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O'Shaughnessy Asset Management’s Franklin US Equity Index ETF USPX Stock Holding History

O'Shaughnessy Asset Management’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 		$25.9K Sell
397
-83
-17% -$5.26K ﹤0.01% 2347
2026
Q1 		$27.3K Sell
480
-297
-38% -$17.7K ﹤0.01% 2316
2025
Q4 		$46.4K Buy
+777
New +$46.1K ﹤0.01% 2251

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

O'Shaughnessy Asset Management's USPX Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Franklin US Equity Index ETF (USPX) stake by 17% in Q2 2026, selling an estimated $5.26K and leaving 397 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

O'Shaughnessy Asset Management first reported a position in USPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.4K in Q4 2025. 35 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

  • O'Shaughnessy Asset Management held 397 shares of Franklin US Equity Index ETF worth $25.9K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 83 Franklin US Equity Index ETF shares in Q2 2026, an estimated $5.26K.
  • Franklin US Equity Index ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2347 holding.
  • O'Shaughnessy Asset Management first reported a position in Franklin US Equity Index ETF in Q4 2025 and has held it in 3 quarters since.
  • O'Shaughnessy Asset Management's Franklin US Equity Index ETF position peaked at $46.4K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.