Among active 13F managers last quarter, 5 opened and 2 added, while none reduced or exited; the largest holder to move was Sigma Planning Corp (+87%). Over the last 180 days, 8 insiders bought and none sold, a net +$901K in open-market trades.
Funds lean in and no leg opposes.
36 tracked 13F filers disclose a position in BEAT as of the latest SEC 13F filings, a combined $4.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 2.1M | $1.6M | ▲+78% Added · +940K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 988K | $741K | ▲+10.0% Added · +90K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 479K | $360K | ▲+27% Added · +102K sh | Q2 2026 | |
| 4 | UBS Group AG | 335K | $409K | ▼−26% Reduced · −119K sh | Q1 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 275K | $206K | ▲+83% Added · +125K sh | Q2 2026 | |
| 6 | Sigma Planning Corp | 248K | $186K | ▲+87% Added · +115K sh | Q2 2026 | |
| 7 | Beacon Pointe Advisors, LLC | 247K | $185K | ▼−0.2% Reduced · −400 sh | Q2 2026 | |
| 8 | O'shaughnessy Asset Management, LLC | 208K | $156K | —Held | Q2 2026 | |
| 9 | Ritholtz Wealth Management | 208K | $156K | —Held | Q2 2026 | |
| 10 | Kestra Private Wealth Services, LLC | 173K | $130K | ▼−0.3% Reduced · −500 sh | Q2 2026 | |
| 11 | State Street Corp | 125K | $94K | —Held | Q2 2026 | |
| 12 | Raymond James Financial Inc | 106K | $129K | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 13 | Spectrum Asset Management, Inc. (NB/CA) | 100K | $75K | ▲+6.3% Added · +6K sh | Q2 2026 | |
| 14 | Cannon Financial Strategists, Inc. | 73K | $55K | —Held | Q2 2026 | |
| 15 | Morgan Stanley | 59K | $71K | ▼−4.9% Reduced · −3K sh | Q1 2026 | |
| 16 | Northern Trust Corp | 58K | $71K | —Held | Q1 2026 | |
| 17 | Stifel Financial Corp | 51K | $62K | —Held | Q1 2026 | |
| 18 | D'Orazio & Associates, Inc. | 49K | $37K | —Held | Q2 2026 | |
| 19 | Davidson Kahn Capital Management, LLC | 17K | $13K | ▲New +17K sh | Q2 2026 | |
| 20 | Truist Financial Corp | 15K | $18K | —Held | Q1 2026 | |
| 21 | Vanguard Global Advisers, LLC | 13K | $10K | —Held | Q2 2026 | |
| 22 | XTX Topco Ltd | 12K | $15K | ▲New +12K sh | Q1 2026 | |
| 23 | J.W. Cole Advisors, Inc. | 11K | $8K | ▲New +11K sh | Q2 2026 | |
| 24 | CIBC Bancorp USA Inc. | 11K | $13K | ▲New +11K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | 10K | $8K | ▲New +10K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in BEAT and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 13 funds | $2.1B |
| Nvidia CorpNVDA | 13 funds | $1.5B |
| Microsoft CorpMSFT | 13 funds | $846.0M |
| Alphabet Inc-CL CGOOG | 13 funds | $558.7M |
| Broadcom IncAVGO | 13 funds | $499.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $461.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 13 funds | $377.0M |
| ExxonMobil Holdings CorpXOM | 13 funds | $314.1M |
| Costco Wholesale CorpCOST | 13 funds | $208.8M |
| General ElectricGE | 13 funds | $154.4M |
| Vanguard S&P 500 ETFVOO | 12 funds | $761.9M |
| Amazon.com IncAMZN | 12 funds | $741.3M |
Ranked by how many of BEAT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BEAT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 16, 2026 | Elfrink Willem | Director | Buy (P) | 188K | $150K |
| Apr 16, 2026 | Cruickshank Tim | CFO | Buy (P) | 31K | $25K |
| Apr 16, 2026 | ENO Robert Paul | President | Buy (P) | 13K | $10K |
| Apr 16, 2026 | Ortigas-Wedekind Marga | Director | Buy (P) | 25K | $20K |
| Apr 16, 2026 | Vajdic Branislav | Director | Buy (P) | 31K | $25K |
| Apr 16, 2026 | Jaff Michael R | Director | Buy (P) | 31K | $25K |
| Apr 16, 2026 | Strome Mark E | Director | Buy (P) | 750K | $600K |
| Apr 16, 2026 | Ferrari Richard | Director | Buy (P) | 58K | $46K |
| Dec 18, 2025 | de Urioste George | Director | Sell (S) | 33K | $94K |
| Dec 17, 2025 | de Urioste George | Director | Sell (S) | 24K | $88K |
| Dec 17, 2025 | Strome Mark E | 10% Owner | Sell (S) | 250K | $895K |
| Feb 14, 2025 | Cruickshank Tim | CFO | Buy (P) | 18K | $30K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 8 | 4 | – |
Insiders Form 4 open-market | 8 | 0 | +$901K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| BEATthis pageStock | 36 funds | $4.9M |
| BEATW*W EXP 10/31/202 | 6 funds | $62K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for BEAT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BEAT/capital-change-brief"
Use Arkolith's capital_change_brief for BEAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BEAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.