FRANKLIN U.S. EQUITY INDEX E USPX
$65.19
-0.2% 52w: $51.60 – $66.28
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data51.6058.9466.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
29
-3 QoQ
13F value
$947.3M
-1.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns USPX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | Long only active | 11.7M | $666.0M | 0.2% | +1.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 2.1M | $121.7M | 0.7% | +7.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.4M | $80.3M | 0.0% | +7.2% |
| JPMORGAN CHASE & CO | Bank broker | 505.9K | $27.9M | 0.0% | +10.2% |
| Sequent Planning LLC | Wealth advisor | 373.9K | $21.3M | 5.1% | +15.6% |
| LPL Financial LLC | Bank broker | 188.6K | $10.7M | 0.0% | -0.7% |
| Atria Investments, Inc | Wealth advisor | 97.7K | $5.6M | 0.1% | +36.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 61.9K | $3.5M | 0.0% | +189.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 50.0K | $2.8M | 0.0% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 39.7K | $2.3M | 0.0% | -26.8% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 26.6K | $1.5M | 0.0% | +17.5% |
| Cetera Investment Advisers | Wealth advisor | 16.4K | $930K | 0.0% | +26.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 13.7K | $778K | 0.0% | +2.8% |
| Mariner, LLC | Diversified mechanical | 6.4K | $363K | 0.0% | -3.4% |
| GTS SECURITIES LLC | Market maker | 6.4K | $362K | 0.0% | +4.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 5.5K | $312K | 0.0% | -79.7% |
| Latitude Advisors, LLC | Wealth advisor | 5.0K | $283K | 0.1% | +0.3% |
| Bogart Wealth, LLC | Wealth advisor | 2.5K | $145K | 0.0% | Held |
| Key Financial Inc | Wealth advisor | 2.2K | $127K | 0.0% | Held |
| Medallion Wealth Advisors, LLC | Wealth advisor | 1.9K | $111K | 0.0% | Held |
| Larson Financial Group LLC | Wealth advisor | 1.8K | $101K | 0.0% | Held |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 1.1K | $64K | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 895 | $51K | 0.0% | New |
| CITIGROUP INC | Bank broker | 732 | $42K | 0.0% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 480 | $27K | 0.0% | -38.2% |
| FMR LLC | Long only active | 118 | $7K | 0.0% | -86.3% |
| SIGNATUREFD, LLC | Wealth advisor | 16 | $887 | 0.0% | Held |
| Jackson, Grant Investment Advisers, Inc. | Wealth advisor | 2 | $114 | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 1 | $35 | 0.0% | New |
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