Mariner
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Mariner’s Franklin US Equity Index ETF USPX Stock Holding History

Mariner’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 		– Sell
-6,378
Closed -$363K – 3911
2026
Q1 		$363K Sell
6,378
-223
-3% -$13.3K ﹤0.01% 2711
2025
Q4 		$395K Buy
6,601
+47
+0.7% +$2.79K ﹤0.01% 2625
2025
Q3 		$384K Sell
6,554
-1,589
-20% -$89.5K ﹤0.01% 2626
2025
Q2 		$443K Sell
8,143
-157
-2% -$7.88K ﹤0.01% 2434
2025
Q1 		$407K Sell
8,300
-2,077
-20% -$107K ﹤0.01% 2368
2024
Q4 		$533K Buy
10,377
+2,546
+33% +$132K ﹤0.01% 2146
2024
Q3 		$394K Buy
+7,831
New +$379K ﹤0.01% 2343

Other funds holding USPX

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mariner's USPX Position: Q2 2026 in Review

Mariner sold out of Franklin US Equity Index ETF (USPX) in Q2 2026, closing a stake of 6,378 shares — an estimated $363K sold.

Mariner first reported a position in USPX in Q3 2024 and held it in 7 quarters. The position peaked at $533K in Q4 2024. 35 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

  • Mariner reported no remaining Franklin US Equity Index ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 6,378 Franklin US Equity Index ETF shares in Q2 2026, an estimated $363K.
  • Mariner first reported a position in Franklin US Equity Index ETF in Q3 2024 and held it in 7 quarters.
  • Mariner's Franklin US Equity Index ETF position peaked at $533K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.