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USPX FRANKLIN TEMPLETON ETF TR

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CMN (fund)

25 managers (25 13F filers) reported a position in USPX shares at 2024-12-31, 12,647,175 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
25
13F filers
25
New
3
Added
10
Reduced
5
Sold out
4
Shares held by filers
12,647,175

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FRANKLIN RESOURCES INCin group Franklin Resources8,985,814$461M0.13%-9,971,25813F-HRTimelineGroup
Sanctuary Advisors, LLC1,796,958$95.6M0.6%+38,94013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,091,111$56M0.01%+65,80613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO322,006$16.5M<0.01%+13,09413F-HRTimelineGroup
Atria Investments, Inc263,592$13.5M0.17%+7,15913F-HRTimeline
LPL Financial LLC78,375$4.02M<0.01%+72,96813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,274$1.09M<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,623$1.06M0.01%+49313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,354$840K<0.01%-15,64013F-HRTimelineGroup
GTS SECURITIES LLC16,095$826K0.04%-46,46213F-HRTimeline
Mariner, LLCin group Mariner, LLC10,377$533K<0.01%+2,54613F-HRTimelineGroup
IronBridge Private Wealth, LLC5,184$266K0.1%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,940$254K<0.01%+3013F-HR/ATimelineGroup
Latitude Advisors, LLC4,908$252K0.14%new13F-HRTimeline
Key Financial Inc2,487$128K0.03%-33513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,859$95.4K<0.01%+50113F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC1,945$95.3K0.05%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,546$79.4K<0.01%+2513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,120$57.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC580$29.8K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC15$789<0.01%013F-HRTimeline
Global Retirement Partners, LLC10$513<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$74<0.01%-113F-HRTimelineGroup
FMR LLCin group FMR LLC1$51<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.