BBH Institutional Ownership
VanEck Biotech ETF
1W: -3.3%
1M: -2.2%
3M: +12.8%
YTD: +24.8%
1Y: +37.9%
3Y: +54.0%
5Y: +12.7%
$237.45
-1.28 (-0.54%)
Weekly Expected Move ±3.2%
$222
$230
$237
$245
$253
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — BBH
126
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
131M
Total Invested
11
New Positions
19
Increased
43
Reduced
11
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (137 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 102,020 | $24M | -59 | -0.1% | 15Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 65,619 | $16M | -3,941 | -5.7% | 7Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 60,196 | $14M | -6,142 | -9.3% | 15Q | SEC ↗ |
| 4 | GFS Advisors, LLC | 46,965 | $11M | +25,325 | +117.0% | 2Q | SEC ↗ |
| 5 | MORGAN STANLEY | 39,574 | $9M | +6,658 | +20.2% | 41Q | SEC ↗ |
| 6 | Miller Investment Management, LP | 38,226 | $9M | -736 | -1.9% | 17Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 33,244 | $8M | +423 | +1.3% | 41Q | SEC ↗ |
| 8 | LPL Financial LLC | 30,131 | $7M | +3,580 | +13.5% | 41Q | SEC ↗ |
| 9 | Conservest Capital Advisors, Inc. | 19,765 | $5M | -511 | -2.5% | 33Q | SEC ↗ |
| 10 | Bleakley Financial Group, LLC | 16,260 | $4M | +837 | +5.4% | 5Q | SEC ↗ |
| 11 | UBS Group AG | 15,809 | $4M | -784 | -4.7% | 41Q | SEC ↗ |
| 12 | Paragon Private Wealth Management, LLC | 13,916 | $3M | -1,452 | -9.4% | 5Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 13,403 | $3M | -440 | -3.2% | 41Q | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 11,862 | $3M | — | +0.0% | 31Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 11,022 | $3M | +982 | +9.8% | 35Q | SEC ↗ |
| 16 | ALTFEST L J & CO INC | 8,706 | $2M | +199 | +2.3% | 16Q | SEC ↗ |
| 17 | Institute for Wealth Management, LLC. | 7,439 | $2M | — | +0.0% | 31Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 7,435 | $2M | +135 | +1.8% | 41Q | SEC ↗ |
| 19 | PEAPACK GLADSTONE FINANCIAL CORP | 6,588 | $2M | -615 | -8.5% | 16Q | SEC ↗ |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,545 | $2M | +3,966 | +153.8% | 9Q | SEC ↗ |
| 21 | Integrated Wealth Concepts LLC | 6,485 | $2M | +5,403 | +499.4% | 2Q | SEC ↗ |
| 22 | Wealthfront Advisers LLC | 5,984 | $1M | -1,020 | -14.6% | 20Q | SEC ↗ |
| 23 | TWO SIGMA INVESTMENTS, LP | 5,600 | $1M | -500 | -8.2% | 3Q | SEC ↗ |
| 24 | Cerity Partners LLC | 5,543 | $1M | -10 | -0.2% | 14Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 5,463 | $1M | -4,051 | -42.6% | 2Q | SEC ↗ |
| 26 | ATLAS CAPITAL ADVISORS INC. | 5,450 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 27 | Corient Private Wealth LP | 5,275 | $1M | +4,190 | +386.2% | 11Q | SEC ↗ |
| 28 | Equitable Holdings, Inc. NEW | 5,239 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 4,958 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 30 | AMERIPRISE FINANCIAL INC | 4,958 | $1M | -1,593 | -24.3% | 16Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 4,591 | $1M | -78 | -1.7% | 22Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 4,460 | $1M | +389 | +9.6% | 10Q | SEC ↗ |
| 33 | PNC Financial Services Group, Inc. | 4,000 | $950K | -42 | -1.0% | 15Q | SEC ↗ |
| 34 | Navis Wealth Advisors, LLC | 3,998 | $949K | — | +0.0% | 23Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 3,932 | $934K | -127 | -3.1% | 17Q | SEC ↗ |
| 36 | Pacific Sun Financial Corp | 3,696 | $878K | -430 | -10.4% | 13Q | SEC ↗ |
| 37 | ASPIRIANT, LLC | 3,347 | $795K | — | +0.0% | 34Q | SEC ↗ |
| 38 | Kestra Advisory Services, LLC | 3,222 | $765K | -183 | -5.4% | 24Q | SEC ↗ |
| 39 | Janney Montgomery Scott LLC | 3,040 | $722K | — | +0.0% | 7Q | SEC ↗ |
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,522 | $599K | — | +0.0% | 3Q | SEC ↗ |
| 41 | Aspen Grove Capital, LLC | 2,522 | $599K | -2,397 | -48.7% | 15Q | SEC ↗ |
| 42 | FLAGSHIP HARBOR ADVISORS, LLC | 2,509 | $596K | +160 | +6.8% | 3Q | SEC ↗ |
| 43 | Williams Jones Wealth Management, LLC. | 2,000 | $475K | — | +0.0% | 28Q | SEC ↗ |
| 44 | Cetera Investment Advisers | 1,951 | $463K | -104 | -5.1% | 10Q | SEC ↗ |
| 45 | Pine Valley Investments Ltd Liability | 1,950 | $463K | — | +0.0% | 13Q | SEC ↗ |
| 46 | UBS AM, a distinct business unit of UB | 1,650 | $392K | -66 | -3.8% | 3Q | SEC ↗ |
| 47 | FMR LLC | 1,603 | $381K | -2 | -0.1% | 30Q | SEC ↗ |
| 48 | Blue Fin Capital, Inc. | 1,544 | $367K | — | +0.0% | 18Q | SEC ↗ |
| 49 | NORTHERN TRUST CORP NEW | 1,477 | $351K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Forum Finance Group S.A. | 1,445 | $343K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Equitable Holdings, Inc. | 5,239 | $1M |
| NORTHERN TRUST CORP | 1,477 | $351K |
| HOWARD WEALTH MANAGEMENT, LLC | 1,006 | $239K |
| Continuum Advisory, LLC | 880 | $209K |
| IFG Advisory, LLC | 509 | $121K |
| MERCER GLOBAL ADVISORS INC /ADV | 400 | $95K |
| Ameritas Advisory Services, LLC | 371 | $88K |
| SIMPLEX TRADING, LLC | 169 | $40K |
| Global Retirement Partners, LLC | 154 | $37K |
| Biltmore Family Office, LLC | 50 | $12K |
| FIDUCIARY FINANCIAL ADVISORS | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascent Advisors, LLC | 59,450 | $14M |
| SEGALL BRYANT & HAMILL, LLC | 4,590 | $1M |
| GSA CAPITAL PARTNERS LLP | 2,234 | $530K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 2,060 | $489K |
| MML INVESTORS SERVICES, LLC | 2,027 | $481K |
| ENVESTNET ASSET MANAGEMENT INC | 1,763 | $419K |
| Independent Advisor Alliance | 1,356 | $322K |
| Strategic Financial Services, Inc. | 1,334 | $317K |
| JANE STREET GROUP, LLC | 1,200 | $285K |
| CIBC WORLD MARKET INC. | 1,112 | $264K |
| MAI Capital Management | 265 | $63K |
| Empowered Funds, LLC | 200 | $47K |
| JFS WEALTH ADVISORS, LLC | 150 | $36K |
| MWA Asset Management | 119 | $28K |
| Root Financial Partners, LLC | 100 | $24K |
| Innovative Asset Advisors Group, LL | 75 | $18K |
| CARDIFF PARK ADVISORS, LLC | 35 | $8K |
| Sound Income Strategies, LLC | 28 | $7K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 11 | $3K |
| Keating Financial Advisory Services | 8 | $2K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GFS Advisors, LLC | +25,325 | +117.0% | 46,965 |
| MORGAN STANLEY | +6,658 | +20.2% | 39,574 |
| Integrated Wealth Concepts LLC | +5,403 | +499.4% | 6,485 |
| Corient Private Wealth LP | +4,190 | +386.2% | 5,275 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,966 | +153.8% | 6,545 |
| LPL Financial LLC | +3,580 | +13.5% | 30,131 |
| COMMONWEALTH EQUITY SERVICES, LLC | +982 | +9.8% | 11,022 |
| Bleakley Financial Group, LLC | +837 | +5.4% | 16,260 |
| Belvedere Trading LLC | +506 | +83.5% | 1,112 |
| WELLS FARGO & COMPANY/MN | +423 | +1.3% | 33,244 |
| JONES FINANCIAL COMPANIES LLLP | +389 | +9.6% | 4,460 |
| ALTFEST L J & CO INC | +199 | +2.3% | 8,706 |
| FLAGSHIP HARBOR ADVISORS, LLC | +160 | +6.8% | 2,509 |
| STIFEL FINANCIAL CORP | +135 | +1.8% | 7,435 |
| OSAIC HOLDINGS, INC. | +133 | +15.2% | 1,006 |
| Cambridge Investment Research Advis | +64 | +5.0% | 1,337 |
| Sankala Group LLC | +17 | +25.4% | 84 |
| SBI Securities Co., Ltd. | +17 | +5.9% | 305 |
| Creative Planning | +12 | +1.0% | 1,263 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -6,142 | -9.3% | 60,196 |
| CITADEL ADVISORS LLC | -4,051 | -42.6% | 5,463 |
| RAYMOND JAMES FINANCIAL INC | -3,941 | -5.7% | 65,619 |
| Aspen Grove Capital, LLC | -2,397 | -48.7% | 2,522 |
| AMERIPRISE FINANCIAL INC | -1,593 | -24.3% | 4,958 |
| Paragon Private Wealth Management, | -1,452 | -9.4% | 13,916 |
| CITIGROUP INC | -1,047 | -84.0% | 199 |
| Wealthfront Advisers LLC | -1,020 | -14.6% | 5,984 |
| UBS Group AG | -784 | -4.7% | 15,809 |
| Miller Investment Management, LP | -736 | -1.9% | 38,226 |
| PEAPACK GLADSTONE FINANCIAL CORP | -615 | -8.5% | 6,588 |
| Conservest Capital Advisors, Inc. | -511 | -2.5% | 19,765 |
| TWO SIGMA INVESTMENTS, LP | -500 | -8.2% | 5,600 |
| ROYAL BANK OF CANADA | -440 | -3.2% | 13,403 |
| Pacific Sun Financial Corp | -430 | -10.4% | 3,696 |
| Allworth Financial LP | -306 | -71.8% | 120 |
| Robertson Stephens Wealth Managemen | -275 | -19.6% | 1,127 |
| Kestra Advisory Services, LLC | -183 | -5.4% | 3,222 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -152 | -17.8% | 702 |
| JPMORGAN CHASE & CO | -127 | -3.1% | 3,932 |