13F holdings
BENJAMIN EDWARDS INC portfolio
Managed by . 1,350 reported positions worth $10.1B as of 2026-03-31, filed with the SEC on 2026-05-12. Parsed from the filing itself, not a reseller.
$10.1B
Book value
1,350
Positions
14%
Top 10 weight
+126
New this quarter
-80
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 42 days old on 2026-05-12, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (126)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | $52.2M | 647,955 | 0.52% |
| GQGU | ADVISORS INNER CIRCLE FD III | $51.9M | 1,928,076 | 0.52% |
| CGHY | CAPITAL GRP FIXED INCM ETF T | $49.5M | 1,975,581 | 0.49% |
| FTRB | FEDERATED HERMES ETF TRUST | $36.7M | 1,460,733 | 0.37% |
| XAGG | MORGAN STANLEY ETF TRUST | $35.4M | 713,790 | 0.35% |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $33.7M | 971,387 | 0.34% |
| JPHY | J P MORGAN EXCHANGE TRADED F | $28.1M | 561,116 | 0.28% |
| PICK | ISHARES INC | $21.1M | 373,274 | 0.21% |
| FLHY | FRANKLIN TEMPLETON ETF TR | $18.7M | 773,420 | 0.19% |
| CSRE | COHEN & STEERS ETF TRUST | $12.3M | 467,047 | 0.12% |
| PCS | PGIM ETF TR | $10.2M | 203,849 | 0.10% |
| IFV | FIRST TR EXCHANGE TRADED FD | $5.7M | 226,457 | 0.06% |
| AZN | ASTRAZENECA PLC | $5.7M | 29,240 | 0.06% |
| LYB | LYONDELLBASELL INDUSTRIES NV | $5.3M | 66,200 | 0.05% |
| NEMD | NEUBERGER BERMAN ETF TRUST | $3.8M | 73,634 | 0.04% |
| DDFJ | INNOVATOR ETFS TRUST | $3.7M | 197,139 | 0.04% |
| FDVV | FIDELITY COVINGTON TRUST | $3.4M | 61,371 | 0.03% |
| PXJ | INVESCO EXCHANGE TRADED FD T | $3.1M | 73,706 | 0.03% |
| FTSD | FRANKLIN ETF TR | $2.6M | 28,561 | 0.03% |
| SEA | ETF SER SOLUTIONS | $2.6M | 152,837 | 0.03% |
| TAXI | NORTHERN FDS | $2.5M | 48,224 | 0.02% |
| PATN | PACER FDS TR | $2.3M | 82,103 | 0.02% |
| AMCR | AMCOR PLC | $2.3M | 57,497 | 0.02% |
| MWH | SOLV ENERGY INC | $2.2M | 74,383 | 0.02% |
| WDS | WOODSIDE ENERGY GROUP LTD | $2.1M | 87,661 | 0.02% |
Closed out (80)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $5.5M | 59,364 | 0.00% |
| QQXT | FIRST TR EXCHANGE-TRADED FD | $3.9M | 39,214 | 0.00% |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $2.4M | 20,477 | 0.00% |
| IFLN | INVESCO EXCH TRADED FD TR II | $2.1M | 112,193 | 0.00% |
| DECK | DECKERS OUTDOOR CORP | $2.0M | 19,030 | 0.00% |
| FXD | FIRST TR EXCHANGE TRADED FD | $1.8M | 26,908 | 0.00% |
| IPAR | INTERPARFUMS INC | $1.5M | 18,237 | 0.00% |
| FTRI | FIRST TR EXCHANGE TRADED FD | $1.3M | 85,976 | 0.00% |
| FLCH | FRANKLIN TEMPLETON ETF TR | $1.3M | 55,675 | 0.00% |
| SHYG | ISHARES TR | $1.1M | 26,068 | 0.00% |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $1.1M | 40,729 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $968,098 | 10,147 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $900,819 | 2,650 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $866,601 | 1,943 | 0.00% |
| PBW | INVESCO EXCHANGE TRADED FD T | $863,147 | 28,266 | 0.00% |
| ICLR | ICON PLC | $850,171 | 4,666 | 0.00% |
| AMCR | AMCOR PLC | $792,022 | 94,974 | 0.00% |
| EELV | INVESCO EXCH TRADED FD TR II | $781,274 | 28,484 | 0.00% |
| BKLN | INVESCO EXCH TRADED FD TR II | $749,784 | 35,703 | 0.00% |
| PEY | INVESCO EXCHANGE TRADED FD T | $654,846 | 32,123 | 0.00% |
| PAYC | PAYCOM SOFTWARE INC | $648,600 | 4,070 | 0.00% |
| IGV | ISHARES TR | $620,714 | 5,873 | 0.00% |
| GPI | GROUP 1 AUTOMOTIVE INC | $576,745 | 1,465 | 0.00% |
| CSB | VICTORY PORTFOLIOS II | $553,217 | 9,439 | 0.00% |
| EG | EVEREST GROUP LTD | $540,550 | 1,593 | 0.00% |
Added to (690)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $150.2M | 405,561 | 1.49% | +3% |
| SPMB | SPDR SERIES TRUST | $143.9M | 6,426,504 | 1.43% | +5% |
| SPYG | SPDR SERIES TRUST | $134.7M | 1,375,898 | 1.34% | +2% |
| IUSV | ISHARES TR | $134.3M | 1,313,006 | 1.33% | +14% |
| IUSG | ISHARES TR | $122.1M | 787,337 | 1.21% | +11% |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $120.2M | 4,074,491 | 1.19% | +5042% |
| SPYV | SPDR SERIES TRUST | $112.1M | 1,981,597 | 1.11% | +30% |
| CGGR | CAPITAL GROUP GROWTH ETF | $105.9M | 2,634,776 | 1.05% | +252% |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $105.8M | 2,753,949 | 1.05% | +276% |
| AVGO | BROADCOM INC | $81.0M | 261,677 | 0.81% | +5% |
| VCIT | VANGUARD SCOTTSDALE FDS | $78.6M | 949,261 | 0.78% | +11% |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $76.1M | 2,898,079 | 0.76% | +1428% |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $72.3M | 3,237,956 | 0.72% | +564% |
| AMZN | AMAZON COM INC | $63.0M | 302,411 | 0.63% | +1% |
| GOOGL | ALPHABET INC | $62.8M | 218,529 | 0.62% | +5% |
Trimmed (363)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SCZ | ISHARES TR | $200,412 | 2,556 | 0.00% | -91% |
| OEF | ISHARES TR | $252,646 | 794 | 0.00% | -91% |
| ITB | ISHARES TR | $202,756 | 2,238 | 0.00% | -89% |
| NTRS | NORTHERN TR CORP | $1.0M | 7,481 | 0.01% | -88% |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $525,555 | 5,776 | 0.01% | -87% |
| FXU | FIRST TR EXCHANGE-TRADED FD | $2.5M | 50,540 | 0.02% | -83% |
| MDYV | SPDR SERIES TRUST | $3.2M | 38,100 | 0.03% | -81% |
| MDYG | SPDR SERIES TRUST | $6.2M | 64,567 | 0.06% | -81% |
| SJM | SMUCKER J M CO | $395,407 | 4,100 | 0.00% | -79% |
| PYPL | PAYPAL HLDGS INC | $357,131 | 7,897 | 0.00% | -78% |
| TXRH | TEXAS ROADHOUSE INC | $203,068 | 1,229 | 0.00% | -77% |
| DGRW | WISDOMTREE TR | $473,974 | 5,396 | 0.00% | -75% |
| KMB | KIMBERLY-CLARK CORP | $1.9M | 20,196 | 0.02% | -74% |
| REGL | PROSHARES TR | $9.0M | 104,580 | 0.09% | -74% |
| TTD | THE TRADE DESK INC | $438,675 | 19,337 | 0.00% | -73% |
The book
Largest 150 of 1,350 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $242.9M | 957,162 | 2.42% | — |
| SPDW | SPDR INDEX SHS FDS | $176.9M | 3,875,058 | 1.76% | — |
| MSFT | MICROSOFT CORP | $150.2M | 405,561 | 1.49% | — |
| SPMB | SPDR SERIES TRUST | $143.9M | 6,426,504 | 1.43% | — |
| SPYG | SPDR SERIES TRUST | $134.7M | 1,375,898 | 1.34% | — |
| IUSV | ISHARES TR | $134.3M | 1,313,006 | 1.33% | — |
| IUSG | ISHARES TR | $122.1M | 787,337 | 1.21% | — |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $120.2M | 4,074,491 | 1.19% | — |
| SPYV | SPDR SERIES TRUST | $112.1M | 1,981,597 | 1.11% | — |
| NVDA | NVIDIA CORPORATION | $111.6M | 639,641 | 1.11% | — |
| CGGR | CAPITAL GROUP GROWTH ETF | $105.9M | 2,634,776 | 1.05% | — |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $105.8M | 2,753,949 | 1.05% | — |
| EXMOC | EXXON MOBIL CORP | $99.3M | 585,046 | 0.99% | — |
| CASY | CASEYS GEN STORES INC | $91.8M | 126,052 | 0.91% | — |
| APH | AMPHENOL CORP | $88.6M | 701,084 | 0.88% | — |
| SCHF | SCHWAB STRATEGIC TR | $88.2M | 3,563,500 | 0.88% | — |
| COST | COSTCO WHOLESALE CORPORATION | $85.7M | 85,995 | 0.85% | — |
| WMT | WALMART INC | $83.1M | 668,746 | 0.83% | — |
| AVGO | BROADCOM INC | $81.0M | 261,677 | 0.81% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $78.6M | 949,261 | 0.78% | — |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $76.1M | 2,898,079 | 0.76% | — |
| ABBV | ABBVIE INC | $73.7M | 338,904 | 0.73% | — |
| GLDM | WORLD GOLD TR | $73.1M | 788,797 | 0.73% | — |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $72.3M | 3,237,956 | 0.72% | — |
| MCD | MCDONALDS CORP | $69.0M | 222,045 | 0.69% | — |
| WEC | WEC ENERGY GROUP INC | $67.7M | 584,490 | 0.67% | — |
| HD | HOME DEPOT INC | $65.5M | 199,045 | 0.65% | — |
| AMZN | AMAZON COM INC | $63.0M | 302,411 | 0.63% | — |
| GOOGL | ALPHABET INC | $62.8M | 218,529 | 0.62% | — |
| ATO | ATMOS ENERGY CORP | $62.7M | 339,303 | 0.62% | — |
| VZ | VERIZON COMMUNICATIONS INC | $62.2M | 1,239,439 | 0.62% | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $61.6M | 777,684 | 0.61% | — |
| SNA | SNAP ON INC | $60.9M | 167,661 | 0.61% | — |
| MA | MASTERCARD INCORPORATED | $60.6M | 121,229 | 0.60% | — |
| CTVA | CORTEVA INC | $58.7M | 701,530 | 0.58% | — |
| TXN | TEXAS INSTRS INC | $56.1M | 289,021 | 0.56% | — |
| PG | PROCTER & GAMBLE CO | $55.3M | 382,500 | 0.55% | — |
| RSG | REPUBLIC SVCS INC | $54.1M | 247,083 | 0.54% | — |
| BINV | 2023 ETF SERIES TRUST | $53.7M | 1,303,199 | 0.53% | — |
| AVLV | AMERICAN CENTY ETF TR | $52.2M | 647,955 | 0.52% | — |
| GQGU | ADVISORS INNER CIRCLE FD III | $51.9M | 1,928,076 | 0.52% | — |
| WSO | WATSCO INC | $51.6M | 141,901 | 0.51% | — |
| IGSB | ISHARES TR | $51.6M | 982,165 | 0.51% | — |
| SYK | STRYKER CORPORATION | $51.6M | 156,855 | 0.51% | — |
| TBIL | RBB FD INC | $51.5M | 1,032,523 | 0.51% | — |
| TLH | ISHARES TR | $51.0M | 506,333 | 0.51% | — |
| CGHY | CAPITAL GRP FIXED INCM ETF T | $49.5M | 1,975,581 | 0.49% | — |
| CME | CME GROUP INC | $48.5M | 164,034 | 0.48% | — |
| TMUS | T-MOBILE US INC | $46.9M | 223,111 | 0.47% | — |
| JPM | JPMORGAN CHASE & CO | $46.6M | 158,229 | 0.46% | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $46.5M | 1,093,012 | 0.46% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.1M | 226,830 | 0.46% | — |
| SCHH | SCHWAB STRATEGIC TR | $45.1M | 2,100,294 | 0.45% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.6M | 67,028 | 0.43% | — |
| ACN | ACCENTURE PLC IRELAND | $42.5M | 214,275 | 0.42% | — |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $42.3M | 1,341,367 | 0.42% | — |
| QCOM | QUALCOMM INC | $42.3M | 328,740 | 0.42% | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $42.1M | 309,566 | 0.42% | — |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $41.7M | 1,615,083 | 0.41% | — |
| META | META PLATFORMS INC | $41.5M | 72,492 | 0.41% | — |
| GLD | SPDR GOLD TR | $40.6M | 94,267 | 0.40% | — |
| SHW | SHERWIN WILLIAMS CO | $40.5M | 126,395 | 0.40% | — |
| IEI | ISHARES TR | $40.5M | 341,421 | 0.40% | — |
| GOOG | ALPHABET INC | $40.2M | 140,258 | 0.40% | — |
| FLCG | FEDERATED HERMES ETF TRUST | $40.0M | 1,337,642 | 0.40% | — |
| ITW | ILLINOIS TOOL WKS INC | $39.9M | 153,186 | 0.40% | — |
| EOG | EOG RES INC | $39.6M | 274,098 | 0.39% | — |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $39.6M | 1,298,512 | 0.39% | — |
| MSI | MOTOROLA SOLUTIONS INC | $39.3M | 90,505 | 0.39% | — |
| SPGI | S&P GLOBAL INC | $39.1M | 91,916 | 0.39% | — |
| TRI4EUR | THOMSON REUTERS CORP | $38.9M | 431,988 | 0.39% | — |
| NDAQ | NASDAQ INC | $38.7M | 456,111 | 0.38% | — |
| VOE | VANGUARD INDEX FDS | $38.5M | 209,002 | 0.38% | — |
| ECL | ECOLAB INC | $38.0M | 142,750 | 0.38% | — |
| VCLT | VANGUARD SCOTTSDALE FDS | $37.9M | 507,413 | 0.38% | — |
| ABT | ABBOTT LABORATORIES | $36.8M | 358,635 | 0.37% | — |
| HYBB | ISHARES TR | $36.8M | 791,180 | 0.37% | — |
| FTRB | FEDERATED HERMES ETF TRUST | $36.7M | 1,460,733 | 0.37% | — |
| IEUR | ISHARES TR | $36.6M | 520,683 | 0.36% | — |
| V | VISA INC | $36.6M | 121,013 | 0.36% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $36.5M | 570,025 | 0.36% | — |
| FIXT | TCW ETF TRUST | $36.5M | 962,892 | 0.36% | — |
| FAST | FASTENAL CO | $36.3M | 783,401 | 0.36% | — |
| VRSK | VERISK ANALYTICS INC | $36.3M | 191,566 | 0.36% | — |
| TSCO | TRACTOR SUPPLY CO | $36.1M | 795,904 | 0.36% | — |
| NEE | NEXTERA ENERGY INC | $35.9M | 386,842 | 0.36% | — |
| XAGG | MORGAN STANLEY ETF TRUST | $35.4M | 713,790 | 0.35% | — |
| SPHY | SPDR SERIES TRUST | $35.2M | 1,508,372 | 0.35% | — |
| EQIX | EQUINIX INC | $34.9M | 35,598 | 0.35% | — |
| AJG | GALLAGHER ARTHUR J & CO | $34.1M | 157,298 | 0.34% | — |
| QQQ | INVESCO QQQ TR | $33.9M | 58,770 | 0.34% | — |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $33.7M | 971,387 | 0.34% | — |
| INTU | INTUIT | $33.7M | 77,916 | 0.34% | — |
| VOT | VANGUARD INDEX FDS | $33.2M | 129,031 | 0.33% | — |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $33.2M | 924,317 | 0.33% | — |
| CGBL | CAPITAL GROUP CORE BALANCED | $32.4M | 941,932 | 0.32% | — |
| JNJ | JOHNSON & JOHNSON | $32.3M | 131,933 | 0.32% | — |
| CTAS | CINTAS CORP | $32.0M | 189,438 | 0.32% | — |
| IVV | ISHARES TR | $31.8M | 48,528 | 0.32% | — |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $31.7M | 949,627 | 0.32% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $31.4M | 459,941 | 0.31% | — |
| MDLZ | MONDELEZ INTL INC | $29.4M | 510,625 | 0.29% | — |
| STE | STERIS PLC | $29.2M | 132,052 | 0.29% | — |
| CAT | CATERPILLAR INC | $29.1M | 41,059 | 0.29% | — |
| ADI | ANALOG DEVICES INC | $28.6M | 89,870 | 0.28% | — |
| SDY | SPDR SERIES TRUST | $28.5M | 195,067 | 0.28% | — |
| MKC | MCCORMICK & CO INC | $28.3M | 560,399 | 0.28% | — |
| JPHY | J P MORGAN EXCHANGE TRADED F | $28.1M | 561,116 | 0.28% | — |
| LRCX | LAM RESEARCH CORP | $28.0M | 130,935 | 0.28% | — |
| AVDV | AMERICAN CENTY ETF TR | $27.7M | 277,457 | 0.28% | — |
| BR | BROADRIDGE FINL SOLUTIONS IN | $27.5M | 169,150 | 0.27% | — |
| ZTS | ZOETIS INC | $27.3M | 231,166 | 0.27% | — |
| CVX | CHEVRON CORPORATION | $27.3M | 132,041 | 0.27% | — |
| SCHE | SCHWAB STRATEGIC TR | $26.7M | 810,336 | 0.27% | — |
| FVD | FIRST TR EXCHANGE-TRADED FD | $26.1M | 554,403 | 0.26% | — |
| JKHY | HENRY JACK & ASSOC INC | $25.8M | 163,253 | 0.26% | — |
| OKE | ONEOK INC NEW | $24.4M | 270,025 | 0.24% | — |
| LLY | ELI LILLY & CO | $24.0M | 26,111 | 0.24% | — |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $24.0M | 1,142,976 | 0.24% | — |
| AMGN | AMGEN INC | $23.9M | 67,817 | 0.24% | — |
| TJX | TJX COS INC NEW | $23.4M | 146,729 | 0.23% | — |
| AGG | ISHARES TR | $23.4M | 235,405 | 0.23% | — |
| LMT | LOCKHEED MARTIN CORP | $23.3M | 38,578 | 0.23% | — |
| XLK | SELECT SECTOR SPDR TR | $22.1M | 166,122 | 0.22% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $21.5M | 74,004 | 0.21% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.3M | 44,473 | 0.21% | — |
| SHLD | GLOBAL X FDS | $21.2M | 298,894 | 0.21% | — |
| PICK | ISHARES INC | $21.1M | 373,274 | 0.21% | — |
| VTI | VANGUARD INDEX FDS | $21.1M | 65,770 | 0.21% | — |
| MDT | MEDTRONIC PLC | $20.9M | 241,186 | 0.21% | — |
| BND | VANGUARD BD INDEX FDS | $20.6M | 279,601 | 0.20% | — |
| PM | PHILIP MORRIS INTL INC | $20.4M | 123,331 | 0.20% | — |
| MRK | MERCK & CO INC | $19.8M | 164,675 | 0.20% | — |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $19.7M | 724,301 | 0.20% | — |
| IBDR | ISHARES TR | $19.6M | 809,589 | 0.20% | — |
| VO | VANGUARD INDEX FDS | $19.5M | 67,917 | 0.19% | — |
| SO | SOUTHERN CO | $19.3M | 200,127 | 0.19% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $19.2M | 79,030 | 0.19% | — |
| IBDS | ISHARES TR | $19.1M | 787,989 | 0.19% | — |
| IBDT | ISHARES TR | $18.8M | 740,653 | 0.19% | — |
| FLHY | FRANKLIN TEMPLETON ETF TR | $18.7M | 773,420 | 0.19% | — |
| LOW | LOWES COS INC | $18.5M | 78,233 | 0.18% | — |
| FV | FIRST TR EXCHANGE TRADED FD | $18.5M | 305,385 | 0.18% | — |
| GILD | GILEAD SCIENCES INC | $18.4M | 132,064 | 0.18% | — |
| VBR | VANGUARD INDEX FDS | $18.1M | 83,405 | 0.18% | — |
| VBK | VANGUARD INDEX FDS | $18.0M | 59,644 | 0.18% | — |
| UNH | UNITEDHEALTH GROUP INC | $18.0M | 66,511 | 0.18% | — |
| CMI | CUMMINS INC | $18.0M | 33,370 | 0.18% | — |
| WM | WASTE MGMT INC DEL | $17.7M | 77,007 | 0.18% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.7M | 52,289 | 0.18% | — |
This table is the 150 largest positions by value, out of 1,350 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
This manager also disclosed 2 options positions with a combined notional of $2.3M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by BENJAMIN EDWARDS INC (CIK 1451623, accession 0001451623-26-000003). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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