BENEFICIENT

PublicCIK: 1775734
BENFNASDAQBENFWNASDAQ
Location

DALLAS, TX

13F Filings

Institutional Holders

BENEFICIENTBENFW— Latest position per institution from SEC 13F filings

15

Institutional holders

12.09M

Total shares held

3.18M

Estimated value

604.32K

Avg. position size

1

HIGHBRIDGE CAPITAL MANAGEMENT LLC

CIK 919185

Shares

3.10M

Value

22.29K

Filed

Mar 31, 2024

2

EHP FUNDS INC.

CIK 1927881

Shares

1.09M

Value

41.94K

Filed

Sep 30, 2023

3

MMCAP INTERNATIONAL INC. SPC

CIK 1304857

Shares

750K

Value

8.10K

Filed

Jun 30, 2026

4

YAKIRA CAPITAL MANAGEMENT, INC.

CIK 1584639

Shares

750K

Value

5.47K

Filed

Mar 31, 2025

5

CLEAR STREET LLC

CIK 1708828

Shares

749.40K

Value

5.17K

Filed

Jun 30, 2025

6

CLEAR STREET GROUP INC.

CIK 1881567

Shares

747.90K

Value

8.08K

Filed

Jun 30, 2026

7

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 1447578

Shares

562.49K

Value

6.02K

Filed

Jun 30, 2026

8

LMR PARTNERS LLP

CIK 1578621

Shares

487.50K

Value

5.26K

Filed

Jun 30, 2026

9

POLAR ASSET MANAGEMENT PARTNERS INC.

CIK 1326389

Shares

440.15K

Value

14K

Filed

Sep 30, 2023

10

GOLDMAN SACHS GROUP INC

CIK 886982

Shares

379.73K

Value

3.53K

Filed

Jun 30, 2026

11

EXOS TFP HOLDINGS LLC

CIK 1877521

Shares

366.80K

Value

3.67K

Filed

Dec 31, 2023

12

EXOS ASSET MANAGEMENT LLC

CIK 1834630

Shares

366.80K

Value

2.82K

Filed

Dec 31, 2024

13

TORONTO DOMINION BANK

CIK 947263

Shares

365.20K

Value

4.02K

Filed

Jun 30, 2026

14

COWEN AND COMPANY, LLC

CIK 48966

Shares

350K

Value

2.52K

Filed

Mar 31, 2024

15

TENOR CAPITAL MANAGEMENT CO., L.P.

CIK 1346554

Shares

300K

Value

3.24K

Filed

Jun 30, 2026

16

HUDSON BAY CAPITAL MANAGEMENT LP

CIK 1393825

Shares

300K

Value

3.24K

Filed

Jun 30, 2026

17

YORKVILLE ADVISORS GLOBAL, LP

CIK 1838613

Shares

280.63K

Value

1.03M

Filed

Jun 30, 2026

18

RIA ADVISORY GROUP LLC

CIK 1958384

Shares

245.22K

Value

333.50K

Filed

Sep 30, 2026

19

VANGUARD GROUP INC

CIK 102909

Shares

237.13K

Value

1.67M

Filed

Dec 31, 2025

20

K2 PRINCIPAL FUND, L.P.

CIK 1461790

Shares

222.81K

Value

8.58K

Filed

Sep 30, 2023

Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.