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
Q2 		$85.9M Buy
580,084
+3,358
+0.6% +$445K 0.15% 52
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 $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC's FWD Position: Q2 2026 in Review

Betterment LLC increased its AB Disruptors ETF (FWD) stake by 0.58% in Q2 2026, buying an estimated $445K and bringing the position to 580,084 shares worth $85.9M. The position accounts for 0.15% of the portfolio, ranked #52.

Betterment LLC first reported a position in FWD in Q1 2025 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Betterment LLC held 580,084 shares of AB Disruptors ETF worth $85.9M as of Q2 2026.
  • Betterment LLC bought 3,358 AB Disruptors ETF shares in Q2 2026, an estimated $445K.
  • AB Disruptors ETF made up 0.15% of Betterment LLC's portfolio in Q2 2026, its #52 holding.
  • Betterment LLC first reported a position in AB Disruptors ETF in Q1 2025 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

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