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Security record

USPX

Franklin U.S. Equity Index ETF · Financial Services · Asset Management

68.18 +0.6% mkt cap $2.09B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024
14Tracked holders
-1Δ holders
14.49MShares held
$945.61MReported value
+2New positions
−3Exits
Falling Conviction score 51/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.7% · share flow +3.4% · net new positions -7.1% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 14 -1 14.49M $945.61M +2 −3
Q1 2026 15 0 14.01M $796.04M +2 −2
Q4 2025 15 0 13.71M $819.33M — —
Q3 2025 5 +1 1.11M $64.84M +1 —
Q2 2025 1 -1 965 $52,443 — −1
Q1 2025 1 +1 37.15K $1.82M +1 —
Q3 2024 1 +1 13.48K $677,587 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Franklin Resources Inc 12.04M +2.8% $785.97M 0.2% ▲ Add 3 SEC ↗ ×7
2 Bank of New York Mellon Corp 1.43M +1.6% $93.67M 0.0% ▲ Add 3 SEC ↗ ×4
3 JPMorgan Chase ✦ 508.73K +0.6% $32.94M 0.0% ▲ Add 4 SEC ↗ ×2
4 LPL Financial LLC 183.48K -2.7% $11.98M 0.0% ▼ Trim 3 SEC ↗
5 Ameriprise Financial Inc 173.85K New $11.35M 0.0% New 1 SEC ↗ ×2
6 Osaic Holdings, Inc. 53.63K -13.3% $3.50M 0.0% ▼ Trim 3 SEC ↗
7 Goldman Sachs Group ✦ 50.00K 0.0% $3.27M 0.0% Held 4 SEC ↗
8 Cetera Investment Advisers 17.59K +7.5% $1.15M 0.0% ▲ Add 3 SEC ↗
9 Susquehanna International Group, Llp 8.93K +63.0% $583,129 0.0% ▲ Add 3 SEC ↗ ×2
10 Envestnet Asset Management Inc 7.83K -42.8% $511,299 0.0% ▼ Trim 3 SEC ↗
11 Jane Street Group, Llc 7.65K New $499,610 0.0% New 1 SEC ↗
12 Citigroup Inc 2.93K +299.7% $191,068 0.0% ▲ Add 2 SEC ↗
13 Fidelity (FMR) ✦ 63 -46.6% $4,114 0.0% ▼ Trim 5 SEC ↗
14 Wells Fargo & Company/Mn 1 0.0% $40 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Citadel Advisors $2.26M was 0.0%
Mariner, LLC $362,716 was 0.0%
Northwestern Mutual Wealth… $50,899 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 16.17M shares, $917.86M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API