Betterment LLC
13F filer · CIK 0001633901Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$59.1BU.S. long equity reported on 13F
Positions15435 new · 6 closed
Net flow last quarter-$89MBuys minus sells
Top 10 positions weight3.7%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 2026154 positions | |||||
| $1.27B | 2.16% | Not reported | -6.6% | Q2 2024 | |
| $330M | 0.56% | Not reported | +0.4% | Q4 2020 | |
| $228M | 0.39% | Not reported | -6.2% | Q4 2014 | |
| $121M | 0.20% | Not reported | +0.5% | Q1 2022 | |
| $51.7M | 0.09% | 6.97% | +5.6% | Q4 2016 | |
| $43.7M | 0.07% | Not reported | -10.9% | Q4 2020 | |
| $41.8M | 0.07% | Not reported | -3.1% | Q3 2017 | |
| $35.6M | 0.06% | 0.07% | -6.2% | Q2 2024 | |
| $25.9M | 0.04% | Not reported | -6.6% | Q3 2017 | |
| $19.2M | 0.03% | Not reported | +1.0% | Q2 2019 | |
| $17.5M | 0.03% | Not reported | +5.9% | Q2 2019 | |
| $14M | 0.02% | Not reported | +2.0% | Q3 2021 | |
| $12.6M | 0.02% | 0.00% | +21.2% | Q2 2024 | |
| $10M | 0.02% | 0.32% | +41.3% | Q1 2026 | |
| $8.88M | 0.02% | 0.00% | +44.9% | Q2 2024 | |
| $7.09M | 0.01% | 0.14% | -8.2% | Q1 2025 | |
| $6.06M | 0.01% | Not reported | +0.2% | Q2 2021 | |
| $5.79M | 0.01% | 0.00% | +2.2% | Q2 2023 | |
| $5.39M | 0.01% | Not reported | +14.7% | Q2 2024 | |
| $4.95M | 0.01% | 0.00% | +19.2% | Q2 2024 | |
| $4.94M | 0.01% | 0.00% | +20.9% | Q2 2024 | |
| $4.8M | 0.01% | Not reported | +2.4% | Q2 2016 | |
| $4.27M | 0.01% | 0.00% | +20.3% | Q3 2025 | |
| $3.97M | 0.01% | 0.00% | +10.9% | Q1 2025 | |
| $3.55M | 0.01% | 0.17% | +1.9% | Q2 2024 | |
| $3.29M | 0.01% | 0.00% | +47.5% | Q1 2026 | |
| $3.23M | 0.01% | 0.00% | +61.9% | Q1 2025 | |
| PPCYNProcyon Corp | $2.69M | 0.00% | 1.53% | +35.2% | Q2 2018 |
| $2.63M | 0.00% | Not reported | +62.4% | Q2 2024 | |
| $2.48M | 0.00% | Not reported | +2.3% | Q2 2019 | |
| $2.39M | 0.00% | Not reported | New | Q2 2026 | |
| $2.34M | 0.00% | 0.00% | +16.6% | Q2 2020 | |
| $2.33M | 0.00% | 0.00% | +59.3% | Q1 2025 | |
| $2.08M | 0.00% | Not reported | +15.0% | Q1 2025 | |
| $2.07M | 0.00% | 0.24% | +2.9% | Q2 2024 | |
| $1.82M | 0.00% | 0.00% | +6.7% | Q4 2025 | |
| $1.8M | 0.00% | 0.12% | +119.3% | Q1 2026 | |
| $1.76M | 0.00% | 0.00% | +577.6% | Q1 2026 | |
| $1.67M | 0.00% | Not reported | +26.4% | Q2 2021 | |
| $1.64M | 0.00% | 0.01% | +14.0% | Q2 2021 | |
| $1.63M | 0.00% | 0.00% | +77.3% | Q2 2024 | |
| $1.62M | 0.00% | Not reported | +9.8% | Q1 2025 | |
| $1.6M | 0.00% | 0.95% | +4.6% | Q1 2025 | |
| $1.55M | 0.00% | 0.00% | +2.6% | Q2 2024 | |
| CFCFITCantor Fitzgerald Income Trust, Inc. | $1.53M | 0.00% | Not reported | +0.6% | Q2 2025 |
| $1.46M | 0.00% | 0.04% | +26.4% | Q2 2025 | |
| $1.45M | 0.00% | Not reported | +23.8% | Q1 2025 | |
| $1.42M | 0.00% | Not reported | +38.8% | Q3 2025 | |
| $1.4M | 0.00% | Not reported | -6.6% | Q2 2024 | |
| $1.4M | 0.00% | 0.00% | -15.8% | Q2 2024 | |
| Q1 2026Reported May 14, 2026125 positions | |||||
| $1.2B | 2.27% | Not reported | -4.5% | Q2 2024 | |
| $290M | 0.55% | Not reported | -0.2% | Q4 2020 | |
| $216M | 0.41% | Not reported | -4.6% | Q4 2014 | |
| $105M | 0.20% | Not reported | +1.6% | Q1 2022 | |
| $49.3M | 0.09% | 6.60% | +2.3% | Q4 2016 | |
| $43.8M | 0.08% | 0.08% | -4.6% | Q2 2024 | |
| $38.5M | 0.07% | Not reported | -3.6% | Q4 2020 | |
| $37M | 0.07% | Not reported | -2.8% | Q3 2017 | |
| $23.3M | 0.04% | Not reported | +4.9% | Q3 2017 | |
| $20.7M | 0.04% | Not reported | +19.3% | Q2 2019 | |
| $14.4M | 0.03% | Not reported | +5.5% | Q1 2018 | |
| $14.4M | 0.03% | Not reported | +13.8% | Q2 2019 | |
| $12.7M | 0.02% | Not reported | +0.4% | Q3 2021 | |
| $10.3M | 0.02% | 0.15% | -27.1% | Q1 2025 | |
| $9.12M | 0.02% | 0.00% | +10.3% | Q2 2024 | |
| $8.18M | 0.02% | 0.24% | New | Q1 2026 | |
| $6.62M | 0.01% | 0.00% | +21.6% | Q2 2023 | |
| $5.34M | 0.01% | 0.00% | +57.5% | Q2 2024 | |
| $5.01M | 0.01% | Not reported | +3.2% | Q2 2021 | |
| $4.39M | 0.01% | Not reported | +9.7% | Q2 2016 | |
| $4.06M | 0.01% | 0.00% | +35.1% | Q2 2024 | |
| $4.02M | 0.01% | 0.16% | +38.6% | Q2 2024 | |
| $3.82M | 0.01% | Not reported | +21.5% | Q2 2024 | |
| $3.63M | 0.01% | 0.00% | +41.7% | Q2 2024 | |
| $3.14M | 0.01% | 0.00% | +127.9% | Q3 2025 | |
| $2.88M | 0.01% | 0.00% | +36.4% | Q1 2025 | |
| $2.34M | 0.00% | 0.00% | +18.7% | Q2 2020 | |
| $2.25M | 0.00% | Not reported | +9.3% | Q2 2019 | |
| $2.12M | 0.00% | 0.00% | +19.4% | Q1 2025 | |
| $2.11M | 0.00% | 0.01% | +60.0% | Q2 2024 | |
| $2.03M | 0.00% | 0.93% | +8.8% | Q1 2025 | |
| $2.01M | 0.00% | 0.23% | +13.3% | Q2 2024 | |
| PPCYNProcyon Corp | $1.92M | 0.00% | 1.13% | +30.8% | Q2 2018 |
| $1.73M | 0.00% | Not reported | +73.2% | Q1 2025 | |
| $1.68M | 0.00% | 0.01% | +98.7% | Q2 2021 | |
| $1.49M | 0.00% | Not reported | +2.9% | Q1 2025 | |
| CFCFITCantor Fitzgerald Income Trust, Inc. | $1.45M | 0.00% | Not reported | -0.2% | Q2 2025 |
| $1.43M | 0.00% | 0.03% | +85.5% | Q2 2023 | |
| $1.27M | 0.00% | 0.01% | +29.3% | Q1 2025 | |
| $1.27M | 0.00% | 0.00% | +144.3% | Q2 2024 | |
| $1.24M | 0.00% | Not reported | +10.9% | Q2 2021 | |
| $1.2M | 0.00% | 0.00% | +67.0% | Q1 2025 | |
| $1.19M | 0.00% | Not reported | +63.1% | Q1 2025 | |
| $1.16M | 0.00% | Not reported | -0.5% | Q2 2024 | |
| $1.15M | 0.00% | Not reported | +10.7% | Q3 2025 | |
| $1.13M | 0.00% | 0.00% | +11.1% | Q2 2024 | |
| $1.12M | 0.00% | 0.03% | +197.3% | Q2 2025 | |
| $1.1M | 0.00% | 0.01% | -16.1% | Q3 2018 | |
| $1.08M | 0.00% | 0.06% | New | Q1 2026 | |
| $1.05M | 0.00% | 0.00% | +18.0% | Q2 2025 | |
| Q4 2025Reported Feb 12, 202695 positions | |||||
| $1.22B | 2.33% | Not reported | +5.1% | Q2 2024 | |
| $301M | 0.57% | Not reported | +0.9% | Q4 2020 | |
| $219M | 0.42% | Not reported | -2.8% | Q4 2014 | |
| $109M | 0.21% | Not reported | +0.3% | Q1 2022 | |
| $59.3M | 0.11% | 0.08% | +10.1% | Q2 2024 | |
| $48.4M | 0.09% | 6.49% | +2.3% | Q4 2016 | |
| $42.5M | 0.08% | Not reported | -1.9% | Q4 2020 | |
| $40.1M | 0.08% | Not reported | -2.9% | Q3 2017 | |
| $24.1M | 0.05% | Not reported | +2.2% | Q3 2017 | |
| $20M | 0.04% | 0.17% | +3.4% | Q1 2025 | |
| $13.9M | 0.03% | Not reported | +7.0% | Q2 2019 | |
| $13.9M | 0.03% | Not reported | +18.4% | Q1 2018 | |
| $13.2M | 0.03% | Not reported | +17.0% | Q2 2019 | |
| $12.2M | 0.02% | Not reported | +0.7% | Q3 2021 | |
| $8.85M | 0.02% | 0.00% | +8.4% | Q2 2024 | |
| $5.02M | 0.01% | 0.00% | +43.6% | Q2 2023 | |
| $5.01M | 0.01% | Not reported | +0.7% | Q2 2021 | |
| $3.93M | 0.01% | 0.00% | +19.7% | Q2 2024 | |
| $3.88M | 0.01% | Not reported | +3.2% | Q2 2016 | |
| $3.75M | 0.01% | 0.11% | +2.4% | Q2 2024 | |
| $3.63M | 0.01% | 0.00% | +61.6% | Q2 2024 | |
| $3.44M | 0.01% | Not reported | +58.9% | Q2 2024 | |
| $2.92M | 0.01% | Not reported | +1.1% | Q3 2025 | |
| $2.84M | 0.01% | 0.00% | +89.0% | Q2 2024 | |
| $2.65M | 0.01% | 0.77% | +0.6% | Q1 2025 | |
| $2.3M | 0.00% | 0.00% | +54.8% | Q1 2025 | |
| $1.9M | 0.00% | Not reported | -4.9% | Q2 2019 | |
| $1.82M | 0.00% | 0.00% | +22.1% | Q2 2020 | |
| $1.78M | 0.00% | 0.20% | +3.5% | Q2 2024 | |
| $1.67M | 0.00% | 0.00% | +255.8% | Q3 2025 | |
| $1.54M | 0.00% | 0.00% | +46.9% | Q1 2025 | |
| PPCYNProcyon Corp | $1.52M | 0.00% | 0.87% | -30.9% | Q2 2018 |
| CFCFITCantor Fitzgerald Income Trust, Inc. | $1.47M | 0.00% | Not reported | +2.2% | Q2 2025 |
| $1.45M | 0.00% | Not reported | +8.0% | Q1 2025 | |
| $1.27M | 0.00% | 0.01% | +88.2% | Q1 2025 | |
| $1.25M | 0.00% | 0.00% | +44.8% | Q2 2024 | |
| $1.21M | 0.00% | 0.02% | +64.4% | Q3 2018 | |
| $1.18M | 0.00% | 0.00% | +30.7% | Q2 2025 | |
| $1.11M | 0.00% | Not reported | +27.6% | Q2 2021 | |
| $1.08M | 0.00% | Not reported | +17.5% | Q3 2025 | |
| $1.07M | 0.00% | Not reported | -1.5% | Q2 2024 | |
| $1.05M | 0.00% | Not reported | +46.9% | Q1 2025 | |
| $914K | 0.00% | 0.00% | +12.4% | Q2 2024 | |
| $858K | 0.00% | 0.00% | New | Q4 2025 | |
| $843K | 0.00% | Not reported | +85.1% | Q1 2025 | |
| $820K | 0.00% | Not reported | +1.4% | Q3 2017 | |
| $803K | 0.00% | 0.00% | +37.3% | Q1 2025 | |
| $797K | 0.00% | Not reported | +4.9% | Q4 2022 | |
| $780K | 0.00% | 0.00% | Not reported | Q2 2021 | |
| $748K | 0.00% | 0.00% | +15.7% | Q1 2025 | |
| Q3 2025Reported Nov 13, 202588 positions | |||||
| $1.15B | 2.27% | Not reported | +5.1% | Q2 2024 | |
| $293M | 0.58% | Not reported | +0.5% | Q4 2020 | |
| $223M | 0.44% | Not reported | -2.7% | Q4 2014 | |
| $106M | 0.21% | Not reported | 0.0% | Q1 2022 | |
| $70.6M | 0.14% | 0.08% | +22.9% | Q2 2024 | |
| $47.4M | 0.09% | 6.35% | +5.3% | Q4 2016 | |
| $42.3M | 0.08% | Not reported | -4.1% | Q4 2020 | |
| $40.2M | 0.08% | Not reported | -3.4% | Q3 2017 | |
| $27.2M | 0.05% | 0.22% | +10.9% | Q1 2025 | |
| $24.8M | 0.05% | Not reported | +1.9% | Q3 2017 | |
| $13.5M | 0.03% | Not reported | +12.0% | Q2 2019 | |
| $12M | 0.02% | Not reported | -13.0% | Q1 2018 | |
| $11.6M | 0.02% | Not reported | -0.8% | Q3 2021 | |
| $11.1M | 0.02% | Not reported | +8.3% | Q2 2019 | |
| $7.65M | 0.02% | 0.00% | -4.1% | Q2 2024 | |
| $4.8M | 0.01% | Not reported | +0.9% | Q2 2021 | |
| $4.79M | 0.01% | 0.10% | +3.3% | Q2 2024 | |
| $3.69M | 0.01% | Not reported | +9.9% | Q2 2016 | |
| $3.69M | 0.01% | 0.74% | -1.9% | Q1 2025 | |
| $3.51M | 0.01% | 0.00% | +8.7% | Q2 2024 | |
| $3.13M | 0.01% | 0.00% | +36.2% | Q2 2023 | |
| $2.9M | 0.01% | Not reported | New | Q3 2025 | |
| $2.25M | 0.00% | 0.00% | -1.6% | Q2 2024 | |
| PPCYNProcyon Corp | $2.19M | 0.00% | 1.25% | -13.8% | Q2 2018 |
| $1.9M | 0.00% | Not reported | -0.3% | Q2 2019 | |
| $1.73M | 0.00% | 0.20% | +6.0% | Q2 2024 | |
| $1.68M | 0.00% | Not reported | +9.4% | Q2 2024 | |
| CFCFITCantor Fitzgerald Income Trust, Inc. | $1.43M | 0.00% | Not reported | +19.1% | Q2 2025 |
| $1.43M | 0.00% | 0.00% | +7.9% | Q2 2024 | |
| $1.34M | 0.00% | Not reported | +9.1% | Q1 2025 | |
| $1.33M | 0.00% | 0.00% | +88.5% | Q2 2020 | |
| $1.3M | 0.00% | 0.00% | +97.3% | Q2 2025 | |
| $1.15M | 0.00% | 0.00% | +1.3% | Q1 2025 | |
| $1.13M | 0.00% | 0.00% | +13.1% | Q1 2025 | |
| $1.01M | 0.00% | Not reported | +1.5% | Q2 2024 | |
| $886K | 0.00% | Not reported | New | Q3 2025 | |
| $883K | 0.00% | 0.00% | +38.0% | Q1 2025 | |
| $843K | 0.00% | Not reported | +19.3% | Q2 2021 | |
| $800K | 0.00% | Not reported | +1.9% | Q3 2017 | |
| $761K | 0.00% | Not reported | +9.3% | Q4 2022 | |
| $752K | 0.00% | 0.00% | -3.4% | Q2 2024 | |
| $719K | 0.00% | 0.00% | +0.6% | Q2 2024 | |
| $713K | 0.00% | Not reported | +66.4% | Q1 2025 | |
| $660K | 0.00% | 0.01% | +3.2% | Q3 2018 | |
| $652K | 0.00% | 0.00% | -1.3% | Q2 2024 | |
| $633K | 0.00% | 0.00% | +1.9% | Q1 2025 | |
| $598K | 0.00% | 0.00% | +5.3% | Q2 2024 | |
| $576K | 0.00% | Not reported | -4.8% | Q2 2024 | |
| $566K | 0.00% | 0.00% | +7.0% | Q2 2024 | |
| $558K | 0.00% | 0.00% | +13.8% | Q1 2025 | |
Premium opens every quarter this fund has filed