As of the latest SEC filings, BETTERMENT HOLDINGS, INC. COMMON SHARES / (BTMT.C) is held by 1 institutional funds. The largest fund shareholder is The Private Shares Fund (CEF-57265), holding an estimated $22,727,102.00 in market value, representing 1.96% of its portfolio.
Funds holding BETTERMENT HOLDINGS, INC. COMMON SHARES / (BTMT.C)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BTMT.C
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
The Private Shares Fund
|
CEF | Independent / Boutique | 1.96% | $22,727,102.00 | 1,457,800 | Mar 31, 2026 | May 27, 2026 |
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