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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
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 $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

O'Shaughnessy Asset Management's USPX Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Franklin US Equity Index ETF (USPX) stake by 38% in Q1 2026, selling an estimated $17.7K and leaving 480 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

O'Shaughnessy Asset Management first reported a position in USPX in Q4 2025 and has held it in 2 quarters since. The position peaked at $46.4K in Q4 2025. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • O'Shaughnessy Asset Management held 480 shares of Franklin US Equity Index ETF worth $27.3K as of Q1 2026.
  • O'Shaughnessy Asset Management sold 297 Franklin US Equity Index ETF shares in Q1 2026, an estimated $17.7K.
  • Franklin US Equity Index ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2316 holding.
  • O'Shaughnessy Asset Management first reported a position in Franklin US Equity Index ETF in Q4 2025 and has held it in 2 quarters since.
  • O'Shaughnessy Asset Management's Franklin US Equity Index ETF position peaked at $46.4K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.