HolderBook

BENEFICIENT (BENFW)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

20
Reporting holders
$51.0K
Reported value
1.4%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
MMCAP International Inc. SPC$8.1K750,0000.00%13qHELD
Clear Street Group Inc.$8.1K747,8990.00%4qHELD
RIVERNORTH CAPITAL MANAGEMENT, LLC$6.0K562,4940.00%13qHELD
LMR Partners LLP$5.3K487,5000.00%13qHELD
TORONTO DOMINION BANK$4.0K365,1960.00%5qHELD
GOLDMAN SACHS GROUP INC$3.5K379,7250.00%13qHELD
TENOR CAPITAL MANAGEMENT Co., L.P.$3.2K300,0000.00%13qHELD
Hudson Bay Capital Management LP$3.2K300,0000.00%13qHELD
Context Capital Management, LLC$2.2K210,0240.00%13qHELD
Calamos Advisors LLC$1.9K187,5000.00%13qHELD
TWO SIGMA SECURITIES, LLC$1.2K124,1910.00%3q+12.8%
Empyrean Capital Partners, LP$1.0K100,0000.00%13qHELD
UBS Group AG$87597,2580.00%newNEW
MILLENNIUM MANAGEMENT LLC$729options only0.00%13qOPTIONS
Cruiser Capital Advisors, LLC$47748,7500.00%11qHELD
TRANSCEND CAPITAL ADVISORS, LLC$46550,0000.00%4qHELD
WOLVERINE ASSET MANAGEMENT LLC$24022,2350.00%13qHELD
D. E. Shaw & Co., Inc.$21119,5000.00%13qHELD
Ancora Advisors LLC$15315,2730.00%13qHELD
Ausdal Financial Partners, Inc.$9310,0000.00%11qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202620$51.0K4,777,5451101.4%
Q1 202621$66.7K4,761,2132011.4%
Q4 202519$50.5K4,686,5771001.4%
Q3 202521$68.4K4,691,3522111.4%
Q2 202521$35.8K5,302,5462111.3%
Q1 202522$37.3K5,015,8291031.3%
Q4 202425$43.0K5,517,1952131.2%
Q3 202426$48.0K5,186,7791129.9%
Q2 202426$48.2K6,330,1292151.0%
Q1 202429$867.8K9,872,17021091.1%
Q4 202330$186.1K9,862,24451350.5%
Q3 202331$963.1K10,504,47902958.3%
Q2 202333$1.2M10,843,142330055.6%