Among active 13F managers last quarter, 5 opened and 4 added, while 1 reduced; the largest holder to move was Franklin Templeton Inc (+1.4%).
34 tracked 13F filers disclose a position in USPX as of the latest SEC 13F filings, a combined $976.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Franklin Templeton Inc | 11.7M | $666.0M | ▲+1.4% Added · +160K sh | Q1 2026 | |
| 2 | Sanctuary Advisors, LLC | 2.1M | $139.9M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 3 | Bank of New York Mellon Corp | 1.4M | $80.3M | ▲+7.2% Added · +94K sh | Q1 2026 | |
| 4 | JPMorgan Chase & Co | 506K | $27.9M | ▲+10% Added · +47K sh | Q1 2026 | |
| 5 | Sequent Planning LLC | 410K | $26.8M | ▲+9.7% Added · +36K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 189K | $10.7M | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 7 | Atria Investments, Inc | 131K | $8.5M | ▲+34% Added · +33K sh | Q2 2026 | |
| 8 | RFG Advisory, LLC | 65K | $4.2M | ▲New +65K sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 62K | $3.5M | ▲+189% Added · +40K sh | Q1 2026 | |
| 10 | Goldman Sachs Group Inc | 50K | $2.8M | —Held | Q1 2026 | |
| 11 | Cetera Investment Advisers | 16K | $930K | ▲+27% Added · +3K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 14K | $778K | ▲+2.8% Added · +372 sh | Q1 2026 | |
| 13 | Clearstead Advisors, LLC | 9K | $613K | ▲New +9K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | 8K | $512K | ▲New +8K sh | Q2 2026 | |
| 15 | Mariner, LLC | 6K | $363K | ▼−3.4% Reduced · −223 sh | Q1 2026 | |
| 16 | GTS Securities LLC | 6K | $362K | ▲+4.7% Added · +285 sh | Q1 2026 | |
| 17 | Susquehanna International Group, LLP | 5K | $312K | ▼−80% Reduced · −22K sh | Q1 2026 | |
| 18 | Latitude Advisors, LLC | 5K | $324K | —Held | Q2 2026 | |
| 19 | Second Line Capital, LLC | 5K | $325K | ▲New +5K sh | Q2 2026 | |
| 20 | Aptus Capital Advisors, LLC | 5K | $324K | ▲New +5K sh | Q2 2026 | |
| 21 | Bogart Wealth, LLC | 3K | $145K | —Held | Q1 2026 | |
| 22 | Key FInancial Inc | 2K | $146K | —Held | Q2 2026 | |
| 23 | Larson Financial Group LLC | 2K | $116K | —Held | Q2 2026 | |
| 24 | Tower Trust & Investment Co | 1K | $82K | ▲New +1K sh | Q2 2026 | |
| 25 | Rothschild Investment LLC | 1K | $73K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in USPX and 4 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 17 funds | $19.0B |
| Microsoft CorpMSFT | 17 funds | $15.6B |
| Apple IncAAPL | 17 funds | $15.0B |
| Amazon.com IncAMZN | 17 funds | $12.3B |
| Alphabet Inc-CL AGOOGL | 17 funds | $11.4B |
| Broadcom IncAVGO | 17 funds | $9.7B |
| Meta Platforms Inc-Class AMETA | 17 funds | $6.1B |
| Alphabet Inc-CL CGOOG | 17 funds | $5.8B |
| JPMorgan Chase & CoJPM | 17 funds | $5.1B |
| Cisco Systems IncCSCO | 17 funds | $4.8B |
| Procter & Gamble CoPG | 17 funds | $4.2B |
| Walmart IncWMT | 17 funds | $3.8B |
Ranked by how many of USPX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USPX.
| Class | 13F holders | Value held |
|---|---|---|
| FLMImc | 213 funds | $1.4B |
| FLJPmc | 185 funds | $1.8B |
| DIVImc | 176 funds | $1.4B |
| FLQMmc | 154 funds | $1.2B |
| FLINmc | 131 funds | $962.3M |
| INCMmc | 112 funds | $742.5M |
| FLBLmc | 110 funds | $508.8M |
| FLQLmc | 92 funds | $1.5B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for USPX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USPX/capital-change-brief"
Use Arkolith's capital_change_brief for USPX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for USPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.