13FBOX
BENEFICIENT · 13F Institutional Holdings
Options Calculator Rankings
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B

BENEFICIENT

BENF
Institutions
33
Combined AUM (Q2 2026)
$3.3M
Combined Shares (Q2 2026)
5.7M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+460,228
11 institutions added · 4 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-99,515
7 institutions reduced · 4 exits
Est. sell amount
⚖️ Net Share Change
+360,713
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.3M
Institutions
33
New Buys
4
Adds
7
Reduces
3
Exits
4
Unchanged
19
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%#12$569,446154,649$553,395158,027-3,378-2.14%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#17$564,847153,491$525,000150,000+3,491+2.33%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#7$265,21872,070$250,28971,511+559+0.78%Add
STATE STREET CORP
<0.01%<0.01%#21$244,15066,345$181,45851,845+14,500+27.97%Add
BlackRock, Inc.
<0.01%<0.01%#25$182,26349,528$158,63145,323+4,205+9.28%Add
MORGAN STANLEY
<0.01%#20$166,04945,122$00+45,122New Buy
NORTHERN TRUST CORP
<0.01%<0.01%#16$115,59231,411$109,93931,41100.00%Unchanged
Ausdal Financial Partners, Inc.
<0.01%<0.01%#2$50,94023,817$41,50021,817+2,000+9.17%Add
Vanguard Global Advisers, LLC
<0.01%<0.01%#15$32,2008,750$30,6258,75000.00%Unchanged
UBS Group AG
<0.01%<0.01%#26$16,592101,529$20,9595,988+95,541+1,595.54%Add
MMCAP International Inc. SPC
<0.01%<0.01%#3$8,100750,000$10,500750,00000.00%Unchanged
Clear Street Group Inc.
<0.01%<0.01%#13$8,077747,899$10,472747,999-100-0.01%Reduce
RIVERNORTH CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#5$6,019562,494$7,875562,49400.00%Unchanged
LMR Partners LLP
<0.01%<0.01%#14$5,265487,500$6,825487,50000.00%Unchanged
TORONTO DOMINION BANK
<0.01%<0.01%#23$4,017365,196$5,114365,296-100-0.03%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#29$3,531379,725$5,316379,72500.00%Unchanged
Hudson Bay Capital Management LP
<0.01%<0.01%#19$3,240300,000$3,750300,00000.00%Unchanged
TENOR CAPITAL MANAGEMENT Co., L.P.
<0.01%<0.01%#8$3,240300,000$4,200300,00000.00%Unchanged
Context Capital Management, LLC
<0.01%<0.01%#9$2,226210,024$2,940210,02400.00%Unchanged
Calamos Advisors LLC
<0.01%<0.01%#22$1,875187,500$2,344187,50000.00%Unchanged
TWO SIGMA SECURITIES, LLC
<0.01%<0.01%#6$1,155124,191$1,541110,076+14,115+12.82%Add
Empyrean Capital Partners, LP
<0.01%<0.01%#10$1,000100,000$1,400100,00000.00%Unchanged
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#30$72967,500$94567,50000.00%Unchanged
Cruiser Capital Advisors, LLC
<0.01%<0.01%#4$47748,750$68348,75000.00%Unchanged
TRANSCEND CAPITAL ADVISORS, LLC
<0.01%<0.01%#11$46550,000$70050,00000.00%Unchanged
WOLVERINE ASSET MANAGEMENT LLC
<0.01%<0.01%#27$24022,235$31122,23500.00%Unchanged
BARCLAYS PLC
<0.01%#32$22160$00+60New Buy
D. E. Shaw & Co., Inc.
<0.01%<0.01%#31$21119,500$24419,50000.00%Unchanged
Ancora Advisors LLC
<0.01%<0.01%#24$15315,273$21415,27300.00%Unchanged
NFSG Corp
<0.01%<0.01%#18$8824$842400.00%Unchanged
SBI Securities Co., Ltd.
<0.01%<0.01%#28$267$25700.00%Unchanged
CITIGROUP INC
<0.01%#33$154$00+4New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow