Franklin U.S. Equity Index EUSPXETF

13F holders, Q1 2026 (March 31)
29holders −2
2new positions
4sold out
1famous investor
$56.82avg. 13F price*

At the end of Q1 2026, 29 institutions reported holding Franklin U.S. Equity Index E (USPX) in their 13F filings, down 2 from Q4 2025. 2 opened new positions and 4 sold out. The largest holders were Franklin Resources Inc. ($666.0M), Sanctuary Advisors, LLC ($121.7M) and Bank of New York Mellon Corp ($80.3M). 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$93K
Exits4$180K

All 13F filers, Q4 2025 → Q1 2026: 581,454 shares bought and 41,672 shares sold, net +539,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Franklin Resources Inc. 0.17% Add +1.4% 11,711,192 $666.0M
Sanctuary Advisors, LLC 0.66% Add +7.7% 2,140,419 $121.7M
Bank of New York Mellon Corp 0.01% Add +7.2% 1,411,314 $80.3M
JPMorgan Chase & Co. 0.00% Add +10.2% 505,876 $27.9M
Sequent Planning LLC 5.14% Add +15.6% 373,851 $21.3M
LPL Financial LLC 0.00% Reduce -0.7% 188,602 $10.7M
Atria Investments, Inc 0.06% Add +36.6% 97,668 $5.6M
Osaic Holdings, Inc. 0.01% Add +189.1% 61,850 $3.5M
Goldman Sachs Group Inc. 0.00% No change 50,000 $2.8M
Citadel Advisors 0.00% Reduce -26.8% 39,656 $2.3M
Park Avenue Securities LLC 0.01% Add +17.5% 26,566 $1.5M
Cetera Investment Advisers 0.00% Add +26.9% 16,359 $930K
Envestnet Asset Management Inc. 0.00% Add +2.8% 13,676 $778K
Mariner, LLC 0.00% Reduce -3.4% 6,378 $363K
GTS Securities LLC 0.01% Add +4.7% 6,365 $362K
Susquehanna International Group, LLP 0.00% Reduce -79.7% 5,479 $312K
Latitude Advisors, LLC 0.13% Add +0.3% 4,969 $283K
Bogart Wealth, LLC 0.01% No change 2,543 $145K
Key Financial Inc 0.02% No change 2,232 $127K
Medallion Wealth Advisors, LLC 0.04% No change 1,945 $111K
Larson Financial Group LLC 0.00% No change 1,780 $101K
Rothschild Investment LLC 0.00% No change 1,120 $64K
Northwestern Mutual Wealth Management Co. 0.00% New 895 $51K
Citigroup Inc. 0.00% New 732 $42K
O'shaughnessy Asset Management, LLC 0.00% Reduce -38.2% 480 $27K
FMR LLC 0.00% Reduce -86.3% 118 $7K
Signaturefd, LLC 0.00% No change 16 $887
Jackson, Grant Investment Advisers, Inc. 0.00% No change 2 $114
Wells Fargo & Company 0.00% Add +0.0% 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.