HEARTBEAM INC BEAT

US Healthcare Surgical & Medical Instruments & Apparatus
$0.72
-1.2%
52w: $0.58 – $3.44

Latest 13F among current holders filed 32 days ago (Jun 3, 2026)

Price — last 12 months

research preview data
0.582.013.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
38
-3 QoQ
13F value
$6.3M
-42.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026

Institutional value by quarter

$11.2M
Q1 2024
$5.8M
Q2 2024
$6.1M
Q3 2024
$6.1M
Q4 2024
$6.1M
Q1 2025
$4.5M
Q2 2025
$5.5M
Q3 2025
$11.0M
Q4 2025
$6.3M
Q1 2026

Number of holders

29
Q1 2024
31
Q2 2024
33
Q3 2024
34
Q4 2024
36
Q1 2025
41
Q2 2025
38
Q3 2025
41
Q4 2025
38
Q1 2026

Who owns BEAT?

Q1 2026 filings
FundTypeSharesValue% of fundChange
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical1.2M$1.5M0.0%
BlackRock, Inc. Index provider898.3K$1.1M0.0%+0.7%
GEODE CAPITAL MANAGEMENT, LLC Index provider377.2K$460K0.0%+23.4%
Smith Salley Wealth Management Other367.6K$449K0.0%Held
UBS Group AG Bank broker335.2K$409K0.0%-26.1%
Beacon Pointe Advisors, LLC Wealth advisor247.5K$302K0.0%New
RITHOLTZ WEALTH MANAGEMENT Wealth advisor208.2K$254K0.0%Held
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Diversified mechanical208.2K$254K0.0%+49.6%
KESTRA PRIVATE WEALTH SERVICES, LLC Diversified mechanical173.9K$212K0.0%-0.7%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical150.1K$183K0.0%
Sigma Planning Corp Wealth advisor132.6K$162K0.0%+115.0%
STATE STREET CORP Index provider125.5K$153K0.0%Held
RAYMOND JAMES FINANCIAL INC Bank broker106.0K$129K0.0%+3.8%
Spectrum Asset Management, Inc. (NB/CA) Wealth advisor94.4K$115K0.0%Held
Cannon Financial Strategists, Inc. Wealth advisor72.8K$89K0.0%Held
MORGAN STANLEY Bank broker58.6K$71K0.0%-4.9%
NORTHERN TRUST CORP Index provider58.2K$71K0.0%Held
STIFEL FINANCIAL CORP Diversified mechanical51.0K$62K0.0%Held
ADVISORY RESEARCH INC Other50.0K$61K0.0%Held
D'Orazio & Associates, Inc. Wealth advisor49.0K$60K0.0%Held
Centiva Capital, LP Diversified mechanical34.7K$42K0.0%New
Activest Wealth Management Wealth advisor34.2K$42K0.0%+34.0%
Owls Nest Partners IA, LLC ★3Fundamental concentrated25.0K$31K0.0%New
TRUIST FINANCIAL CORP Diversified mechanical15.0K$18K0.0%Held
Vanguard Global Advisers, LLC Diversified mechanical13.3K$16K0.0%
XTX Topco Ltd Market maker11.9K$15K0.0%New
CIBC Bancorp USA Inc. Diversified mechanical10.6K$13K0.0%
HB Wealth Management, LLC Wealth advisor10.0K$12K0.0%Held
HARBOUR INVESTMENTS, INC. Wealth advisor9.3K$11K0.0%Held
Tower Research Capital LLC (TRC) Market maker7.4K$9K0.0%New
ROYAL BANK OF CANADA Bank broker3.0K$4K0.0%Held
GHP Investment Advisors, Inc. Diversified mechanical2.5K$3K0.0%New
Blue Trust, Inc. Wealth advisor1.9K$2K0.0%Held
Larson Financial Group LLC Wealth advisor1.3K$2K0.0%Held
NewEdge Advisors, LLC Diversified mechanical1.0K$1K0.0%Held
WELLS FARGO & COMPANY/MN Bank broker1.0K$1K0.0%Held
OSAIC HOLDINGS, INC. Wealth advisor1.0K$1K0.0%Held
CITIGROUP INC Bank broker232$2830.0%+23100.0%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.