BENEFICIENT

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BENF·08178Q309·US·Common Stock·Financial Services - Asset Management-13D/G

COM CLASS A

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BENF institutional ownership changes in Q2 2026: 7 institutions opened or added positions, 2 trimmed or exited. BENF (BENEFICIENT) is held by 11 institutional investors as of Q2 2026. Top institutional shareholders: GEODE CAPITAL MANAGEMENT, LLC ($569,446), VANGUARD CAPITAL MANAGEMENT LLC ($564,847), VANGUARD FIDUCIARY TRUST CO ($265,218). Net institutional sentiment: Bullish.

11

Holders

$2.2M

Total Value

78% (9)

Consensus

7 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)48

Activist (13D/13G)49

Congressional (STOCK Act)55

Holder Quality

78

★★★★★

Elite

16

★★★★

Strong

86

★★★

Solid

44

★★

Below

65

★

Weak

Held by 11 funds

Who's Trading

Source dates: Price Oct 28, 2026 · Insiders Oct 21, 2026 · Activists Nov 14, 2025 · Congress none

InsiderSWSchnitzer Bruce WilliamVest 23K shSep 30, 2026

InsiderHHHicks Mack H.Vest 21K shSep 30, 2026

InsiderCJCANGANY PETER T JRVest 26K shSep 30, 2026

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Top Holders

Top Holders (11)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
GEODE CAPITAL MANAGEMENT, LLC	Decreased	154,649(-2.1%)	$569,446	0.0%	-88.12%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	153,491(+2.3%)	$564,847	0.0%	-76.46%	17
VFVANGUARD FIDUCIARY TRUST CO	Increased	72,070(+0.8%)	$265,218	0.0%	-76.44%	23
STATE STREET CORP	Increased	66,345(+28.0%)	$244,150	0.0%	-82.69%	20
BlackRock, Inc.	Increased	49,528(+9.3%)	$182,263	0.0%	-87.68%	17
MORGAN STANLEY	Increased	45,122(+87.7%)	$166,049	0.0%	-76.98%	24
NORTHERN TRUST CORP	Unchanged	31,411	$115,592	0.0%	-84.83%	0
VGVanguard Global Advisers, LLC	Unchanged	8,750	$32,200	0.0%	-76.43%	0
UBS Group AG	Decreased	4,271(-28.7%)	$15,717	0.0%	-76.75%	0
BARCLAYS PLC	New	60	$221	0.0%	-77.58%	17
CITIGROUP INC	New	4	$15	0.0%	-77.58%	17

BENFBENEFICIENT

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer