§ EQUITY
USDUSPX
FRANKLIN U.S. EQUITY INDEX E
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
21 increased/new, 6 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| FRANKLIN RESOURCES INC | 11.7M | 0.2% | +1% |
| Sanctuary Advisors, LLC | 2.1M | 0.7% | +8% |
| Bank of New York Mellon Corp | 1.4M | 0.0% | +7% |
| JPMORGAN CHASE & CO | 506K | n/a | +10% |
| Sequent Planning LLC | 374K | 5.1% | +16% |
| LPL Financial LLC | 189K | 0.0% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for USPX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
QUALITY / COMPOUNDER70.2% · 2 holders
OTHER17.5% · 18 holders
DEALER / BANK12.0% · 8 holders
TACTICAL / MACRO0.2% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for USPX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention USPX yet.