Vault-13

BEAM GLOBAL BEEM

COM · Common Stock · CUSIP 07373B109 · ISIN US07373B1098

40 institutional holders -4 vs Q3 2025
2,614,8722.6m shares reported held*
13.7% of all shares outstanding*
$4.0mreported value*
6 new 12 added 10 reduced 10 sold out net sold ≈ $28.8k (-248.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 19.0m as of 2025-11-11, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1.52. Options: 3 managers hold calls ($882.3k notional), 2 hold puts ($1.9k).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 64Q4 22: 68Q1 23: 66Q2 23: 75Q3 23: 67Q4 23: 67Q1 24: 56Q2 24: 57Q3 24: 51Q4 24: 48Q1 25: 44Q2 25: 40Q3 25: 44Q4 25: 4040Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202264
Q4 202268
Q1 202366
Q2 202375
Q3 202367
Q4 202367
Q1 202456
Q2 202457
Q3 202451
Q4 202448
Q1 202544
Q2 202540
Q3 202544
Q4 202540

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 24: 16 bought or addedQ1 24: 36 cut or sold outQ2 24: 18 bought or addedQ2 24: 24 cut or sold outQ2 24Q3 24: 16 bought or addedQ3 24: 24 cut or sold outQ4 24: 17 bought or addedQ4 24: 24 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 19 cut or sold outQ2 25: 15 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 11 cut or sold outQ4 25: 18 bought or addedQ4 25: 20 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241636
Q2 20241824
Q3 20241624
Q4 20241724
Q1 20251019
Q2 20251516
Q3 20251811
Q4 20251820

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ1 25 calls: $86.4kQ1 25 puts: $40.2kQ1 25P/C 0.47Q2 25 calls: $13.2kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $1.9mQ3 25 puts: $99.0kQ3 25P/C 0.05Q4 25 calls: $882.3kQ4 25 puts: $1.9kQ4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$86.4k$40.2k0.47
Q2 2025$13.2k$00.00
Q3 2025$1.9m$99.0k0.05
Q4 2025$882.3k$1.9k0.00

Biggest buyers

RENAISSANCE TECHNOLOGIES LLC Added +90,300+90.3k
Virtue Capital Management, LLC Added +46,527+46.5k
VANGUARD GROUP INC Added +44,237+44.2k
Quadrature Capital Ltd New +40,514+40.5k
CITADEL ADVISORS LLC New +40,026+40.0k
Green Alpha Advisors, LLC Added +27,903+27.9k
UBS Group AG Added +14,673+14.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +11,296+11.3k
Engineers Gate Manager LP New +10,531+10.5k
OSAIC HOLDINGS, INC. Added +8,750+8.8k

Biggest sellers

INTEGRITY WEALTH ADVISORS, INC. Reduced -540,132-540.1k
JANE STREET GROUP, LLC Reduced -45,338-45.3k
SIMPLEX TRADING, LLC Sold out -8,737-8.7k
TWO SIGMA INVESTMENTS, LP Reduced -5,118-5.1k
JNBA Financial Advisors Sold out -4,000-4.0k
ROYAL BANK OF CANADA Reduced -3,114-3.1k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -2,300-2.3k
MORGAN STANLEY Reduced -1,065-1.1k
Tower Research Capital LLC (TRC) Reduced -905-905
FMR LLC Sold out -800-800

Biggest calls

INTEGRITY WEALTH ADVISORS, INC. Added $812.2k541.5k shares
SIMPLEX TRADING, LLC Added $69.5k46.3k shares
GROUP ONE TRADING LLC Reduced $600400 shares

Biggest puts

GROUP ONE TRADING LLC Reduced $1.8k1.2k shares
SIMPLEX TRADING, LLC Unchanged $150100 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q4 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25Q3 25: 0 buyingQ3 25: 1 sellingQ4 25: 0 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—0——
Q2 20240—1$2.6k$2.6k
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—1$50.0k—
Q4 20250—0——

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 INTEGRITY WEALTH ADVISORS, INC. 0.78% of their portfolio Ventura, CA 742,745742.7k $1.1m $1.1m 0.78% Reduced -540.1k -540,132
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 704,856704.9k $1.1m $1.1m 0.00% Added +44.2k +44,237
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 168,700168.7k $253.1k $253.1k 0.00% Added +2.8k +2,779
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 150,301150.3k $225.5k $225.5k 0.00% Unchanged
5 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 124,000124.0k $186.0k $186.0k 0.00% Added +90.3k +90,300
6 T3 Companies, LLC 0.21% of their portfolio NEW YORK, NY 110,000110.0k $165.0k $165.0k 0.21% First filing
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 109,322109.3k $164.0k $164.0k 0.00% Added +11.3k +11,296
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 58,22858.2k $87.3k $87.3k 0.00% Added +8.7k +8,700
9 Virtue Capital Management, LLC 0.01% of their portfolio BRENTWOOD, TN 50,00050.0k $81.0k $81.0k 0.01% Added +46.5k +46,527
10 Green Alpha Advisors, LLC 0.07% of their portfolio NIWOT, CO 47,37447.4k $71.1k $71.1k 0.07% Added +27.9k +27,903
11 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 40,51440.5k $60.8k $60.8k 0.00% New
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,02640.0k $60.0k $60.0k 0.00% New
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,30733.3k $50.0k $50.0k 0.00% Unchanged
14 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 30,34230.3k $45.5k $45.5k 0.00% Reduced -5.1k -5,118
15 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 29,34529.3k $84.5k $84.5k 0.00% Unchanged
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22,21422.2k $33.3k $33.3k 0.00% Added +8.8k +8,750
17 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 21,44821.4k $32.2k $32.2k 0.00% Added +1.9k +1,870
18 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 17,49117.5k $26.2k $26.2k 0.00% Added +2.0k +1,959
19 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 16,98817.0k $26.0k $26.0k 0.00% Reduced -2.3k -2,300
20 SHUFRO ROSE & CO LLC 0.00% of their portfolio NEW YORK, NY 15,00015.0k $22.5k $22.5k 0.00% Unchanged
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 15,00015.0k $22.5k $22.5k 0.00% Added +14.7k +14,673
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 12,25612.3k $18.4k $18.4k 0.00% Reduced -1.1k -1,065
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,22812.2k $18.3k $18.3k 0.00% Reduced -45.3k -45,338
24 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 10,53110.5k $15.8k $15.8k 0.00% New
25 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 9,3239.3k $14.0k $14.0k 0.00% Added +8.2k +8,194
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 6,9897.0k $10.5k $10.5k 0.00% Reduced -1 -1
27 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 5,0005.0k $7.6k $7.6k 0.00% New
28 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,6162.6k $3.9k $3.9k 0.00% Unchanged
29 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,2212.2k $3.3k $3.3k 0.00% Reduced -905 -905
30 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 2,0002.0k $3.0k $3.0k 0.00% Unchanged
31 Commonwealth Retirement Investments LLC 0.00% of their portfolio RICHMOND, VA 1,8721.9k $2.8k $2.8k 0.00% New
32 Center for Financial Planning, Inc. 0.00% of their portfolio SOUTHFIED, MI 1,0001.0k $1.5k $1.5k 0.00% Unchanged
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 753753 $1.1k $1.1k 0.00% Reduced -753 -753
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 625625 $938 $938 0.00% Unchanged
35 SageView Advisory Group, LLC 0.00% of their portfolio Newport Beach, CA 9696 $144 $144 0.00% New
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5656 $0 $0 0.00% Reduced -3.1k -3,114
37 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3939 $59 $59 0.00% Unchanged
38 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 3535 $53 $53 0.00% Reduced -77 -77
39 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1616 $24 $24 0.00% Unchanged
40 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1515 $22 $22 0.00% Unchanged