13F Insight
DOSSIER · 13F-HR · Q1 2026

BENJAMIN EDWARDS INC

BENJAMIN EDWARDS's holding co. based in Omaha, NE — $10.1B in tracked AUM across 1,955 positions as of Q1 2026.

BE
BENJAMIN EDWARDS·Omaha, NE·Holding Co.
CIK 0001451623 · last filed Mar 31, 2026
Total AUM
$10.1B
▲ 17.3%
vs prior
Holdings
1,955
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BENJAMIN EDWARDS INC reported $10.1B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in AAPL, SPDW, MSFT. Notable moves this quarter: MSFT INCREASED ($-40.3M); SPYV INCREASED (+$25.5M). 13 new positions initiated, 13 closed out, reflecting 63 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$243M957K2.4%
02
SPDW
SPDR INDEX SHS FDS
$177M3.9M1.8%
03
MSFT
MICROSOFT CORP
$150M406K1.5%
04
SPMB
SPDR SERIES TRUST
$144M6.4M1.4%
05
SPYG
SPDR SERIES TRUST
$135M1.4M1.3%
06
IUSV
ISHARES TR
$134M1.3M1.3%
07
IUSG
ISHARES TR
$122M787K1.2%
08
CGXU
CAPITAL GROUP INTL FOCUS EQT
$120M4.1M1.2%
09
SPYV
SPDR SERIES TRUST
$112M2.0M1.1%
10
NVDA
NVIDIA CORPORATION
$112M640K1.1%

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