Franklin U.S. Equity Index EUSPXETF

13F holders, Q3 2025 (September 30)
29holders +1
4new positions
3sold out
1famous investor
$58.58avg. 13F price*

At the end of Q3 2025, 29 institutions reported holding Franklin U.S. Equity Index E (USPX) in their 13F filings, up 1 from Q2 2025. 4 opened new positions and 3 sold out. The largest holders were Franklin Resources Inc. ($653.2M), Sanctuary Advisors, LLC ($112.0M) and Bank of New York Mellon Corp ($77.0M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions4$18.6M
Exits3$2.3M

All 13F filers, Q2 2025 → Q3 2025: 3,543,573 shares bought and 71,580 shares sold, net +3,471,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Franklin Resources Inc. 0.17% Add +30.9% 11,150,001 $653.2M
Sanctuary Advisors, LLC 0.64% Add +10.7% 1,911,158 $112.0M
Bank of New York Mellon Corp 0.01% Add +15.0% 1,314,492 $77.0M
JPMorgan Chase & Co. 0.00% Add +3.2% 431,681 $25.3M
Sequent Planning LLC 4.65% New 279,789 $16.4M
Goldman Sachs Group Inc. 0.00% Add +1797.8% 210,013 $12.3M
LPL Financial LLC 0.00% Add +3.3% 179,348 $10.5M
Atria Investments, Inc 0.03% Add +29.1% 42,446 $2.5M
Citadel Advisors 0.00% New 32,644 $1.9M
GTS Securities LLC 0.07% Reduce -36.5% 31,178 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -19.6% 27,237 $1.5M
Park Avenue Securities LLC 0.01% Reduce -9.7% 21,259 $1.2M
Envestnet Asset Management Inc. 0.00% Add +2.4% 13,264 $777K
Cetera Investment Advisers 0.00% Add +175.0% 12,871 $754K
Mariner, LLC 0.00% Reduce -19.5% 6,554 $384K
Latitude Advisors, LLC 0.13% Add +0.3% 4,941 $289K
Cambridge Investment Research Advisors, Inc. 0.00% New 4,215 $247K
Bank of America Corp. 0.00% No change 2,736 $160K
Key Financial Inc 0.02% Reduce -7.3% 2,259 $133K
Medallion Wealth Advisors, LLC 0.04% No change 1,945 $114K
Rothschild Investment LLC 0.00% No change 1,120 $66K
FMR LLC 0.00% Reduce -7.5% 893 $52K
Capital Analysts, LLC 0.00% No change 105 $6K
UBS Group AG 0.00% New 51 $3K
Signaturefd, LLC 0.00% No change 15 $908
Global Retirement Partners, LLC 0.00% No change 10 $586
Jackson, Grant Investment Advisers, Inc. 0.00% Add +100.0% 2 $117
Morgan Stanley 0.00% Reduce -85.7% 1 $71
Wells Fargo & Company 0.00% No change 1 $36

"% 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.