Betterment LLC
FWD icon

Betterment LLC’s AB Disruptors ETF FWD Stock Holding History

Betterment LLC’s Portfolio FWD Stock Details FWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.6M Buy
576,726
+35,967
+7% +$4.05M 0.12% 62
2025
Q4 		$56.5M Buy
540,759
+36,456
+7% +$3.82M 0.11% 64
2025
Q3 		$51M Buy
504,303
+63,313
+14% +$5.92M 0.1% 64
2025
Q2 		$39.6M Buy
440,990
+252,439
+134% +$19.5M 0.08% 69
2025
Q1 		$13.3M Buy
+188,551
New +$15.1M 0.03% 95

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $324M AUM 37.9% 1-Year Est. Return

Betterment LLC's FWD Position: Q1 2026 in Review

Betterment LLC increased its AB Disruptors ETF (FWD) stake by 6.7% in Q1 2026, buying an estimated $4.05M and bringing the position to 576,726 shares worth $62.6M. The position accounts for 0.12% of the portfolio, ranked #62.

Betterment LLC first reported a position in FWD in Q1 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Betterment LLC held 576,726 shares of AB Disruptors ETF worth $62.6M as of Q1 2026.
  • Betterment LLC bought 35,967 AB Disruptors ETF shares in Q1 2026, an estimated $4.05M.
  • AB Disruptors ETF made up 0.12% of Betterment LLC's portfolio in Q1 2026, its #62 holding.
  • Betterment LLC first reported a position in AB Disruptors ETF in Q1 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

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