Franklin U.S. Equity Index EUSPXETF

13F holders, Q4 2024 (December 31)
24holders
3new positions
4sold out
$51.60avg. 13F price*

At the end of Q4 2024, 24 institutions reported holding Franklin U.S. Equity Index E (USPX) in their 13F filings, unchanged from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were Franklin Resources Inc. ($461.4M), Sanctuary Advisors, LLC ($95.6M) and Bank of New York Mellon Corp ($56.0M).

Company
Franklin U.S. Equity Index E
CUSIP
35473P405
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 15Q1 2024Q2 2024: 17Q2 2024Q3 2024: 24Q3 2024Q4 2024: 24Q4 2024Q1 2025: 24Q1 2025Q2 2025: 28Q2 2025Q3 2025: 29Q3 2025Q4 2025: 31Q4 2025Q1 2026: 29Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$1.3M
Exits4$2.5M

All 13F filers, Q3 2024 → Q4 2024: 227,745 shares bought and 10,084,180 shares sold, net −9,856,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Franklin Resources Inc. 0.13% Reduce -52.6% 8,985,814 $461.4M
Sanctuary Advisors, LLC 0.60% Add +2.2% 1,796,958 $95.6M
Bank of New York Mellon Corp 0.01% Add +6.4% 1,091,111 $56.0M
JPMorgan Chase & Co. 0.00% Add +4.2% 322,006 $16.5M
Atria Investments, Inc 0.17% Add +2.8% 263,592 $13.5M
LPL Financial LLC 0.00% Add +1349.5% 78,375 $4.0M
Goldman Sachs Group Inc. 0.00% New 21,274 $1.1M
Park Avenue Securities LLC 0.01% Add +2.5% 20,623 $1.1M
Jane Street Group, LLC 0.00% Reduce -48.9% 16,354 $840K
GTS Securities LLC 0.04% Reduce -74.3% 16,095 $826K
Mariner, LLC 0.00% Add +32.5% 10,377 $533K
IronBridge Private Wealth, LLC 0.10% No change 5,184 $266K
Osaic Holdings, Inc. 0.00% Add +0.6% 4,940 $254K
Latitude Advisors, LLC 0.14% New 4,908 $252K
Key Financial Inc 0.03% Reduce -11.9% 2,487 $128K
Morgan Stanley 0.00% Add +36.9% 1,859 $95K
Medallion Wealth Advisors, LLC 0.05% — 1,945 $95K
Bank of America Corp. 0.00% Add +1.6% 1,546 $79K
Rothschild Investment LLC 0.00% No change 1,120 $58K
Citigroup Inc. 0.00% No change 580 $30K
Signaturefd, LLC 0.00% No change 15 $789
Global Retirement Partners, LLC 0.00% No change 10 $513
Wells Fargo & Company 0.00% Reduce -50.0% 1 $74
FMR LLC 0.00% New 1 $51

"% of holder's portfolio" is USPX's weight in each manager's 13F, not the share of Franklin U.S. Equity Index E the manager owns.