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Beneficient

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ausdal Financial Partners, Inc.
DECREASED
Shares73,743 from 122,879
Change-49,136 (-40%)
Value$70.1K (+$33.3K)
Filed 2025-11-14
HighPoint Advisor Group LLC
UNCHANGED
Shares61,000 from 61,000
Change0 (0%)
Value$58.0K (+$39.7K)
Filed 2025-11-05
Geode Capital Management, LLC
UNCHANGED
Shares60,548 from 60,548
Change0 (0%)
Value$57.6K (+$39.4K)
Filed 2025-11-12
State Street Corp
UNCHANGED
Shares59,554 from 59,554
Change0 (0%)
Value$56.6K (+$38.8K)
Filed 2025-11-14
Marex Group Ltd
NEW
Shares30,302
Change+30,302
Value$28.8K
Filed 2025-11-14
Global Assets Advisory, LLC
NEW
Shares23,810
Change+23,810
Value$22.6K
Filed 2025-10-31
Two Sigma Investments, LP
NEW
Shares23,769
Change+23,769
Value$22.6K
Filed 2025-11-14
Commonwealth Equity Services, LLC
DECREASED
Shares21,212 from 24,149
Change-2,937 (-12%)
Value$20 (+$13)
Filed 2025-10-22
Susquehanna International Group, LLP
NEW
Shares19,388
Change+19,388
Value$18.4K
Filed 2025-11-14
Cubist Systematic Strategies, LLC
NEW
Shares16,694
Change+16,694
Value$15.9K
Filed 2025-11-14
Vanguard Group Inc
UNCHANGED
Shares12,378 from 12,378
Change0 (0%)
Value$11.8K (+$8.1K)
Filed 2025-11-07
BlackRock, Inc.
DECREASED
Shares9,060 from 9,135
Change-75 (-1%)
Value$8.6K (+$5.9K)
Filed 2025-11-12
UBS Group AG
DECREASED
Shares8,601 from 56,113
Change-47,512 (-85%)
Value$8.2K (-$8.7K)
Filed 2025-11-13
Tower Research Capital LLC (TRC)
DECREASED
Shares5,293 from 5,334
Change-41 (-1%)
Value$5.0K (+$3.4K)
Filed 2025-11-14
Legacy Wealth Managment, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$2.3K (+$1.6K)
Filed 2025-11-12
BFC Planning, Inc.
NEW
Shares1,000
Change+1,000
Value$951
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$179 (+$123)
Filed 2025-11-13
Bank of America Corp
DECREASED
Shares65 from 68
Change-3 (-4%)
Value$62 (+$42)
Filed 2026-02-03
SBI Securities Co., Ltd.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$35 (+$24)
Filed 2025-11-05
FMR LLC
NEW
Shares20
Change+20
Value$19
Filed 2025-11-13
Stifel Financial Corp
CLOSED
Shares0 from 144,900
Change-144,900 (-100%)
Value$0 (-$43.5K)
Filed 2025-11-12
HRT Financial LP
CLOSED
Shares0 from 75,757
Change-75,757 (-100%)
Value$0 (-$22)
Filed 2025-11-14
Virtu Financial LLC
CLOSED
Shares0 from 55,847
Change-55,847 (-100%)
Value$0 (-$17)
Filed 2025-11-14
Citadel Advisors LLC
CLOSED
Shares0 from 35,870
Change-35,870 (-100%)
Value$0 (-$10.8K)
Filed 2025-11-14
XTX Topco Ltd
CLOSED
Shares0 from 15,819
Change-15,819 (-100%)
Value$0 (-$4.7K)
Filed 2025-11-14
Hatteras Funds, LLC
N/A
Shares— from 562,749
Change-562,749 (-100%)
Value—
Legacy Investment Solutions, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Ausdal Financial Partners, Inc.
DECREASED73,743122,879-49,136-40%$36.9K$70.1K+$33.3K2025-11-14
HighPoint Advisor Group LLC
UNCHANGED61,00061,00000%$18.3K$58.0K+$39.7K2025-11-05
Geode Capital Management, LLC
UNCHANGED60,54860,54800%$18.2K$57.6K+$39.4K2025-11-12
State Street Corp
UNCHANGED59,55459,55400%$17.9K$56.6K+$38.8K2025-11-14
Marex Group Ltd
NEW30,302—+30,302——$28.8K—2025-11-14
Global Assets Advisory, LLC
NEW23,810—+23,810——$22.6K—2025-10-31
Two Sigma Investments, LP
NEW23,769—+23,769——$22.6K—2025-11-14
Commonwealth Equity Services, LLC
DECREASED21,21224,149-2,937-12%$7$20+$132025-10-22
Susquehanna International Group, LLP
NEW19,388—+19,388——$18.4K—2025-11-14
Cubist Systematic Strategies, LLC
NEW16,694—+16,694——$15.9K—2025-11-14
Vanguard Group Inc
UNCHANGED12,37812,37800%$3.7K$11.8K+$8.1K2025-11-07
BlackRock, Inc.
DECREASED9,0609,135-75-1%$2.7K$8.6K+$5.9K2025-11-12
UBS Group AG
DECREASED8,60156,113-47,512-85%$16.8K$8.2K-$8.7K2025-11-13
Tower Research Capital LLC (TRC)
DECREASED5,2935,334-41-1%$1.6K$5.0K+$3.4K2025-11-14
Legacy Wealth Managment, LLC
UNCHANGED2,4002,40000%$721$2.3K+$1.6K2025-11-12
BFC Planning, Inc.
NEW1,000—+1,000——$951—2026-10-29
Nfsg Corp
UNCHANGED18818800%$56$179+$1232025-11-13
Bank of America Corp
DECREASED6568-3-4%$20$62+$422026-02-03
SBI Securities Co., Ltd.
UNCHANGED373700%$11$35+$242025-11-05
FMR LLC
NEW20—+20——$19—2025-11-13
Stifel Financial Corp
CLOSED0144,900-144,900-100%$43.5K$0-$43.5K2025-11-12
HRT Financial LP
CLOSED075,757-75,757-100%$22$0-$222025-11-14
Virtu Financial LLC
CLOSED055,847-55,847-100%$17$0-$172025-11-14
Citadel Advisors LLC
CLOSED035,870-35,870-100%$10.8K$0-$10.8K2025-11-14
XTX Topco Ltd
CLOSED015,819-15,819-100%$4.7K$0-$4.7K2025-11-14
Hatteras Funds, LLC
N/A—562,749-562,749-100%$168.9K———
Legacy Investment Solutions, LLC
N/A—2,400-2,400-100%$721———
Proequities, Inc.
N/A—00—$0———
Showing 28 of 28 institutions