Bank of New York Mellon
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Bank of New York Mellon’s Franklin US Equity Index ETF USPX Stock Holding History

Bank of New York Mellon’s Portfolio USPX Stock Details USPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.7M Buy
1,434,409
+23,095
+2% +$1.46M 0.02% 702
2026
Q1 		$80.3M Buy
1,411,314
+94,458
+7% +$5.62M 0.01% 740
2025
Q4 		$78.7M Buy
1,316,856
+2,364
+0.2% +$140K 0.01% 767
2025
Q3 		$77M Buy
1,314,492
+171,636
+15% +$9.67M 0.01% 770
2025
Q2 		$62.1M Sell
1,142,856
-25,242
-2% -$1.27M 0.01% 856
2025
Q1 		$57.2M Buy
1,168,098
+76,987
+7% +$3.97M 0.01% 883
2024
Q4 		$56M Buy
1,091,111
+65,806
+6% +$3.4M 0.01% 942
2024
Q3 		$51.5M Sell
1,025,305
-241,601
-19% -$11.7M 0.01% 1010
2024
Q2 		$60.4M Buy
1,266,906
+124,376
+11% +$5.7M 0.01% 913
2024
Q1 		$52.4M Sell
1,142,530
-157,215
-12% -$6.86M 0.01% 1011
2023
Q4 		$54.1M Buy
1,299,745
+131,243
+11% +$5.12M 0.01% 994
2023
Q3 		$43.7M Buy
1,168,502
+132,675
+13% +$5.16M 0.01% 1074
2023
Q2 		$40.2M Buy
+1,035,827
New +$37.9M 0.01% 1153

Other funds holding USPX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Bank of New York Mellon's USPX Position: Q2 2026 in Review

Bank of New York Mellon increased its Franklin US Equity Index ETF (USPX) stake by 1.6% in Q2 2026, buying an estimated $1.46M and bringing the position to 1,434,409 shares worth $93.7M. The position accounts for 0.02% of the portfolio, ranked #702.

Bank of New York Mellon first reported a position in USPX in Q2 2023 and has held it in 13 quarters since. 18 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

  • Bank of New York Mellon held 1,434,409 shares of Franklin US Equity Index ETF worth $93.7M as of Q2 2026.
  • Bank of New York Mellon bought 23,095 Franklin US Equity Index ETF shares in Q2 2026, an estimated $1.46M.
  • Franklin US Equity Index ETF made up 0.02% of Bank of New York Mellon's portfolio in Q2 2026, its #702 holding.
  • Bank of New York Mellon first reported a position in Franklin US Equity Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 18 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.