Betterment LLC
BKLC icon

Betterment LLC’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Betterment LLC’s Portfolio BKLC Stock Details BKLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$752K Buy
15,729
+351
+2% +$16.3K ﹤0.01% 402
2026
Q1 		$640K Buy
15,378
+2,031
+15% +$88.1K ﹤0.01% 389
2025
Q4 		$582K Buy
13,347
+969
+8% +$41.9K ﹤0.01% 373
2025
Q3 		$530K Buy
12,378
+18
+0.1% +$738 ﹤0.01% 376
2025
Q2 		$488K Sell
12,360
-5,457
-31% -$199K ﹤0.01% 359
2025
Q1 		$631K Buy
17,817
+804
+5% +$30.1K ﹤0.01% 309
2024
Q4 		$635K Sell
17,013
-261
-2% -$9.79K ﹤0.01% 297
2024
Q3 		$631K Buy
17,274
+2,673
+18% +$93.7K ﹤0.01% 288
2024
Q2 		$505K Buy
14,601
+7,842
+116% +$260K ﹤0.01% 285
2024
Q1 		$225K Buy
+6,759
New +$213K ﹤0.01% 343

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Betterment LLC's BKLC Position: Q2 2026 in Review

Betterment LLC increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 2.3% in Q2 2026, buying an estimated $16.3K and bringing the position to 15,729 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Betterment LLC first reported a position in BKLC in Q1 2024 and has held it in 10 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Betterment LLC held 15,729 shares of BNY Mellon US Large Cap Core Equity ETF worth $752K as of Q2 2026.
  • Betterment LLC bought 351 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $16.3K.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #402 holding.
  • Betterment LLC first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

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