Funds holding HEARTBEAM INC
11 funds declare a position · 1 ETFs and 10 other funds · 1.9M $ · US42238H1086
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 753,402 | 919.2K $ | as of Mar 31, 2026 · Original filing | |
| 2 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 327,531 | 399.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 150,554 | 227.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 4 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 93,275 | 113.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Micro-Cap ETF iShares Trust | 69,824 | 85.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 44,849 | 67.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 7 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 38,507 | 58.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 8 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 23,585 | 28.8K $ | as of Mar 31, 2026 · Original filing | |
| 9 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 16,484 | 24.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 10 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 5,013 | 6.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 11 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 672 | 819.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
34 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 898,321 | 1.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 377,212 | 460.3K $ | as of Mar 31, 2026 |
| Smith Salley Wealth Management | 367,647 | 448.5K $ | as of Mar 31, 2026 |
| UBS Group AG | 335,189 | 408.9K $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 247,458 | 301.9K $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 208,191 | 254K $ | as of Mar 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | 208,191 | 254K $ | as of Mar 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 173,939 | 212.2K $ | as of Mar 31, 2026 |
| Sigma Planning Corp | 132,550 | 161.7K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 125,473 | 153.1K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 105,950 | 129.3K $ | as of Mar 31, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | 94,400 | 115.2K $ | as of Mar 31, 2026 |
| Cannon Financial Strategists, Inc. | 72,788 | 88.8K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 58,599 | 71.5K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 58,164 | 71K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 51,000 | 62.2K $ | as of Mar 31, 2026 |
| ADVISORY RESEARCH INC | 50,000 | 61K $ | as of Mar 31, 2026 |
| D'Orazio & Associates, Inc. | 48,987 | 59.8K $ | as of Mar 31, 2026 |
| Centiva Capital, LP | 34,706 | 42.3K $ | as of Mar 31, 2026 |
| Activest Wealth Management | 34,160 | 41.7K $ | as of Mar 31, 2026 |
| Owls Nest Partners IA, LLC | 25,046 | 30.6K $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 15,000 | 18.3K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 11,916 | 14.5K $ | as of Mar 31, 2026 |
| CIBC Bancorp USA Inc. | 10,631 | 13K $ | as of Mar 31, 2026 |
| HB Wealth Management, LLC | 10,000 | 12.2K $ | as of Mar 31, 2026 |