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