IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Beneficient

CUSIP: 08178Q309 | 35 institutional holders

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2025

Ausdal Financial Partners, Inc.73,743
0.0% of portfolio›$70.1K
HighPoint Advisor Group LLC61,000
0.0% of portfolio›$58.0K
Geode Capital Management, LLC60,548
0.0% of portfolio›$57.6K
State Street Corp59,554
0.0% of portfolio›$56.6K
Marex Group Ltd30,302
0.0% of portfolio›$28.8K
Global Assets Advisory, LLC23,810
0.0% of portfolio›$22.6K
Two Sigma Investments, LP23,769
0.0% of portfolio›$22.6K
Commonwealth Equity Services, LLC21,212
0.0% of portfolio›$20
Susquehanna International Group, LLP19,388
0.0% of portfolio›$18.4K
Cubist Systematic Strategies, LLC16,694
0.0% of portfolio›$15.9K
Vanguard Group Inc12,378
0.0% of portfolio›$11.8K
BlackRock, Inc.9,060
0.0% of portfolio›$8.6K
UBS Group AG8,601
0.0% of portfolio›$8.2K
Tower Research Capital LLC (TRC)5,293
0.0% of portfolio›$5.0K
Legacy Wealth Managment, LLC2,400
0.0% of portfolio›$2.3K
BFC Planning, Inc.1,000
0.0% of portfolio›$951
Nfsg Corp188
0.0% of portfolio›$179
Bank of America Corp65
0.0% of portfolio›$62
SBI Securities Co., Ltd.37
0.0% of portfolio›$35
FMR LLC20
0.0% of portfolio›$19
StyleTurnoverLocationFiled
Ausdal Financial Partners, Inc.
73,743$70.1K0.0%ETFMediumDavenport, IA2025-11-14
HighPoint Advisor Group LLC
61,000$58.0K0.0%ETFHighDowners Grove, IL2025-11-05
Geode Capital Management, LLC
60,548$57.6K0.0%IndexVery LowBoston, MA2025-11-12
State Street Corp
59,554$56.6K0.0%IndexVery LowBoston, MA2025-11-14
Marex Group Ltd
30,302$28.8K0.0%Agg GrowthHighLondon, United Kingdom2025-11-14
Global Assets Advisory, LLC
23,810$22.6K0.0%GrowthHighOrlando, FL2025-10-31
Two Sigma Investments, LP
23,769$22.6K0.0%ValueHighNew York, NY2025-11-14
Commonwealth Equity Services, LLC
21,212$200.0%ETFLowWaltham, MA2025-10-22
Susquehanna International Group, LLP
19,388$18.4K0.0%GrowthHighBala Cynwyd, PA2025-11-14
Cubist Systematic Strategies, LLC
16,694$15.9K0.0%ValueHighStamford, CT2025-11-14
Vanguard Group Inc
12,378$11.8K0.0%N/AN/AValley Forge, PA2025-11-07
BlackRock, Inc.
9,060$8.6K0.0%IndexVery LowNew York, NY2025-11-12
UBS Group AG
8,601$8.2K0.0%CoreMediumZurich, Switzerland2025-11-13
Tower Research Capital LLC (TRC)
5,293$5.0K0.0%GARPVery HighNew York, NY2025-11-14
Legacy Wealth Managment, LLC
2,400$2.3K0.0%ETFHighBoise, ID2025-11-12
BFC Planning, Inc.
1,000$9510.0%N/AN/ACedar Rapids, IA2026-10-29
Nfsg Corp
188$1790.0%Agg GrowthMediumBoca Raton, FL2025-11-13
Bank of America Corp
65$620.0%CoreLowCharlotte, NC2026-02-03
SBI Securities Co., Ltd.
37$350.0%Agg GrowthLowTokyo, Mexico2025-11-05
FMR LLC
20$190.0%GrowthMediumBoston, MA2025-11-13