$BEN is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.24%, with an average of 0.07% of portfolio. Largest holder: Oxford Asset Management LLP at 0.24%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
FRANKLIN RESOURCES INC
13F holders
600
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 600 · Source: 13F-HR01
Bahl & Gaynor Inc.
—
—
02
Mml Investors Services, LLC
—
—
03
State Street
—
—
04
Axa S.a.
—
—
05
D. Scott Neal, Inc.
—
—
06
Miura Global Management, LLC
—
—
07
Aristotle Atlantic Partners, LLC
—
—
08
Cambria Investment Management, L.P.
—
—
09
Mount Lucas Management LP
—
—
10
ProShare Advisors LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
11 holders · Q1 202601
Oxford Asset Management LLP
0.24% NEW
α +10.3pts
02
Svb Wealth LLC
0.20% held
α +29.6pts
03
Greenwich Wealth Management LLC
0.14% held
α +12.7pts
04
New Age Alpha Advisors, LLC
0.05% held
α +10.8pts
05
Connor, Clark & Lunn Investment Management Ltd.
0.02% held
α +12.3pts
06
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
08
Citigroup Inc.
0.00% held
α +26.3pts
09
Quarry LP
0.00% held
α +10.6pts
10
Wellington Management Group LLP
0.00% held
α +10.5pts
11
CV Advisors LLC
0.00% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
5 transactions · 1 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
12 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $BEN lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $BEN — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:33 UTC.