USSE Institutional Ownership & Shareholders
SB&H SELECT EQUITY ETF (USSE) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $359.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hantz Financial Services, Inc. is currently the largest disclosed institutional shareholder of USSE tracked by InsiderSet, reporting ownership valued at approximately $348.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $340.74M, representing an estimated loss of -2.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed USSE value among the investors covered in this analysis. Major shareholders include Hantz Financial Services, Inc., Nuveen, Llc, Brooklyn Investment Group, and several other long-term asset managers with concentrated positions in SB&H SELECT EQUITY ETF (USSE).
This page ranks the largest institutional USSE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$359.18M
Largest Holder
Hantz Financial Services, Inc.
Largest Position
$348.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4.71% | 8,633,400 | $348,383,000 | $340,744,758 | -$7,638,242 | -2.19% | |
| Nuveen, Llc | 0.00% | 115,819 | $4,673,633 | $4,571,167 | -$102,466 | -2.19% | |
| Brooklyn Investment Group | 0.11% | 102,559 | $3,404,959 | $4,047,819 | +$642,860 | +18.88% | |
| Susquehanna International Group, Llp | 0.00% | 20,007 | $807,340 | $789,640 | -$17,700 | -2.19% | |
| Corient Private Wealth Llc | 0.00% | 14,389 | $580,638 | $567,908 | -$12,730 | -2.19% | |
| Goldman Sachs Group Inc | 0.00% | 12,768 | $515,226 | $503,930 | -$11,296 | -2.19% | |
| Gts Securities Llc | 0.01% | 10,686 | $431,212 | $421,757 | -$9,455 | -2.19% | |
| Jpmorgan Chase & Co | 0.00% | 6,647 | $263,763 | $262,345 | -$1,418 | -0.54% | |
| Ubs Group Ag | 0.00% | 1,527 | $61,619 | $60,268 | -$1,351 | -2.19% | |
| Huntington National Bank | 0.00% | 652 | $26,310 | $25,733 | -$577 | -2.19% | |
| Morgan Stanley | 0.00% | 376 | $15,173 | $14,840 | -$333 | -2.19% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 395 | $13,114 | $15,590 | +$2,476 | +18.88% |
Frequently asked questions about USSE
Who are the largest institutional holders of USSE?
The largest institutional holders of USSE reported in the latest SEC Form 13F filings include Hantz Financial Services, Inc., Nuveen, Llc, Brooklyn Investment Group, Susquehanna International Group, Llp, and Corient Private Wealth Llc. InsiderSet ranks institutional holders by their latest reported USSE position.
What is USSE institutional ownership?
This page tracks USSE positions reported by institutional investment managers through SEC Form 13F. SB&H SELECT EQUITY ETF (USSE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USSE?
InsiderSet currently tracks 12 institutional managers reporting USSE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USSE shareholders.
How much USSE stock do institutions own?
Institutional investment managers disclosed approximately $359.18M in USSE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USSE institutional ownership last updated?
The latest USSE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USSE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USSE position after the reporting date.
Are institutions buying or selling USSE?
Institutional buying and selling can be analyzed by comparing USSE positions across consecutive 13F reporting periods. InsiderSet's USSE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USSE ownership changes.
How has USSE institutional ownership changed over time?
InsiderSet tracks USSE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.