BEATW · HeartBeam, Inc. · Holdings
Substantial doubt about the company's ability to continue as a going concern.
“Based on the current business plan assumptions, existing financing arrangements and expected cash burn rate, the Company believes that its existing liquidity is insufficient to fund operations for the next twelve months following the issuance of these financial statements. These factors raise substantial doubt regarding the Company's ability to continue as a going concern.”View the 10-Q filed Aug 13, 2026
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Who Holds BEATW
Last 8 quarters through Jun 30, 2026Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026: 6 filers, like-for-like change +0.3%; actively managed books +0.3%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 92.9% | 2 | 0.0% |
| Bank | 2.0% | 2 | +19.9% |
| Broker-dealer | 0.0% | 0 | — |
| Unknown | 5.1% | 2 | -0.9% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Systematic-like | 2.1% | 1 | -2.1% |
| Concentrated | 5.9% | 2 | 0.0% |
| Diversified active | 92.0% | 3 | +0.4% |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 4.2% | 2 | 0.0% |
| Medium turnover | 90.7% | 2 | +0.4% |
| High turnover | 2.1% | 1 | -2.1% |
| Unknown | 3.0% | 1 | 0.0% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 3.0% | 1 | 0.0% |
| Long horizon | 4.9% | 3 | +7.4% |
| Medium horizon | 0.0% | 0 | — |
| Unknown | 92.1% | 2 | 0.0% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 2.9% | 1 | 0.0% |
| $1B to $10B | 92.1% | 2 | 0.0% |
| $10B to $100B | 3.0% | 1 | 0.0% |
| $100B or more | 2.0% | 2 | +19.9% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 2.9% | 1 | 0.0% |
| Pooled investment vehicles | 90.0% | 1 | 0.0% |
| Unknown | 7.1% | 4 | +4.3% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 90.0% | 1 | 0.0% |
| No private funds | 2.9% | 1 | 0.0% |
| Unknown | 7.1% | 4 | +4.3% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 99.3% | 5 | 0.0% |
| Outside the US | 0.7% | 1 | +96.1% |
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
6 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Shared Holders
Companies BEATW's active holders also own, quarter ended Jun 30, 2026Shareholder Targets
13F filers that own its peers but not BEATW, quarter ended Jun 30, 2026Found through its holder-overlap peers: XOM, BRK-B, GE, RTX, NVDA, AAPL, MSFT, GOOGL, COST, AVGO, JPM, AMZN. 7,203 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | FMR LLC Holding company, Diversified active | $713,151,104,480 12 held | NVDA, GOOGL, AAPL |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active | $475,414,739,358 12 held | NVDA, AAPL, GOOGL |
| 3 | JPMORGAN CHASE & CO Bank, Diversified active | $398,221,427,152 12 held | NVDA, GOOGL, AAPL |
| 4 | NORGES BANK Non-US, Index-like | $319,786,013,109 12 held | NVDA, GOOGL, AAPL |
| 5 | Invesco Ltd. Adviser, Diversified active | $301,635,184,043 12 held | NVDA, GOOGL, AAPL |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active | $296,462,642,332 12 held | NVDA, GOOGL, AAPL |
| 7 | Capital Research Global Investors Adviser, Diversified active | $240,277,731,691 12 held | AVGO, NVDA, GOOGL |
| 8 | BANK OF AMERICA CORP /DE/ Bank, Diversified active | $236,814,636,030 12 held | NVDA, GOOGL, AAPL |
| 9 | GOLDMAN SACHS GROUP INC Holding company, Index-like | $185,389,493,884 12 held | NVDA, GOOGL, AAPL |
| 10 | Capital World Investors Adviser, Diversified active | $176,847,441,319 12 held | AVGO, GOOGL, NVDA |
Quarterly Activity
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +1,880 | 3,837 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid TWO SIGMA SECURITIES, LLC | −246 | 11,653 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid ARMISTICE CAPITAL, LLC Registered adviser BEATW | — | — | 500,000 | Shares | 2026-08-14 | |
| Mid TWO SIGMA SECURITIES, LLC BEATW | — | — | 11,653 | Shares | 2026-08-14 | |
| Mega WELLS FARGO & COMPANY/MN Bank BEATW | — | — | 7,500 | Shares | 2026-08-14 | |
| Small D'Orazio & Associates, Inc. Registered adviser BEATW | — | — | 16,000 | Shares | 2026-07-28 | |
| Large Clear Street Group Inc. BEATW | — | — | 16,611 | Shares | 2026-08-12 | |
| Mega UBS Group AG Bank BEATW | — | — | 3,837 | Shares | 2026-08-13 |