Funds holding BENEFICIENT
5 funds declare a position · 0 ETFs and 5 other funds · 1.1M $ · US08178Q5071
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 150,000 | 525K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 73,733 | 343.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 3 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 25,247 | 117.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 4 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 20,690 | 96.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 5 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 1,032 | 4.8K $ | as of Feb 28, 2026 · Original filing |
Institutional managers
11 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 158,027 | 553.4K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 51,845 | 181.5K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 45,323 | 158.6K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 31,411 | 109.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 24,038 | 84.1K $ | as of Mar 31, 2026 |
| Ausdal Financial Partners, Inc. | 11,817 | 41.4K $ | as of Mar 31, 2026 |
| UBS Group AG | 5,988 | 21K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 796 | 2.8K $ | as of Mar 31, 2026 |
| Legacy Wealth Managment, LLC/ID | 300 | 1.1K $ | as of Mar 31, 2026 |
| NFSG Corp | 24 | 84 $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 7 | 25 $ | as of Mar 31, 2026 |