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BENF BENEFICIENT

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COM (common), issuer CIK 1775734

13 managers (15 13F filers) reported a position in BENF shares at 2026-06-30, 880,180 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
13
13F filers
15
New
3
Added
6
Reduced
2
Sold out
2
Shares held by filers
880,180

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Yorkville Advisors Global, LP280,631$1.03M1.2%new13F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding234,311$862K+4,050Timeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC154,649$569K<0.01%-3,37813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP66,345$244K<0.01%+14,50013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.49,528$182K<0.01%+4,20513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY45,122$166K<0.01%+21,08413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,411$116K<0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.13,817$50.8K<0.01%+2,00013F-HRTimeline
UBS Group AGin group UBS Group AG4,271$15.7K<0.01%-1,71713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC60$221<0.01%new13F-HRTimelineGroup
NFSG Corp24$88<0.01%013F-HRTimeline
SBI Securities Co., Ltd.7$26<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4$15<0.01%new13F-HRTimelineGroup