Beam Global (EVSI) Ownership

Institutions
Mutual Funds

Institutional Ownership

Amvescap Plc. is the biggest individual institutional holder of Beam Global (EVSI), owning a total of 1 million shares. Combined, the top 20 institutional holders of EVSI own 27.89% of the company with a total of 2.2 million shares.

In the latest ownership report on December 31st 2020, the top 20 institutional holders increased their combined ownership of EVSI by 0.9 million shares. 12 institutions bought 1,557,838 total additional shares and increased their ownership by an average of 385.09%. However 5 institutions sold 646,483 total shares and decreased their ownership by an average of 49.58%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Beam Global increased by a net total of 911,355 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Amvescap Plc.	12.678%	0.000%	1,010,728	1,010,728	2020-12-31
Vanguard Group Inc	3.708%	36.443%	295,644	78,964	2020-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.311%	0.000%	104,500	104,500	2020-12-31
Bard Associates Inc	1.280%	-51.884%	102,075	-110,067	2020-12-31
Millennium Management LLC	1.250%	783.041%	99,660	88,374	2020-12-31
Essex Investment Management Company, LLC	1.034%	-24.757%	82,406	-27,114	2020-12-31
Arosa Capital Management LP	0.941%	-82.438%	75,000	-352,063	2020-12-31
ALPS Advisors Inc	0.651%	0.000%	51,897	51,897	2020-12-31
Fidelity International Ltd	0.645%	0.000%	51,400	51,400	2020-12-31
Royce & Associates, LP	0.615%	-2.000%	49,000	-1,000	2020-12-31
Geode Capital Management, LLC	0.569%	121.270%	45,325	24,841	2020-12-31
UBS Group AG	0.557%	3,680.340%	44,419	43,244	2020-12-31
NICOLA WEALTH MANAGEMENT LTD.	0.439%	0.000%	35,000	35,000	2020-12-31
D. E. Shaw & Co LP	0.334%	0.000%	26,603	26,603	2020-12-31
Carlson Capital LP	0.314%	0.000%	25,000	25,000	2020-12-31
Friess Associates LLC	0.298%	-86.799%	23,761	-156,239	2020-12-31
Citigroup Inc	0.217%	0.000%	17,287	17,287	2020-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Amvescap Plc.	12.678%	0.000%	1,010,728	1,010,728	2020-12-31
Vanguard Group Inc	3.708%	36.443%	295,644	78,964	2020-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.311%	0.000%	104,500	104,500	2020-12-31
Bard Associates Inc	1.280%	-51.884%	102,075	-110,067	2020-12-31
Millennium Management LLC	1.250%	783.041%	99,660	88,374	2020-12-31
Essex Investment Management Company, LLC	1.034%	-24.757%	82,406	-27,114	2020-12-31
Arosa Capital Management LP	0.941%	-82.438%	75,000	-352,063	2020-12-31
ALPS Advisors Inc	0.651%	0.000%	51,897	51,897	2020-12-31
Fidelity International Ltd	0.645%	0.000%	51,400	51,400	2020-12-31
Royce & Associates, LP	0.615%	-2.000%	49,000	-1,000	2020-12-31
Geode Capital Management, LLC	0.569%	121.270%	45,325	24,841	2020-12-31
UBS Group AG	0.557%	3,680.340%	44,419	43,244	2020-12-31
NICOLA WEALTH MANAGEMENT LTD.	0.439%	0.000%	35,000	35,000	2020-12-31
BB&T Corp.	0.418%	0.000%	33,350	33,350	2020-09-30
Gladstone Institutional Advisory LLC	0.367%	0.000%	29,250	29,250	2020-09-30
D. E. Shaw & Co LP	0.334%	0.000%	26,603	26,603	2020-12-31
Carlson Capital LP	0.314%	0.000%	25,000	25,000	2020-12-31
Friess Associates LLC	0.298%	-86.799%	23,761	-156,239	2020-12-31
J. Goldman & Co LP	0.270%	0.000%	21,525	21,525	2020-09-30
Citigroup Inc	0.217%	0.000%	17,287	17,287	2020-12-31

Mutual Fund Ownership

Invesco WilderHill Clean Energy ETF is the biggest individual fund holder of Beam Global (EVSI), owning a total of 880 thousand shares. Combined, the top 20 mutual fund holders of EVSI own 22.48% of the company with a total of 1.8 million shares.

In the latest ownership report on February 28th 2021, the top 20 fund holders increased their combined ownership of EVSI by 5 thousand shares. 1 funds bought 6,778 total additional shares and increased their ownership by an average of 30.19%. However 2 funds sold 11,940 total shares and decreased their ownership by an average of 1.56%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Beam Global decreased by a net total of -5,162 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Invesco WilderHill Clean Energy ETF	11.035%	-1.113%	879,791	-9,900	2021-02-28
Vanguard Total Stock Mkt Idx Inv	2.335%	0.000%	186,146	0	2021-02-28
Vanguard Extended Market Index Investor	1.245%	-2.014%	99,258	-2,040	2021-02-28
Evolve Automobile Innovation ETF H	0.367%	30.192%	29,228	6,778	2021-02-28
Vanguard Balanced Index Inv	0.074%	0.000%	5,900	0	2021-02-28
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.073%	0.000%	5,797	0	2021-02-28
State St US Extended Mkt Indx NL Cl C	0.067%	0.000%	5,300	0	2021-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Invesco WilderHill Clean Energy ETF	11.035%	-1.113%	879,791	-9,900	2021-02-28
Invesco Solar ETF	4.559%	-0.001%	363,466	-3	2021-02-26
Vanguard Total Stock Mkt Idx Inv	2.335%	0.000%	186,146	0	2021-02-28
Vanguard Extended Market Index Investor	1.245%	-2.014%	99,258	-2,040	2021-02-28
ALPS Clean Energy ETF	0.817%	0.000%	65,147	0	2021-02-26
Royce Smaller-Companies Growth Svc	0.615%	-2.000%	49,000	-1,000	2020-12-31
Evolve Automobile Innovation ETF H	0.367%	30.192%	29,228	6,778	2021-02-28
Fidelity® Extended Market Index	0.351%	0.000%	27,942	0	2021-01-31
iShares Micro-Cap ETF	0.192%	0.000%	15,336	0	2021-02-26
BlackRock Extended Equity Market K	0.185%	0.000%	14,762	14,762	2020-12-31
Fidelity® Total Market Index	0.124%	43.008%	9,869	2,968	2021-01-31
Amplify Lithium & Battery Tech ETF	0.113%	3.491%	9,043	305	2021-02-26
Vanguard Balanced Index Inv	0.074%	0.000%	5,900	0	2021-02-28
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.073%	0.000%	5,797	0	2021-02-28
NT Ext Equity Mkt Idx Fd - L	0.069%	5.912%	5,518	308	2020-12-31
Northern Trust Extended Eq Market Idx	0.067%	0.000%	5,314	0	2020-06-30
SSgA U.S. Extended Market Index Class I	0.067%	0.000%	5,300	5,300	2020-12-31
State St US Extended Mkt Indx NL Cl C	0.067%	0.000%	5,300	0	2021-02-28
Fidelity® Series Total Market Index	0.065%	0.000%	5,197	0	2021-01-31
iShares Core S&P Total US Stock Mkt ETF	0.061%	0.370%	4,886	18	2021-02-26