Funds holding HEARTBEAM INC
ISIN US42238H1086 · United States
- Fund holders
- 11
- Of which ETFs
- 1 10 other funds
- Value held
- 1.9M $
- Share of capital
- 2.7 % of 56.3M shares on Aug 11, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 753,402 | 919.2K $ | 1.34 % | as of Mar 31, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 327,531 | 399.6K $ | 0.00 % | 0.58 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 150,554 | 227.3K $ | 0.00 % | 0.27 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 93,275 | 113.8K $ | 0.00 % | 0.17 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 69,824 | 85.2K $ | 0.01 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 44,849 | 67.7K $ | 0.00 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 38,507 | 58.1K $ | 0.00 % | 0.07 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 23,585 | 28.8K $ | 0.04 % | as of Mar 31, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 16,484 | 24.9K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 5,013 | 6.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 672 | 819.8 $ | 0.00 % | 0.00 % | as of Mar 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 Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 0.00 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 11 | 0 | 1,523,696 | +23.6 % |
| 2026Q1 | 11 | +1 | 1,232,542 | -0.4 % |
| 2025Q4 | 10 | 0 | 1,236,901 | -11.2 % |
| 2025Q3 | 10 | -1 | 1,392,651 | +28.9 % |
| 2025Q2 | 11 | +1 | 1,080,617 | +5.2 % |
| 2025Q1 | 10 | 0 | 1,026,817 | +3.3 % |
| 2024Q4 | 10 | +2 | 993,858 | +10.5 % |
| 2024Q3 | 8 | 0 | 899,205 | +15.5 % |
| 2024Q2 | 8 | +1 | 778,728 | +46.1 % |
| 2024Q1 | 7 | -1 | 533,050 | +9.3 % |
| 2023Q4 | 8 | 487,595 |
Institutional managers
34 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 898,321 | 1.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 377,212 | 460.3K $ | as of Mar 31, 2026 |
| Smith Salley Wealth Management | 367,647 | 448.5K $ | as of Mar 31, 2026 |
| UBS Group AG | 335,189 | 408.9K $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 247,458 | 301.9K $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 208,191 | 254K $ | as of Mar 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | 208,191 | 254K $ | as of Mar 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 173,939 | 212.2K $ | as of Mar 31, 2026 |
| Sigma Planning Corp | 132,550 | 161.7K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 125,473 | 153.1K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 105,950 | 129.3K $ | as of Mar 31, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | 94,400 | 115.2K $ | as of Mar 31, 2026 |
| Cannon Financial Strategists, Inc. | 72,788 | 88.8K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 58,599 | 71.5K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 58,164 | 71K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 51,000 | 62.2K $ | as of Mar 31, 2026 |
| ADVISORY RESEARCH INC | 50,000 | 61K $ | as of Mar 31, 2026 |
| D'Orazio & Associates, Inc. | 48,987 | 59.8K $ | as of Mar 31, 2026 |
| Centiva Capital, LP | 34,706 | 42.3K $ | as of Mar 31, 2026 |
| Activest Wealth Management | 34,160 | 41.7K $ | as of Mar 31, 2026 |
| Owls Nest Partners IA, LLC | 25,046 | 30.6K $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 15,000 | 18.3K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 11,916 | 14.5K $ | as of Mar 31, 2026 |
| CIBC Bancorp USA Inc. | 10,631 | 13K $ | as of Mar 31, 2026 |
| HB Wealth Management, LLC | 10,000 | 12.2K $ | as of Mar 31, 2026 |
Cite this page
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