Betterment LLC
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Betterment LLC’s Strive 1000 Value ETF STXV Stock Holding History

Betterment LLC’s Portfolio STXV Stock Details STXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Buy
+8,479
New +$301K ﹤0.01% 535

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Betterment LLC's STXV Position: Q1 2026 in Review

Betterment LLC opened a new position in Strive 1000 Value ETF (STXV) in Q1 2026: 8,479 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • Betterment LLC held 8,479 shares of Strive 1000 Value ETF worth $298K as of Q1 2026.
  • Strive 1000 Value ETF was a new Betterment LLC position in Q1 2026.
  • Strive 1000 Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #535 holding.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

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