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BENF BENEFICIENT

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COM (common), issuer CIK 1775734

12 managers (14 13F filers) reported a position in BENF shares at 2026-03-31, 559,837 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
12
13F filers
14
New
2
Added
7
Reduced
1
Sold out
3
Shares held by filers
559,837

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
VANGUARD GROUP INCgroup of 3 filers holding230,261$806KnewTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC158,027$553K<0.01%+3,77013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP51,845$181K<0.01%+28,80213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.45,323$159K<0.01%+70213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,411$110K<0.01%+14,15613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY24,038$84.1K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.11,817$41.4K<0.01%+1,45613F-HRTimeline
UBS Group AGin group UBS Group AG5,988$21K<0.01%+5,90513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…796$2.79K<0.01%-3,14213F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…300$1.05K<0.01%013F-HRTimelineGroup
NFSG Corp24$84<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.7$25<0.01%+313F-HRTimeline