# BENEFICIENT COM CL A

BENEFICIENT COM CL A is a security (CUSIP 08178Q507) tracked across SEC portfolio filings. 14 institutional managers reported $3.9M 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: 14
- 13F value: $3.9M
- 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](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $1.7M | 237,129 |
| [Yorkville Advisors Global, LP](https://search.stillhousedata.com/firm/165390) | MOUNTAINSIDE, NJ | $1.0M | 280,631 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | 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.](https://search.stillhousedata.com/firm/7995) | 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](https://search.stillhousedata.com/firm/174767) | BOISE, ID | $1K | 300 |
| [Newbridge Financial Services Group, Inc.](https://search.stillhousedata.com/firm/130814) | 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)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $525K | 0.06% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/08178Q507.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.