FRANKLIN U.S. EQUITY INDEX E (USPX) Institutional Ownership Changes & 13F Activity

FRANKLIN U.S. EQUITY INDEX E (USPX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Franklin Resources Inc, Bank Of New York Mellon Corp, Jpmorgan Chase & Co, Sequent Planning Llc, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+54,141—54,141$3.24MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+27,000—27,000$1.61MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+21,393—21,393$1.28MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+12,893—12,893$770.74KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+2,331—2,331$139.35KQ4 2025Feb 17, 2026
Fmr LlcBuy+861—861$51.46KQ4 2025Feb 17, 2026
Mariner, LlcBuy+6,601—6,601$394.63KQ4 2025Feb 13, 2026
Gts Securities LlcBuy+6,080—6,080$363.46KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+578—578$34.57KQ4 2025Feb 13, 2026
Morgan StanleyBuy+1—1$70.00Q4 2025Feb 13, 2026
Franklin Resources IncBuy+11,551,365—11,551,365$690.54MQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+459,094—459,094$27.44MQ4 2025Feb 11, 2026
Lpl Financial LlcBuy+189,990—189,990$11.36MQ4 2025Feb 11, 2026
O'Shaughnessy Asset Management, LlcBuy+777—777$46.45KQ4 2025Feb 11, 2026
Capital Analysts, LlcBuy+105—105$6.00KQ4 2025Feb 11, 2026
Bank Of New York Mellon CorpBuy+1,316,856—1,316,856$78.72MQ4 2025Feb 10, 2026
Goldman Sachs Group IncBuy+50,000—50,000$2.99MQ4 2025Feb 10, 2026
Envestnet Asset Management IncBuy+13,304—13,304$795.31KQ4 2025Feb 10, 2026
Rothschild Investment LlcBuy+1,120—1,120$66.95KQ4 2025Feb 10, 2026
Key Financial IncBuy+2,232—2,232$133.43KQ4 2025Feb 09, 2026
Huntington National BankBuy+899—899$53.74KQ4 2025Feb 09, 2026
Larson Financial Group LlcBuy+1,780—1,780$106.41KQ4 2025Feb 06, 2026
Sequent Planning LlcBuy+323,278—323,278$19.33MQ4 2025Feb 05, 2026
Atria Investments, IncBuy+71,483—71,483$4.27MQ4 2025Feb 05, 2026
Bogart Wealth, LlcBuy+2,543—2,543$152.02KQ4 2025Jan 30, 2026
Sanctuary Advisors, LlcBuy+53,689+2.8%1,986,959$118.78MQ4 2025Jan 29, 2026
Latitude Advisors, LlcBuy+4,956—4,956$296.30KQ4 2025Jan 27, 2026
Jackson, Grant Investment Advisers, Inc.Buy+2—2$120.00Q4 2025Jan 27, 2026
Signaturefd, LlcBuy+16—16$930.00Q4 2025Jan 20, 2026
Park Avenue Securities LlcBuy+22,618—22,618$1.35MQ4 2025Jan 05, 2026
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Frequently asked questions about USPX activity

  • Which institutional owners are buying USPX?

    Institutional owners buying USPX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in USPX activity?

    "Buy" means an investor increased their reported position in USPX compared to the prior reporting period. This reflects growing exposure to FRANKLIN U.S. EQUITY INDEX E (USPX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in USPX increasing?

    Institutional interest in USPX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.