Public ownership evidence

Franklin U.S. Equity Index ETF (USPX) Ownership Disclosures

Read USPX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Franklin U.S. Equity Index ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Sequent Planning LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
409,988
Value (USD)
$26,772,214
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001012
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read USPX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read USPX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Sequent Planning LLC2026-06-302026-08-15409,988$26,772,214None
OSAIC HOLDINGS, INC.2026-06-302026-08-1553,628$3,501,877None
JANE STREET GROUP, LLC2026-06-302026-08-157,651$499,610None
FLOW TRADERS U.S. LLC2026-06-302026-08-154,160$272,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,479$357,779None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-153,451$225,350None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,377$85,412None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15172,474$11,262,552None
Larson Financial Group LLC2026-06-302026-08-151,780$116,234None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1550,000$3,265,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$40None
Sanctuary Advisors, LLC2026-06-302026-08-142,141,932$139,868,164None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14397$25,924None
FMR LLC2026-06-302026-08-1463$4,114None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14699$45,645None
FRANKLIN RESOURCES INC2026-06-302026-08-1415,250$995,785None
FRANKLIN RESOURCES INC2026-06-302026-08-143,000$195,900None
FRANKLIN RESOURCES INC2026-06-302026-08-144,662,300$304,448,190None
FRANKLIN RESOURCES INC2026-06-302026-08-147,191,491$469,604,362None
FRANKLIN RESOURCES INC2026-06-302026-08-1478,744$5,141,983None
FRANKLIN RESOURCES INC2026-06-302026-08-14363$23,704None
FRANKLIN RESOURCES INC2026-06-302026-08-1485,150$5,560,295None
Second Line Capital, LLC2026-06-302026-08-134,966$324,932None
Cetera Investment Advisers2026-06-302026-08-1317,590$1,148,619None
Aptus Capital Advisors, LLC2026-06-302026-08-134,966$324,280None
JPMORGAN CHASE & CO2026-06-302026-08-1361,620$3,989,895None
JPMORGAN CHASE & CO2026-06-302026-08-13447,113$28,950,608None
LPL Financial LLC2026-06-302026-08-08183,477$11,981,017None
Global Retirement Partners, LLC2026-06-302026-08-0710$653None
Bank of New York Mellon Corp2026-06-302026-08-071$70None
Bank of New York Mellon Corp2026-06-302026-08-071,389,780$90,752,631None
Bank of New York Mellon Corp2026-06-302026-08-0744,371$2,897,426None
Bank of New York Mellon Corp2026-06-302026-08-07257$16,782None
ROTHSCHILD INVESTMENT LLC2026-06-302026-08-071,120$73,136None
Clearstead Advisors, LLC2026-06-302026-08-079,392$613,298None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-047,830$511,299None
CITIGROUP INC2026-06-302026-08-042,926$191,068None
Jackson, Grant Investment Advisers, Inc.2026-06-302026-08-012$131None
Latitude Advisors, LLC2026-06-302026-07-294,969$324,480None
Atria Investments, Inc2026-06-302026-07-29130,864$8,545,398None
Private Advisor Group, LLC2026-06-302026-07-287,834$511,558None
Bogart Wealth, LLC2026-06-302026-07-252,543$166,058None
SIGNATUREFD, LLC2026-06-302026-07-2516$1,018None
Key Financial Inc2026-06-302026-07-252,232$145,750None
PARK AVENUE SECURITIES LLC2026-06-302026-07-2127,560$1,800,000None
RFG Advisory, LLC2026-06-302026-07-1665,040$4,247,112None

90-day public filing window, up to 50 source positions.

Sequent Planning LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗AMERIPRISE FINANCIAL INC ↗AMERIPRISE FINANCIAL INC ↗Larson Financial Group LLC ↗GOLDMAN SACHS GROUP INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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