Betterment LLC
SYLD icon

Betterment LLC’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Betterment LLC’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$684K Sell
9,064
-772
-8% -$57.7K ﹤0.01% 382
2025
Q4 		$684K Sell
9,836
-116
-1% -$7.97K ﹤0.01% 353
2025
Q3 		$683K Sell
9,952
-2,096
-17% -$142K ﹤0.01% 334
2025
Q2 		$783K Sell
12,048
-14,498
-55% -$903K ﹤0.01% 296
2025
Q1 		$1.69M Buy
26,546
+175
+0.7% +$11.9K ﹤0.01% 218
2024
Q4 		$1.81M Sell
26,371
-629
-2% -$45.4K ﹤0.01% 214
2024
Q3 		$1.95M Sell
27,000
-825
-3% -$57.6K ﹤0.01% 188
2024
Q2 		$1.9M Sell
27,825
-1,206
-4% -$84.3K ﹤0.01% 175
2024
Q1 		$2.13M Sell
29,031
-1,793
-6% -$123K 0.01% 144
2023
Q4 		$2.08M Sell
30,824
-2,010
-6% -$125K 0.01% 129
2023
Q3 		$2.03M Sell
32,834
-1,433
-4% -$89.8K 0.01% 123
2023
Q2 		$2.1M Sell
34,267
-245
-0.7% -$14.2K 0.01% 115
2023
Q1 		$2.03M Sell
34,512
-2,771
-7% -$172K 0.01% 123
2022
Q4 		$2.21M Sell
37,283
-1,303
-3% -$77.8K 0.01% 115
2022
Q3 		$2.1M Hold
38,586
– – 0.01% 115
2022
Q2 		$2.1M Sell
38,586
-1,004
-3% -$61.3K 0.01% 115
2022
Q1 		$2.53M Buy
39,590
+4,752
+14% +$303K 0.01% 112
2021
Q4 		$2.25M Sell
34,838
-2,473
-7% -$158K 0.01% 116
2021
Q3 		$2.25M Buy
37,311
+863
+2% +$53.3K 0.01% 110
2021
Q2 		$2.33M Buy
36,448
+97
+0.3% +$6.2K 0.01% 101
2021
Q1 		$2.18M Sell
36,351
-13,878
-28% -$768K 0.01% 79
2020
Q4 		$2.24M Sell
50,229
-4,267
-8% -$170K 0.01% 75
2020
Q3 		$1.89M Sell
54,496
-4,140
-7% -$142K 0.01% 71
2020
Q2 		$1.89M Sell
58,636
-18,351
-24% -$549K 0.01% 71
2020
Q1 		$1.94M Buy
76,987
+10,126
+15% +$355K 0.01% 67
2019
Q4 		$2.69M Sell
66,861
-7,550
-10% -$290K 0.01% 64
2019
Q3 		$2.68M Hold
74,411
– – 0.02% 67
2019
Q2 		$2.68M Sell
74,411
-7,408
-9% -$268K 0.02% 67
2019
Q1 		$2.95M Buy
81,819
+2,693
+3% +$96.1K 0.02% 61
2018
Q4 		$2.57M Sell
79,126
-7,440
-9% -$266K 0.02% 62
2018
Q3 		$3.42M Sell
86,566
-6,353
-7% -$251K 0.02% 49
2018
Q2 		$3.52M Buy
92,919
+231
+0.2% +$8.89K 0.03% 47
2018
Q1 		$3.53M Buy
92,688
+7,766
+9% +$302K 0.03% 45
2017
Q4 		$3.26M Buy
84,922
+7,204
+9% +$264K 0.03% 36
2017
Q3 		$2.76M Buy
77,718
+9,437
+14% +$325K 0.03% 36
2017
Q2 		$2.34M Buy
68,281
+4,714
+7% +$160K 0.02% 35
2017
Q1 		$2.16M Buy
63,567
+27,610
+77% +$929K 0.03% 35
2016
Q4 		$1.17M Buy
+35,957
New +$1.13M 0.02% 37

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Betterment LLC's SYLD Position: Q1 2026 in Review

Betterment LLC reduced its Cambria Shareholder Yield ETF (SYLD) stake by 7.8% in Q1 2026, selling an estimated $57.7K and leaving 9,064 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Betterment LLC first reported a position in SYLD in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.53M in Q1 2018. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Betterment LLC held 9,064 shares of Cambria Shareholder Yield ETF worth $684K as of Q1 2026.
  • Betterment LLC sold 772 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $57.7K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #382 holding.
  • Betterment LLC first reported a position in Cambria Shareholder Yield ETF in Q4 2016 and has held it in 38 quarters since.
  • Betterment LLC's Cambria Shareholder Yield ETF position peaked at $3.53M in Q1 2018.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

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