2026-10-14
AI summary pending
View Full Filing (SEC EDGAR)Beneficient - Class A
$0.86-3.1%
+$1.2M
Net Activity
+57.22% total shares
Institutions Holding
15
Popularity Rank
#9090
Avg Weight
0.08%
Total Value
$3.2M
15 institutions currently hold BENF, with 10 net buyers and 4 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
4
Net Buying Institutions
10
Top 5 by Value
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Across its top 15 institutional holders, BENF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 23/100).
BENF ranks #9090 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
15 institutions disclose a position in BENF, but none treat it as a major bet — even Yorkville Advisors Global, LP, its most concentrated holder, allocates just 1.2% of its own portfolio to it.
BENF is down 3.1% today, but institutions show net buying of $1.2M this quarter — a divergence between today's price move and the underlying institutional flow.
BENF reported a net loss of $90.6M over the trailing twelve months.
+$1.3M
Total Buy Value
$22.6K
Total Sell Value
10
Net Buyers
4
Net Sellers
BENF
Q2 2026
Top 5 Institutional Movers
BENF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| YA II PN, Ltd. | 13G/A | 2026-10-05 | 0.0% |
6
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)Beneficient (BENF) disclosed that it amended its standby equity purchase agreement with Yorkville, cutting the maximum amount of Class A common stock it can sell from $250 million to $100 million. It also issued two convertible promissory notes totaling $4 million in principal (two $2 million tranches with a 5% original issue discount, netting roughly $1.8 million each). The notes mature June 30, 2027, pay 5% interest (18% upon an uncured default), and convert into Class A shares at the lower of $5.6064 or 92% of the lowest daily VWAP over the five trading days before conversion, with a $0.89 floor on the variable part. Assuming 5% interest through maturity, the maximum shares issuable is about 4,719,101, and conversions are capped so Yorkville and related parties do not exceed 4.99% beneficial ownership.
View Full Filing (SEC EDGAR)08178Q507
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,285
Total reported value
$2.2T
3256 13F institutions increased their position this quarter
Institutions Holding
6,032
Total reported value
$3.6T
3056 13F institutions increased their position this quarter
Institutions Holding
6,195
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,118
Total reported value
$390.3B
Held by 4118 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,092
Total reported value
$377.7B
Held by 4092 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,185
Total reported value
$2.9T
Held by 6185 institutions — one of the most-tracked stocks on AlphaSMO
Access BENF's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BENFCLI
npx alphasmo stocks get BENF