Heartbeam Inc (BEAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

INCREASED

Shares480,465 from 479,386

Change+1,079 (+0%)

Value$176.2K (-$183.4K)

Filed 2026-11-06

Sigma Planning Corp

INCREASED

Shares387,200 from 247,700

Change+139,500 (+56%)

Value$141.9K (-$43.8K)

Filed 2026-10-23

Smith Salley Wealth Management

UNCHANGED

Shares367,647 from 367,647

Change0 (0%)

Value$134.8K (-$141.0K)

Filed 2026-11-03

Ritholtz Wealth Management

INCREASED

Shares280,161 from 208,191

Change+71,970 (+35%)

Value$102.7K (-$53.4K)

Filed 2026-11-05

Kestra Private Wealth Services, LLC

DECREASED

Shares170,439 from 173,439

Change-3,000 (-2%)

Value$62.5K (-$67.6K)

Filed 2026-11-06

Spectrum Asset Management, Inc. (NB )

UNCHANGED

Shares100,400 from 100,400

Change0 (0%)

Value$36.8K (-$38.5K)

Filed 2026-10-19

Cannon Financial Strategists, Inc.

INCREASED

Shares92,645 from 72,788

Change+19,857 (+27%)

Value$34.0K (-$20.6K)

Filed 2026-10-19

Truist Financial Corp

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$5.5K (-$5.8K)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares12,000 from 6,000

Change+6,000 (+100%)

Value$4.4K (-$101)

Filed 2026-10-08

J.W. Cole Advisors, Inc.

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$4.0K (-$4.2K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

UNCHANGED

Shares10,723 from 10,723

Change0 (0%)

Value$3.9K (-$4.1K)

Filed 2026-11-02

HB Wealth Management, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$3.7K (-$3.8K)

Filed 2026-10-23

Harbour Investments, Inc.

DECREASED

Shares5,750 from 8,750

Change-3,000 (-34%)

Value$2.1K (-$4.5K)

Filed 2026-11-09

Blue Trust, Inc.

UNCHANGED

Shares1,928 from 1,928

Change0 (0%)

Value$707 (-$739)

Filed 2026-10-15

Larson Financial Group LLC

UNCHANGED

Shares1,250 from 1,250

Change0 (0%)

Value$458 (-$480)

Filed 2026-11-05

D'Orazio & Associates, Inc.

CLOSED

Shares0 from 48,987

Change-48,987 (-100%)

Value$0 (-$36.7K)

Filed 2026-11-04

Davidson Kahn Capital Management, LLC

CLOSED

Shares0 from 17,333

Change-17,333 (-100%)

Value$0 (-$13.0K)

Filed 2026-10-26

Kestra Advisory Services, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$7.5K)

Filed 2026-11-02

Barclays PLC

CLOSED

Shares0 from 2,694

Change-2,694 (-100%)

Value$0 (-$2.0K)

Filed 2026-11-06

Vanguard Capital Management LLC

N/A

Shares— from 2,137,512

Change-2,137,512 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 987,837

Change-987,837 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 912,500

Change-912,500 (-100%)

Value—

Bleichroeder LP

N/A

Shares— from 625,000

Change-625,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 298,917

Change-298,917 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 274,818

Change-274,818 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 247,058

Change-247,058 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 208,191

Change-208,191 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 134,434

Change-134,434 (-100%)

Value—

State Street Corp

N/A

Shares— from 125,473

Change-125,473 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 101,129

Change-101,129 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 57,045

Change-57,045 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 54,274

Change-54,274 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 51,000

Change-51,000 (-100%)

Value—

Advisory Research Inc

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 20,631

Change-20,631 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 13,308

Change-13,308 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 12,926

Change-12,926 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,309

Change-4,309 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	480,465	479,386	+1,079	+0%	$359.6K	$176.2K	-$183.4K	2026-11-06
Sigma Planning Corp	INCREASED	387,200	247,700	+139,500	+56%	$185.8K	$141.9K	-$43.8K	2026-10-23
Smith Salley Wealth Management	UNCHANGED	367,647	367,647	0	0%	$275.7K	$134.8K	-$141.0K	2026-11-03
Ritholtz Wealth Management	INCREASED	280,161	208,191	+71,970	+35%	$156.1K	$102.7K	-$53.4K	2026-11-05
Kestra Private Wealth Services, LLC	DECREASED	170,439	173,439	-3,000	-2%	$130.1K	$62.5K	-$67.6K	2026-11-06
Spectrum Asset Management, Inc. (NB )	UNCHANGED	100,400	100,400	0	0%	$75.3K	$36.8K	-$38.5K	2026-10-19
Cannon Financial Strategists, Inc.	INCREASED	92,645	72,788	+19,857	+27%	$54.6K	$34.0K	-$20.6K	2026-10-19
Truist Financial Corp	UNCHANGED	15,000	15,000	0	0%	$11.3K	$5.5K	-$5.8K	2026-10-30
Farther Finance Advisors, LLC	INCREASED	12,000	6,000	+6,000	+100%	$4.5K	$4.4K	-$101	2026-10-08
J.W. Cole Advisors, Inc.	UNCHANGED	11,000	11,000	0	0%	$8.3K	$4.0K	-$4.2K	2026-11-05
Commonwealth Equity Services, LLC	UNCHANGED	10,723	10,723	0	0%	$8.0K	$3.9K	-$4.1K	2026-11-02
HB Wealth Management, LLC	UNCHANGED	10,000	10,000	0	0%	$7.5K	$3.7K	-$3.8K	2026-10-23
Harbour Investments, Inc.	DECREASED	5,750	8,750	-3,000	-34%	$6.6K	$2.1K	-$4.5K	2026-11-09
Blue Trust, Inc.	UNCHANGED	1,928	1,928	0	0%	$1.4K	$707	-$739	2026-10-15
Larson Financial Group LLC	UNCHANGED	1,250	1,250	0	0%	$938	$458	-$480	2026-11-05
D'Orazio & Associates, Inc.	CLOSED	0	48,987	-48,987	-100%	$36.7K	$0	-$36.7K	2026-11-04
Davidson Kahn Capital Management, LLC	CLOSED	0	17,333	-17,333	-100%	$13.0K	$0	-$13.0K	2026-10-26
Kestra Advisory Services, LLC	CLOSED	0	10,000	-10,000	-100%	$7.5K	$0	-$7.5K	2026-11-02
Barclays PLC	CLOSED	0	2,694	-2,694	-100%	$2.0K	$0	-$2.0K	2026-11-06
Vanguard Capital Management LLC	N/A	—	2,137,512	-2,137,512	-100%	$1.6M	—	—	—
BlackRock, Inc.	N/A	—	987,837	-987,837	-100%	$740.9K	—	—	—
Corsair Capital Management, L.P.	N/A	—	912,500	-912,500	-100%	$684.4K	—	—	—
Bleichroeder LP	N/A	—	625,000	-625,000	-100%	$468.8K	—	—	—
UBS Group AG	N/A	—	298,917	-298,917	-100%	$224.2K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	274,818	-274,818	-100%	$206.1K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	247,058	-247,058	-100%	$185.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	208,191	-208,191	-100%	$156.1K	—	—	—
Raymond James Financial Inc	N/A	—	134,434	-134,434	-100%	$100.8K	—	—	—
State Street Corp	N/A	—	125,473	-125,473	-100%	$94.1K	—	—	—
Northern Trust Corp	N/A	—	101,129	-101,129	-100%	$75.8K	—	—	—
Morgan Stanley	N/A	—	57,045	-57,045	-100%	$42.8K	—	—	—
XTX Topco Ltd	N/A	—	54,274	-54,274	-100%	$40.7K	—	—	—
Stifel Financial Corp	N/A	—	51,000	-51,000	-100%	$38.3K	—	—	—
Advisory Research Inc	N/A	—	50,000	-50,000	-100%	$37.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	20,631	-20,631	-100%	$15.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	13,308	-13,308	-100%	$10.0K	—	—	—
Two Sigma Investments, LP	N/A	—	12,926	-12,926	-100%	$9.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,309	-4,309	-100%	$3.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,000	-1,000	-100%	$750	—	—	—
Wells Fargo & Company	N/A	—	1,000	-1,000	-100%	$750	—	—	—
NewEdge Advisors, LLC	N/A	—	1,000	-1,000	-100%	$750	—	—	—

Showing 41 of 41 institutions