BENF | BENEFICIENT GR-A | Owners

S&P 500$7,666.45
+0.19%
2m
DOW 30$50,926.56
+0.04%
2m
NASDAQ 100$30,501.56
+0.31%
2m
Russell 2000$279.02
+0.41%
2m
Russell 1000$416.97
+0.20%
2m
S&P 400$3,633.16
+1.03%
2m
S&P 600$1,665.65
+0.65%
2m

BENEFICIENT GR-A (BENF)

NASDAQ

$1.43-$0.08 (-5.63%)

Price as of Oct 02, 2026 7:49 PM EDT

$23.3M
Market Cap
-81.50%
1-Year Change
Asset Management
Industry

Top Holders

Institutional

Mutual Funds

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
YORKVILLE ADVISORS GLOBAL, LP	24.17%	280,631	+280,631 (+100.00%)	Jun 30, 2026
VANGUARD GROUP INC	20.43%	237,129	+237,129 (+100.00%)	Dec 31, 2025
GEODE CAPITAL MANAGEMENT, LLC	13.32%	154,649	-3,378 (-2.18%)	Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC	13.22%	153,491	+3,491 (+2.27%)	Jun 30, 2026
N/A	12.92%	150,000	+150,000 (+100.00%)	Mar 31, 2026
VANGUARD FIDUCIARY TRUST CO	6.21%	72,070	+559 (+0.78%)	Jun 30, 2026
STATE STREET CORP	5.72%	66,345	+14,500 (+21.86%)	Jun 30, 2026

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
Hatteras Master Fund, L.P.	3,444.64%	40.0M	0 (0.00%)	Mar 31, 2024
VANGUARD INDEX FUNDS	12.87%	149,441	-559 (-0.37%)	Jun 30, 2026
FIDELITY CONCORD STREET TRUST	10.48%	121,669	0 (0.00%)	Jul 31, 2026
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.47%	5,455	0 (0.00%)	Jun 30, 2026
iSHARES TRUST	0.36%	4,205	0 (0.00%)	Jul 31, 2026
NATIONWIDE MUTUAL FUNDS	0.06%	650	0 (0.00%)	Jul 31, 2026

Current Ownership Distribution

Mutual Funds134.8M (96.21%)
Insiders3.2M (2.28%)
Institutions2.1M (1.51%)
Other0 (0.00%)

Insider Transactions

2.28% (3.2M)
Current InsiderOwnership (%, shares)
0
Number of InsiderBuying (last 12 months)
$0.00
Amount of InsiderBuying (last 12 months)
0
Number of InsiderSelling (last 12 months)
$0.00
Amount of InsiderSelling (last 12 months)

Insider Name & Title	Type	Date	Transaction Value	Shares	Share Price	Shares After Transactions
CANGANY PETER T JR	Award	Sep 18, 2026	$0.00	32,960	$0.00	131,489
Wendel Karen	Award	Sep 18, 2026	$0.00	32,960	$0.00	58,874
Schnitzer Bruce William	Award	Sep 18, 2026	$0.00	176,887	$0.00	294,980
Hicks Mack H.	Award	Sep 18, 2026	$0.00	26,828	$0.00	26,828
CANGANY PETER T JR	Award	Sep 18, 2026	$0.00	247,642	$0.00	379,131
Wendel Karen	Award	Sep 18, 2026	$0.00	44,016	$0.00	102,890
Schnitzer Bruce William	Award	Sep 18, 2026	$0.00	29,894	$0.00	324,874
Schnitzer Bruce William	Award	Sep 18, 2026	$0.00	188,679	$0.00	513,553
Welday Jeff See Remarks	Award	Jul 21, 2025	$0.00	30,687	$0.00	172,394
Welday Jeff See Remarks	Award	Apr 24, 2025	$0.00	1,670	$0.00	141,707
Welday Jeff See Remarks	Sell	Mar 04, 2025	$319.94	941	$0.34	140,037
Welday Jeff See Remarks	Sell	Feb 28, 2025	$181.22	442	$0.41	140,978
Welday Jeff See Remarks	Sell	Feb 27, 2025	$97.58	238	$0.41	141,420
Welday Jeff See Remarks	Sell	Feb 26, 2025	$84.42	201	$0.42	141,658
Welday Jeff See Remarks	Sell	Feb 25, 2025	$171.36	408	$0.42	141,859
Welday Jeff See Remarks	Sell	Feb 24, 2025	$230.16	548	$0.42	142,267
Welday Jeff See Remarks	Sell	Feb 21, 2025	$209.44	476	$0.44	142,815
Welday Jeff See Remarks	Sell	Feb 20, 2025	$91.80	204	$0.45	143,291
Welday Jeff See Remarks	Sell	Feb 19, 2025	$127.84	272	$0.47	143,495
Welday Jeff See Remarks	Sell	Feb 18, 2025	$559.77	1,191	$0.47	143,767
Welday Jeff See Remarks	Sell	Feb 14, 2025	$149.60	272	$0.55	144,958
Welday Jeff See Remarks	Sell	Feb 10, 2025	$180.54	306	$0.59	149,211
Welday Jeff See Remarks	Sell	Feb 07, 2025	$197.20	340	$0.58	149,517
Welday Jeff See Remarks	Sell	Feb 06, 2025	$80.24	136	$0.59	149,857
Welday Jeff See Remarks	Sell	Feb 05, 2025	$163.20	272	$0.60	149,993
Welday Jeff See Remarks	Sell	Feb 04, 2025	$100.30	170	$0.59	150,265
Welday Jeff See Remarks	Sell	Feb 03, 2025	$100.30	170	$0.59	150,435
Welday Jeff See Remarks	Sell	Jan 31, 2025	$105.40	170	$0.62	150,605
Welday Jeff See Remarks	Sell	Jan 30, 2025	$189.72	306	$0.62	150,775
Welday Jeff See Remarks	Sell	Jan 29, 2025	$743.38	1,199	$0.62	151,081