Betterment LLC’s SGI US Large Cap Core ETF SGLC Stock Holding History

Betterment LLC’s Portfolio SGLC Stock Details SGLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.89M	Buy	77,896 +11,273	+17%	+$438K	0.01%	210
2025 Q4	$2.56M	Buy	66,623 +6,066	+10%	+$227K	﹤0.01%	210
2025 Q3	$2.23M	Buy	60,557 +4,549	+8%	+$161K	﹤0.01%	214
2025 Q2	$1.91M	Sell	56,008 -15,938	-22%	-$504K	﹤0.01%	216
2025 Q1	$2.24M	Buy	71,946 +7,500	+12%	+$247K	0.01%	201
2024 Q4	$2.11M	Buy	64,446 +12,868	+25%	+$460K	0.01%	200
2024 Q3	$1.83M	Buy	51,578 +24,957	+94%	+$864K	﹤0.01%	194
2024 Q2	$929K	Buy	26,621 +6,041	+29%	+$202K	﹤0.01%	228
2024 Q1	$685K	Buy	+20,580	New	+$647K	﹤0.01%	230

Other funds holding SGLC

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC's SGLC Position: Q1 2026 in Review

Betterment LLC increased its SGI US Large Cap Core ETF (SGLC) stake by 17% in Q1 2026, buying an estimated $438K and bringing the position to 77,896 shares worth $2.89M. The position accounts for 0.01% of the portfolio, ranked #210.

Betterment LLC first reported a position in SGLC in Q1 2024 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold SGLC as of Q1 2026.

Betterment LLC held 77,896 shares of SGI US Large Cap Core ETF worth $2.89M as of Q1 2026.
Betterment LLC bought 11,273 SGI US Large Cap Core ETF shares in Q1 2026, an estimated $438K.
SGI US Large Cap Core ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #210 holding.
Betterment LLC first reported a position in SGI US Large Cap Core ETF in Q1 2024 and has held it in 9 quarters since.
7 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q1 2026.

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