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SB&H Select Equity ETF (USSE)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hantz Financial Services, Inc.
DECREASED
Shares8,633,400 from 8,810,244
Change-176,844 (-2%)
Value$348.4M (+$348.1M)
Filed 2026-08-13
Nuveen, LLC
NEW
Shares115,819
Change+115,819
Value$4.7M
Filed 2026-08-11
Susquehanna International Group, LLP
DECREASED
Shares20,007 from 38,034
Change-18,027 (-47%)
Value$807.3K (-$455.4K)
Filed 2026-08-14
Goldman Sachs Group Inc
NEW
Shares12,768
Change+12,768
Value$515.2K
Filed 2026-08-14
GTS Securities LLC
DECREASED
Shares10,686 from 26,377
Change-15,691 (-59%)
Value$431.2K (-$444.5K)
Filed 2026-08-14
JPMorgan Chase & Co
INCREASED
Shares6,647 from 4,495
Change+2,152 (+48%)
Value$263.8K (+$119.7K)
Filed 2026-08-12
UBS Group AG
DECREASED
Shares1,527 from 2,445
Change-918 (-38%)
Value$61.6K (-$19.6K)
Filed 2026-08-13
Huntington National Bank
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$26.3K (+$4.7K)
Filed 2026-08-13
Morgan Stanley
DECREASED
Shares376 from 873
Change-497 (-57%)
Value$15.2K (-$13.8K)
Filed 2026-08-13
Blue Trust, Inc.
NEW
Shares231
Change+231
Value$9.3K
Filed 2026-07-21
Jane Street Group, LLC
CLOSED
Shares0 from 7,729
Change-7,729 (-100%)
Value$0 (-$256.6K)
Filed 2026-08-14
UBS Asset Management Americas LLC
CLOSED
Shares0 from 395
Change-395 (-100%)
Value$0 (-$13.1K)
Filed 2026-08-13
Skopos Labs, Inc.
N/A
Shares— from 102,559
Change-102,559 (-100%)
Value—
Status
Hantz Financial Services, Inc.
DECREASED8,633,4008,810,244-176,844-2%$292.5K$348.4M+$348.1M2026-08-13
Nuveen, LLC
NEW115,819—+115,819——$4.7M—2026-08-11
Susquehanna International Group, LLP
DECREASED20,00738,034-18,027-47%$1.3M$807.3K-$455.4K2026-08-14
Goldman Sachs Group Inc
NEW12,768—+12,768——$515.2K—2026-08-14
GTS Securities LLC
DECREASED10,68626,377-15,691-59%$875.7K$431.2K-$444.5K2026-08-14
JPMorgan Chase & Co
INCREASED6,6474,495+2,152+48%$144.0K$263.8K+$119.7K2026-08-12
UBS Group AG
DECREASED1,5272,445-918-38%$81.2K$61.6K-$19.6K2026-08-13
Huntington National Bank
UNCHANGED65265200%$21.6K$26.3K+$4.7K2026-08-13
Morgan Stanley
DECREASED376873-497-57%$29.0K$15.2K-$13.8K2026-08-13
Blue Trust, Inc.
NEW231—+231——$9.3K—2026-07-21
Jane Street Group, LLC
CLOSED07,729-7,729-100%$256.6K$0-$256.6K2026-08-14
UBS Asset Management Americas LLC
CLOSED0395-395-100%$13.1K$0-$13.1K2026-08-13
Skopos Labs, Inc.
N/A—102,559-102,559-100%$3.4M———
Showing 13 of 13 institutions