Betterment LLC
MYLD icon

Betterment LLC’s Cambria Micro and SmallCap Shareholder Yield ETF MYLD Stock Holding History

Betterment LLC’s Portfolio MYLD Stock Details MYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$575K Sell
20,537
-1,631
-7% -$46.7K ﹤0.01% 410
2025
Q4 		$594K Sell
22,168
-754
-3% -$19.7K ﹤0.01% 370
2025
Q3 		$601K Buy
22,922
+2,295
+11% +$57.5K ﹤0.01% 353
2025
Q2 		$480K Buy
+20,627
New +$456K ﹤0.01% 363

Other funds holding MYLD

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
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC's MYLD Position: Q1 2026 in Review

Betterment LLC reduced its Cambria Micro and SmallCap Shareholder Yield ETF (MYLD) stake by 7.4% in Q1 2026, selling an estimated $46.7K and leaving 20,537 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Betterment LLC first reported a position in MYLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $601K in Q3 2025. 10 funds tracked by Wall St. Rank hold MYLD as of Q1 2026.

  • Betterment LLC held 20,537 shares of Cambria Micro and SmallCap Shareholder Yield ETF worth $575K as of Q1 2026.
  • Betterment LLC sold 1,631 Cambria Micro and SmallCap Shareholder Yield ETF shares in Q1 2026, an estimated $46.7K.
  • Cambria Micro and SmallCap Shareholder Yield ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #410 holding.
  • Betterment LLC first reported a position in Cambria Micro and SmallCap Shareholder Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • Betterment LLC's Cambria Micro and SmallCap Shareholder Yield ETF position peaked at $601K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Cambria Micro and SmallCap Shareholder Yield ETF as of Q1 2026.

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