USPX Institutional Ownership & Shareholders
FRANKLIN U.S. EQUITY INDEX E (USPX) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $340.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sanctuary Advisors, Llc is currently the largest disclosed institutional shareholder of USPX tracked by InsiderSet, reporting ownership valued at approximately $139.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $141.32M, representing an estimated gain of +1.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed USPX value among the investors covered in this analysis. Major shareholders include Sanctuary Advisors, Llc, Bank Of New York Mellon Corp, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in FRANKLIN U.S. EQUITY INDEX E (USPX).
This page ranks the largest institutional USPX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
36
Total Reported Value
$340.92M
Largest Holder
Sanctuary Advisors, Llc
Largest Position
$139.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sanctuary Advisors, Llc | 0.65% | 2,141,932 | $139,868,164 | $141,315,035 | +$1,446,871 | +1.03% | |
| Bank Of New York Mellon Corp | 0.02% | 1,434,409 | $93,666,909 | $94,635,851 | +$968,942 | +1.03% | |
| Jpmorgan Chase & Co | 0.00% | 508,733 | $32,940,503 | $33,563,914 | +$623,411 | +1.89% | |
| Sequent Planning Llc | 5.72% | 409,988 | $26,772,214 | $27,049,163 | +$276,949 | +1.03% | |
| Lpl Financial Llc | 0.00% | 183,477 | $11,981,017 | $12,104,987 | +$123,970 | +1.03% | |
| Ameriprise Financial Inc | 0.00% | 173,851 | $11,347,964 | $11,469,907 | +$121,943 | +1.07% | |
| Atria Investments, Inc | 0.06% | 97,227 | $6,496,292 | $6,414,600 | -$81,692 | -1.26% | |
| Rfg Advisory, Llc | 0.07% | 65,040 | $4,247,112 | $4,291,047 | +$43,935 | +1.03% | |
| Osaic Holdings, Inc. | 0.00% | 53,628 | $3,501,877 | $3,538,134 | +$36,257 | +1.04% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $3,265,000 | $3,298,775 | +$33,775 | +1.03% | |
| Cetera Investment Advisers | 0.00% | 17,590 | $1,148,619 | $1,160,509 | +$11,890 | +1.04% | |
| Clearstead Advisors, Llc | 0.01% | 9,392 | $613,298 | $619,642 | +$6,344 | +1.03% | |
| Susquehanna International Group, Llp | 0.00% | 8,930 | $583,129 | $589,161 | +$6,032 | +1.03% | |
| Private Advisor Group, Llc | 0.00% | 7,834 | $511,558 | $516,852 | +$5,294 | +1.03% | |
| Envestnet Asset Management Inc | 0.00% | 7,830 | $511,299 | $516,588 | +$5,289 | +1.03% | |
| Jane Street Group, Llc | 0.00% | 7,651 | $499,610 | $504,779 | +$5,169 | +1.03% | |
| Citizens Financial Group Inc/Ri | 0.01% | 7,110 | $475,062 | $469,086 | -$5,976 | -1.26% | |
| Indivisible Partners | 0.02% | 5,011 | $334,843 | $330,603 | -$4,240 | -1.27% | |
| Second Line Capital, Llc | 0.06% | 4,966 | $324,932 | $327,634 | +$2,702 | +0.83% | |
| Aptus Capital Advisors, Llc | 0.00% | 4,966 | $324,280 | $327,634 | +$3,354 | +1.03% | |
| Latitude Advisors, Llc | 0.10% | 4,778 | $319,267 | $315,231 | -$4,036 | -1.26% | |
| Flow Traders U.S. Llc | 0.01% | 4,160 | $272,000 | $274,458 | +$2,458 | +0.90% | |
| Citigroup Inc | 0.00% | 2,926 | $191,068 | $193,044 | +$1,976 | +1.03% | |
| Bogart Wealth, Llc | 0.01% | 2,543 | $166,058 | $167,776 | +$1,718 | +1.03% | |
| Key Financial Inc | 0.02% | 2,125 | $141,984 | $140,198 | -$1,786 | -1.26% | |
| Larson Financial Group Llc | 0.00% | 1,780 | $116,234 | $117,436 | +$1,202 | +1.03% | |
| Tower Trust & Investment Co | 0.05% | 1,252 | $83,646 | $82,601 | -$1,045 | -1.25% | |
| Rothschild Investment Llc | 0.00% | 1,120 | $73,136 | $73,893 | +$757 | +1.03% | |
| Corecap Advisors, Llc | 0.00% | 1,002 | $66,950 | $66,107 | -$843 | -1.26% | |
| Huntington National Bank | 0.00% | 699 | $45,645 | $46,117 | +$472 | +1.03% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 397 | $25,924 | $26,192 | +$268 | +1.03% | |
| Fmr Llc | 0.00% | 63 | $4,114 | $4,156 | +$42 | +1.03% | |
| Park Avenue Securities Llc | 0.01% | 28,644 | $1,914 | $1,889,802 | +$1,887,888 | +98635.75% | |
| Signaturefd, Llc | 0.00% | 16 | $1,047 | $1,056 | +$9 | +0.82% | |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | 2 | $131 | $132 | +$1 | +0.73% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $40 | $66 | +$26 | +64.94% |
Frequently asked questions about USPX
Who are the largest institutional holders of USPX?
The largest institutional holders of USPX reported in the latest SEC Form 13F filings include Sanctuary Advisors, Llc, Bank Of New York Mellon Corp, Jpmorgan Chase & Co, Sequent Planning Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported USPX position.
What is USPX institutional ownership?
This page tracks USPX positions reported by institutional investment managers through SEC Form 13F. FRANKLIN U.S. EQUITY INDEX E (USPX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USPX?
InsiderSet currently tracks 36 institutional managers reporting USPX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USPX shareholders.
How much USPX stock do institutions own?
Institutional investment managers disclosed approximately $340.92M in USPX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USPX institutional ownership last updated?
The latest USPX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USPX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USPX position after the reporting date.
Are institutions buying or selling USPX?
Institutional buying and selling can be analyzed by comparing USPX positions across consecutive 13F reporting periods. InsiderSet's USPX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USPX ownership changes.
How has USPX institutional ownership changed over time?
InsiderSet tracks USPX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.