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
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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Mariner's USPX Position: Q1 2026 in Review

Mariner reduced its Franklin US Equity Index ETF (USPX) stake by 3.4% in Q1 2026, selling an estimated $13.3K and leaving 6,378 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Mariner first reported a position in USPX in Q3 2024 and has held it in 7 quarters since. The position peaked at $533K in Q4 2024. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Mariner held 6,378 shares of Franklin US Equity Index ETF worth $363K as of Q1 2026.
  • Mariner sold 223 Franklin US Equity Index ETF shares in Q1 2026, an estimated $13.3K.
  • Franklin US Equity Index ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2711 holding.
  • Mariner first reported a position in Franklin US Equity Index ETF in Q3 2024 and has held it in 7 quarters since.
  • Mariner's Franklin US Equity Index ETF position peaked at $533K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.