DOSSIER · 13F Holders · Q1 2026
USSE

SEGALL BRYANT HAMILL TR

12 institutions still hold SEGALL BRYANT HAMILL TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81580H449·12 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$299M
visible holders
Holders
12
filers reporting
Concentration
97.96%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported USSE in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 98.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$293M8.8M4.46%Q1 2026
02
Brooklyn Investment Group
CIK 0001795705
$3M103K0.11%Q1 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M38K0.00%Q1 2026
04
GTS SECURITIES LLC
CIK 0001452765· Market maker
$876K26K0.03%Q1 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$257K8K0.00%Q1 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$144K4K0.00%Q1 2026
07
UBS Group AG
CIK 0001610520
$81K2K0.00%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$29K8730.00%Q1 2026
09
HUNTINGTON NATIONAL BANK
CIK 0000049205
$22K6520.00%Q1 2026
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$13K3950.00%Q1 2026
11
Blue Trust, Inc.
CIK 0001856022
$9K2310.00%Q2 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025