SEGALL BRYANT & HAMILL TR (USSE)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
10
Reporting holders
$8.0M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Nuveen, LLC | $4.7M | 115,819 | 0.00% | new | NEW |
| Corient Private Wealth LP | $1.2M | 28,778 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $807.3K | 20,007 | 0.00% | 4q | -47.4%-$727.4K |
| GOLDMAN SACHS GROUP INC | $515.2K | 12,768 | 0.00% | new | NEW |
| GTS SECURITIES LLC | $431.2K | 10,686 | 0.01% | 10q | -59.5%-$633.2K |
| HANTZ FINANCIAL SERVICES, INC. | $348.4K | 8,633,400 | 4.71% | 9q | -2.0%-$7.1K |
| JPMORGAN CHASE & CO | $263.8K | 6,647 | 0.00% | 4q | +47.9%+$85.4K |
| UBS Group AG | $61.6K | 1,527 | 0.00% | 10q | -37.5%-$37.0K |
| HUNTINGTON NATIONAL BANK | $26.3K | 652 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $15.2K | 376 | 0.00% | 8q | -56.9%-$20.1K |
| Blue Trust, Inc. | $9.3K | 231 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10 | $8.0M | 197,491 | 4 | 1 | 4 | 0.0% |
| Q1 2026 | 9 | $6.1M | 183,559 | 2 | 4 | 1 | 0.0% |
| Q4 2025 | 8 | $9.3M | 275,032 | 1 | 5 | 1 | 0.0% |
| Q3 2025 | 7 | $5.5M | 165,517 | 2 | 0 | 3 | 0.0% |
| Q2 2025 | 7 | $6.1M | 190,091 | 2 | 3 | 2 | 0.0% |
| Q1 2025 | 5 | $4.4M | 147,533 | 1 | 3 | 0 | 0.0% |
| Q4 2024 | 6 | $6.8M | 206,886 | 1 | 3 | 1 | 0.0% |
| Q3 2024 | 5 | $6.5M | 210,363 | 1 | 2 | 2 | 0.0% |
| Q2 2024 | 4 | $6.3M | 210,906 | 0 | 4 | 0 | 0.0% |
| Q1 2024 | 5 | $3.7M | 130,121 | 4 | 1 | 0 | 0.0% |
| Q4 2023 | 1 | $678.0K | 25,722 | 1 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $241.6K | 9,976 | 1 | 0 | 0 | 0.0% |