Who Owns BBH TR (BBTFX)? -- Institutional Holders (2026-03-31)
35 institutions reported holding $906.0M of BBH TR (BBTFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: BROWN BROTHERS HARRIMAN & CO ($882.9M), Beacon Pointe Advisors, LLC ($9.9M), Waverly Advisors, LLC ($4.4M), Black Diamond Financial, LLC ($1.0M), Wealthspire Advisors, LLC ($703,177). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BROWN BROTHERS HARRIMAN & CO | $882.9M | 70.0M | Added |
| 2 | Beacon Pointe Advisors, LLC | $9.9M | 659,167 | New |
| 3 | Waverly Advisors, LLC | $4.4M | 296,131 | Trimmed |
| 4 | Black Diamond Financial, LLC | $1.0M | 67,548 | Hold |
| 5 | Wealthspire Advisors, LLC | $703,177 | 46,816 | Hold |
| 6 | FORBES J M & CO LLP | $658,807 | 43,862 | Trimmed |
| 7 | ASPIRIANT, LLC | $615,294 | 40,965 | Hold |
| 8 | Rockefeller Capital Management L.P. | $566,660 | 37,727 | Trimmed |
| 9 | Royal Bank of Canada | $550,000 | 36,589 | Added |
| 10 | SPINNAKER TRUST | $506,865 | 33,746 | Hold |
| 11 | JANE STREET GROUP, LLC | $395,061 | 35,882 | New |
| 12 | NORTHERN TRUST CORP | $376,322 | 34,180 | Trimmed |
| 13 | HighTower Advisors, LLC | $339,272 | 22,588 | Hold |
| 14 | GoalVest Advisory LLC | $335,111 | 22,311 | New |
| 15 | STIFEL FINANCIAL CORP | $314,683 | 20,951 | New |
| 16 | CITADEL ADVISORS LLC | $313,983 | 28,518 | New |
| 17 | SIMON QUICK ADVISORS, LLC | $274,025 | 18,244 | New |
| 18 | SUMMIT WEALTH GROUP LLC / CO | $266,920 | 17,771 | Trimmed |
| 19 | Kathmere Capital Management, LLC | $264,487 | 17,609 | Trimmed |
| 20 | Diversified Trust Co | $242,708 | 16,159 | Hold |
| 21 | BANK OF AMERICA CORP /DE/ | $192,241 | 12,799 | New |
| 22 | WOODMONT INVESTMENT COUNSEL LLC | $164,694 | 10,965 | Hold |
| 23 | Bank of New York Mellon Corp | $154,503 | 14,033 | New |
| 24 | ASSETMARK, INC | $153,489 | 10,219 | New |
| 25 | Clearstead Advisors, LLC | $112,756 | 7,507 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31