BENEFICIENT

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BENF·08178Q507·US·Common Stock·Financial Services - Asset Management-Activist

BENF (BENEFICIENT) is held by 9 institutional investors as of Q1 2026. Largest holders: GEODE CAPITAL MANAGEMENT, LLC ($553,395), VANGUARD CAPITAL MANAGEMENT LLC ($525,000), VANGUARD FIDUCIARY TRUST CO ($250,289). Net institutional sentiment: Bullish.

9

Holders

$1.9M

Total Value

82% (11)

Consensus

9 buying - 2 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Holder Quality

★★★★★

Elite

★★★★

Strong

★★★

Solid

★★

Below

★

Weak

Held by 9 funds

Who's Trading

ActivistJGJames G. Silk7.5%Jul 9, 2026

ActivistMHMack Hicks81.2%Apr 20, 2026

ActivistHIHatteras Investment Partners, LP0.0%Nov 14, 2025

View all activist filings

Top Holders

Top Holders (9)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
GEODE CAPITAL MANAGEMENT, LLC	Increased	158,027(+2.4%)	$553,395	0.0%	-97.09%	17
VAVANGUARD CAPITAL MANAGEMENT LLC	New	150,000	$525,000	0.0%	-25.38%	37
VFVANGUARD FIDUCIARY TRUST CO	New	71,511	$250,289	0.0%	-25.38%	32
STATE STREET CORP	Increased	51,845(+125.0%)	$181,458	0.0%	-56.22%	25
BlackRock, Inc.	Increased	45,323(+1.6%)	$158,631	0.0%	-50.20%	16
NORTHERN TRUST CORP	Increased	31,411(+82.0%)	$109,939	0.0%	-40.88%	23
MORGAN STANLEY	New	24,038	$84,133	0.0%	-25.38%	33
VGVanguard Global Advisers, LLC	New	8,750	$30,625	0.0%	-25.38%	30
UBS Group AG	Increased	5,988(+7114.5%)	$20,959	0.0%	-25.58%	21
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$830	0.0%	-22.12%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$133,022	0.0%	-32.29%	0

3YAll

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

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer