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Franklin U.S. Equity Index E (USPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares1,438,336 from 1,434,409
Change+3,927 (+0%)
Value$96.1M (+$2.4M)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares217,081 from 65,040
Change+152,041 (+234%)
Value$14.5M (+$10.3M)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares97,227 from 130,864
Change-33,637 (-26%)
Value$6.5M (-$2.0M)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares28,644 from 27,560
Change+1,084 (+4%)
Value$1.9M (+$114.0K)
Filed 2026-10-26
Citizens Financial Group Inc
NEW
Shares7,110
Change+7,110
Value$475.1K
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares5,945 from 2,926
Change+3,019 (+103%)
Value$397.2K (+$206.2K)
Filed 2026-11-04
Indivisible Partners
NEW
Shares5,011
Change+5,011
Value$334.8K
Filed 2026-10-26
Latitude Advisors, LLC
DECREASED
Shares4,778 from 4,969
Change-191 (-4%)
Value$319.3K (-$5.2K)
Filed 2026-10-27
Key FInancial Inc
DECREASED
Shares2,125 from 2,232
Change-107 (-5%)
Value$142.0K (-$3.8K)
Filed 2026-11-02
Tower Trust & Investment Co
UNCHANGED
Shares1,252 from 1,252
Change0 (0%)
Value$83.6K (+$1.9K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares1,203 from 1,780
Change-577 (-32%)
Value$80.4K (-$35.9K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares1,002 from 567
Change+435 (+77%)
Value$67.0K (+$29.9K)
Filed 2026-10-08
Fifth Third Bancorp
NEW
Shares539
Change+539
Value$36.0K
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares45
Change+45
Value$3.0K
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.0K (+$29)
Filed 2026-10-23
Franklin Resources Inc
N/A
Shares— from 12,036,298
Change-12,036,298 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,141,932
Change-2,141,932 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 508,733
Change-508,733 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 409,988
Change-409,988 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 183,477
Change-183,477 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 173,851
Change-173,851 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 53,628
Change-53,628 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,590
Change-17,590 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,930
Change-8,930 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,834
Change-7,834 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,830
Change-7,830 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 699
Change-699 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
FMR LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED1,438,3361,434,409+3,927+0%$93.7M$96.1M+$2.4M2026-11-05
RFG Advisory, LLC
INCREASED217,08165,040+152,041+234%$4.2M$14.5M+$10.3M2026-11-03
Atria Investments, Inc
DECREASED97,227130,864-33,637-26%$8.5M$6.5M-$2.0M2026-10-15
Park Avenue Securities LLC
INCREASED28,64427,560+1,084+4%$1.8M$1.9M+$114.0K2026-10-26
Citizens Financial Group Inc
NEW7,110—+7,110——$475.1K—2026-10-23
Citigroup Inc
INCREASED5,9452,926+3,019+103%$191.1K$397.2K+$206.2K2026-11-04
Indivisible Partners
NEW5,011—+5,011——$334.8K—2026-10-26
Latitude Advisors, LLC
DECREASED4,7784,969-191-4%$324.5K$319.3K-$5.2K2026-10-27
Key FInancial Inc
DECREASED2,1252,232-107-5%$145.8K$142.0K-$3.8K2026-11-02
Tower Trust & Investment Co
UNCHANGED1,2521,25200%$81.7K$83.6K+$1.9K2026-10-28
Larson Financial Group LLC
DECREASED1,2031,780-577-32%$116.2K$80.4K-$35.9K2026-11-05
CoreCap Advisors, LLC
INCREASED1,002567+435+77%$37.0K$67.0K+$29.9K2026-10-08
Fifth Third Bancorp
NEW539—+539——$36.0K—2026-11-05
Simplex Trading, LLC
NEW45—+45——$3.0K—2026-11-04
Signaturefd, LLC
UNCHANGED161600%$1.0K$1.0K+$292026-10-23
Franklin Resources Inc
N/A—12,036,298-12,036,298-100%$786.0M———
Sanctuary Advisors, LLC
N/A—2,141,932-2,141,932-100%$139.9M———
JPMorgan Chase & Co
N/A—508,733-508,733-100%$32.9M———
Sequent Planning LLC
N/A—409,988-409,988-100%$26.8M———
LPL Financial LLC
N/A—183,477-183,477-100%$12.0M———
Ameriprise Financial Inc
N/A—173,851-173,851-100%$11.3M———
Osaic Holdings, Inc.
N/A—53,628-53,628-100%$3.5M———
Goldman Sachs Group Inc
N/A—50,000-50,000-100%$3.3M———
Cetera Investment Advisers
N/A—17,590-17,590-100%$1.1M———
Clearstead Advisors, LLC
N/A—9,392-9,392-100%$613.3K———
Susquehanna International Group, LLP
N/A—8,930-8,930-100%$583.1K———
Private Advisor Group, LLC
N/A—7,834-7,834-100%$511.6K———
Envestnet Asset Management Inc
N/A—7,830-7,830-100%$511.3K———
Jane Street Group, LLC
N/A—7,651-7,651-100%$499.6K———
Aptus Capital Advisors, LLC
N/A—4,966-4,966-100%$324.3K———
Second Line Capital, LLC
N/A—4,966-4,966-100%$324.9K———
Flow Traders U.S. LLC
N/A—4,160-4,160-100%$272.0K———
Bogart Wealth, LLC
N/A—2,543-2,543-100%$166.1K———
Rothschild Investment LLC
N/A—1,120-1,120-100%$73.1K———
Huntington National Bank
N/A—699-699-100%$45.6K———
O'shaughnessy Asset Management, LLC
N/A—397-397-100%$25.9K———
FMR LLC
N/A—63-63-100%$4.1K———
Global Retirement Partners, LLC
N/A—10-10-100%$653———
Jackson, Grant Investment Advisers, Inc.
N/A—2-2-100%$131———
Wells Fargo & Company
N/A—1-1-100%$40———
Showing 40 of 40 institutions