Citadel Advisors’s Franklin US Equity Index ETF USPX Stock Holding History

Citadel Advisors’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 Q1	$2.26M	Sell	39,656 -14,485	-27%	-$861K	﹤0.01%	5841
2025 Q4	$3.24M	Buy	54,141 +21,497	+66%	+$1.28M	﹤0.01%	5030
2025 Q3	$1.91M	Buy	+32,644	New	+$1.84M	﹤0.01%	6160
2025 Q2	–	Sell	-37,145	Closed	-$1.82M	–	15232
2025 Q1	$1.82M	Buy	+37,145	New	+$1.92M	﹤0.01%	5708
2024 Q4	–	Sell	-13,483	Closed	-$678K	–	15441
2024 Q3	$678K	Buy	+13,483	New	+$653K	﹤0.01%	7614
2024 Q1	–	Sell	-46,428	Closed	-$1.93M	–	15477
2023 Q4	$1.93M	Buy	+46,428	New	+$1.81M	﹤0.01%	5417
2023 Q3	–	Sell	-20,363	Closed	-$790K	–	15172
2023 Q2	$790K	Buy	+20,363	New	+$745K	﹤0.01%	6948
2023 Q1	–	Sell	-28,447	Closed	-$945K	–	15560
2022 Q4	$945K	Buy	+28,447	New	+$952K	﹤0.01%	6929
2020 Q2	–	Sell	-32,352	Closed	-$863K	–	10544
2020 Q1	$863K	Sell	32,352 -64,734	-67%	-$2.03M	﹤0.01%	5593
2019 Q4	$3.26M	Buy	+97,086	New	+$3.16M	﹤0.01%	3668
2019 Q2	–	Sell	-46,304	Closed	-$1.43M	–	9892
2019 Q1	$1.43M	Sell	46,304 -110	-0.2%	-$3.27K	﹤0.01%	4985
2018 Q4	$1.27M	Buy	+46,414	New	+$1.35M	﹤0.01%	4925
2018 Q1	–	Sell	-9,841	Closed	-$301K	–	8811
2017 Q4	$301K	Buy	+9,841	New	+$296K	﹤0.01%	6457

Other funds holding USPX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Citadel Advisors's USPX Position: Q1 2026 in Review

Citadel Advisors reduced its Franklin US Equity Index ETF (USPX) stake by 27% in Q1 2026, selling an estimated $861K and leaving 39,656 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #5841.

Citadel Advisors first reported a position in USPX in Q4 2017 and has held it in 13 quarters since. The position peaked at $3.26M in Q4 2019. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

Citadel Advisors held 39,656 shares of Franklin US Equity Index ETF worth $2.26M as of Q1 2026.
Citadel Advisors sold 14,485 Franklin US Equity Index ETF shares in Q1 2026, an estimated $861K.
Franklin US Equity Index ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5841 holding.
Citadel Advisors first reported a position in Franklin US Equity Index ETF in Q4 2017 and has held it in 13 quarters since.
Citadel Advisors's Franklin US Equity Index ETF position peaked at $3.26M in Q4 2019.
29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.