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Beam Global (BEEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Integrity Wealth Advisors, Inc.
NEW
Shares823,355
Change+823,355
Value$930.4K
Filed 2026-10-29
Geode Capital Management, LLC
DECREASED
Shares189,340 from 191,280
Change-1,940 (-1%)
Value$214.0K (-$34.7K)
Filed 2026-11-06
Virtue Capital Management, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$56.5K (-$8.5K)
Filed 2026-10-29
StoneX Group Inc.
NEW
Shares33,718
Change+33,718
Value$39.9K
Filed 2026-11-03
Green Alpha Advisors, LLC
DECREASED
Shares29,976 from 40,505
Change-10,529 (-26%)
Value$33.9K (-$18.8K)
Filed 2026-10-08
Lido Advisors, LLC
UNCHANGED
Shares29,345 from 29,345
Change0 (0%)
Value$33.2K (-$5.0K)
Filed 2026-11-04
R Squared Ltd
DECREASED
Shares13,989 from 17,131
Change-3,142 (-18%)
Value$15.8K (-$6.5K)
Filed 2026-11-06
Apollon Wealth Management, LLC
NEW
Shares10,000
Change+10,000
Value$11.3K
Filed 2026-10-23
Lebenthal Global Advisors, LLC
NEW
Shares10,000
Change+10,000
Value$11.3K
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$4.5K (-$680)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares1,000
Change+1,000
Value$1.1K
Filed 2026-11-05
Center for Financial Planning, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1.1K (-$170)
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares664 from 25,371
Change-24,707 (-97%)
Value$750 (-$32.2K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$159 (-$23)
Filed 2026-10-09
SBI Securities Co., Ltd.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$40 (-$6)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
INCREASED
Shares13 from 9
Change+4 (+44%)
Value$15 (+$3)
Filed 2026-10-29
Barclays PLC
NEW
Shares1
Change+1
Value$1
Filed 2026-11-06
Nfsg Corp
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,872
Change-1,872 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-26
Bokf, NA
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$650)
Filed 2026-10-27
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$104)
Filed 2026-11-06
Vanguard Capital Management LLC
N/A
Shares— from 659,356
Change-659,356 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 221,390
Change-221,390 (-100%)
Value—
UBS Group AG
N/A
Shares— from 207,105
Change-207,105 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 136,228
Change-136,228 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 121,118
Change-121,118 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 63,966
Change-63,966 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 60,174
Change-60,174 (-100%)
Value—
State Street Corp
N/A
Shares— from 58,228
Change-58,228 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 55,700
Change-55,700 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 46,436
Change-46,436 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 39,908
Change-39,908 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,125
Change-22,125 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 18,617
Change-18,617 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 16,988
Change-16,988 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,984
Change-13,984 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 13,652
Change-13,652 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,363
Change-12,363 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,252
Change-11,252 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 10,219
Change-10,219 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 6,439
Change-6,439 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 753
Change-753 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 625
Change-625 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 454
Change-454 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
FMR LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 56
Change-56 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Integrity Wealth Advisors, Inc.
NEW823,355—+823,355——$930.4K—2026-10-29
Geode Capital Management, LLC
DECREASED189,340191,280-1,940-1%$248.7K$214.0K-$34.7K2026-11-06
Virtue Capital Management, LLC
UNCHANGED50,00050,00000%$65.0K$56.5K-$8.5K2026-10-29
StoneX Group Inc.
NEW33,718—+33,718——$39.9K—2026-11-03
Green Alpha Advisors, LLC
DECREASED29,97640,505-10,529-26%$52.7K$33.9K-$18.8K2026-10-08
Lido Advisors, LLC
UNCHANGED29,34529,34500%$38.1K$33.2K-$5.0K2026-11-04
R Squared Ltd
DECREASED13,98917,131-3,142-18%$22.3K$15.8K-$6.5K2026-11-06
Apollon Wealth Management, LLC
NEW10,000—+10,000——$11.3K—2026-10-23
Lebenthal Global Advisors, LLC
NEW10,000—+10,000——$11.3K—2026-10-28
Jnba Financial Advisors
UNCHANGED4,0004,00000%$5.2K$4.5K-$6802026-11-03
Rossby Financial, LCC
NEW1,000—+1,000——$1.1K—2026-11-05
Center for Financial Planning, Inc.
UNCHANGED1,0001,00000%$1.3K$1.1K-$1702026-10-26
Simplex Trading, LLC
DECREASED66425,371-24,707-97%$33.0K$750-$32.2K2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED14014000%$182$159-$232026-10-09
SBI Securities Co., Ltd.
UNCHANGED353500%$46$40-$62026-10-22
Caitong International Asset Management Co., Ltd
INCREASED139+4+44%$12$15+$32026-10-29
Barclays PLC
NEW1—+1——$1—2026-11-06
Nfsg Corp
CLOSED02,000-2,000-100%$2.6K$0-$2.6K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED01,872-1,872-100%$2.4K$0-$2.4K2026-10-26
Bokf, NA
CLOSED0500-500-100%$650$0-$6502026-10-27
Institute for Wealth Management, Llc.
CLOSED080-80-100%$104$0-$1042026-11-06
Vanguard Capital Management LLC
N/A—659,356-659,356-100%$857.2K———
BlackRock, Inc.
N/A—221,390-221,390-100%$287.8K———
UBS Group AG
N/A—207,105-207,105-100%$269.2K———
Vanguard Fiduciary Trust Co
N/A—136,228-136,228-100%$177.1K———
Jane Street Group, LLC
N/A—121,118-121,118-100%$157.5K———
Citadel Advisors LLC
N/A—63,966-63,966-100%$83.2K———
Susquehanna International Group, LLP
N/A—60,174-60,174-100%$78.2K———
State Street Corp
N/A—58,228-58,228-100%$75.7K———
Renaissance Technologies LLC
N/A—55,700-55,700-100%$72.4K———
XTX Topco Ltd
N/A—46,436-46,436-100%$60.4K———
Northern Trust Corp
N/A—39,908-39,908-100%$51.9K———
Osaic Holdings, Inc.
N/A—22,125-22,125-100%$28.8K———
Engineers Gate Manager LP
N/A—18,617-18,617-100%$24.2K———
Price T Rowe Associates Inc
N/A—16,988-16,988-100%$23———
Shufro Rose & Co LLC
N/A—15,000-15,000-100%$19.5K———
HRT Financial LP
N/A—13,984-13,984-100%$18.0K———
Group One Trading LLC
N/A—13,652-13,652-100%$17.7K———
PFG Investments, LLC
N/A—12,363-12,363-100%$16.1K———
Morgan Stanley
N/A—11,252-11,252-100%$14.6K———
Virtu Financial LLC
N/A—10,219-10,219-100%$13———
Allied Private Wealth LLC
N/A—6,439-6,439-100%$7.8K———
Smartleaf Asset Management LLC
N/A—5,000-5,000-100%$6.2K———
Tower Research Capital LLC (TRC)
N/A—3,060-3,060-100%$4.0K———
Jones Financial Companies Lllp
N/A—2,816-2,816-100%$3.4K———
JPMorgan Chase & Co
N/A—753-753-100%$927———
Wells Fargo & Company
N/A—625-625-100%$813———
Harbour Investments, Inc.
N/A—454-454-100%$590———
IFG Advisory, LLC
N/A—400-400-100%$520———
FMR LLC
N/A—109-109-100%$142———
BFC Planning, Inc.
N/A—100-100-100%$130———
Rockefeller Capital Management L.P.
N/A—100-100-100%$130———
Royal Bank of Canada
N/A—56-56-100%$0———
NewEdge Advisors, LLC
N/A—16-16-100%$21———
BNP Paribas Financial Markets
N/A—11-11-100%$14———
Showing 55 of 55 institutions