505.0KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.00%$18,29712.4KQ1 2026
Aventura Private Wealth, LLC$273M AUM0.00%$576200Q4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$124,36284.6KQ1 2026
Center for Financial Planning, Inc.$958M AUM0.00%$1,4701.0KQ1 2026
Lido Advisors, LLC$32.7B AUM0.00%$43,13729.3KQ1 2026
Bell Investment Advisors, Inc$639M AUM0.00%$591205Q3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$107,18041.9KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$45,51330.3KQ4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$634200Q2 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1,9271.3KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$32,19321.9KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$20,23913.8KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$135,26192.0KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$970,328660.1KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$197,589134.4KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$341,131232.0KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$1M704.9KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$20,21813.8KQ1 2026
BOKF, NA$6.5B AUM0.00%$735500Q1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,728600Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$571388Q1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$52,92036.0KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$475165Q3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$48,96133.3KQ1 2026
UBS Group AG$666.3B AUM0.00%$40,95727.9KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$14496Q4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$220,942150.3KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$85,59558.2KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$25,00017.0KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$18,34212.2KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4,7423.2KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,8582.8KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$5135Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$18,38512.3KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$10,4847.0KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$146100Q2 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$32Q1 2026
MAI Capital Management$17.7B AUM0.00%$5839Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$919625Q1 2026
FMR LLC$1.90T AUM0.00%$2,304800Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2416Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$235161Q2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1,032753Q1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2215Q1 2026
CITIGROUP INC$234.5B AUM0.00%$11Q1 2026
ROYAL BANK OF CANADA$570.1B AUM$056Q1 2026
CWM, LLC$38.1B AUM$050Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.