§ 13F · FUND PROFILE
BENJAMIN EDWARDS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.8B (13F)Positions · 1926Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$446M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 932K | $237M | 2.4% | −1% |
| 2 | SPDW | SPDR INDEX SHS FDS | 3.73M | $170M | 1.7% | −4% |
| 3 | MSFT | MICROSOFT CORP | 389K | $144M | 1.4% | +3% |
| 4 | SPMB | SPDR SERIES TRUST | 6.08M | $136M | 1.4% | +5% |
| 5 | IUSV | ISHARES TR | 1.30M | $133M | 1.3% | +14% |
| 6 | SPYG | SPDR SERIES TRUST | 1.33M | $130M | 1.3% | +2% |
| 7 | IUSG | ISHARES TR | 782K | $121M | 1.2% | +11% |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 4.06M | $120M | 1.2% | +5042% |
| 9 | NVDA | NVIDIA CORPORATION | 629K | $110M | 1.1% | ±0% |
| 10 | SPYV | SPDR SERIES TRUST | 1.90M | $107M | 1.1% | +30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENJAMIN SIGNAL
AC read
BENJAMIN EDWARDS INC is a Other fund managing $8.8 billion in assets. The fund runs a massive portfolio of 1,926 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed