Betterment LLC
ESUM

Betterment LLC’s Eventide US Market ETF ESUM Stock Holding History

Betterment LLC’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$470K Buy
17,968
+1,215
+7% +$33.1K ﹤0.01% 453
2025
Q4 		$451K Buy
16,753
+368
+2% +$10K ﹤0.01% 428
2025
Q3 		$445K Buy
+16,385
New +$436K ﹤0.01% 404

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Betterment LLC's ESUM Position: Q1 2026 in Review

Betterment LLC increased its Eventide US Market ETF (ESUM) stake by 7.3% in Q1 2026, buying an estimated $33.1K and bringing the position to 17,968 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Betterment LLC first reported a position in ESUM in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Betterment LLC held 17,968 shares of Eventide US Market ETF worth $470K as of Q1 2026.
  • Betterment LLC bought 1,215 Eventide US Market ETF shares in Q1 2026, an estimated $33.1K.
  • Eventide US Market ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #453 holding.
  • Betterment LLC first reported a position in Eventide US Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.