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On this page, we present all of the funds holding USPX from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding USPX, with a link to that fund's top holdings. The next columns
indicate the amount of USPX stock held by each of the funds holding USPX, followed by the USPX position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 15 funds holding USPX within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Franklin Resources Inc.. For more details on the positions held by Franklin Resources Inc.
(or by any of the other funds holding USPX), click the fund name in the "Holder" column of the funds-holding-USPX table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Franklin Resources Inc. | 19,925,983 | $829,314 | 12/31/2023 | | USPX | 19,925,983 | $829,314 | 12/31/2023 | | Bank of New York Mellon Corp | 1,142,530 | $52,419 | 03/31/2024 | | USPX | 1,142,530 | $52,419 | 03/31/2024 | | Atria Investments LLC | 379,575 | $15,798 | 12/31/2023 | | USPX | 379,575 | $15,798 | 12/31/2023 | | JPMorgan Chase & Co. | 265,719 | $11,059 | 12/31/2023 | | USPX | 265,719 | $11,059 | 12/31/2023 | | Citadel Advisors LLC | 46,428 | $1,932 | 12/31/2023 | | USPX | 46,428 | $1,932 | 12/31/2023 | | GTS Securities LLC | 15,359 | $639 | 12/31/2023 | | USPX | 15,359 | $639 | 12/31/2023 | | Susquehanna International Group LLP | 12,373 | $515 | 12/31/2023 | | USPX | 12,373 | $515 | 12/31/2023 | | OLD Mission Capital LLC | 11,413 | $475 | 12/31/2023 | | USPX | 11,413 | $475 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 5,166 | $237 | 03/31/2024 | | USPX | 5,166 | $237 | 03/31/2024 | | Advisor Group Holdings Inc. | 4,441 | $185 | 12/31/2023 | | USPX | 4,441 | $185 | 12/31/2023 | | Key Financial Inc | 2,822 | $117 | 12/31/2023 | | USPX | 2,822 | $117 | 12/31/2023 | | Bank of America Corp DE | 1,540 | $64 | 12/31/2023 | | USPX | 1,540 | $64 | 12/31/2023 | | UBS Group AG | 103 | $4 | 12/31/2023 | | USPX | 103 | $4 | 12/31/2023 | | Global Retirement Partners LLC | 10 | $0 | 03/31/2024 | | USPX | 10 | $0 | 03/31/2024 | | Wells Fargo & Company MN | 0 | $0 | 12/31/2023 | | USPX | 0 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | USPX | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of USPX
See Details: Top 10 Hedge Funds Holding USPX
Also See: USPX Holdings Changes
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