DaveManuel.com · Institutional Ownership · Who Owns It
FRANKLIN TEMPLETON ETF TR (USPX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
36
Reporting holders
$1.1B
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | $786.0M | 12,036,298 | 0.17% | 31q | +2.8%+$21.2M |
| Sanctuary Advisors, LLC | $139.9M | 2,141,932 | 0.65% | 9q | HELD |
| Bank of New York Mellon Corp | $93.7M | 1,434,409 | 0.02% | 13q | +1.6%+$1.5M |
| JPMORGAN CHASE & CO | $32.9M | 508,733 | 0.00% | 13q | +0.6%+$185.0K |
| Sequent Planning LLC | $26.8M | 409,988 | 5.72% | 4q | +9.7%+$2.4M |
| LPL Financial LLC | $12.0M | 183,477 | 0.00% | 10q | -2.7%-$334.7K |
| AMERIPRISE FINANCIAL INC | $11.3M | 173,851 | 0.00% | new | NEW |
| Atria Investments, Inc | $8.5M | 130,864 | 0.09% | 13q | +34.0%+$2.2M |
| RFG Advisory, LLC | $4.2M | 65,040 | 0.07% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.5M | 53,628 | 0.00% | 26q | -13.3%-$536.9K |
| GOLDMAN SACHS GROUP INC | $3.3M | 50,000 | 0.00% | 5q | HELD |
| PARK AVENUE SECURITIES LLC | $1.8M | 27,560 | 0.01% | 5q | +3.7%+$64.9K |
| Cetera Investment Advisers | $1.1M | 17,590 | 0.00% | 5q | +7.5%+$80.4K |
| Clearstead Advisors, LLC | $613.3K | 9,392 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $583.1K | 8,930 | 0.00% | 3q | +63.0%+$225.4K |
| Private Advisor Group, LLC | $511.6K | 7,834 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $511.3K | 7,830 | 0.00% | 5q | -42.7%-$381.7K |
| JANE STREET GROUP, LLC | $499.6K | 7,651 | 0.00% | new | NEW |
| Second Line Capital, LLC | $324.9K | 4,966 | 0.06% | new | NEW |
| Latitude Advisors, LLC | $324.5K | 4,969 | 0.13% | 7q | HELD |
| Aptus Capital Advisors, LLC | $324.3K | 4,966 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $272.0K | 4,160 | 0.01% | new | NEW |
| CITIGROUP INC | $191.1K | 2,926 | 0.00% | 2q | +299.7%+$143.3K |
| Bogart Wealth, LLC | $166.1K | 2,543 | 0.01% | 3q | HELD |
| Key Financial Inc | $145.8K | 2,232 | 0.02% | 23q | HELD |
| Larson Financial Group LLC | $116.2K | 1,780 | 0.00% | 3q | HELD |
| TOWER TRUST & INVESTMENT Co | $81.7K | 1,252 | 0.05% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $73.1K | 1,120 | 0.00% | 8q | HELD |
| HUNTINGTON NATIONAL BANK | $45.6K | 699 | 0.00% | 4q | -22.2%-$13.1K |
| CoreCap Advisors, LLC | $37.0K | 567 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $25.9K | 397 | 0.00% | 3q | -17.3%-$5.4K |
| FMR LLC | $4.1K | 63 | 0.00% | 7q | -46.6%-$3.6K |
| SIGNATUREFD, LLC | $1.0K | 16 | 0.00% | 8q | HELD |
| Global Retirement Partners, LLC | $653 | 10 | 0.00% | 13q | HELD |
| Jackson, Grant Investment Advisers, Inc. | $131 | 2 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $40 | 1 | 0.00% | 14q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $9.7M | 145,040 | 2 | 2 | 2 | 0.0% |
| Q2 2026 | 36 | $1.1B | 17,307,676 | 10 | 9 | 6 | 0.0% |
| Q1 2026 | 30 | $947.4M | 16,672,983 | 2 | 11 | 6 | 0.0% |
| Q4 2025 | 33 | $964.4M | 16,133,211 | 5 | 8 | 9 | 0.0% |
| Q3 2025 | 30 | $1.0B | 18,048,079 | 5 | 10 | 7 | 0.0% |
| Q2 2025 | 28 | $663.8M | 12,210,236 | 7 | 7 | 6 | 0.0% |
| Q1 2025 | 24 | $675.6M | 13,791,895 | 4 | 11 | 3 | 0.0% |
| Q4 2024 | 24 | $652.6M | 12,647,175 | 3 | 9 | 6 | 0.0% |
| Q3 2024 | 24 | $1.2B | 22,810,577 | 8 | 3 | 8 | 0.0% |
| Q2 2024 | 17 | $1.1B | 24,019,810 | 3 | 6 | 3 | 0.0% |
| Q1 2024 | 15 | $1.0B | 22,018,174 | 4 | 3 | 2 | 0.0% |
| Q4 2023 | 14 | $925.3M | 22,231,230 | 2 | 9 | 0 | 0.0% |
| Q3 2023 | 14 | $761.3M | 20,356,847 | 5 | 4 | 2 | 0.0% |
| Q2 2023 | 11 | $789.1M | 20,333,005 | 5 | 1 | 2 | 0.0% |
| Q1 2023 | 9 | $692.2M | 19,397,814 | 2 | 3 | 2 | 0.0% |
| Q4 2022 | 9 | $589.2M | 17,731,810 | 3 | 3 | 1 | 0.0% |
| Q3 2022 | 7 | $790.2M | 25,321,604 | 0 | 5 | 0 | 0.0% |
| Q2 2022 | 7 | $400.9M | 11,674,127 | 0 | 2 | 2 | 0.0% |
| Q1 2022 | 8 | $547.1M | 13,692,590 | 0 | 4 | 2 | 0.0% |
| Q4 2021 | 8 | $97.7M | 2,332,983 | 1 | 2 | 3 | 0.0% |
| Q3 2021 | 7 | $91.6M | 2,339,959 | 2 | 2 | 1 | 0.0% |
| Q2 2021 | 5 | $6.0M | 149,705 | 0 | 1 | 2 | 0.0% |
| Q1 2021 | 5 | $6.9M | 183,832 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 6 | $6.7M | 186,476 | 3 | 0 | 1 | 0.0% |
| Q3 2020 | 4 | $942.0K | 28,647 | 2 | 1 | 0 | 0.0% |
| Q2 2020 | 4 | $1.2M | 38,636 | 0 | 0 | 3 | 0.0% |
| Q1 2020 | 6 | $5.0M | 189,080 | 2 | 1 | 2 | 0.0% |
| Q4 2019 | 6 | $1.6B | 47,883,046 | 1 | 2 | 2 | 0.0% |
| Q3 2019 | 5 | $1.4B | 45,335,218 | 0 | 1 | 2 | 0.0% |
| Q2 2019 | 6 | $1.4B | 45,722,237 | 0 | 2 | 4 | 0.0% |
| Q1 2019 | 9 | $1.4B | 43,773,363 | 0 | 4 | 1 | 0.0% |
| Q4 2018 | 9 | $1.1B | 41,084,305 | 1 | 0 | 0 | 0.0% |