Osaic Holdings
USPX icon

Osaic Holdings’s Franklin US Equity Index ETF USPX Stock Holding History

Osaic Holdings’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 		$3.52M Buy
61,850
+40,457
+189% +$2.41M 0.01% 1605
2025
Q4 		$1.28M Sell
21,393
-5,844
-21% -$347K ﹤0.01% 2470
2025
Q3 		$1.54M Sell
27,237
-6,637
-20% -$374K ﹤0.01% 2405
2025
Q2 		$1.84M Buy
33,874
+29,686
+709% +$1.49M ﹤0.01% 1974
2025
Q1 		$205K Sell
4,188
-752
-15% -$38.8K ﹤0.01% 3604
2024
Q4 		$254K Buy
4,940
+30
+0.6% +$1.55K ﹤0.01% 3391
2024
Q3 		$247K Sell
4,910
-143
-3% -$6.92K ﹤0.01% 3489
2024
Q2 		$241K Buy
5,053
+632
+14% +$29K ﹤0.01% 3395
2024
Q1 		$203K Sell
4,421
-20
-0.5% -$873 ﹤0.01% 3666
2023
Q4 		$185K Buy
4,441
+71
+2% +$2.77K ﹤0.01% 3988
2023
Q3 		$163K Buy
4,370
+141
+3% +$5.49K ﹤0.01% 4147
2023
Q2 		$164K Sell
4,229
-7,670
-64% -$281K ﹤0.01% 4054
2023
Q1 		$425K Sell
11,899
-1,744
-13% -$60.6K ﹤0.01% 3239
2022
Q4 		$453K Buy
13,643
+10,516
+336% +$352K ﹤0.01% 3110
2022
Q3 		$97K Hold
3,127
– – ﹤0.01% 4407
2022
Q2 		$107K Buy
3,127
+197
+7% +$7.36K ﹤0.01% 4376
2022
Q1 		$117K Buy
2,930
+70
+2% +$2.79K ﹤0.01% 4468
2021
Q4 		$120K Sell
2,860
-332
-10% -$13.5K ﹤0.01% 4428
2021
Q3 		$125K Buy
3,192
+325
+11% +$13.2K ﹤0.01% 4323
2021
Q2 		$114K Buy
2,867
+95
+3% +$3.74K ﹤0.01% 4380
2021
Q1 		$105K Hold
2,772
– – ﹤0.01% 4296
2020
Q4 		$99K Hold
2,772
– – ﹤0.01% 4053
2020
Q3 		$91K Buy
2,772
+482
+21% +$15.7K ﹤0.01% 3896
2020
Q2 		$70K Sell
2,290
-935
-29% -$27.5K ﹤0.01% 3949
2020
Q1 		$86K Buy
+3,225
New +$101K ﹤0.01% 3580

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 $9.98B AUM 26.5% 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

Osaic Holdings's USPX Position: Q1 2026 in Review

Osaic Holdings increased its Franklin US Equity Index ETF (USPX) stake by 189% in Q1 2026, buying an estimated $2.41M and bringing the position to 61,850 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #1605.

Osaic Holdings first reported a position in USPX in Q1 2020 and has held it in 25 quarters since. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Osaic Holdings held 61,850 shares of Franklin US Equity Index ETF worth $3.52M as of Q1 2026.
  • Osaic Holdings bought 40,457 Franklin US Equity Index ETF shares in Q1 2026, an estimated $2.41M.
  • Franklin US Equity Index ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1605 holding.
  • Osaic Holdings first reported a position in Franklin US Equity Index ETF in Q1 2020 and has held it in 25 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.