Betterment LLC’s Cambria Large Cap Shareholder Yield ETF LYLD Stock Holding History

Betterment LLC’s Portfolio LYLD Stock Details LYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$556K	Sell	19,121 -1,167	-6%	-$34.2K	﹤0.01%	419
2025 Q4	$565K	Sell	20,288 -479	-2%	-$13.2K	﹤0.01%	378
2025 Q3	$575K	Buy	20,767 +2,082	+11%	+$56.1K	﹤0.01%	358
2025 Q2	$490K	Buy	+18,685	New	+$468K	﹤0.01%	358

Other funds holding LYLD

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC's LYLD Position: Q1 2026 in Review

Betterment LLC reduced its Cambria Large Cap Shareholder Yield ETF (LYLD) stake by 5.8% in Q1 2026, selling an estimated $34.2K and leaving 19,121 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Betterment LLC first reported a position in LYLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $575K in Q3 2025. 4 funds tracked by Wall St. Rank hold LYLD as of Q1 2026.

Betterment LLC held 19,121 shares of Cambria Large Cap Shareholder Yield ETF worth $556K as of Q1 2026.
Betterment LLC sold 1,167 Cambria Large Cap Shareholder Yield ETF shares in Q1 2026, an estimated $34.2K.
Cambria Large Cap Shareholder Yield ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #419 holding.
Betterment LLC first reported a position in Cambria Large Cap Shareholder Yield ETF in Q2 2025 and has held it in 4 quarters since.
Betterment LLC's Cambria Large Cap Shareholder Yield ETF position peaked at $575K in Q3 2025.
4 funds tracked by Wall St. Rank held Cambria Large Cap Shareholder Yield ETF as of Q1 2026.

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