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Funds Holding BEAT

On this page, we present all of the funds holding BEAT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BEAT, with a link to that fund's top holdings. The next columns indicate the amount of BEAT stock held by each of the funds holding BEAT, followed by the BEAT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 31 funds holding BEAT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding BEAT), click the fund name in the "Holder" column of the funds-holding-BEAT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.500,522$1,176 12/31/2023
     BEAT500,522$1,176 12/31/2023
Geode Capital Management LLC200,436$471 12/31/2023
     BEAT200,436$471 12/31/2023
Smith Salley & Associates200,000$470 12/31/2023
     BEAT200,000$470 12/31/2023
UBS Group AG177,713$418 12/31/2023
     BEAT177,713$418 12/31/2023
Virtu Financial LLC141,708$333 12/31/2023
     BEAT141,708$333 12/31/2023
Beacon Pointe Advisors LLC133,334$313 12/31/2023
     BEAT133,334$313 12/31/2023
Stifel Financial Corp100,000$235 12/31/2023
     BEAT100,000$235 12/31/2023
Kestra Private Wealth Services LLC82,165$193 12/31/2023
     BEAT82,165$193 12/31/2023
Pasadena Private Wealth LLC82,559$180 03/31/2024
     BEAT82,559$180 03/31/2024
State Street Corp65,273$153 12/31/2023
     BEAT65,273$153 12/31/2023
Advisory Research Inc.50,000$118 12/31/2023
     BEAT50,000$118 12/31/2023
Northern Trust Corp47,325$111 12/31/2023
     BEAT47,325$111 12/31/2023
Baker Avenue Asset Management LP46,668$110 12/31/2023
     BEAT46,668$110 12/31/2023
Spectrum Asset Management Inc. NB CA 44,900$106 12/31/2023
     BEAT44,900$106 12/31/2023
D Orazio & Associates Inc.32,987$78 12/31/2023
     BEAT32,987$78 12/31/2023
BlackRock Inc.23,612$55 12/31/2023
     BEAT23,612$55 12/31/2023
Harbour Investments Inc.19,750$46 12/31/2023
     BEAT19,750$46 12/31/2023
Bank of New York Mellon Corp18,240$43 12/31/2023
     BEAT18,240$43 12/31/2023
Charles Schwab Investment Management Inc.14,543$34 12/31/2023
     BEAT14,543$34 12/31/2023
AE Wealth Management LLC12,983$31 12/31/2023
     BEAT12,983$31 12/31/2023
Advisor Group Holdings Inc.11,597$27 12/31/2023
     BEAT11,597$27 12/31/2023
First Foundation Advisors10,000$24 12/31/2023
     BEAT10,000$24 12/31/2023
Texas Capital Bank Wealth Management Services Inc.10,000$24 12/31/2023
     BEAT10,000$24 12/31/2023
Tower Research Capital LLC TRC 8,436$20 12/31/2023
     BEAT8,436$20 12/31/2023
Morgan Stanley6,023$14 12/31/2023
     BEAT6,023$14 12/31/2023
Larson Financial Group LLC1,250$3 12/31/2023
     BEAT1,250$3 12/31/2023
Lee Financial Co1,000$2 12/31/2023
     BEAT1,000$2 12/31/2023
GWM Advisors LLC1,000$2 12/31/2023
     BEAT1,000$2 12/31/2023
JPMorgan Chase & Co.33$0 12/31/2023
     BEAT33$0 12/31/2023
Bank of America Corp DE26$0 12/31/2023
     BEAT26$0 12/31/2023
Wells Fargo & Company MN156$0 12/31/2023
     BEAT156$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     BEAT0$0 12/31/2023

See Summary: Institutional Holders of BEAT
See Details: Top 10 Hedge Funds Holding BEAT
Also See: BEAT Insider Buying
Also See: BEAT Holdings Changes

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