LPL Financial
USPX icon

LPL Financial’s Franklin US Equity Index ETF USPX Stock Holding History

LPL Financial’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 		$10.7M Sell
188,602
-1,388
-0.7% -$82.5K ﹤0.01% 1939
2025
Q4 		$11.4M Buy
189,990
+10,642
+6% +$632K ﹤0.01% 1824
2025
Q3 		$10.5M Buy
179,348
+5,751
+3% +$324K ﹤0.01% 1822
2025
Q2 		$9.44M Buy
173,597
+6,407
+4% +$321K ﹤0.01% 1775
2025
Q1 		$8.19M Buy
167,190
+88,815
+113% +$4.58M ﹤0.01% 1754
2024
Q4 		$4.02M Buy
78,375
+72,968
+1,350% +$3.77M ﹤0.01% 2250
2024
Q3 		$272K Sell
5,407
-3,812
-41% -$185K ﹤0.01% 4514
2024
Q2 		$439K Sell
9,219
-1,927
-17% -$88.3K ﹤0.01% 3973
2024
Q1 		$511K Buy
+11,146
New +$486K ﹤0.01% 3759
2023
Q4 		– Sell
-10,166
Closed -$380K – 4905
2023
Q3 		$380K Buy
+10,166
New +$396K ﹤0.01% 3707
2019
Q2 		– Sell
-9,380
Closed -$290K – 3353
2019
Q1 		$290K Buy
9,380
+381
+4% +$11.3K ﹤0.01% 2661
2018
Q4 		$247K Sell
8,999
-850
-9% -$24.7K ﹤0.01% 2630
2018
Q3 		$307K Sell
9,849
-765
-7% -$23.6K ﹤0.01% 2679
2018
Q2 		$316K Sell
10,614
-5,961
-36% -$180K ﹤0.01% 2602
2018
Q1 		$498K Buy
16,575
+2,430
+17% +$75.3K ﹤0.01% 2146
2017
Q4 		$432K Buy
14,145
+460
+3% +$13.8K ﹤0.01% 2187
2017
Q3 		$401K Buy
13,685
+1,204
+10% +$34.4K ﹤0.01% 2114
2017
Q2 		$349K Buy
12,481
+1,380
+12% +$38.3K ﹤0.01% 2158
2017
Q1 		$302K Buy
11,101
+1,010
+10% +$27K ﹤0.01% 2190
2016
Q4 		$258K Buy
10,091
+790
+8% +$20.5K ﹤0.01% 2295
2016
Q3 		$246K Buy
+9,301
New +$247K ﹤0.01% 2271

Other funds holding USPX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPL Financial's USPX Position: Q1 2026 in Review

LPL Financial reduced its Franklin US Equity Index ETF (USPX) stake by 0.73% in Q1 2026, selling an estimated $82.5K and leaving 188,602 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

LPL Financial first reported a position in USPX in Q3 2016 and has held it in 21 quarters since. The position peaked at $11.4M in Q4 2025. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • LPL Financial held 188,602 shares of Franklin US Equity Index ETF worth $10.7M as of Q1 2026.
  • LPL Financial sold 1,388 Franklin US Equity Index ETF shares in Q1 2026, an estimated $82.5K.
  • Franklin US Equity Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1939 holding.
  • LPL Financial first reported a position in Franklin US Equity Index ETF in Q3 2016 and has held it in 21 quarters since.
  • LPL Financial's Franklin US Equity Index ETF position peaked at $11.4M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.