BENEFICIENT - CLASS A (BENF) Institutional Ownership Changes & 13F Activity

BENEFICIENT - CLASS A (BENF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Yorkville Advisors Global, Lp, Morgan Stanley, State Street Corp, Blackrock, Inc., and Vanguard Capital Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
State Street CorpBuy+14,500+28.0%66,345$244.15KQ2 2026Sep 22, 2026
Ausdal Financial Partners, Inc.Buy+2,000+16.9%13,817$50.85KQ2 2026Aug 14, 2026
Barclays PlcBuy+60—60$221.00Q2 2026Aug 14, 2026
Morgan StanleyBuy+21,084+87.7%45,122$166.05KQ2 2026Aug 13, 2026
Vanguard Capital Management LlcBuy+3,491+2.3%153,491$564.85KQ2 2026Aug 13, 2026
Ubs Group AgSell-1,717-28.7%4,271$15.72KQ2 2026Aug 13, 2026
Vanguard Fiduciary Trust CoBuy+559+0.8%72,070$265.22KQ2 2026Aug 13, 2026
Geode Capital Management, LlcSell-3,378-2.1%154,649$569.45KQ2 2026Aug 12, 2026
Blackrock, Inc.Buy+4,205+9.3%49,528$182.26KQ2 2026Aug 07, 2026
Yorkville Advisors Global, LpBuy+280,631—280,631$1.03MQ2 2026Aug 06, 2026
Citigroup IncBuy+4—4$15.00Q2 2026Aug 03, 2026
Tower Research Capital Llc (Trc)Sell-796-100.0%0$0.00Q2 2026May 15, 2026
Legacy Wealth Managment, Llc/IdSell-300-100.0%0$0.00Q2 2026May 07, 2026
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Frequently asked questions about BENF activity

  • Which institutional owners are buying BENF?

    Institutional owners buying BENF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BENF activity?

    "Buy" means an investor increased their reported position in BENF compared to the prior reporting period. This reflects growing exposure to BENEFICIENT - CLASS A (BENF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BENF increasing?

    Institutional interest in BENF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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