13F Insight
DOSSIER · 13F Holders · Q2 2026
BBHL

BBH TR

29 institutions still hold BBH TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05528C675·29 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$508M
visible holders
Holders
29
filers reporting
Concentration
93.07%
BROWN BROTHERS HARRIMAN & CO #1
top holder share
AI Holders Summary · Q2 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.

BBHL is a concentrated large-cap ETF managed by Brown Brothers Harriman. Its disclosed institutional footprint is unusual in degree of concentration: $441M in 23 institutional hands, with the manager itself dominating the book.

Top Holders

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
BROWN BROTHERS HARRIMAN & CO
CIK 0000014661
$473M27.2M2.07%Q2 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
$5M293K0.03%Q2 202605
Black Diamond Financial, LLC
CIK 0001759236
$1M68K0.10%Q2 202606
Wealthspire Advisors, LLC
CIK 0001646247
$815K47K0.00%Q2 202607
FORBES J M & CO LLP
CIK 0001067532
$763K44K0.06%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$732K42K0.00%Q2 202609
HighTower Advisors, LLC
CIK 0001462245
$668K38K0.00%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$640K37K0.00%Q2 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$636K37K0.00%Q2 202612
ASPIRIANT, LLC
CIK 0001433541
$615K35K0.02%Q2 202613
SPINNAKER TRUST
CIK 0001158970
$587K34K0.03%Q2 202614
GoalVest Advisory LLC
CIK 0001839307
$388K22K0.07%Q2 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$370K21K0.00%Q2 202616
SIMON QUICK ADVISORS, LLC
CIK 0001692038
$317K18K0.01%Q2 202617
Kathmere Capital Management, LLC
CIK 0001794543
$306K18K0.02%Q2 202618
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$290K17K0.02%Q2 202619
Diversified Trust Co
CIK 0001479844
$281K16K0.00%Q2 202620
ASSETMARK, INC
CIK 0001344551
$191K11K0.00%Q2 2026
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