Franklin U.S. Equity Index EUSPXETF

13F holders, Q1 2025 (March 31)
24holders
4new positions
3sold out
1famous investor
$48.98avg. 13F price*

At the end of Q1 2025, 24 institutions reported holding Franklin U.S. Equity Index E (USPX) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Franklin Resources Inc. ($476.5M), Sanctuary Advisors, LLC ($94.7M) and Bank of New York Mellon Corp ($57.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$2.7M
Exits3$2.2M

All 13F filers, Q4 2024 → Q1 2025: 1,190,087 shares bought and 45,357 shares sold, net +1,144,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Franklin Resources Inc. 0.14% Add +8.3% 9,727,431 $476.5M
Sanctuary Advisors, LLC 0.67% Add +7.6% 1,933,270 $94.7M
Bank of New York Mellon Corp 0.01% Add +7.1% 1,168,098 $57.2M
JPMorgan Chase & Co. 0.00% Add +10.0% 354,205 $17.4M
Atria Investments, Inc 0.18% Add +6.5% 280,866 $13.8M
LPL Financial LLC 0.00% Add +113.3% 167,190 $8.2M
Jane Street Group, LLC 0.00% Add +160.2% 42,557 $2.1M
Citadel Advisors 0.00% New 37,145 $1.8M
GTS Securities LLC 0.05% Add +36.7% 22,005 $1.1M
Susquehanna International Group, LLP 0.00% New 13,412 $657K
Morgan Stanley 0.00% Add +419.6% 9,660 $473K
Mariner, LLC 0.00% Reduce -20.0% 8,300 $407K
IronBridge Private Wealth, LLC 0.10% No change 5,184 $254K
Latitude Advisors, LLC 0.14% Add +0.2% 4,917 $241K
GWN Securities Inc. 0.01% New 4,915 $241K
Osaic Holdings, Inc. 0.00% Reduce -15.2% 4,188 $205K
Key Financial Inc 0.03% Reduce -2.0% 2,436 $119K
Bank of America Corp. 0.00% Add +47.5% 2,281 $112K
Medallion Wealth Advisors, LLC 0.04% No change 1,945 $95K
Rothschild Investment LLC 0.00% No change 1,120 $55K
FMR LLC 0.00% Add +64800.0% 649 $32K
Capital Analysts, LLC 0.00% New 105 $5K
Signaturefd, LLC 0.00% No change 15 $755
Wells Fargo & Company 0.00% No change 1 $35

"% 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.