USPX
Franklin U.S. Equity Index ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +3.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 863.36K | — | $50.58M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 863.36K | — | $50.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 863.36K | — | $50.58M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 863.36K | — | $50.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 863.36K | — | $50.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 863.36K | — | $50.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 210.01K | — | $12.30M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 32.64K | New | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 893 | -7.5% | $52,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1 | — | $71 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.91M | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.