Who owns USPX
Which tracked institutional funds hold USPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USPX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on USPX is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
USPX’s largest tracked holder by dollar value, FRANKLIN RESOURCES INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USPX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 33 tracked filers holding USPX, 19 increased or opened the position and 11 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in USPX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- AMERIPRISE FINANCIAL INC$11M
- RFG Advisory, LLC$4M
- Clearstead Advisors, LLC$613K
- Private Advisor Group, LLC$512K
Full exits 2
- CITADEL ADVISORS LLC$2M
- PARK AVENUE SECURITIES LLC$2M
Largest adds
- FRANKLIN RESOURCES INC$120M
- Sanctuary Advisors, LLC$18M
- Bank of New York Mellon Corp$13M
- Sequent Planning LLC$6M
- JPMORGAN CHASE & CO$5M
- Atria Investments, Inc$3M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$266K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC added | 12,036,298 | $786M | 69.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 2,141,932 | $140M | 12.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,434,409 | $94M | 8.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 508,733 | $33M | 2.9% | 2026-Q2 |
| Sequent Planning LLC added | 409,988 | $27M | 2.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 183,477 | $12M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 173,851 | $11M | 1.0% | 2026-Q2 |
| Atria Investments, Inc added | 130,864 | $9M | 0.8% | 2026-Q2 |
| RFG Advisory, LLC new | 65,040 | $4M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 53,628 | $4M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 50,000 | $3M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 17,590 | $1M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC new | 9,392 | $613K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 8,930 | $583K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 7,834 | $512K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,830 | $511K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,651 | $500K | 0.0% | 2026-Q2 |
| Second Line Capital, LLC new | 4,966 | $325K | 0.0% | 2026-Q2 |
| Latitude Advisors, LLC | 4,969 | $324K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 4,966 | $324K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 2,926 | $191K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 2,543 | $166K | 0.0% | 2026-Q2 |
| Key Financial Inc | 2,232 | $146K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 1,780 | $116K | 0.0% | 2026-Q2 |
| TOWER TRUST & INVESTMENT Co new | 1,252 | $82K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 1,120 | $73K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 567 | $37K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 397 | $26K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 63 | $4K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 16 | $1K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 10 | $653 | 0.0% | 2026-Q2 |
| Jackson, Grant Investment Advisers, Inc. | 2 | $131 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $40 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 39,656 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 26,566 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 6,378 | $363K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 6,365 | $362K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Medallion Wealth Advisors, LLC | 1,945 | $111K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 895 | $51K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 2,331 | $139K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 578 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Capital Analysts, LLC | 105 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY | 1 | $70 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cambridge Investment Research Advisors, Inc. new | 4,215 | $247K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 51 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC new | 4,630 | $252K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 290 | $16K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.