Segall Bryant & Hamill Select Equity ETF
USSE
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 540 West Madison Street, Suite 1900 Chicago IL United States of America 60661
- IPO Date
- Aug 30, 2023
- Website
- cisbh.com
- Similar Companies
- Business
- Segall Bryant & Hamill Select Equity ETF (USSE) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing at least 80% of its net assets in securities of high-quality U.S. companies traded on U.S. markets, including depositary receipts of non-U.S. companies; the fund maintains a concentrated portfolio of approximately 20-21 stocks selected for strong management teams, competitive market positions, and high return on invested capital (ROIC), with top holdings including Alphabet Inc., Microsoft Corp., Visa Inc., Meta Platforms Inc., and Apple Inc., and sector allocations led by technology (around 42-46%), financial services (19-22%), and communication services (15-17%). Distributed by Northern Lights Distributors, LLC, the ETF features a net expense ratio of 0.65%, daily pricing, and assets under management exceeding $280 million as of late 2025. Launched on August 29, 2023, under the management of Suresh Rajagopal, USSE targets institutional and retail investors seeking large-blend growth exposure with low turnover (around 13%) and socially responsible considerations. The ETF operates as part of the offerings from CI Segall Bryant & Hamill (CI SBH), a subsidiary of CI Financial Corp. following its 2021 acquisition of Segall Bryant & Hamill (SBH), an independent investment manager founded in 1994 and headquartered in Chicago, Illinois, with additional offices in Denver, Colorado; Chesterfield, Missouri; Naples, Florida; and Ardmore, Pennsylvania. CI SBH provides a broad range of discretionary and non-discretionary investment advisory services, including equity, fixed income, alternative strategies, mutual funds, and quantitative approaches such as U.S. Small Cap and Global Small Cap, serving high-net-worth individuals, institutions, and sub-advisory clients across the United States. Recent developments include the August 2023 launch of the Select Equity ETF, expanding CI SBH's product suite into actively managed ETFs alongside its established mutual funds and institutional strategies. In 2024-2025, CI Financial, the parent entity, underwent a significant strategic shift with Mubadala Capital acquiring all remaining public shares in August 2025, transitioning CI to a private entity and enabling focused growth in U.S. asset management. Additionally, on November 19, 2024, CI SBH filed a registration statement with the SEC for the Corient Registered Alternatives Fund, signaling expansion into interval funds and alternative investments. The firm also added new team members, such as Roosevelt in May 2024, and earned recognition for its Small Cap Growth strategy as Zephyr PSN Top Guns Manager of the Decade in March 2024.