Sb&h Select Equity ETFUSSEETF
13F holders, Q4 2024 (December 31)7holders +1
1new positions
0sold out
$32.78avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Sb&h Select Equity ETF (USSE) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Hantz Financial Services, Inc. ($247.9M), Corient Private Wealth LP ($4.0M) and Susquehanna International Group, LLP ($1.8M).
- Company
- Sb&h Select Equity ETF
- Filed as
- WESTCORE TR (Q4 2024)
- CUSIP
- 81580H449
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $402K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 819,161 shares bought and 25,661 shares sold, net +793,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Hantz Financial Services, Inc. | 4.32% | Add +11.8% | 7,561,836 | $247.9M |
| Corient Private Wealth LP | 0.01% | Add +4.6% | 120,587 | $4.0M |
| Susquehanna International Group, LLP | 0.00% | Add +9.2% | 54,991 | $1.8M |
| GTS Securities LLC | 0.03% | Reduce -59.8% | 17,235 | $565K |
| Jane Street Group, LLC | 0.00% | New | 12,260 | $402K |
| Morgan Stanley | 0.00% | No change | 1,735 | $57K |
| UBS Group AG | 0.00% | Add +39.3% | 78 | $3K |
"% of holder's portfolio" is USSE's weight in each manager's 13F, not the share of Sb&h Select Equity ETF the manager owns.