Betterment LLC
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Betterment LLC’s ARK Innovation ETF ARKK Stock Holding History

Betterment LLC’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Buy
5,660
+374
+7% +$28.6K ﹤0.01% 504
2026
Q1 		$357K Sell
5,286
-173
-3% -$12.8K ﹤0.01% 501
2025
Q4 		$420K Sell
5,459
-200
-4% -$16.6K ﹤0.01% 440
2025
Q3 		$488K Sell
5,659
-134
-2% -$10.2K ﹤0.01% 392
2025
Q2 		$407K Sell
5,793
-388
-6% -$21.4K ﹤0.01% 397
2025
Q1 		$294K Sell
6,181
-448
-7% -$25.7K ﹤0.01% 405
2024
Q4 		$376K Sell
6,629
-1,948
-23% -$104K ﹤0.01% 355
2024
Q3 		$408K Sell
8,577
-492
-5% -$22.1K ﹤0.01% 333
2024
Q2 		$399K Sell
9,069
-77
-0.8% -$3.44K ﹤0.01% 312
2024
Q1 		$458K Sell
9,146
-12,800
-58% -$624K ﹤0.01% 268
2023
Q4 		$1.15M Sell
21,946
-853
-4% -$36.9K ﹤0.01% 164
2023
Q3 		$904K Sell
22,799
-364
-2% -$16K ﹤0.01% 176
2023
Q2 		$1.02M Buy
23,163
+720
+3% +$28.6K ﹤0.01% 152
2023
Q1 		$905K Buy
22,443
+1,896
+9% +$72.7K ﹤0.01% 158
2022
Q4 		$642K Buy
20,547
+3,212
+19% +$115K ﹤0.01% 172
2022
Q3 		$691K Hold
17,335
– – ﹤0.01% 162
2022
Q2 		$691K Sell
17,335
-6,654
-28% -$317K ﹤0.01% 162
2022
Q1 		$1.59M Sell
23,989
-28,176
-54% -$1.99M 0.01% 121
2021
Q4 		$4.93M Buy
52,165
+11,968
+30% +$1.31M 0.02% 85
2021
Q3 		$4.44M Buy
40,197
+18,476
+85% +$2.22M 0.01% 83
2021
Q2 		$2.84M Buy
+21,721
New +$2.53M 0.01% 92

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC's ARKK Position: Q2 2026 in Review

Betterment LLC increased its ARK Innovation ETF (ARKK) stake by 7.1% in Q2 2026, buying an estimated $28.6K and bringing the position to 5,660 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Betterment LLC first reported a position in ARKK in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.93M in Q4 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Betterment LLC held 5,660 shares of ARK Innovation ETF worth $457K as of Q2 2026.
  • Betterment LLC bought 374 ARK Innovation ETF shares in Q2 2026, an estimated $28.6K.
  • ARK Innovation ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #504 holding.
  • Betterment LLC first reported a position in ARK Innovation ETF in Q2 2021 and has held it in 21 quarters since.
  • Betterment LLC's ARK Innovation ETF position peaked at $4.93M in Q4 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.