Franklin U.S. Equity Index EUSPXETF

13F holders, Q4 2025 (December 31)
31holders +2
5new positions
2sold out
1famous investor
$59.78avg. 13F price*

At the end of Q4 2025, 31 institutions reported holding Franklin U.S. Equity Index E (USPX) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Franklin Resources Inc. ($690.5M), Sanctuary Advisors, LLC ($118.8M) and Bank of New York Mellon Corp ($78.7M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$2.0M
Exits2$250K

All 13F filers, Q3 2025 → Q4 2025: 645,769 shares bought and 195,686 shares sold, net +450,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

Franklin Resources Inc. 0.17% Add +3.6% 11,551,365 $690.5M
Sanctuary Advisors, LLC 0.65% Add +4.0% 1,986,959 $118.8M
Bank of New York Mellon Corp 0.01% Add +0.2% 1,316,856 $78.7M
JPMorgan Chase & Co. 0.00% Add +6.3% 459,094 $27.4M
Sequent Planning LLC 4.92% Add +15.5% 323,278 $19.3M
LPL Financial LLC 0.00% Add +5.9% 189,990 $11.4M
Atria Investments, Inc 0.05% Add +68.4% 71,483 $4.3M
Citadel Advisors 0.00% Add +65.8% 54,141 $3.2M
Goldman Sachs Group Inc. 0.00% Reduce -76.2% 50,000 $3.0M
Susquehanna International Group, LLP 0.00% New 27,000 $1.6M
Park Avenue Securities LLC 0.01% Add +6.4% 22,618 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -21.5% 21,393 $1.3M
Envestnet Asset Management Inc. 0.00% Add +0.3% 13,304 $795K
Cetera Investment Advisers 0.00% Add +0.2% 12,893 $771K
Mariner, LLC 0.00% Add +0.7% 6,601 $395K
GTS Securities LLC 0.01% Reduce -80.5% 6,080 $363K
Latitude Advisors, LLC 0.13% Add +0.3% 4,956 $296K
Bogart Wealth, LLC 0.01% New 2,543 $152K
Bank of America Corp. 0.00% Reduce -14.8% 2,331 $139K
Key Financial Inc 0.02% Reduce -1.2% 2,232 $133K
Medallion Wealth Advisors, LLC 0.04% No change 1,945 $116K
Larson Financial Group LLC 0.00% New 1,780 $106K
Rothschild Investment LLC 0.00% No change 1,120 $67K
FMR LLC 0.00% Reduce -3.6% 861 $51K
O'shaughnessy Asset Management, LLC 0.00% New 777 $46K
Kestra Advisory Services, LLC 0.00% New 578 $35K
Capital Analysts, LLC 0.00% No change 105 $6K
Signaturefd, LLC 0.00% Add +6.7% 16 $930
Global Retirement Partners, LLC 0.00% No change 10 $598
Jackson, Grant Investment Advisers, Inc. 0.00% No change 2 $120
Morgan Stanley 0.00% No change 1 $70

"% 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.