BENF | BENEFICIENT GR-A | Owners

S&P 500$7,592.40
-0.35%
2m
DOW 30$52,297.09
-0.36%
2m
NASDAQ 100$28,289.19
-0.30%
2m
Russell 2000$278.44
-1.64%
2m
Russell 1000$414.18
-0.44%
2m
S&P 400$3,685.94
-1.23%
2m
S&P 600$1,709.07
-1.21%
2m

BENEFICIENT GR-A (BENF)

NASDAQ

$0.65+$0.00010 (+0.02%)

Price as of Nov 13, 2026 1:00 PM EST

$10.1M
Market Cap
-83.98%
1-Year Change
Asset Management
Industry

Top Holders

Institutional

Mutual Funds

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
YORKVILLE ADVISORS GLOBAL, LP	1.82%	280,631	+280,631 (+100.00%)	Jun 30, 2026
VANGUARD GROUP INC	1.53%	237,129	+237,129 (+100.00%)	Dec 31, 2025
VANGUARD CAPITAL MANAGEMENT LLC	0.99%	153,491	+3,491 (+2.27%)	Jun 30, 2026
N/A	0.97%	150,000	+150,000 (+100.00%)	Mar 31, 2026
UBS GROUP AG	0.89%	137,974	+133,703 (+96.90%)	Sep 30, 2026
VANGUARD FIDUCIARY TRUST CO	0.47%	72,070	+559 (+0.78%)	Jun 30, 2026
STATE STREET CORP	0.43%	66,345	+14,500 (+21.86%)	Jun 30, 2026

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
Hatteras Master Fund, L.P.	242.34%	37.5M	+37.5M (+100.00%)	Mar 31, 2024
VANGUARD INDEX FUNDS	0.97%	149,441	-559 (-0.37%)	Jun 30, 2026
FIDELITY CONCORD STREET TRUST	0.77%	119,023	-2,646 (-2.22%)	Aug 31, 2026

Current Ownership Distribution

Mutual Funds132.4M (95.66%)
Insiders3.7M (2.68%)
Institutions2.3M (1.66%)
Other0 (0.00%)

Insider Transactions

2.68% (3.7M)
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 30, 2026	$0.00	25,689	$0.00	404,820
Hicks Mack H.	Award	Sep 30, 2026	$0.00	20,910	$0.00	47,738
Wendel Karen	Award	Sep 30, 2026	$0.00	25,689	$0.00	128,579
Schnitzer Bruce William	Award	Sep 30, 2026	$0.00	23,300	$0.00	536,853
Donegan Patrick J.	Award	Sep 30, 2026	$0.00	23,897	$0.00	133,154
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
Donegan Patrick J.	Award	Sep 18, 2026	$0.00	30,660	$0.00	47,936
Schnitzer Bruce William	Award	Sep 18, 2026	$0.00	188,679	$0.00	513,553
Donegan Patrick J.	Award	Sep 18, 2026	$0.00	61,321	$0.00	109,257
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