BBHL Institutional Ownership
BBH Trust - BBH Select Large Cap ETF
1W: +0.7%
1M: +1.9%
YTD: -0.1%
$17.45
+0.15 (+0.86%)
Weekly Expected Move ±1.3%
$17
$17
$17
$18
$18
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Institutional Ownership — BBHL
29
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
498M
Total Invested
4
New Positions
5
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BROWN BROTHERS HARRIMAN & CO | 27,187,058 | $474M | -786,591 | -2.8% | 3Q | SEC ↗ |
| 2 | Beacon Pointe Advisors, LLC | 656,945 | $11M | -2,222 | -0.3% | 2Q | SEC ↗ |
| 3 | Waverly Advisors, LLC | 293,168 | $5M | -2,963 | -1.0% | 3Q | SEC ↗ |
| 4 | Black Diamond Financial, LLC | 67,548 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 5 | Wealthspire Advisors, LLC | 46,816 | $817K | — | +0.0% | 3Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 42,077 | $734K | +29,278 | +228.8% | 2Q | SEC ↗ |
| 7 | HighTower Advisors, LLC | 38,416 | $670K | +15,828 | +70.1% | 3Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 36,753 | $641K | +164 | +0.4% | 3Q | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 36,527 | $637K | -1,200 | -3.2% | 3Q | SEC ↗ |
| 10 | ASPIRIANT, LLC | 35,333 | $616K | -5,632 | -13.7% | 3Q | SEC ↗ |
| 11 | SPINNAKER TRUST | 33,746 | $589K | — | +0.0% | 3Q | SEC ↗ |
| 12 | GoalVest Advisory LLC | 22,311 | $389K | — | +0.0% | 2Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN NEW | 21,268 | $371K | — | +0.0% | 1Q | SEC ↗ |
| 14 | SIMON QUICK ADVISORS, LLC | 18,244 | $318K | — | +0.0% | 2Q | SEC ↗ |
| 15 | Kathmere Capital Management, LLC | 17,609 | $307K | — | +0.0% | 3Q | SEC ↗ |
| 16 | SUMMIT WEALTH GROUP LLC / CO | 16,656 | $291K | -1,115 | -6.3% | 3Q | SEC ↗ |
| 17 | DIVERSIFIED TRUST CO | 16,159 | $282K | — | +0.0% | 3Q | SEC ↗ |
| 18 | ASSETMARK, INC | 11,001 | $192K | +782 | +7.7% | 2Q | SEC ↗ |
| 19 | WOODMONT INVESTMENT COUNSEL LLC | 10,965 | $191K | — | +0.0% | 3Q | SEC ↗ |
| 20 | Blue Trust, Inc. NEW | 10,033 | $175K | — | +0.0% | 1Q | SEC ↗ |
| 21 | FIFTH THIRD BANCORP | 6,035 | $105K | -1,440 | -19.3% | 3Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO NEW | 4,534 | $79K | — | +0.0% | 1Q | SEC ↗ |
| 23 | FMR LLC | 806 | $14K | — | +0.0% | 3Q | SEC ↗ |
| 24 | UBS Group AG | 620 | $11K | +37 | +6.3% | 2Q | SEC ↗ |
| 25 | Park Place Capital Corp NEW | 613 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 439 | $8K | — | +0.0% | 3Q | SEC ↗ |
| 27 | Key Financial Inc | 162 | $3K | — | +0.0% | 3Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -16,573 | -100.0% | 1Q | SEC ↗ |
| 29 | Corient Private Wealth LLC | 0 | $0K | -10,637 | -100.0% | 1Q | SEC ↗ |
| 30 | Clearstead Advisors, LLC | 0 | $0K | -7,507 | -100.0% | 2Q | SEC ↗ |
| 31 | NORTHERN TRUST CORP | 0 | $0K | -14,643 | -100.0% | 1Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 0 | $0K | -20,951 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 21,268 | $371K |
| Blue Trust, Inc. | 10,033 | $175K |
| JPMORGAN CHASE & CO | 4,534 | $79K |
| Park Place Capital Corp | 613 | $11K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STIFEL FINANCIAL CORP | 20,951 | $366K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,573 | $289K |
| NORTHERN TRUST CORP | 14,643 | $255K |
| Corient Private Wealth LLC | 10,637 | $186K |
| Clearstead Advisors, LLC | 7,507 | $131K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +29,278 | +228.8% | 42,077 |
| HighTower Advisors, LLC | +15,828 | +70.1% | 38,416 |
| ASSETMARK, INC | +782 | +7.7% | 11,001 |
| ROYAL BANK OF CANADA | +164 | +0.4% | 36,753 |
| UBS Group AG | +37 | +6.3% | 620 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | -786,591 | -2.8% | 27,187,058 |
| ASPIRIANT, LLC | -5,632 | -13.7% | 35,333 |
| Waverly Advisors, LLC | -2,963 | -1.0% | 293,168 |
| Beacon Pointe Advisors, LLC | -2,222 | -0.3% | 656,945 |
| FIFTH THIRD BANCORP | -1,440 | -19.3% | 6,035 |
| Rockefeller Capital Management L.P. | -1,200 | -3.2% | 36,527 |
| SUMMIT WEALTH GROUP LLC / CO | -1,115 | -6.3% | 16,656 |