Vault-13

BEAM GLOBAL BEEM

COM · Common Stock · CUSIP 07373B109 · ISIN US07373B1098

42 institutional holders +2 vs Q4 2025
2,570,0172.6m shares reported held*
12.2% of all shares outstanding*
$3.8mreported value*
9 new 6 added 7 reduced 9 sold out net sold ≈ $140.1k (-95.3k 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: 21.1m as of 2026-04-07, 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 ≈ $1.47. Options: 5 managers hold calls ($494.1k notional), 3 hold puts ($22.6k).

Trends to Q1 2026

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: 40Q1 26: 4242Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202642

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 18 bought or addedQ2 24: 24 cut or sold outQ3 24: 16 bought or addedQ3 24: 24 cut or sold outQ3 24Q4 24: 17 bought or addedQ4 24: 24 cut or sold outQ1 25: 10 bought or addedQ1 25: 19 cut or sold outQ1 25Q2 25: 15 bought or addedQ2 25: 16 cut or sold outQ3 25: 18 bought or addedQ3 25: 11 cut or sold outQ3 25Q4 25: 18 bought or addedQ4 25: 20 cut or sold outQ1 26: 15 bought or addedQ1 26: 16 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241824
Q3 20241624
Q4 20241724
Q1 20251019
Q2 20251516
Q3 20251811
Q4 20251820
Q1 20261516

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ2 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 0.00Q1 26 calls: $494.1kQ1 26 puts: $22.6kQ1 26P/C 0.05
Numbers
QuarterCallsPutsP/C
Q2 2025$13.2k$00.00
Q3 2025$1.9m$99.0k0.05
Q4 2025$882.3k$1.9k0.00
Q1 2026$494.1k$22.6k0.05

Biggest buyers

INTEGRITY WEALTH ADVISORS, INC. Added +94,643+94.6k
GEODE CAPITAL MANAGEMENT, LLC Added +63,326+63.3k
R Squared Ltd New +17,949+17.9k
SIMPLEX TRADING, LLC New +13,754+13.8k
UBS Group AG Added +12,862+12.9k
TWO SIGMA SECURITIES, LLC New +12,512+12.5k
GROUP ONE TRADING LLC Added +4,445+4.4k
JNBA Financial Advisors New +4,000+4.0k
Engineers Gate Manager LP Added +1,916+1.9k
Rossby Financial, LCC New +1,000+1.0k

Biggest sellers

T3 Companies, LLC Sold out -110,000-110.0k
Quadrature Capital Ltd Sold out -40,514-40.5k
CITADEL ADVISORS LLC Sold out -40,026-40.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -39,400-39.4k
TWO SIGMA INVESTMENTS, LP Sold out -30,342-30.3k
XTX Topco Ltd Sold out -17,491-17.5k
JANE STREET GROUP, LLC Sold out -12,228-12.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -10,908-10.9k
Green Alpha Advisors, LLC Reduced -7,949-7.9k
BANK OF AMERICA CORP /DE/ Sold out -6,989-7.0k

Biggest calls

INTEGRITY WEALTH ADVISORS, INC. Reduced $404.2k275.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $52.9k36.0k shares
CITADEL ADVISORS LLC New $30.9k21.0k shares
SIMPLEX TRADING, LLC Reduced $5.7k3.9k shares
GROUP ONE TRADING LLC Reduced $294200 shares

Biggest puts

CITADEL ADVISORS LLC New $22.1k15.0k shares
GROUP ONE TRADING LLC Reduced $441300 shares
SIMPLEX TRADING, LLC Unchanged $147100 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 Q1 2026

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
101Q2 24: 0 buyingQ2 24: 1 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 INTEGRITY WEALTH ADVISORS, INC. 0.74% of their portfolio Ventura, CA 837,388837.4k $1.2m $1.2m 0.74% Added +94.6k +94,643
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 660,087660.1k $970.3k $970.3k 0.00% First filing
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 232,026232.0k $341.1k $341.1k 0.00% Added +63.3k +63,326
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 150,301150.3k $220.9k $220.9k 0.00% Unchanged
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 98,41498.4k $144.7k $144.7k 0.00% Reduced -10.9k -10,908
6 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 92,01492.0k $135.3k $135.3k 0.00% First filing
7 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 84,60084.6k $124.4k $124.4k 0.00% Reduced -39.4k -39,400
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 58,22858.2k $85.6k $85.6k 0.00% Unchanged
9 Virtue Capital Management, LLC 0.01% of their portfolio BRENTWOOD, TN 50,00050.0k $68.5k $68.5k 0.01% Unchanged
10 Green Alpha Advisors, LLC 0.06% of their portfolio NIWOT, CO 39,42539.4k $58.0k $58.0k 0.06% Reduced -7.9k -7,949
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,30733.3k $49.0k $49.0k 0.00% Unchanged
12 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 29,34529.3k $43.1k $43.1k 0.00% Unchanged
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 27,86227.9k $41.0k $41.0k 0.00% Added +12.9k +12,862
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 21,90021.9k $32.2k $32.2k 0.00% Reduced -314 -314
15 R Squared Ltd 0.01% of their portfolio HONG KONG, K3 17,94917.9k $26.4k $26.4k 0.01% New
16 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 17,66817.7k $26.0k $26.0k 0.00% Reduced -3.8k -3,780
17 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 16,98817.0k $25.0k $25.0k 0.00% Unchanged
18 SHUFRO ROSE & CO LLC 0.00% of their portfolio NEW YORK, NY 15,00015.0k $22.1k $22.1k 0.00% Unchanged
19 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 13,76813.8k $20.2k $20.2k 0.00% Added +4.4k +4,445
20 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 13,75413.8k $20.2k $20.2k 0.00% New
21 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 12,51212.5k $18.4k $18.4k 0.00% New
22 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 12,44712.4k $18.3k $18.3k 0.00% Added +1.9k +1,916
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 12,25112.3k $18.0k $18.0k 0.00% Reduced -5 -5
24 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 5,0005.0k $6.8k $6.8k 0.00% Unchanged
25 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 4,0004.0k $5.9k $5.9k 0.00% New
26 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,2263.2k $4.7k $4.7k 0.00% First filing
27 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,8162.8k $3.9k $3.9k 0.00% Added +200 +200
28 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 2,0002.0k $2.9k $2.9k 0.00% Unchanged
29 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,3111.3k $1.9k $1.9k 0.00% Reduced -910 -910
30 Center for Financial Planning, Inc. 0.00% of their portfolio SOUTHFIED, MI 1,0001.0k $1.5k $1.5k 0.00% Unchanged
31 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 1,0001.0k $1.5k $1.5k 0.00% New
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 753753 $1.0k $1.0k 0.00% Unchanged
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 625625 $919 $919 0.00% Unchanged
34 BOKF, NA 0.00% of their portfolio TULSA, OK 500500 $735 $735 0.00% New
35 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 388388 $571 $571 0.00% New
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5656 $0 $0 0.00% Unchanged
37 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3939 $58 $58 0.00% Unchanged
38 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 3535 $51 $51 0.00% Unchanged
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
41 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 22 $3 $3 0.00% New
42 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11 $1 $1 0.00% New