USPX · Franklin U.S. Equity Index ETF ETF

Alerts for USPX

$67.35 -0.23 (-0.34%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $324,279

Total Shares: 4,966

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+28.0 pts

Top 5

100.0%

+1.9 pts

Top 10

100.0%

+0.2 pts

HHI

10,000

Highly concentrated+4,553

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

23

Unchanged

0

Holder count: -22

Institutional value: -100.0%

Shares held: -100.0%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Small Second Line Capital, LLC	4,966	$324,279

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega FRANKLIN RESOURCES INC	11,711,192	$666,015,485
Large Sanctuary Advisors, LLC	2,140,419	$121,725,628
Mega Bank of New York Mellon Corp	1,411,314	$80,261,426
Mega JPMORGAN CHASE & CO	505,876	$28,769,168
Mega LPL Financial LLC	188,602	$10,725,795

Filter: New 1 Increased 0 Reduced 0 Sold out 23 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Second Line Capital, LLC USPX

$324,279

100.00%

4,966

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	73,070	$4,155,490	0.6%	Defined
FIDUCIARY TRUST Co OF CANADA	363	$20,643	0.0%	Defined
Fiduciary Trust International of the South	72,859	$4,143,491	0.6%	Defined
FRANKLIN ADVISERS INC	6,577,342	$374,053,439	56.2%	Defined
FRANKLIN MUTUAL ADVISERS LLC	4,940,550	$280,969,078	42.2%	Defined
Held directly	47,008	$2,673,344	0.4%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Advisors, Inc. joint	1,411,312	$80,261,313	100.0%	Defined
Held directly	2	$113	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	505,876	$28,769,168	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	61,850	$3,517,409	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	50,000	$2,843,500	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	39,656	$2,255,236	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	6,378	$362,716	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	5,479	$311,590	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	732	$41,628	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	118	$6,710	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1	$56	100.0%	Defined