BEEM · Beam Global

$1.47 -0.09 (-5.77%) At close · Aug 28

Market Cap

$33.27M

22.63M

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.

Quarter:

Holders: 49

Total Value: $3,136,124

Total Shares: 2,412,421

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 49 13F filers · Δ vs Mar 31, 2026

Top Holder

27.3%

−10.8 pts

Top 5

60.5%

−18.0 pts

Top 10

82.9%

−6.7 pts

HHI

1,160

Broadly held−953

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +6

Institutional value: -26.9%

Shares held: -17.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega UBS Group AG	+179,243	207,105
Mega CITADEL ADVISORS LLC	+111,466	147,466
Mega BlackRock, Inc.	+71,089	221,390
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+44,860	179,274
Mega VANGUARD FIDUCIARY TRUST CO	+44,214	136,228

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega GEODE CAPITAL MANAGEMENT, LLC	−40,746	191,280
Large RENAISSANCE TECHNOLOGIES LLC	−28,900	55,700
Mid PFG Investments, LLC	−5,305	12,363
Mega MORGAN STANLEY	−999	11,252
Small R Squared Ltd	−818	17,131

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega JANE STREET GROUP, LLC	144,018	$187,222
Mid XTX Topco Ltd	46,436	$60,366
Large HRT FINANCIAL LP	13,984	$18,179
Mid Virtu Financial LLC	10,219	$13,284
Micro Allied Private Wealth LLC	6,439	$8,370

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro INTEGRITY WEALTH ADVISORS, INC.	1,112,388	$1,635,210
Small TWO SIGMA SECURITIES, LLC	12,512	$18,392
Mega Vanguard Global Advisers, LLC	3,226	$4,742
Small Rossby Financial, LCC	1,000	$1,470
Large MAI Capital Management	39	$57

Filter: New 12 Increased 13 Reduced 8 Sold out 6 Unchanged 16

Showing 53 of 53

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$857,162

27.33%

659,356

BlackRock, Inc.

$287,805

9.18%

221,390

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	4,488	$5,834	2.0%	Sole
BlackRock Fund Advisors	66,601	$86,581	30.1%	Sole
BlackRock Institutional Trust Company, N.A.	149,996	$194,994	67.8%	Sole
SpiderRock Advisors, LLC	305	$396	0.1%	Sole

UBS Group AG

$269,235

8.58%

207,105

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	10,000	$13,000	4.8%	Defined
UBS AG	177,546	$230,809	85.7%	Defined
UBS Securities LLC	19,559	$25,426	9.4%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$248,663

7.93%

191,280

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	38,377	$49,890	20.1%	Defined
Held directly	152,903	$198,773	79.9%	Defined

VANGUARD FIDUCIARY TRUST CO

$177,096

5.65%

136,228

JANE STREET GROUP, LLC

$157,452

5.02%

121,118

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	121,113	$157,446	100.0%	Defined
Jane Street Global Trading, LLC	5	$6	0.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$154,830

4.94%

119,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	119,100	$154,830	100.0%	Other

CITADEL ADVISORS LLC

$83,155

2.65%

63,966

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	63,966	$83,155	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$78,226

2.49%

60,174

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	60,174	$78,226	100.0%	Other

CITADEL ADVISORS LLC

$76,180

2.43%

58,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	58,600	$76,180	100.0%	Defined

STATE STREET CORP

$75,696

2.41%

58,228

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	58,228	$75,696	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$72,410

2.31%

55,700

Virtue Capital Management, LLC

$65,000

2.07%

50,000

XTX Topco Ltd

$60,366

1.92%

46,436

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	46,436	$60,366	100.0%	Defined

Green Alpha Advisors, LLC

$52,656

1.68%

40,505

NORTHERN TRUST CORP

$51,880

1.65%

39,908

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	39,908	$51,880	100.0%	Defined

Lido Advisors, LLC

$38,148

1.22%

29,345

SIMPLEX TRADING, LLC

$32,982

1.05%

25,371

CITADEL ADVISORS LLC

$32,370

1.03%

24,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	24,900	$32,370	100.0%	Defined

JANE STREET GROUP, LLC

$29,770

0.95%

22,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	22,900	$29,770	100.0%	Defined

OSAIC HOLDINGS, INC.

$28,762

0.92%

22,125

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	22,125	$28,762	100.0%	Defined

Engineers Gate Manager LP

$24,202

0.77%

18,617

R Squared Ltd

$22,270

0.71%

17,131

PRICE T ROWE ASSOCIATES INC /MD/

$22,084

0.70%

16,988

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	16,988	$22,084	100.0%	Defined

SHUFRO ROSE & CO LLC

$19,500

0.62%

15,000

HRT FINANCIAL LP

$18,179

0.58%

13,984

GROUP ONE TRADING LLC

$17,747

0.57%

13,652

PFG Investments, LLC

$16,071

0.51%

12,363

MORGAN STANLEY

$14,627

0.47%

11,252

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	31	$40	0.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	11,221	$14,587	99.7%	Defined

Virtu Financial LLC

$13,284

0.42%

10,219

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	10,219	$13,284	100.0%	Defined

Allied Private Wealth LLC

$8,370

0.27%

6,439

Smartleaf Asset Management LLC

$6,500

0.21%

5,000

JNBA Financial Advisors

$5,200

0.17%

4,000

Tower Research Capital LLC (TRC)

$3,978

0.13%

3,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	3,060	$3,978	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$3,660

0.12%

2,816

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	2,816	$3,660	100.0%	Sole

NFSG Corp

$2,600

0.08%

2,000

Commonwealth Retirement Investments LLC

$2,433

0.08%

1,872

Center for Financial Planning, Inc.

$1,300

0.04%

1,000

JPMORGAN CHASE & CO

$978

0.03%

753

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	750	$975	99.7%	Defined
J.P. Morgan Securities plc	3	$3	0.3%	Defined

WELLS FARGO & COMPANY/MN

$812

0.03%

625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	25	$32	3.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	600	$780	96.1%	Defined

BOKF, NA

$650

0.02%

500

HARBOUR INVESTMENTS, INC.

$590

0.02%

454

IFG Advisory, LLC

$520

0.02%

400

ARMSTRONG ADVISORY GROUP, INC

$182

0.01%

140

FMR LLC

$141

0.00%

109

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	109	$141	100.0%	Defined

Rockefeller Capital Management L.P.

$130

0.00%

100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	100	$130	100.0%	Defined

Institute for Wealth Management, LLC.

$104

0.00%

ROYAL BANK OF CANADA

$72

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	56	$72	100.0%	Defined

SBI Securities Co., Ltd.

$45

0.00%

NewEdge Advisors, LLC

$20

0.00%

BNP PARIBAS ARBITRAGE, SA

$14

0.00%

Caitong International Asset Management Co., Ltd

$11

0.00%

Integrated Wealth Concepts LLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$1	100.0%	Defined

Key facts CIK 1398805 CUSIP 07373B109 13F (30d) 42 filings 42 filers Visit website