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Tidal Tr shares owned by Betterment

Quarter-by-quarter ownership of Tidal Tr (RSSX) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Tidal Tr

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All positions including Tidal Tr held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Tr by Betterment

Quarter filed Position value Share count Share price at filing
2025-12-31 $584k 23k 25.47

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors State Street Spd (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
SPDR State Street Global Advisors State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Tidal Tr

CWM
Integrated Wealth Concepts
CLG
Napa Wealth Management
Triton Wealth Management, P
Innova Wealth Partners
Betterment
Worth Asset Management
Wealthcare Advisory Partners
IFP Advisors

View all funds holding Tidal Tr