USPX Institutional Ownership
Franklin U.S. Equity Index ETF
1W: -0.3%
1M: +0.7%
3M: +2.6%
YTD: +12.4%
1Y: +15.0%
3Y: +86.2%
5Y: +80.0%
$67.34
+0.48 (+0.72%)
Weekly Expected Move ±1.5%
$65
$66
$67
$68
$69
Overview
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Institutional Ownership — USPX
41
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
11
New Positions
10
Increased
11
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (44 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 12,036,298 | 811M | +325,106 | +2.8% | 22Q | SEC ↗ |
| 2 | Sanctuary Advisors, LLC | 2,141,932 | 144M | +1,513 | +0.1% | 9Q | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 1,434,409 | 97M | +23,095 | +1.6% | 13Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 508,733 | 34M | +2,857 | +0.6% | 13Q | SEC ↗ |
| 5 | Sequent Planning LLC | 409,988 | 28M | +36,137 | +9.7% | 4Q | SEC ↗ |
| 6 | LPL Financial LLC | 183,477 | 12M | -5,125 | -2.7% | 10Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC NEW | 173,851 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Atria Investments, Inc | 130,864 | 9M | +33,196 | +34.0% | 13Q | SEC ↗ |
| 9 | RFG Advisory, LLC NEW | 65,040 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 53,628 | 4M | -8,222 | -13.3% | 26Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 50,000 | 3M | — | +0.0% | 5Q | SEC ↗ |
| 12 | PARK AVENUE SECURITIES LLC | 27,560 | 2M | +994 | +3.7% | 5Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 17,590 | 1M | +1,231 | +7.5% | 5Q | SEC ↗ |
| 14 | Clearstead Advisors, LLC NEW | 9,392 | 632K | — | +0.0% | 1Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,930 | 601K | +3,451 | +63.0% | 3Q | SEC ↗ |
| 16 | Private Advisor Group, LLC NEW | 7,834 | 528K | — | +0.0% | 1Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 7,830 | 527K | -5,846 | -42.7% | 5Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC NEW | 7,651 | 515K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Latitude Advisors, LLC | 4,969 | 335K | — | +0.0% | 7Q | SEC ↗ |
| 20 | Second Line Capital, LLC NEW | 4,966 | 334K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Aptus Capital Advisors, LLC NEW | 4,966 | 334K | — | +0.0% | 1Q | SEC ↗ |
| 22 | FLOW TRADERS U.S. LLC NEW | 4,160 | 280K | — | +0.0% | 1Q | SEC ↗ |
| 23 | CITIGROUP INC | 2,926 | 197K | +2,194 | +299.7% | 2Q | SEC ↗ |
| 24 | Bogart Wealth, LLC | 2,543 | 171K | — | +0.0% | 3Q | SEC ↗ |
| 25 | Key Financial Inc | 2,232 | 150K | — | +0.0% | 23Q | SEC ↗ |
| 26 | Larson Financial Group LLC | 1,780 | 120K | — | +0.0% | 3Q | SEC ↗ |
| 27 | TOWER TRUST & INVESTMENT Co NEW | 1,252 | 84K | — | +0.0% | 1Q | SEC ↗ |
| 28 | ROTHSCHILD INVESTMENT LLC | 1,120 | 75K | — | +0.0% | 8Q | SEC ↗ |
| 29 | CoreCap Advisors, LLC NEW | 567 | 38K | — | +0.0% | 1Q | SEC ↗ |
| 30 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 397 | 27K | -83 | -17.3% | 3Q | SEC ↗ |
| 31 | FMR LLC | 63 | 4K | -55 | -46.6% | 7Q | SEC ↗ |
| 32 | SIGNATUREFD, LLC | 16 | 1K | — | +0.0% | 8Q | SEC ↗ |
| 33 | Global Retirement Partners, LLC NEW | 10 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Jackson, Grant Investment Advisers, In | 2 | 0K | — | +0.0% | 5Q | SEC ↗ |
| 35 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 14Q | SEC ↗ |
| 36 | Mariner, LLC | 0 | 0K | -6,378 | -100.0% | 7Q | SEC ↗ |
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -895 | -100.0% | 1Q | SEC ↗ |
| 38 | Medallion Wealth Advisors, LLC | 0 | 0K | -1,945 | -100.0% | 6Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 0 | 0K | -39,656 | -100.0% | 3Q | SEC ↗ |
| 40 | GTS SECURITIES LLC | 0 | 0K | -6,365 | -100.0% | 8Q | SEC ↗ |
| 41 | BANK OF AMERICA CORP /DE | 0 | 0K | -2,331 | -100.0% | 13Q | SEC ↗ |
| 42 | Capital Analysts, LLC | 0 | 0K | -105 | -100.0% | 4Q | SEC ↗ |
| 43 | MORGAN STANLEY | 0 | 0K | -1 | -100.0% | 6Q | SEC ↗ |
| 44 | Kestra Advisory Services, LLC | 0 | 0K | -578 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 173,851 | 12M |
| RFG Advisory, LLC | 65,040 | 4M |
| Clearstead Advisors, LLC | 9,392 | 632K |
| Private Advisor Group, LLC | 7,834 | 528K |
| JANE STREET GROUP, LLC | 7,651 | 515K |
| Second Line Capital, LLC | 4,966 | 334K |
| Aptus Capital Advisors, LLC | 4,966 | 334K |
| FLOW TRADERS U.S. LLC | 4,160 | 280K |
| TOWER TRUST & INVESTMENT Co | 1,252 | 84K |
| CoreCap Advisors, LLC | 567 | 38K |
| Global Retirement Partners, LLC | 10 | 1K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 39,656 | 3M |
| Mariner, LLC | 6,378 | 429K |
| GTS SECURITIES LLC | 6,365 | 429K |
| BANK OF AMERICA CORP /DE | 2,331 | 157K |
| Medallion Wealth Advisors, LLC | 1,945 | 131K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 895 | 60K |
| Kestra Advisory Services, LLC | 578 | 39K |
| Capital Analysts, LLC | 105 | 7K |
| MORGAN STANLEY | 1 | 0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | +325,106 | +2.8% | 12,036,298 |
| Sequent Planning LLC | +36,137 | +9.7% | 409,988 |
| Atria Investments, Inc | +33,196 | +34.0% | 130,864 |
| Bank of New York Mellon Corp | +23,095 | +1.6% | 1,434,409 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,451 | +63.0% | 8,930 |
| JPMORGAN CHASE & CO | +2,857 | +0.6% | 508,733 |
| CITIGROUP INC | +2,194 | +299.7% | 2,926 |
| Sanctuary Advisors, LLC | +1,513 | +0.1% | 2,141,932 |
| Cetera Investment Advisers | +1,231 | +7.5% | 17,590 |
| PARK AVENUE SECURITIES LLC | +994 | +3.7% | 27,560 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -8,222 | -13.3% | 53,628 |
| ENVESTNET ASSET MANAGEMENT INC | -5,846 | -42.7% | 7,830 |
| LPL Financial LLC | -5,125 | -2.7% | 183,477 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -83 | -17.3% | 397 |
| FMR LLC | -55 | -46.6% | 63 |