How many institutions own BENF stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BENF shares is 15, representing 3.88% of the company's common stock.

Who are the major shareholders selling Beneficient stock?

GEODE CAPITAL MANAGEMENT, LLC, in the last quarter, reduced its stake in BENF by -2.14% restricting it's holding to 154.65 thousand shares of worth nearly $569.45K. UBS GROUP AG also lessened -28.67% of the BENF shares from its portfolio, reducing its holding to 4.27 thousand shares of worth $15.72K. LEGACY WEALTH MANAGMENT, LLC/ID also shunned BENF shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying BENF stock?

As per its latest 13F filing, VANGUARD CAPITAL MANAGEMENT LLC increased its stake in BENF by 2.33% in the last quarter. The institutional holder raised its holding to 153.49 thousand shares having worth more than $564.85K. YORKVILLE ADVISORS GLOBAL, LP also added 100% more shares of BENF to its portfolio, raising its holding to 280.63 thousand shares of worth $1.03M. BARCLAYS PLC also increased its BENF shares holding by 100% which brought its holding to 60 shares worth $221.00.

BENF's major insiders: who are they?

The insider with the most stakes in BENF is GWG Wind Down Trust , 10 percent owner at the company. Additionally, BENF stock is highly held by director CANGANY PETER T JR and See Remarks Welday Jeff among others.

Did an insider recently sell BENF stock?

Company executives, directors, and other insiders own 90.93% percent of Beneficient's stock. Within the last six months, there have been 0 transaction(s) in which BENF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WELDAY JEFF and GWG WIND DOWN TRUST.

Which insider recently purchased BENF stock?

There have been 0 transaction(s) during the past 6-months in which Beneficient insiders have bought stock, totalling 0 shares

How much of BENF does insiders own?

Around 0 Beneficient shares are held by insiders, which represents about 90.93% of BENF stock.

Who is the insider with the largest stake?

BENF 10 percent owner, GWG Wind Down Trust holds the largest portfolio of the company's shares. BENF shares owned by GWG total nearly 348.18 thousand.

Which institution holds the most shares in BENF?

SBI SECURITIES CO., LTD. is the largest institutional owner in BENF which holds 7 shares worth $26.00 or 0% of the total BENF shares outstanding followed by VANGUARD CAPITAL MANAGEMENT LLC with ownership of 153.49 thousand shares representing 11.9% of the BENF ownership. GEODE CAPITAL MANAGEMENT, LLC is the third largest stakeholder with 154.65 thousand shares or 11.99% of the ownership worth more than $569.45K.

Is Beneficient stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BENF is concerned, it is a stock which is not optionable.

Is there a short position on BENF's shares?

Number of BENF shares short is 1.08M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BENF shares are there?

As of today, 110.76M shares of BENF are outstanding.

Is there many float in BENF stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BENF has 8.15M shares in float.

BENF short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BENF is 0.03.

Beneficient (BENF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares11.11

Short Percent Of Float12.05

Shares Outstanding110.76M

Shares Float8.15M

Shares Short1.08M

Short Ratio0.03

12.05%

Short % of Float

11.11%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

90.93% Percentage of Shares held by All Insiders

3.88% Percentage of Shares held by All Institutions

42.78% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 3.88% of BENF shares are held by financial institutions. SBI SECURITIES CO., LTD. is the top corporate investor, holding 7 shares valued at $26.00. A 0% stake in Beneficient is owned by the company. VANGUARD CAPITAL MANAGEMENT LLC owns 153.49K shares valued at $564.85K, which translates its holding of 11.9% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SBI SECURITIES CO., LTD.	0%	7	26	0	0
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	11.9%	153.49K	564.85K	3.49K	+2.33%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	11.99%	154.65K	569.45K	-3.38K	-2.14%
Jun 30, 2026	YORKVILLE ADVISORS GLOBAL, LP	21.76%	280.63K	1.03M	280.63K	+100.00%
Jun 30, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	24	88	0	0
Jun 30, 2026	BARCLAYS PLC	0%	60	221	60	+100.00%
Jun 30, 2026	UBS GROUP AG	0.33%	4.27K	15.72K	-1.72K	-28.67%
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.68%	8.75K	32.2K	0	0
Jun 30, 2026	AUSDAL FINANCIAL PARTNERS, INC.	1.07%	13.82K	50.85K	2K	+16.92%
Jun 30, 2026	NORTHERN TRUST CORP	2.44%	31.41K	115.59K	0	0
Jun 30, 2026	MORGAN STANLEY	3.5%	45.12K	166.05K	21.08K	+87.71%
Jun 30, 2026	BLACKROCK, INC.	3.84%	49.53K	182.26K	4.21K	+9.28%
Jun 30, 2026	STATE STREET CORP	5.14%	66.35K	244.15K	14.5K	+27.97%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	5.59%	72.07K	265.22K	559	+0.78%
Jun 30, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-300	-100.00%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-796	-100.00%
Jun 30, 2026	CITIGROUP INC	0%	4	15	4	+100.00%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	796	2.79K	-3.14K	-79.79%
Mar 31, 2026	GLOBAL ASSETS ADVISORY, LLC	0%	0	-	-17.89K	-100.00%
Mar 31, 2026	STATE STREET CORP	4.02%	51.85K	181.46K	28.8K	+124.99%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	5.55%	71.51K	250.29K	71.51K	+100.00%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	11.63%	150K	525K	150K	+100.00%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0%	7	25	3	+75.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-18.92K	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-118	-100.00%
Mar 31, 2026	BLACKROCK, INC.	5.26%	45.32K	158.63K	702	+1.57%
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	24	84	24	+100.00%
Mar 31, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0.03%	300	1.05K	0	0
Mar 31, 2026	NORTHERN TRUST CORP	2.44%	31.41K	109.94K	14.16K	+82.04%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.68%	8.75K	30.63K	8.75K	+100.00%
Mar 31, 2026	MORGAN STANLEY	1.86%	24.04K	84.13K	24.04K	+100.00%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.92%	11.82K	41.36K	1.46K	+14.05%
Mar 31, 2026	UBS GROUP AG	0.46%	5.99K	20.96K	5.91K	+7,114.46%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	12.25%	158.03K	553.4K	3.77K	+2.44%
Mar 31, 2026		0.9%	150K	525K	150K	+100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	0	-	-37	-100.00%
Dec 31, 2025	BLACKROCK, INC.	0%	0	-	-9.06K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	1.56%	18.92K	133.02K	18.92K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	1.43%	17.26K	121.3K	17.26K	+100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-8.6K	-100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-65	-100.00%
Dec 31, 2025	STATE STREET CORP	0%	0	-	-59.55K	-100.00%
Dec 31, 2025	VANGUARD GROUP INC	0%	0	-	-12.38K	-100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-21.21K	-100.00%
Dec 31, 2025	FMR LLC	0%	0	-	-20	-100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-23.77K	-100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-60.55K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-19.39K	-100.00%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0%	0	-	-73.74K	-100.00%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-188	-100.00%
Dec 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0%	0	-	-23.81K	-100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-5.29K	-100.00%
Dec 31, 2025	HIGHPOINT ADVISOR GROUP LLC	0%	0	-	-61K	-100.00%
Dec 31, 2025	MAREX GROUP PLC	0%	0	-	-30.3K	-100.00%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-2.4K	-100.00%
Jun 30, 2024	JANE STREET GROUP, LLC	0%	0	-	-69.22K	-100.00%
Jun 30, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-103K	-100.00%
Jun 30, 2024	BLACKROCK INC.	0%	0	-	-869.28K	-100.00%
Jun 30, 2024	MILLENNIUM MANAGEMENT LLC	0%	0	-	-262K	-100.00%
Jun 30, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-749.01K	-100.00%
Jun 30, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-559	-100.00%
Jun 30, 2024	JPMORGAN CHASE & CO	0%	0	-	-150	-100.00%
Jun 30, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	10.48%	614.95K	1.37M	-1.87M	-75.24%
Jun 30, 2024	VICTORY CAPITAL MANAGEMENT INC	0%	0	-	-17.51K	-100.00%
Jun 30, 2024	STIFEL FINANCIAL CORP	0%	0	-	-148K	-100.00%
Jun 30, 2024	VANGUARD GROUP INC	0%	0	-	-990.12K	-100.00%
Jun 30, 2024	STATE STREET CORP	0%	0	-	-24.6K	-100.00%
Jun 30, 2024	NORTHERN TRUST CORP	0%	0	-	-162.11K	-100.00%
Jun 30, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-543	-100.00%
Jun 30, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0%	0	-	-29.93K	-100.00%
Jun 30, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	13.15K	29K	13.15K	+100.00%
Jun 30, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-25.06K	-100.00%
Jun 30, 2024	XTX TOPCO LTD	0%	0	-	-37.67K	-100.00%
Jun 30, 2024	AUSDAL FINANCIAL PARTNERS, INC.	0%	0	-	-97.72K	-100.00%
Jun 30, 2024	UBS GROUP AG	0%	0	-	-6.42K	-100.00%
Jun 30, 2024	HATTERAS FUNDS, LP	0%	0	-	-45.02M	-100.00%
Jun 30, 2024	HFG WEALTH MANAGEMENT, LLC	0%	0	-	-79.43K	-100.00%

Insiders

Among the BENF insiders holding of 90.93% of the stake in company, GWG WIND DOWN TRUST, 10 percent owner, holds the largest shares of 348.18K. CANGANY PETER T JR, director, is the second largest BENF insider with ownership of 325K shares. WELDAY JEFF, See Remarks, stands third with possession of 140.04K shares of that stake.

Insiders	Designation	Shares Held
GWG WIND DOWN TRUST	10 percent owner	348.18K
CANGANY PETER T JR	director	325K
WELDAY JEFF	See Remarks	140.04K
RUTLEDGE MARIA S.	Chief Technology Officer	2.54K
GWG HOLDINGS, INC.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 04, 2025	WELDAY JEFF	SALE	0.34	941	319.94	140.04K
Feb 28, 2025	WELDAY JEFF	SALE	0.41	442	181.22	140.98K
Feb 27, 2025	WELDAY JEFF	SALE	0.41	238	97.58	141.42K
Feb 26, 2025	WELDAY JEFF	SALE	0.42	201	84.42	141.66K
Feb 25, 2025	WELDAY JEFF	SALE	0.42	408	171.36	141.86K
Feb 19, 2025	WELDAY JEFF	SALE	0.47	272	127.84	143.5K
Feb 18, 2025	WELDAY JEFF	SALE	0.47	1.19K	559.77	143.77K
Feb 14, 2025	WELDAY JEFF	SALE	0.55	272	149.6	144.96K
Feb 13, 2025	WELDAY JEFF	SALE	0.53	510	270.3	145.23K
Feb 12, 2025	WELDAY JEFF	SALE	0.63	885	557.55	145.74K
Feb 11, 2025	WELDAY JEFF	SALE	0.67	2.59K	1.73K	146.63K
Feb 10, 2025	WELDAY JEFF	SALE	0.59	306	180.54	149.21K
Feb 07, 2025	WELDAY JEFF	SALE	0.58	340	197.2	149.52K
Feb 06, 2025	WELDAY JEFF	SALE	0.59	136	80.24	149.86K
Feb 05, 2025	WELDAY JEFF	SALE	0.60	272	163.2	149.99K
Feb 04, 2025	WELDAY JEFF	SALE	0.59	170	100.3	150.27K
Feb 03, 2025	WELDAY JEFF	SALE	0.59	170	100.3	150.44K
Jan 31, 2025	WELDAY JEFF	SALE	0.62	170	105.4	150.61K
Jan 30, 2025	WELDAY JEFF	SALE	0.62	306	189.72	150.78K
Jan 29, 2025	WELDAY JEFF	SALE	0.62	1.2K	743.38	151.08K
Dec 23, 2024	WELDAY JEFF	SALE	0.65	3.36K	2.19K	89.02K
Dec 20, 2024	WELDAY JEFF	SALE	0.67	1.24K	831.47	92.38K
Dec 19, 2024	WELDAY JEFF	SALE	0.70	896	627.2	93.62K
Dec 18, 2024	WELDAY JEFF	SALE	0.74	807	597.18	94.52K
Dec 17, 2024	WELDAY JEFF	SALE	0.75	1.06K	791.25	95.33K
Dec 16, 2024	WELDAY JEFF	SALE	0.81	1.12K	907.2	96.38K
Dec 13, 2024	WELDAY JEFF	SALE	0.80	455	364	97.5K
Dec 09, 2024	WELDAY JEFF	SALE	0.82	709	581.38	100.37K
Dec 06, 2024	WELDAY JEFF	SALE	0.81	1.82K	1.48K	101.08K
Dec 05, 2024	WELDAY JEFF	SALE	0.81	1.09K	883.71	102.9K
Dec 04, 2024	WELDAY JEFF	SALE	0.82	1.27K	1.04K	103.99K
Dec 03, 2024	WELDAY JEFF	SALE	0.82	1.75K	1.43K	105.26K
Dec 02, 2024	WELDAY JEFF	SALE	0.83	1.72K	1.43K	107.01K
Nov 29, 2024	WELDAY JEFF	SALE	0.88	1.18K	1.03K	108.73K
Nov 27, 2024	WELDAY JEFF	SALE	0.92	2.25K	2.07K	109.91K
Nov 26, 2024	WELDAY JEFF	SALE	1.00	3.08K	3.08K	112.15K
Nov 22, 2024	CANGANY PETER T JR	PURCHASE	0.95	25K	23.75K	325K
Nov 19, 2024	CANGANY PETER T JR	PURCHASE	0.92	50K	46K	100K
Oct 04, 2024	GWG WIND DOWN TRUST	SALE	1.79	188.29K	337.04K	348.18K
Sep 20, 2024	RUTLEDGE MARIA S.	PURCHASE	1.11	900	999	2.54K
Sep 09, 2024	GWG WIND DOWN TRUST	SALE	1.75	106.7K	186.73K	536.48K
Sep 06, 2024	GWG WIND DOWN TRUST	SALE	2.93	479.51K	1.4M	643.18K
Sep 06, 2024	WELDAY JEFF	SALE	2.43	24.18K	58.75K	56.98K
Sep 05, 2024	WELDAY JEFF	SALE	1.50	130	195	81.16K
Sep 04, 2024	WELDAY JEFF	SALE	1.51	1.7K	2.57K	81.29K
Sep 03, 2024	WELDAY JEFF	SALE	1.50	240	360	82.99K
Aug 30, 2024	WELDAY JEFF	SALE	1.54	810	1.25K	83.23K
Aug 29, 2024	WELDAY JEFF	SALE	1.57	3.78K	5.94K	84.04K
Aug 28, 2024	GWG WIND DOWN TRUST	SALE	2.00	8.67K	17.35K	1.12M
Aug 28, 2024	WELDAY JEFF	SALE	1.73	9.82K	16.99K	87.82K
Aug 27, 2024	CANGANY PETER T JR	PURCHASE	1.97	20K	39.4K	50K
Aug 27, 2024	GWG WIND DOWN TRUST	SALE	2.00	2.17K	4.34K	1.13M
Aug 27, 2024	WELDAY JEFF	SALE	1.97	4.31K	8.48K	97.69K
Aug 22, 2024	GWG WIND DOWN TRUST	SALE	2.81	545.32K	1.53M	1.13M
Aug 21, 2024	GWG WIND DOWN TRUST	SALE	2.35	685	1.61K	1.68M
Aug 20, 2024	GWG WIND DOWN TRUST	SALE	2.36	4K	9.44K	1.68M
Aug 20, 2024	CANGANY PETER T JR	PURCHASE	2.27	4.5K	10.21K	30K
Aug 19, 2024	CANGANY PETER T JR	PURCHASE	2.28	23K	52.44K	25.5K
Aug 19, 2024	GWG WIND DOWN TRUST	SALE	2.36	14.72K	34.74K	1.68M
Aug 16, 2024	GWG WIND DOWN TRUST	SALE	2.38	296	704.48	1.7M
Aug 15, 2024	GWG WIND DOWN TRUST	SALE	2.38	31.06K	73.92K	1.7M
Aug 14, 2024	GWG WIND DOWN TRUST	SALE	2.40	22.09K	53.02K	1.73M
Aug 13, 2024	GWG WIND DOWN TRUST	SALE	2.40	26.47K	63.53K	1.75M
Feb 21, 2024	CANGANY PETER T JR	PURCHASE	0.25	200K	50K	200K
Feb 20, 2024	CANGANY PETER T JR	PURCHASE	0.26	200K	52K	200K
Aug 01, 2023	GWG HOLDINGS, INC.	OTHER	0.00	119.98K	-	0
Jul 07, 2023	GWG HOLDINGS, INC.	OTHER	10.20	119.98K	1.22M	0

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares11.11

Short Percent Of Float12.05

Shares Outstanding110.76M

Shares Float8.15M

Shares Short1.08M

Short Ratio0.03

12.05%

Short % of Float

11.11%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

90.93% Percentage of Shares held by All Insiders

3.88% Percentage of Shares held by All Institutions

42.78% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SBI SECURITIES CO., LTD.	0%	7	26	0	0
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	11.9%	153.49K	564.85K	3.49K	+2.33%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	11.99%	154.65K	569.45K	-3.38K	-2.14%
Jun 30, 2026	YORKVILLE ADVISORS GLOBAL, LP	21.76%	280.63K	1.03M	280.63K	+100.00%
Jun 30, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	24	88	0	0
Jun 30, 2026	BARCLAYS PLC	0%	60	221	60	+100.00%
Jun 30, 2026	UBS GROUP AG	0.33%	4.27K	15.72K	-1.72K	-28.67%
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.68%	8.75K	32.2K	0	0
Jun 30, 2026	AUSDAL FINANCIAL PARTNERS, INC.	1.07%	13.82K	50.85K	2K	+16.92%
Jun 30, 2026	NORTHERN TRUST CORP	2.44%	31.41K	115.59K	0	0
Jun 30, 2026	MORGAN STANLEY	3.5%	45.12K	166.05K	21.08K	+87.71%
Jun 30, 2026	BLACKROCK, INC.	3.84%	49.53K	182.26K	4.21K	+9.28%
Jun 30, 2026	STATE STREET CORP	5.14%	66.35K	244.15K	14.5K	+27.97%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	5.59%	72.07K	265.22K	559	+0.78%
Jun 30, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-300	-100.00%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-796	-100.00%
Jun 30, 2026	CITIGROUP INC	0%	4	15	4	+100.00%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	796	2.79K	-3.14K	-79.79%
Mar 31, 2026	GLOBAL ASSETS ADVISORY, LLC	0%	0	-	-17.89K	-100.00%
Mar 31, 2026	STATE STREET CORP	4.02%	51.85K	181.46K	28.8K	+124.99%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	5.55%	71.51K	250.29K	71.51K	+100.00%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	11.63%	150K	525K	150K	+100.00%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0%	7	25	3	+75.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-18.92K	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-118	-100.00%
Mar 31, 2026	BLACKROCK, INC.	5.26%	45.32K	158.63K	702	+1.57%
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	24	84	24	+100.00%
Mar 31, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0.03%	300	1.05K	0	0
Mar 31, 2026	NORTHERN TRUST CORP	2.44%	31.41K	109.94K	14.16K	+82.04%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.68%	8.75K	30.63K	8.75K	+100.00%
Mar 31, 2026	MORGAN STANLEY	1.86%	24.04K	84.13K	24.04K	+100.00%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.92%	11.82K	41.36K	1.46K	+14.05%
Mar 31, 2026	UBS GROUP AG	0.46%	5.99K	20.96K	5.91K	+7,114.46%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	12.25%	158.03K	553.4K	3.77K	+2.44%
Mar 31, 2026		0.9%	150K	525K	150K	+100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	0	-	-37	-100.00%
Dec 31, 2025	BLACKROCK, INC.	0%	0	-	-9.06K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	1.56%	18.92K	133.02K	18.92K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	1.43%	17.26K	121.3K	17.26K	+100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-8.6K	-100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-65	-100.00%
Dec 31, 2025	STATE STREET CORP	0%	0	-	-59.55K	-100.00%
Dec 31, 2025	VANGUARD GROUP INC	0%	0	-	-12.38K	-100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-21.21K	-100.00%
Dec 31, 2025	FMR LLC	0%	0	-	-20	-100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-23.77K	-100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-60.55K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-19.39K	-100.00%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0%	0	-	-73.74K	-100.00%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-188	-100.00%
Dec 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0%	0	-	-23.81K	-100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-5.29K	-100.00%
Dec 31, 2025	HIGHPOINT ADVISOR GROUP LLC	0%	0	-	-61K	-100.00%
Dec 31, 2025	MAREX GROUP PLC	0%	0	-	-30.3K	-100.00%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-2.4K	-100.00%
Jun 30, 2024	JANE STREET GROUP, LLC	0%	0	-	-69.22K	-100.00%
Jun 30, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-103K	-100.00%
Jun 30, 2024	BLACKROCK INC.	0%	0	-	-869.28K	-100.00%
Jun 30, 2024	MILLENNIUM MANAGEMENT LLC	0%	0	-	-262K	-100.00%
Jun 30, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-749.01K	-100.00%
Jun 30, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-559	-100.00%
Jun 30, 2024	JPMORGAN CHASE & CO	0%	0	-	-150	-100.00%
Jun 30, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	10.48%	614.95K	1.37M	-1.87M	-75.24%
Jun 30, 2024	VICTORY CAPITAL MANAGEMENT INC	0%	0	-	-17.51K	-100.00%
Jun 30, 2024	STIFEL FINANCIAL CORP	0%	0	-	-148K	-100.00%
Jun 30, 2024	VANGUARD GROUP INC	0%	0	-	-990.12K	-100.00%
Jun 30, 2024	STATE STREET CORP	0%	0	-	-24.6K	-100.00%
Jun 30, 2024	NORTHERN TRUST CORP	0%	0	-	-162.11K	-100.00%
Jun 30, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-543	-100.00%
Jun 30, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0%	0	-	-29.93K	-100.00%
Jun 30, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	13.15K	29K	13.15K	+100.00%
Jun 30, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-25.06K	-100.00%
Jun 30, 2024	XTX TOPCO LTD	0%	0	-	-37.67K	-100.00%
Jun 30, 2024	AUSDAL FINANCIAL PARTNERS, INC.	0%	0	-	-97.72K	-100.00%
Jun 30, 2024	UBS GROUP AG	0%	0	-	-6.42K	-100.00%
Jun 30, 2024	HATTERAS FUNDS, LP	0%	0	-	-45.02M	-100.00%
Jun 30, 2024	HFG WEALTH MANAGEMENT, LLC	0%	0	-	-79.43K	-100.00%

Insiders

Insiders	Designation	Shares Held
GWG WIND DOWN TRUST	10 percent owner	348.18K
CANGANY PETER T JR	director	325K
WELDAY JEFF	See Remarks	140.04K
RUTLEDGE MARIA S.	Chief Technology Officer	2.54K
GWG HOLDINGS, INC.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 04, 2025	WELDAY JEFF	SALE	0.34	941	319.94	140.04K
Feb 28, 2025	WELDAY JEFF	SALE	0.41	442	181.22	140.98K
Feb 27, 2025	WELDAY JEFF	SALE	0.41	238	97.58	141.42K
Feb 26, 2025	WELDAY JEFF	SALE	0.42	201	84.42	141.66K
Feb 25, 2025	WELDAY JEFF	SALE	0.42	408	171.36	141.86K
Feb 19, 2025	WELDAY JEFF	SALE	0.47	272	127.84	143.5K
Feb 18, 2025	WELDAY JEFF	SALE	0.47	1.19K	559.77	143.77K
Feb 14, 2025	WELDAY JEFF	SALE	0.55	272	149.6	144.96K
Feb 13, 2025	WELDAY JEFF	SALE	0.53	510	270.3	145.23K
Feb 12, 2025	WELDAY JEFF	SALE	0.63	885	557.55	145.74K
Feb 11, 2025	WELDAY JEFF	SALE	0.67	2.59K	1.73K	146.63K
Feb 10, 2025	WELDAY JEFF	SALE	0.59	306	180.54	149.21K
Feb 07, 2025	WELDAY JEFF	SALE	0.58	340	197.2	149.52K
Feb 06, 2025	WELDAY JEFF	SALE	0.59	136	80.24	149.86K
Feb 05, 2025	WELDAY JEFF	SALE	0.60	272	163.2	149.99K
Feb 04, 2025	WELDAY JEFF	SALE	0.59	170	100.3	150.27K
Feb 03, 2025	WELDAY JEFF	SALE	0.59	170	100.3	150.44K
Jan 31, 2025	WELDAY JEFF	SALE	0.62	170	105.4	150.61K
Jan 30, 2025	WELDAY JEFF	SALE	0.62	306	189.72	150.78K
Jan 29, 2025	WELDAY JEFF	SALE	0.62	1.2K	743.38	151.08K
Dec 23, 2024	WELDAY JEFF	SALE	0.65	3.36K	2.19K	89.02K
Dec 20, 2024	WELDAY JEFF	SALE	0.67	1.24K	831.47	92.38K
Dec 19, 2024	WELDAY JEFF	SALE	0.70	896	627.2	93.62K
Dec 18, 2024	WELDAY JEFF	SALE	0.74	807	597.18	94.52K
Dec 17, 2024	WELDAY JEFF	SALE	0.75	1.06K	791.25	95.33K
Dec 16, 2024	WELDAY JEFF	SALE	0.81	1.12K	907.2	96.38K
Dec 13, 2024	WELDAY JEFF	SALE	0.80	455	364	97.5K
Dec 09, 2024	WELDAY JEFF	SALE	0.82	709	581.38	100.37K
Dec 06, 2024	WELDAY JEFF	SALE	0.81	1.82K	1.48K	101.08K
Dec 05, 2024	WELDAY JEFF	SALE	0.81	1.09K	883.71	102.9K
Dec 04, 2024	WELDAY JEFF	SALE	0.82	1.27K	1.04K	103.99K
Dec 03, 2024	WELDAY JEFF	SALE	0.82	1.75K	1.43K	105.26K
Dec 02, 2024	WELDAY JEFF	SALE	0.83	1.72K	1.43K	107.01K
Nov 29, 2024	WELDAY JEFF	SALE	0.88	1.18K	1.03K	108.73K
Nov 27, 2024	WELDAY JEFF	SALE	0.92	2.25K	2.07K	109.91K
Nov 26, 2024	WELDAY JEFF	SALE	1.00	3.08K	3.08K	112.15K
Nov 22, 2024	CANGANY PETER T JR	PURCHASE	0.95	25K	23.75K	325K
Nov 19, 2024	CANGANY PETER T JR	PURCHASE	0.92	50K	46K	100K
Oct 04, 2024	GWG WIND DOWN TRUST	SALE	1.79	188.29K	337.04K	348.18K
Sep 20, 2024	RUTLEDGE MARIA S.	PURCHASE	1.11	900	999	2.54K
Sep 09, 2024	GWG WIND DOWN TRUST	SALE	1.75	106.7K	186.73K	536.48K
Sep 06, 2024	GWG WIND DOWN TRUST	SALE	2.93	479.51K	1.4M	643.18K
Sep 06, 2024	WELDAY JEFF	SALE	2.43	24.18K	58.75K	56.98K
Sep 05, 2024	WELDAY JEFF	SALE	1.50	130	195	81.16K
Sep 04, 2024	WELDAY JEFF	SALE	1.51	1.7K	2.57K	81.29K
Sep 03, 2024	WELDAY JEFF	SALE	1.50	240	360	82.99K
Aug 30, 2024	WELDAY JEFF	SALE	1.54	810	1.25K	83.23K
Aug 29, 2024	WELDAY JEFF	SALE	1.57	3.78K	5.94K	84.04K
Aug 28, 2024	GWG WIND DOWN TRUST	SALE	2.00	8.67K	17.35K	1.12M
Aug 28, 2024	WELDAY JEFF	SALE	1.73	9.82K	16.99K	87.82K
Aug 27, 2024	CANGANY PETER T JR	PURCHASE	1.97	20K	39.4K	50K
Aug 27, 2024	GWG WIND DOWN TRUST	SALE	2.00	2.17K	4.34K	1.13M
Aug 27, 2024	WELDAY JEFF	SALE	1.97	4.31K	8.48K	97.69K
Aug 22, 2024	GWG WIND DOWN TRUST	SALE	2.81	545.32K	1.53M	1.13M
Aug 21, 2024	GWG WIND DOWN TRUST	SALE	2.35	685	1.61K	1.68M
Aug 20, 2024	GWG WIND DOWN TRUST	SALE	2.36	4K	9.44K	1.68M
Aug 20, 2024	CANGANY PETER T JR	PURCHASE	2.27	4.5K	10.21K	30K
Aug 19, 2024	CANGANY PETER T JR	PURCHASE	2.28	23K	52.44K	25.5K
Aug 19, 2024	GWG WIND DOWN TRUST	SALE	2.36	14.72K	34.74K	1.68M
Aug 16, 2024	GWG WIND DOWN TRUST	SALE	2.38	296	704.48	1.7M
Aug 15, 2024	GWG WIND DOWN TRUST	SALE	2.38	31.06K	73.92K	1.7M
Aug 14, 2024	GWG WIND DOWN TRUST	SALE	2.40	22.09K	53.02K	1.73M
Aug 13, 2024	GWG WIND DOWN TRUST	SALE	2.40	26.47K	63.53K	1.75M
Feb 21, 2024	CANGANY PETER T JR	PURCHASE	0.25	200K	50K	200K
Feb 20, 2024	CANGANY PETER T JR	PURCHASE	0.26	200K	52K	200K
Aug 01, 2023	GWG HOLDINGS, INC.	OTHER	0.00	119.98K	-	0
Jul 07, 2023	GWG HOLDINGS, INC.	OTHER	10.20	119.98K	1.22M	0

BENF Stock Ownership Breakdown

Beneficient

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions