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BBH Select Large Cap ETF (BBHL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Black Diamond Financial, LLC
UNCHANGED
Shares67,548 from 67,548
Change0 (0%)
Value$1.2M (-$10.1K)
Filed 2026-10-26
Forbes J M & Co LLP
UNCHANGED
Shares43,862 from 43,862
Change0 (0%)
Value$756.6K (-$6.6K)
Filed 2026-10-16
Aspiriant, LLC
UNCHANGED
Shares35,333 from 35,333
Change0 (0%)
Value$609.5K (-$5.3K)
Filed 2026-10-16
GoalVest Advisory LLC
DECREASED
Shares20,911 from 22,311
Change-1,400 (-6%)
Value$360.7K (-$27.5K)
Filed 2026-10-02
Simon Quick Advisors, LLC
UNCHANGED
Shares18,244 from 18,244
Change0 (0%)
Value$314.7K (-$2.7K)
Filed 2026-10-26
Kathmere Capital Management, LLC
UNCHANGED
Shares17,609 from 17,609
Change0 (0%)
Value$303.8K (-$2.6K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
DECREASED
Shares16,518 from 16,656
Change-138 (-1%)
Value$284.9K (-$4.9K)
Filed 2026-10-29
Diversified Trust Co
UNCHANGED
Shares16,159 from 16,159
Change0 (0%)
Value$278.7K (-$2.4K)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares10,997 from 10,033
Change+964 (+10%)
Value$189.7K (+$15.1K)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares10,752 from 11,001
Change-249 (-2%)
Value$185.5K (-$5.9K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
DECREASED
Shares10,550 from 10,965
Change-415 (-4%)
Value$182.0K (-$8.8K)
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares6,035 from 6,035
Change0 (0%)
Value$104.1K (-$905)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$2.8K (-$25)
Filed 2026-11-02
Barclays PLC
NEW
Shares102
Change+102
Value$1.8K
Filed 2026-11-06
Brown Brothers Harriman & Co
N/A
Shares— from 27,187,058
Change-27,187,058 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 656,945
Change-656,945 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 293,168
Change-293,168 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 46,816
Change-46,816 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 42,077
Change-42,077 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 38,416
Change-38,416 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 36,753
Change-36,753 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 36,527
Change-36,527 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 33,746
Change-33,746 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 21,268
Change-21,268 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
FMR LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
UBS Group AG
N/A
Shares— from 620
Change-620 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 613
Change-613 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 439
Change-439 (-100%)
Value—
Status
Black Diamond Financial, LLC
UNCHANGED67,54867,54800%$1.2M$1.2M-$10.1K2026-10-26
Forbes J M & Co LLP
UNCHANGED43,86243,86200%$763.2K$756.6K-$6.6K2026-10-16
Aspiriant, LLC
UNCHANGED35,33335,33300%$614.8K$609.5K-$5.3K2026-10-16
GoalVest Advisory LLC
DECREASED20,91122,311-1,400-6%$388.2K$360.7K-$27.5K2026-10-02
Simon Quick Advisors, LLC
UNCHANGED18,24418,24400%$317.4K$314.7K-$2.7K2026-10-26
Kathmere Capital Management, LLC
UNCHANGED17,60917,60900%$306.4K$303.8K-$2.6K2026-10-20
Summit Wealth Group LLC / Co
DECREASED16,51816,656-138-1%$289.8K$284.9K-$4.9K2026-10-29
Diversified Trust Co
UNCHANGED16,15916,15900%$281.2K$278.7K-$2.4K2026-11-06
Blue Trust, Inc.
INCREASED10,99710,033+964+10%$174.6K$189.7K+$15.1K2026-10-15
Assetmark, Inc
DECREASED10,75211,001-249-2%$191.4K$185.5K-$5.9K2026-10-21
Woodmont Investment Counsel LLC
DECREASED10,55010,965-415-4%$190.8K$182.0K-$8.8K2026-10-29
Fifth Third Bancorp
UNCHANGED6,0356,03500%$105.0K$104.1K-$9052026-11-05
Key FInancial Inc
UNCHANGED16216200%$2.8K$2.8K-$252026-11-02
Barclays PLC
NEW102—+102——$1.8K—2026-11-06
Brown Brothers Harriman & Co
N/A—27,187,058-27,187,058-100%$473.1M———
Beacon Pointe Advisors, LLC
N/A—656,945-656,945-100%$11.4M———
Waverly Advisors, LLC
N/A—293,168-293,168-100%$5.1M———
Wealthspire Advisors, LLC
N/A—46,816-46,816-100%$814.6K———
Bank of America Corp
N/A—42,077-42,077-100%$732.1K———
HighTower Advisors, LLC
N/A—38,416-38,416-100%$668.4K———
Royal Bank of Canada
N/A—36,753-36,753-100%$640.0K———
Rockefeller Capital Management L.P.
N/A—36,527-36,527-100%$635.6K———
Spinnaker Trust
N/A—33,746-33,746-100%$587.2K———
Wells Fargo & Company
N/A—21,268-21,268-100%$370.1K———
JPMorgan Chase & Co
N/A—4,534-4,534-100%$78.0K———
FMR LLC
N/A—806-806-100%$14.0K———
UBS Group AG
N/A—620-620-100%$10.8K———
Park Place Capital Corp
N/A—613-613-100%$10.7K———
Osaic Holdings, Inc.
N/A—439-439-100%$7.6K———
Showing 29 of 29 institutions