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Security record · archived quarter

BENF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
-1Δ holders
466.63KShares held
$1.63MReported value
+1New positions
−2Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -12.5% · share flow +14.3% · net new positions -14.3%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 9 +2 504.88K $1.86M +2
Q1 2026 7 -1 466.63K $1.63M +1 −2
Q4 2025 8 -2 495.43K $3.48M −2
Q3 2025 6 +1 165.33K $157,260 +2 −1
Q2 2025 5 +1 177.49K $53,262 +1
Q1 2025 2 0 120.10K $37,544
Q4 2024 2 0 83.92K $62,478
Q3 2024 1 0 17.55K $21,588
Q2 2024 1 10.57K $23,468
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 158.03K +2.4% $553,395 0.0% ▲ Add 8 SEC ↗
2 Geode Capital Management (passive) 158.03K +2.4% $553,395 0.0% ▲ Add 8 SEC ↗
3 Vanguard Capital Management Llc 150.00K $525,000 0.0% n/c 1 SEC ↗
4 State Street Global Advisors (passive) 51.84K +125.0% $181,458 0.0% ▲ Add 6 SEC ↗
5 BlackRock (passive) 45.32K +1.6% $158,631 0.0% ▲ Add 4 SEC ↗
6 Northern Trust Corp 31.41K +82.0% $109,939 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 24.04K New $84,133 0.0% New 1 SEC ↗
8 UBS Group AG 5.99K +7114.5% $20,959 0.0% ▲ Add 2 SEC ↗
9 UBS Group AG 5.99K +7114.5% $20,959 0.0% ▲ Add 2 SEC ↗
10 UBS Group AG 5.99K +7114.5% $20,959 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Morgan Stanley $84,133 0.0%

Exited

Jane Street Group, Llc $133,022 was 0.0%
Bank Of America Corp /De/ $830 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 559.84K shares, $1.96M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API