BENEFICIENT COM CL A
BENEFICIENT COM CL A is a security (CUSIP 08178Q507) tracked across SEC portfolio filings. 13 institutional managers reported $2.8M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $525K via N-PORT as of 2026-03-31.
Summary
- Issuer: BENEFICIENT
- Class: COM CL A
- CUSIP: 08178Q507
- Asset category: EC
- 13F holders: 13
- 13F value: $2.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $525K
- N-PORT report: 2026-03-31
Top institutional holders (Form 13F)
| Manager | Location | Value | Shares |
|---|
| VANGUARD GROUP INC | Valley Forge, PA | $1.7M | 237,129 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $553K | 158,027 |
| STATE STREET CORP | BOSTON, MA | $181K | 51,845 |
| BlackRock, Inc. | New York, NY | $159K | 45,323 |
| NORTHERN TRUST CORP | CHICAGO, IL | $110K | 31,411 |
| MORGAN STANLEY | NEW YORK, NY | $84K | 24,038 |
| Ausdal Financial Partners, Inc. | Davenport, IA | $41K | 11,817 |
| UBS Group AG | Zurich, V8 | $21K | 5,988 |
| Tower Research Capital LLC (TRC) | NEW YORK, NY | $3K | 796 |
| Legacy Wealth Managment, LLC/ID | BOISE, ID | $1K | 300 |
| Newbridge Financial Services Group, Inc. | BOCA RATON, FL | $84 | 24 |
| SBI Securities Co., Ltd. | TOKYO, M0 | $26 | 7 |
| CITIGROUP INC | NEW YORK, NY | $15 | 4 |
Top fund holders (N-PORT)
More