DOSSIER · 13F Holders · Q2 2026
BENF

BENEFICIENT

17 institutions still hold BENEFICIENT as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 08178Q507·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4M
visible holders
Holders
17
filers reporting
Concentration
28.44%
Yorkville Advisors Global, LP #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported BENF in Q2 2026. Yorkville Advisors Global, LP leads at 28.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Yorkville Advisors Global, LP
CIK 0001838613
$1M281K1.20%Q2 2026
02
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$569K155K0.00%Q2 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$565K153K0.00%Q2 2026
04
RIA Advisory Group LLC
CIK 0001958384
$333K245K0.09%Q3 2026
05
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$265K72K0.00%Q2 2026
06
STATE STREET CORP
CIK 0000093751
$244K66K0.00%Q2 2026
07
BlackRock, Inc.
CIK 0002012383
$182K50K0.00%Q2 2026
08
MORGAN STANLEY
CIK 0000895421
$166K45K0.00%Q2 2026
09
NORTHERN TRUST CORP
CIK 0000073124· Index
$116K31K0.00%Q2 2026
10
T3 Companies, LLC
CIK 0002052441
$59K43K0.06%Q3 2026
11
Ausdal Financial Partners, Inc.
CIK 0001667146
$51K14K0.00%Q2 2026
12
Vanguard Global Advisers, LLC
CIK 0001811242· Index
$32K9K0.00%Q2 2026
13
UBS Group AG
CIK 0001610520
$16K4K0.00%Q2 2026
14
BARCLAYS PLC
CIK 0000312069
$221600.00%Q2 2026
15
Newbridge Financial Services Group, Inc.
CIK 0001879757
$33240.00%Q3 2026
16
CITIGROUP INC
CIK 0000831001
$1540.00%Q2 2026
17
SBI Securities Co., Ltd.
CIK 0001851815
$860.00%Q3 2026
Insiders at BENEFICIENT
Wendel Karen →Schnitzer Bruce William →Cangany Peter T Jr →Welday Jeff →