Smart Money Radar / Tickers / BENF

BENFBeneficient

Financials Capital Markets Asset Management & Custody Banks
Active holders?Institutions that actively chose this stock. Index funds and mega-diversified platforms (filers holding 1500+ names) are stripped out; they hold it automatically, not by decision.
3
of 14 total, index funds excluded
This quarter?Turnover of the active crowd vs the prior quarter: funds that opened a position vs funds that closed out entirely. The split shows texture: broad new interest vs a revolving door.
+1
1 out
Conviction?How big this position is inside the typical holder's own portfolio (median, in basis points). 1 bps is pocket lint they will not miss; 200+ bps is a bet they did real work on. Many holders at tiny weight is weaker than few holders at real weight.
n/a
Streak?How many quarters in a row the active holder count has risen. Persistence, not a buy signal: long streaks are how names end up crowded.
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2023Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $2M held
FundValueNote
GEODE CAPITAL MANAGEMENT, L… $553K
VANGUARD CAPITAL MANAGEMENT… $525K
VANGUARD FIDUCIARY TRUST CO $250K
STATE STREET CORP $181K
BlackRock, Inc. $159K
NORTHERN TRUST CORP $110K
MORGAN STANLEY $84K
Ausdal Financial Partners, … $41K
Vanguard Global Advisers, L… $31K
UBS Group AG $21K