13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BBHL

BBH SELECT LARGE CAP ETF

24 institutions still hold BBH SELECT LARGE CAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05528c675·24 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.4%
vs prior quarter
13F value held
$452M
75.0% inst. owned
of float
Holders
24
-118 QoQ
filers reporting
Activity
+27 / −96
+922 added · −664 reduced
this quarter
Concentration
92.91%
BROWN BROTHERS HARRIMAN & CO #1
top holder share
AI Holders Summary · Q1 2026

BBH Select Large Cap ETF (BBHL) remains heavily concentrated in its largest holder: Brown Brothers Harriman & Co. managed $420M of the $441M disclosed book as of Q1 2026 — 95% of total. The firm also led the selling activity during the quarter alongside Waverly Advisors and Rockefeller Capital, trimming exposure across what appears to be a rebalancing away from large-cap growth.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BROWN BROTHERS HARRIMAN & CO
CIK 0000014661
$420M28.0M2.25%Q1 202602
Litman Gregory Wealth Management LLC
CIK 0001551867
$11M709K0.83%Q4 202503
Beacon Pointe Advisors, LLC
CIK 0001744317
$10M659K0.05%Q1 202604
Waverly Advisors, LLC
CIK 0001568787
$4M296K0.03%Q1 202605
Black Diamond Financial, LLC
CIK 0001759236
$1M68K0.11%Q1 202606
Wealthspire Advisors, LLC
CIK 0001646247
$703,17747K0.01%Q1 202607
ASPIRIANT, LLC
CIK 0001433541
$615,29441K0.02%Q1 202608
Rockefeller Capital Management L.P.
CIK 0001739439
$566,66038K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$550,00037K0.00%Q1 202610
SPINNAKER TRUST
CIK 0001158970
$506,86534K0.03%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$339,27223K0.00%Q1 202612
GoalVest Advisory LLC
CIK 0001839307
$335,11122K0.07%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$314,68321K0.00%Q1 202614
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$266,92018K0.03%Q1 202615
Kathmere Capital Management, LLC
CIK 0001794543
$264,48718K0.02%Q1 202616
Diversified Trust Co
CIK 0001479844
$242,70816K0.00%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$192,24113K0.00%Q1 202618
WOODMONT INVESTMENT COUNSEL LLC
CIK 0001133653
$164,69411K0.01%Q1 202619
Clearstead Advisors, LLC
CIK 0000842775
$112,7568K0.00%Q1 202620
FIFTH THIRD BANCORP
CIK 0000035527
$112,2757K0.00%Q1 2026
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