| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | 158,027158,027 | $553,395 | 0.23% | ADD 2% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 150,000150,000 | $525,000 | 0.22% | NEW |
| 3 | VANGUARD FIDUCIARY TRUST CO | 71,51171,511 | $250,289 | 0.11% | NEW |
| 4 | STATE STREET CORP | 51,84551,845 | $181,458 | 0.08% | ADD 125% |
| 5 | BlackRock, Inc. | 45,32345,323 | $158,631 | 0.07% | — |
| 6 | NORTHERN TRUST CORP | 31,41131,411 | $109,939 | 0.05% | ADD 82% |
| 7 | MORGAN STANLEY | 24,03824,038 | $84,133 | 0.04% | NEW |
| 8 | Ausdal Financial Partners, Inc. | 11,81711,817 | $41,360 | 0.02% | ADD 14% |
| 9 | Vanguard Global Advisers, LLC | 8,7508,750 | $30,625 | 0.01% | NEW |
| 10 | UBS Group AG | 5,9885,988 | $20,959 | 0.01% | ADD 7114% |
| 11 | Tower Research Capital LLC (TRC) | 796796 | $2,786 | 0.00% | TRIM -80% |
| 12 | Legacy Wealth Managment, LLC/ID | 300300 | $1,050 | 0.00% | — |
| 13 | NFSG Corp | 2424 | $84 | 0.00% | NEW |
| 14 | SBI Securities Co., Ltd. | 77 | $25 | 0.00% | ADD 75% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | — | — | — | — | 154K | 158K | $553,395 |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 150K | $525,000 |
| VANGUARD FIDUCIARY TRUST CO | — | — | — | — | — | 72K | $250,289 |
| STATE STREET CORP | — | — | — | — | 23K | 52K | $181,458 |
| BlackRock, Inc. | — | — | — | — | 45K | 45K | $158,631 |
| NORTHERN TRUST CORP | — | — | — | — | 17K | 31K | $109,939 |
| MORGAN STANLEY | — | — | — | — | — | 24K | $84,133 |
| Ausdal Financial Partners, Inc. | — | — | — | — | 10K | 12K | $41,360 |
| Vanguard Global Advisers, LLC | — | — | — | — | — | 9K | $30,625 |
| UBS Group AG | — | — | — | — | 83 | 6K | $20,959 |
| Tower Research Capital LLC (TRC) | — | — | — | — | 4K | 796 | $2,786 |
| Legacy Wealth Managment, LLC/ID | — | — | — | — | 300 | 300 | $1,050 |
| NFSG Corp | — | — | — | — | — | 24 | $84 |
| SBI Securities Co., Ltd. | — | — | — | — | 4 | 7 | $25 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 14 | 559,837 | 0.8% | $2M |
| 2025-Q4 | 13 | 527,918 | 0.8% | $4M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
“REU Agreement Pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan (as amended, the "Plan") and the Restricted Equity Unit Award Agreement between the Issuer and Mr. Silk (the "REU Agreement"), Mr. Silk received an award of 28 restricted equity units ("REUs") representing 35 Class A Shares on April 1, 2022. Such award of REUs vested 40% on June 8, 2023 and in 20% installments on each of April 1, 2024 and April 1, 2025. The remaining 20% vested on April 1, 2026. Additionally”
Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).
