BENF

Beneficient - Class A Cross-source read$1.06 12.54%
FinancialsCUSIP 08178Q507· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Ausdal Financial Partners, Inc. (+17%). No open-market insider trades in the last 180 days.

Tracked 13F holders
13
9 in Q2 2026 filings
13F value (tracked)
$2.1M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
1 adding · 1 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Price & smart-money activity

$1.06 12.54%5Y -100.0%
$0.98$1,829$3,657$5,485$7,3132021202220232024202520262225342432
Hover for who · click for detailEnd-of-day closing prices52w $1.06 – $11.92

Who owns BENF?

13 tracked 13F filers · ranked by shares held

13 tracked 13F filers disclose a position in BENF as of the latest SEC 13F filings, a combined $2.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Geode Capital Management, LLC155K
$569K
−2.1%
Reduced · −3K sh
Q2 2026
2Vanguard Capital Management LLC153K
$565K
+2.3%
Added · +3K sh
Q2 2026
3Vanguard Fiduciary Trust Co72K
$265K
+0.8%
Added · +559 sh
Q2 2026
4State Street Corp66K
$244K
+28%
Added · +15K sh
Q2 2026
5BlackRock, Inc.50K
$182K
+9.3%
Added · +4K sh
Q2 2026
6Northern Trust Corp31K
$110K
+82%
Added · +14K sh
Q1 2026
7Morgan Stanley24K
$84K
New
+24K sh
Q1 2026
8Ausdal Financial Partners, Inc.14K
$51K
+17%
Added · +2K sh
Q2 2026
9Vanguard Global Advisers, LLC9K
$32K
Held
Q2 2026
10UBS Group AG6K
$21K
72×
Added · +6K sh
Q1 2026
11Tower Research Capital LLC (TRC)796
$3K
−80%
Reduced · −3K sh
Q1 2026
12NFSG Corp24
$88
Held
Q2 2026
13SBI Securities Co., Ltd.7
$26
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BENF being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in BENF, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BENF also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA4 funds$631.3M
Invesco QQQ Trust Series 1QQQ4 funds$346.0M
Apple IncAAPL4 funds$338.1M
Vanguard S&P 500 ETFVOO4 funds$267.2M
Micron Technology IncMU4 funds$253.2M
Microsoft CorpMSFT4 funds$205.2M
Tesla IncTSLA4 funds$202.8M
Alphabet Inc-CL AGOOGL4 funds$183.9M
Amazon.com IncAMZN4 funds$170.4M
Alphabet Inc-CL CGOOG4 funds$132.2M
Broadcom IncAVGO4 funds$108.6M
Vaneck Semiconductor ETFSMH4 funds$106.8M

Ranked by how many of BENF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BENF.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Mar 4, 2025Welday JeffSee RemarksSell (S)941$320
Feb 28, 2025Welday JeffSee RemarksSell (S)442$181
Feb 27, 2025Welday JeffSee RemarksSell (S)238$98
Feb 26, 2025Welday JeffSee RemarksSell (S)201$84
Feb 25, 2025Welday JeffSee RemarksSell (S)408$171
Feb 24, 2025Welday JeffSee RemarksSell (S)548$230
Feb 21, 2025Welday JeffSee RemarksSell (S)476$209
Feb 20, 2025Welday JeffSee RemarksSell (S)204$92
Feb 19, 2025Welday JeffSee RemarksSell (S)272$128
Feb 18, 2025Welday JeffSee RemarksSell (S)1K$560
Feb 14, 2025Welday JeffSee RemarksSell (S)272$150
Feb 13, 2025Welday JeffSee RemarksSell (S)510$270

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
72
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
BENF is in Financials, which smart money is rotating OUT OF
$31.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

9 tracked filers in Q2 2026 filingsstill filing
0714Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.9M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BENFWWTS17 funds$45K
BENFthis pageCOM CL A13 funds$2.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BENF

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BENF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BENF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BENF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.