48 institutions reported holding $6.3M of HEARTBEAM INC (BEAT) in SEC 13F filings for 2026-03-31. Largest institutional holders: VANGUARD CAPITAL MANAGEMENT LLC ($1.5M), BlackRock, Inc. ($1.1M), GEODE CAPITAL MANAGEMENT, LLC ($460,269), Smith Salley Wealth Management ($448,529), UBS Group AG ($408,930). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $1.5M | 1.2M | New |
| 2 | BlackRock, Inc. | $1.1M | 898,321 | Added |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $460,269 | 377,212 | Added |
| 4 | Smith Salley Wealth Management | $448,529 | 367,647 | Hold |
| 5 | UBS Group AG | $408,930 | 335,189 | Trimmed |
| 6 | Beacon Pointe Advisors, LLC | $301,899 | 247,458 | New |
| 7 | RITHOLTZ WEALTH MANAGEMENT | $253,993 | 208,191 | Hold |
| 8 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $253,993 | 208,191 | Added |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $212,206 | 173,939 | Trimmed |
| 10 | VANGUARD FIDUCIARY TRUST CO | $183,076 | 150,062 | New |
| 11 | Sigma Planning Corp | $161,711 | 132,550 | Added |
| 12 | STATE STREET CORP | $153,077 | 125,473 | Hold |
| 13 | RAYMOND JAMES FINANCIAL INC | $129,259 | 105,950 | Added |
| 14 | Spectrum Asset Management, Inc. (NB/CA) | $115,168 | 94,400 | Hold |
| 15 | Cannon Financial Strategists, Inc. | $88,801 | 72,788 | Hold |
| 16 | MORGAN STANLEY | $71,491 | 58,599 | Trimmed |
| 17 | NORTHERN TRUST CORP | $70,960 | 58,164 | Hold |
| 18 | STIFEL FINANCIAL CORP | $62,220 | 51,000 | Hold |
| 19 | ADVISORY RESEARCH INC | $61,000 | 50,000 | Hold |
| 20 | D'Orazio & Associates, Inc. | $59,765 | 48,987 | Hold |
| 21 | Centiva Capital, LP | $42,341 | 34,706 | New |
| 22 | Activest Wealth Management | $41,675 | 34,160 | Added |
| 23 | Owls Nest Partners IA, LLC | $30,556 | 25,046 | New |
| 24 | TRUIST FINANCIAL CORP | $18,300 | 15,000 | Hold |
| 25 | Vanguard Global Advisers, LLC | $16,236 | 13,308 | New |
Source: SEC Form 13F filings · as of 2026-03-31