Betterment LLC
BTC

Betterment LLC’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Betterment LLC’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10M Buy
385,238
+112,584
+41% +$3.57M 0.02% 141
2026
Q1 		$8.18M Buy
+272,654
New +$9.21M 0.02% 151

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Betterment LLC's BTC Position: Q2 2026 in Review

Betterment LLC increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 41% in Q2 2026, buying an estimated $3.57M and bringing the position to 385,238 shares worth $10M. The position accounts for 0.02% of the portfolio, ranked #141.

Betterment LLC first reported a position in BTC in Q1 2026 and has held it in 2 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Betterment LLC held 385,238 shares of Grayscale Bitcoin Mini Trust ETF worth $10M as of Q2 2026.
  • Betterment LLC bought 112,584 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $3.57M.
  • Grayscale Bitcoin Mini Trust ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #141 holding.
  • Betterment LLC first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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