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Franklin U.S. Equity Index ETF (USPX) Institutional Ownership

Franklin U.S. Equity Index ETF logo
$68.03 0.00 (0.00%)
As of 08/13/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin U.S. Equity Index ETF (NYSEARCA:USPX)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$229.45M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$10.15M
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USPX Institutional Buying and Selling by Quarter

Franklin U.S. Equity Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 TOWER TRUST & INVESTMENT Co1,252$82K0.0%N/A0.004%
7/7/2026 CoreCap Advisors LLC567$37K0.0%N/A0.002%
5/13/2026 Cetera Investment Advisers16,359$930K0.0%+26.9%0.056%
5/5/2026 Bank of New York Mellon Corp1,411,314$80.26M0.0%+7.2%4.850%
5/5/2026Sanctuary Advisors LLC2,140,419$121.73M0.7%+7.7%7.355%
4/21/2026Sequent Planning LLC373,851$21.26M5.1%+15.6%1.289%
2/17/2026Osaic Holdings Inc.21,393$1.28M0.0%-21.5%0.076%
2/13/2026 Kestra Advisory Services LLC578$35K0.0%N/A0.002%
2/11/2026 LPL Financial LLC189,990$11.36M0.0%+5.9%0.673%
2/11/2026Franklin Resources Inc.11,551,365$690.54M0.2%+3.6%40.890%
2/11/2026O Shaughnessy Asset Management LLC777$46K0.0%N/A0.003%
2/11/2026 JPMorgan Chase & Co.459,094$27.45M0.0%+6.4%1.625%
2/10/2026 Bank of New York Mellon Corp1,316,856$78.72M0.0%+0.2%4.661%
2/10/2026Goldman Sachs Group Inc.50,000$2.99M0.0%-76.2%0.177%
2/6/2026Larson Financial Group LLC1,780$106K0.0%N/A0.006%
2/5/2026Sequent Planning LLC323,278$19.33M4.9%+15.5%1.144%
2/5/2026 Atria Investments Inc71,483$4.27M0.0%+68.4%0.253%
1/30/2026 Bogart Wealth LLC2,543$152K0.0%N/A0.009%
1/29/2026Sanctuary Advisors LLC1,986,959$118.78M0.6%+4.0%7.084%
1/5/2026 Park Avenue Securities LLC22,618$1.35M0.0%+6.4%0.082%
1/1/2026 JPMorgan Chase & Co.431,681$25.29M0.0%+3.2%1.590%
11/17/2025Mariner LLC6,554$384K0.0%-19.5%0.024%
11/17/2025Citadel Advisors LLC32,644$1.91M0.0%N/A0.120%
11/13/2025Franklin Resources Inc.11,150,001$653.16M0.2%+30.9%41.068%
11/13/2025Sequent Planning LLC279,789$16.39M4.7%N/A1.031%
11/12/2025Huntington National Bank899$53K0.0%N/A0.003%
11/7/2025 JPMorgan Chase & Co.431,681$25.29M0.0%+3.2%1.590%
11/6/2025 Atria Investments Inc42,446$2.49M0.0%+29.1%0.156%
11/5/2025 Key Financial Inc2,259$133K0.0%-7.3%0.008%
11/5/2025 Envestnet Asset Management Inc.13,264$777K0.0%+2.4%0.049%
10/23/2025 Park Avenue Securities LLC21,259$1.25M0.0%-9.7%0.079%
9/4/2025Osaic Holdings Inc.33,874$1.84M0.0%+708.8%0.146%
8/15/2025Bank of America Corp DE2,736$149K0.0%+19.9%0.012%
8/12/2025Franklin Resources Inc.8,515,348$462.93M0.1%-12.5%36.625%
8/12/2025 JPMorgan Chase & Co.418,432$22.75M0.0%+18.1%1.800%
8/8/2025 Cetera Investment Advisers4,681$254K0.0%N/A0.020%
8/5/2025 Bank of New York Mellon Corp1,142,856$62.13M0.0%-2.2%4.916%
8/4/2025 Atria Investments Inc32,884$1.79M0.0%-88.3%0.141%
8/1/2025 Envestnet Asset Management Inc.12,952$704K0.0%N/A0.056%
7/14/2025 Park Avenue Securities LLC23,536$1.28M0.0%N/A0.101%
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5/19/2025Jane Street Group LLC42,557$2.09M0.0%+160.2%0.175%
5/7/2025LPL Financial LLC167,190$8.19M0.0%+113.3%0.802%
5/6/2025Atria Investments Inc280,866$13.76M0.2%+6.6%1.347%
4/29/2025Bank of New York Mellon Corp1,168,098$57.22M0.0%+7.1%5.602%
2/18/2025GTS Securities LLC16,095$826K0.0%-74.3%0.067%
2/14/2025Jane Street Group LLC16,354$840K0.0%-48.9%0.068%
2/13/2025Mariner LLC10,377$533K0.0%+32.5%0.043%
2/12/2025Franklin Resources Inc.8,985,814$461.37M0.1%-52.6%37.131%
2/12/2025JPMorgan Chase & Co.322,006$16.53M0.0%+4.2%1.331%
2/11/2025LPL Financial LLC78,375$4.02M0.0%+1,349.5%0.324%
2/6/2025Atria Investments Inc263,592$13.53M0.2%+2.8%1.089%
2/4/2025Bank of New York Mellon Corp1,091,111$56.02M0.0%+6.4%4.509%
1/31/2025Key Financial Inc2,487$128K0.0%-11.9%0.010%
1/31/2025Sanctuary Advisors LLC1,796,958$95.56M0.6%+2.2%7.425%
1/29/2025Latitude Advisors LLC4,908$252K0.1%N/A0.020%
1/14/2025Park Avenue Securities LLC20,623$1.06M0.0%+2.4%0.085%
12/26/2024JPMorgan Chase & Co.308,912$15.52M0.0%-5.5%1.276%
11/27/2024Franklin Resources Inc.18,957,072$969.63M0.3%-3.4%78.335%
11/25/2024Sanctuary Advisors LLC1,758,018$92.09M0.6%-8.5%7.265%
11/15/2024Jane Street Group LLC31,994$1.61M0.0%+587.0%0.132%
11/15/2024IronBridge Private Wealth LLC5,184$261K0.1%N/A0.021%
11/1/2024Atria Investments Inc256,433$12.89M0.2%-19.8%1.060%
10/3/2024Park Avenue Securities LLC20,130$1.01M0.0%+86.1%0.083%
9/5/2024Sanctuary Advisors LLC1,921,421$85.70M0.6%N/A7.940%
7/26/2024Bank of New York Mellon Corp1,266,906$60.37M0.0%+10.9%5.235%
5/21/2024Atria Investments Inc319,887$14.68M0.2%-15.7%1.322%
2/9/2024Franklin Resources Inc.19,925,983$829.31M0.4%+8.1%92.464%
11/7/2023Atria Investments Inc306,231$11.45M0.2%+332.1%1.421%
10/24/2023Bank of New York Mellon Corp1,168,502$43.70M0.0%+12.8%5.422%
8/11/2023Franklin Resources Inc.19,009,068$737.70M0.4%-1.6%88.209%
8/4/2023Atria Investments Inc70,864$2.75M0.0%N/A0.329%
8/3/2023Bank of New York Mellon Corp1,035,827$40.20M0.0%N/A4.807%
5/12/2023Franklin Resources Inc.19,327,393$689.65M0.3%+9.6%100.926%
5/2/2023Key Financial Inc2,822$101K0.0%N/A0.015%
3/6/2023OLD Mission Capital LLC15,244$507K0.0%N/A0.085%
2/10/2023Franklin Resources Inc.17,642,053$586.26M0.3%N/A98.011%


USPX Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of Franklin U.S. Equity Index ETF. The most heavily invested institutionals were Franklin Resources Inc. ($690.54M), Sanctuary Advisors LLC ($121.73M), Bank of New York Mellon Corp ($80.26M), JPMorgan Chase & Co. ($27.45M), Sequent Planning LLC ($21.26M), LPL Financial LLC ($11.36M), and Atria Investments Inc ($4.27M).Learn more on Franklin U.S. Equity Index ETF's institutional investors.

Of the 24 institutional investors that purchased Franklin U.S. Equity Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Franklin Resources Inc. ($3.04M), Sanctuary Advisors LLC ($2.19M), Sequent Planning LLC ($373.85K), Bank of New York Mellon Corp ($239.62K), LPL Financial LLC ($172.43K), JPMorgan Chase & Co. ($131.23K), and Atria Investments Inc ($63.03K).

Institutional investors have bought a total of 3,915,421 shares in the last 24 months. This purchase volume represents approximately $229.45M in transactions.

The following institutional investors have sold Franklin U.S. Equity Index ETF stock in the last 24 months: Goldman Sachs Group Inc. ($160.01K), Osaic Holdings Inc. ($5.84K), Park Avenue Securities LLC ($2.28K), Mariner LLC ($1.59K), and Key Financial Inc ($177.00).

Institutional investors have sold a total of 169,900 shares in the last 24 months. This volume of shares sold represents approximately $10.15M in transactions.


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Institutional ownership data for NYSEARCA:USPX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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