SEC 13F Intelligence

Betterment LLC / FWD

Betterment LLC’s AB Active Etfs Inc Position

Does Betterment LLC own AB Active Etfs Inc (FWD)? Yes — 576.7K shares worth $63M (+0.12% of its 13F portfolio) as of Q1 2026, up from 540.8K shares the prior filed quarter.

Position Value
$63M
Q1 2026
Shares
576.7K
% of Portfolio
+0.12%
Quarters Held
5
currently held

Position History FWD

Reported value by quarter
Q1 ’25: $13MQ1 ’25Q2 ’25: $40MQ2 ’25Q3 ’25: $51MQ3 ’25Q4 ’25: $56MQ4 ’25Q1 ’26: $63MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026576.7K$63M+0.12%
Q4 2025540.8K$56M+0.11%
Q3 2025504.3K$51M+0.10%
Q2 2025441.0K$40M+0.08%
Q1 2025188.6K$13M+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of FWD.