CA
BBHL

Clearstead Advisors’s BBH Select Large Cap ETF BBHL Stock Holding History

Clearstead Advisors’s Portfolio BBHL Stock Details BBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113K Hold
7,507
– – ﹤0.01% 1115
2025
Q4 		$121K Buy
+7,507
New +$120K ﹤0.01% 1069

Other funds holding BBHL

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.18B AUM 27.3% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Clearstead Advisors's BBHL Position: Q1 2026 in Review

Clearstead Advisors held its BBH Select Large Cap ETF (BBHL) position steady in Q1 2026 at 7,507 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Clearstead Advisors first reported a position in BBHL in Q4 2025 and has held it in 2 quarters since. The position peaked at $121K in Q4 2025. 26 funds tracked by Wall St. Rank hold BBHL as of Q1 2026.

  • Clearstead Advisors held 7,507 shares of BBH Select Large Cap ETF worth $113K as of Q1 2026.
  • Clearstead Advisors left its BBH Select Large Cap ETF share count unchanged in Q1 2026.
  • BBH Select Large Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1115 holding.
  • Clearstead Advisors first reported a position in BBH Select Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's BBH Select Large Cap ETF position peaked at $121K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.