Who owns USPX?
Franklin U.S. Equity Index ETF · Franklin
35 institutions reported holding USPX, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of USPX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Franklin Resources Inc. | San Mateo, CA | $786.0M | 12,036,298 | +325,106 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $139.9M | 2,141,932 | +1,513 shares |
| Bank of New York Mellon Corp | New York, NY | $93.7M | 1,434,409 | +23,095 shares |
| JPMorgan Chase & Co | New York, NY | $32.9M | 508,733 | +2,857 shares |
| Sequent Planning LLC | Omaha, NE | $26.8M | 409,988 | +36,137 shares |
| LPL Financial LLC | Fort Mill, SC | $12.0M | 183,477 | −5,125 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $11.3M | 173,851 | New position |
| Atria Investments, Inc | Charlotte, NC | $8.5M | 130,864 | +33,196 shares |
| RFG Advisory, LLC | Birmingham, AL | $4.2M | 65,040 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.5M | 53,628 | −8,222 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns USPX?
35 institutional managers reported holding USPX in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Franklin Resources Inc., at $786.0M.
Did institutions buy or sell USPX last quarter?
Reported 13F value rose 19.3% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is USPX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.