Sb&h Select Equity ETFUSSEETF
13F holders, Q1 2025 (March 31)6holders −1
1new positions
2sold out
$29.69avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Sb&h Select Equity ETF (USSE) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Hantz Financial Services, Inc. ($226.7M), Corient Private Wealth LP ($3.7M) and GTS Securities LLC ($618K).
- Company
- Sb&h Select Equity ETF
- Filed as
- WESTCORE TR (Q1 2025)
- CUSIP
- 81580H449
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $36K |
| Exits | 2 | $2.2M |
All 13F filers, Q4 2024 → Q1 2025: 80,526 shares bought and 67,251 shares sold, net +13,275 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Hantz Financial Services, Inc. | 3.99% | Add +1.0% | 7,634,464 | $226.7M |
| Corient Private Wealth LP | 0.01% | Add +2.2% | 123,242 | $3.7M |
| GTS Securities LLC | 0.03% | Add +20.7% | 20,799 | $618K |
| Morgan Stanley | 0.00% | No change | 1,735 | $52K |
| Brooklyn Investment Group | 0.01% | New | 1,215 | $36K |
| UBS Group AG | 0.00% | Add +594.9% | 542 | $16K |
"% 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.