DOSSIER · 13F-HR · Q2 2026

BENJAMIN EDWARDS INC

$11.0B in tracked AUM across 1,998 positions as of Q2 2026.

BE

CIK 0001451623 · last filed Jun 30, 2026

Total AUM

$11.0B

as of Q2 2026

Holdings

1,998

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

$268M926K2.4%02

$177M475K1.6%03

NVIDIA CORPORATION

$170M849K1.5%04

SPDR INDEX SHS FDS

$169M3.4M1.5%05

SPDR SERIES TRUST

$157M1.3M1.4%06

$155M825K1.4%07

$153M1.4M1.4%08

SPDR SERIES TRUST

$144M2.4M1.3%09

CAPITAL GROUP INTL FOCUS EQT

$143M4.1M1.3%10

CAPITAL GROUP GROWTH ETF

Filing history

1,998 positionsView →2026Q1Mar 31

$10.1B▲ 11.3%

1,955 positionsView →2025Q4Dec 31

1,919 positionsView →2025Q3Sep 30

1,926 positionsView →2025Q2Jun 30

1,697 positionsLocked 2025Q1Mar 31

1,601 positionsLocked 2024Q4Dec 31

1,708 positionsLocked 2024Q3Sep 30

$6.9B▲ 1222.2%

1,684 positionsLocked 2024Q2Jun 30

722 positionsLocked 2024Q1Mar 31

716 positionsLocked 2023Q4Dec 31

646 positionsLocked 2023Q3Sep 30

645 positionsLocked

Showing 12 of 30