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USPX — FRANKLIN U.S. EQUITY INDEX E

Reported value held$918.44M
Funds holding (latest)11
Sector—
Funds holding (Q2 2026)7
Institutional value$916.04M · 14.03M sh
New / Add / Cut / Exit1 / 3 / 1 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +6.2% (+819.42K sh)
Institutional value change Up +21.9%

As of Q2 2026, 7 SEC-registered investment managers reported holding USPX (FRANKLIN U.S. EQUITY INDEX E) in their latest 13F filings, with a combined reported value of $916.04M across 14.03M shares. That is +6.2% by share count (+819.42K shares) versus the previous quarter, while reported value moved +21.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Franklin Resources history Q2 2026 12.04M $785.97M 0.18% Add
BNY Mellon history Q2 2026 1.43M $93.67M 0.02% Add
JPMorgan Chase & Co history Q2 2026 508.73K $32.94M 0.00% New
Goldman Sachs Group history Q2 2026 50.00K $3.27M 0.00% Hold
Citadel Advisors history Q1 2026 39.66K $2.26M 0.00% Reduce
Citigroup Inc history Q2 2026 2.93K $191.07K 0.00% Add
Bank of America Corp history Q4 2025 2.33K $139.35K 0.00% Reduce
Fidelity Management & Research (FMR) history Q2 2026 63 $4.11K 0.00% Reduce
UBS Group AG history Q3 2025 51 $2.99K 0.00% New
Morgan Stanley history Q4 2025 1 $70 0.00% Hold
Wells Fargo & Co history Q2 2026 1 $40 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 11 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Franklin Resources 23.71K 23.71K 14.29K 14.29K 13.23M 17.64M 19.33M 19.01M 18.43M 19.93M 19.86M 19.61M 18.96M 8.99M 9.73M 8.52M 11.15M 11.55M 11.71M 12.04M
BNY Mellon — — — — — — — 1.04M 1.17M 1.30M 1.14M 1.27M 1.03M 1.09M 1.17M 1.14M 1.31M 1.32M 1.41M 1.43M
JPMorgan Chase & Co — — — — — — — 186.17K 409.82K 265.72K 293.22K 326.77K 308.91K 322.01K 354.20K 418.43K 431.68K 459.09K — 508.73K
Goldman Sachs Group — — — — — — — — — — 4.46K — — 21.27K — 11.07K 210.01K 50.00K 50.00K 50.00K
Citigroup Inc — — — — — — — — — — — — 580 580 — — — — 732 2.93K
Fidelity Management & Research (FMR) — — — — — — — — — — — — — 1 649 965 893 861 118 63
Wells Fargo & Co 1 — — — 1 — — — — — 1 2 2 1 1 1 1 — 1 1
Citadel Advisors — — — — — 28.45K — 20.36K — 46.43K — — 13.48K — 37.15K — 32.64K 54.14K 39.66K —
Morgan Stanley — — — — — — — — — — — — 1.36K 1.86K 9.66K 7 1 1 — —
Bank of America Corp 236 395 669 669 669 669 679 695 382 1.54K 1.54K 1.52K 1.52K 1.55K 2.28K 2.74K 2.74K 2.33K — —
UBS Group AG — 113 240 236 311 534 — 2.96K — 103 — — 69 — — — 51 — — —

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