Fund shareholders of BEAM GLOBAL
ISIN US07373B1098 · United States · LEI 254900CT39JVKHAANA12
- Fund shareholders
- 9
- Of which ETFs
- 1 8 other funds
- Value held
- 1.2M $
- Share of capital
- 4.0 % of 22.6M shares on Aug 17, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 459,994 | 598K $ | 2.03 % | as of Jun 30, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 199,362 | 259.2K $ | 0.00 % | 0.88 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 111,223 | 169.1K $ | 0.00 % | 0.49 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 66,601 | 86.6K $ | 0.01 % | 0.29 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 24,701 | 37.5K $ | 0.11 % | as of May 31, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 23,812 | 36.2K $ | 0.11 % | as of May 31, 2026 ↗ | |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 16,988 | 22.1K $ | 0.00 % | 0.08 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 4,488 | 5.8K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 2,833 | 4.3K $ | 0.01 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 9 | +2 | 910,002 | +17.5 % |
| 2026Q2 | 7 | 0 | 774,785 | +1.0 % |
| 2026Q1 | 7 | 0 | 766,894 | +7.8 % |
| 2025Q4 | 7 | 0 | 711,356 | -4.8 % |
| 2025Q3 | 7 | -7 | 747,546 | -6.3 % |
| 2025Q2 | 14 | -1 | 797,594 | -1.2 % |
| 2025Q1 | 15 | 0 | 807,463 | +0.9 % |
| 2024Q4 | 15 | 0 | 800,199 | +0.4 % |
| 2024Q3 | 15 | -5 | 797,334 | -11.9 % |
| 2024Q2 | 20 | -1 | 905,375 | +13.6 % |
| 2024Q1 | 21 | -3 | 797,266 | -27.9 % |
| 2023Q4 | 24 | 1,106,014 |
Institutional managers
37 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| INTEGRITY WEALTH ADVISORS, INC. | 837,388 | 1.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 232,026 | 341.1K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 150,301 | 220.9K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 98,414 | 144.7K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 84,600 | 124.4K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 58,228 | 85.6K $ | as of Mar 31, 2026 |
| Virtue Capital Management, LLC | 50,000 | 68.5K $ | as of Mar 31, 2026 |
| Green Alpha Advisors, LLC | 39,425 | 58K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 33,307 | 49K $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 29,345 | 43.1K $ | as of Mar 31, 2026 |
| UBS Group AG | 27,862 | 41K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 21,900 | 32.2K $ | as of Mar 31, 2026 |
| R Squared Ltd | 17,949 | 26.4K $ | as of Mar 31, 2026 |
| PFG Investments, LLC | 17,668 | 26K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 16,988 | 25 $ | as of Mar 31, 2026 |
| SHUFRO ROSE & CO LLC | 15,000 | 22.1K $ | as of Mar 31, 2026 |
| GROUP ONE TRADING LLC | 13,768 | 20.2K $ | as of Mar 31, 2026 |
| SIMPLEX TRADING, LLC | 13,754 | 20.2K $ | as of Mar 31, 2026 |
| TWO SIGMA SECURITIES, LLC | 12,512 | 18.4K $ | as of Mar 31, 2026 |
| Engineers Gate Manager LP | 12,447 | 18.3K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,251 | 18K $ | as of Mar 31, 2026 |
| Smartleaf Asset Management LLC | 5,000 | 6.9K $ | as of Mar 31, 2026 |
| JNBA Financial Advisors | 4,000 | 5.9K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 2,816 | 3.9K $ | as of Mar 31, 2026 |
| NFSG Corp | 2,000 | 2.9K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of BEAM GLOBAL". https://titelia.com/en/stocks/beam-global-US07373B1098