Position in BEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$87,500
+$21,553 QoQ
Shares Held
2,630
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#507
of 662 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $23,565,249 across 46 Asset Management names. BEN ranks #30 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,471 | $3,337,573 | |
| 2 | EQH |
Equitable Holdings, Inc.
|
51,810 | $2,273,422 | |
| 3 | CG |
Carlyle Group Inc.
|
47,805 | $2,013,068 | |
| 4 | AMG |
Affiliated Managers Group, Inc.
|
4,861 | $1,644,962 | |
| 5 | SEIC |
Sei Investments Co
|
16,822 | $1,475,457 | |
| 6 | TROW |
Price T Rowe Group Inc
|
11,938 | $1,357,230 | |
| 7 | AMP |
Ameriprise Financial Inc
|
2,871 | $1,317,098 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
44,550 | $1,275,466 |
All Filings in BEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,500 | 2,630 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $65,947 | 2,792 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $66,700 | 2,792 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $64,578 | 2,792 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $74,722 | 3,133 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $239,835 | 12,459 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $665,247 | 32,787 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $706,538 | 35,064 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,106,749 | 49,519 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,327,831 | 47,237 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,404,449 | 47,145 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,471,923 | 59,883 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,437,665 | 53,825 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,196,970 | 44,431 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,090,311 | 41,331 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $830,715 | 38,602 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $599,159 | 25,704 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $616,668 | 22,087 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $618,794 | 18,477 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $549,136 | 18,477 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $479,114 | 14,977 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $653,479 | 22,077 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $568,972 | 22,768 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $333,088 | 16,368 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $343,236 | 16,368 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $85,586 | 5,128 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||