Beneficient (BENF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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RIA Advisory Group LLC

NEW

Shares245,218

Change+245,218

Value$333.5K

Filed 2026-10-15

T3 Companies, LLC

NEW

Shares43,030

Change+43,030

Value$58.5K

Filed 2026-10-22

Geode Capital Management, LLC

DECREASED

Shares40,788 from 154,649

Change-113,861 (-74%)

Value$55.6K (-$513.8K)

Filed 2026-11-06

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$33 (-$55)

Filed 2026-10-15

SBI Securities Co., Ltd.

DECREASED

Shares6 from 7

Change-1 (-14%)

Value$8 (-$18)

Filed 2026-10-22

DECREASED

Shares2 from 60

Change-58 (-97%)

Value$3 (-$218)

Filed 2026-11-06

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$15)

Filed 2026-11-04

Yorkville Advisors Global, LP

N/A

Shares— from 280,631

Change-280,631 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 153,491

Change-153,491 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 72,070

Change-72,070 (-100%)

Value—

State Street Corp

N/A

Shares— from 66,345

Change-66,345 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 49,528

Change-49,528 (-100%)

Value—

N/A

Shares— from 45,122

Change-45,122 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 31,411

Change-31,411 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 13,817

Change-13,817 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,750

Change-8,750 (-100%)

Value—

N/A

Shares— from 4,271

Change-4,271 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 128

Change-128 (-100%)

Value—

	Status
RIA Advisory Group LLC	NEW	245,218	—	+245,218	—	—	$333.5K	—	2026-10-15
T3 Companies, LLC	NEW	43,030	—	+43,030	—	—	$58.5K	—	2026-10-22
Geode Capital Management, LLC	DECREASED	40,788	154,649	-113,861	-74%	$569.4K	$55.6K	-$513.8K	2026-11-06
Nfsg Corp	UNCHANGED	24	24	0	0%	$88	$33	-$55	2026-10-15
SBI Securities Co., Ltd.	DECREASED	6	7	-1	-14%	$26	$8	-$18	2026-10-22
Barclays PLC	DECREASED	2	60	-58	-97%	$221	$3	-$218	2026-11-06
Citigroup Inc	CLOSED	0	4	-4	-100%	$15	$0	-$15	2026-11-04
Yorkville Advisors Global, LP	N/A	—	280,631	-280,631	-100%	$1.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	153,491	-153,491	-100%	$564.8K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	72,070	-72,070	-100%	$265.2K	—	—	—
State Street Corp	N/A	—	66,345	-66,345	-100%	$244.2K	—	—	—
BlackRock, Inc.	N/A	—	49,528	-49,528	-100%	$182.3K	—	—	—
Morgan Stanley	N/A	—	45,122	-45,122	-100%	$166.0K	—	—	—
Northern Trust Corp	N/A	—	31,411	-31,411	-100%	$115.6K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	13,817	-13,817	-100%	$50.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,750	-8,750	-100%	$32.2K	—	—	—
UBS Group AG	N/A	—	4,271	-4,271	-100%	$15.7K	—	—	—
BFC Planning, Inc.	N/A	—	128	-128	-100%	$471	—	—	—

Showing 18 of 18 institutions