BENEFICIENT - CLASS A (BENF) Institutional Ownership and Insiders Activity
BENEFICIENT - CLASS A (BENF) is widely held by institutional investors, with 17 firms reporting positions valued at approximately $3.63M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Yorkville Advisors Global, Lp is the largest disclosed holder, reporting approximately $1.03M in BENF holdings in its latest filing.
Institutional Holders
17
Total Reported Value
$3.63M
Largest Holder
Yorkville Advisors Global, Lp
Largest Position
$1.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
3
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Yorkville Advisors Global, Lp$1.03M
- Geode Capital Management, Llc$569,446
- Vanguard Capital Management Llc$564,847
- Ria Advisory Group Llc$333,496
- Vanguard Fiduciary Trust Co$265,218
Related BENF Institutional Insights:
- BENF 13F Institutional Holders
- BENF Superinvestors
- BENF Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BENF Insider Trading & SEC Form 4 Activity
- BENF Articles
- Top Institutional Investor Stock Rankings