Beneficient: which funds bought and sold
Institutions that bought and sold Beneficient shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 9 institutions that filed 13F reports for both quarters added to or opened positions in Beneficient, and 4 cut or closed them. Together they added a net 320K shares, +57.2% on what they held at the start of the quarter. 3 opened a new position and 2 sold out entirely.
Bought, Q2 2026 9 institutions, 3 of them new holders Sold, Q2 2026 4 institutions, 2 of them sold out
Net change, all compared +320K shares (+57.2%)
Net change, active managers 0 shares (—), 0 bought, 0 sold
Buyers versus sellers
9 bought 4 4 sold
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 4 bought · 1 sold · +19K
Other institutions 5 bought · 3 sold · +301K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Yorkville Advisors Global, LP | +281K New position | 281K | $1M |
| Morgan Stanley | +21K +87.7% | 45K | $166,049 |
| State Street Corp Index funds | +15K +28.0% | 66K | $244,150 |
| Blackrock, Inc. Index funds | +4,205 +9.3% | 50K | $182,263 |
| Vanguard Capital Management LLC Index funds | +3,491 +2.3% | 153K | $564,847 |
| Ausdal Financial Partners, Inc. | +2,000 +16.9% | 14K | $50,847 |
| Vanguard Fiduciary Trust Co Index funds | +559 +0.8% | 72K | $265,218 |
| Barclays PLC | +60 New position | 60 | $221 |
| Citigroup Inc | +4 New position | 4 | $15 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Geode Capital Management, LLC Index funds | −3,378 −2.1% | 155K | $569,446 |
| UBS Group AG | −1,717 −28.7% | 4,271 | $15,717 |
| Tower Research Capital LLC (TRC) | −796 Sold out | 0 | — |
| Legacy Wealth Managment, LLC | −300 Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Yorkville Advisors Global, LP | 281K | $1M |
| Barclays PLC | 60 | $221 |
| Citigroup Inc | 4 | $15 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Tower Research Capital LLC (TRC) | 796 | $2,786 |
| Legacy Wealth Managment, LLC | 300 | $1,050 |
Who holds the shares
- Institutions reporting
- 15
- Ten largest holders
- 99.5% of 13F-reported shares
- Index fund managers
- 59.9% of 13F-reported shares
- Active managers and hedge funds
- 0.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 0 | 0 | 0 | 0 | 0 | — |
| Index fund managers | 4 | 1 | 0 | 0 | +19K | +3.8% |
| Other institutions | 5 | 3 | 3 | 2 | +301K | +581.9% |