13FBOX
BENEFICIENT · 13F Institutional Holdings
Options Calculator Rankings
September Rewards Event: invite 5 friends to register as members — no payment required — and get a 1-year PRO membership upgrade. So easy!
B

BENEFICIENT

BENF
Institutions
15
Combined AUM (Q2 2026)
$3.2M
Combined Shares (Q2 2026)
880,180
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+350,572
9 institutions added · 4 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-6,191
4 institutions reduced · 2 exits
Est. sell amount
⚖️ Net Share Change
+344,381
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.2M
Institutions
15
New Buys
4
Adds
5
Reduces
2
Exits
2
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Yorkville Advisors Global, LP
1.11%#1$1.0M280,631$00+280,631New Buy
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#4$569,446154,649$553,395158,027-3,378-2.14%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#7$564,847153,491$525,000150,000+3,491+2.33%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#3$265,21872,070$250,28971,511+559+0.78%Add
STATE STREET CORP
<0.01%<0.01%#10$244,15066,345$181,45851,845+14,500+27.97%Add
BlackRock, Inc.
<0.01%<0.01%#11$182,26349,528$158,63145,323+4,205+9.28%Add
MORGAN STANLEY
<0.01%#9$166,04945,122$00+45,122New Buy
NORTHERN TRUST CORP
<0.01%<0.01%#6$115,59231,411$109,93931,41100.00%Unchanged
Ausdal Financial Partners, Inc.
<0.01%<0.01%#2$50,84713,817$41,36011,817+2,000+16.92%Add
Vanguard Global Advisers, LLC
<0.01%<0.01%#5$32,2008,750$30,6258,75000.00%Unchanged
UBS Group AG
<0.01%<0.01%#12$15,7174,271$20,9595,988-1,717-28.67%Reduce
BARCLAYS PLC
<0.01%#14$22160$00+60New Buy
NFSG Corp
<0.01%<0.01%#8$8824$842400.00%Unchanged
SBI Securities Co., Ltd.
<0.01%<0.01%#13$267$25700.00%Unchanged
CITIGROUP INC
<0.01%#15$154$00+4New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow