United States Copper IndexCPERETF
13F holders, Q1 2024 (March 31)50holders
1famous investor
$25.15avg. 13F price*
At the end of Q1 2024, 50 institutions reported holding United States Copper Index (CPER) in their 13F filings. The largest holders were Bienville Capital Management, LLC ($10.9M), Omnia Family Wealth, LLC ($5.6M) and Mirae Asset Global Investments Co., Ltd. ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- United States Copper Index
- CUSIP
- 911718104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $8.5M |
| Exits | 10 | $4.1M |
Ownership 50 holders
| Bienville Capital Management, LLC | 3.32% | Add +165.2% | 435,000 | $10.9M |
| Omnia Family Wealth, LLC | 2.63% | New | 223,772 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +3.4% | 125,100 | $3.1M |
| LPL Financial LLC | 0.00% | Add +17.4% | 87,618 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +57.8% | 64,441 | $1.6M |
| Knollwood Investment Advisory, LLC | 0.25% | No change | 54,918 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +32.0% | 52,606 | $1.3M |
| Citadel Advisors | 0.00% | Add +34.3% | 49,962 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.0% | 47,994 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +63.9% | 36,028 | $905K |
| UBS Group AG | 0.00% | Add +390.9% | 34,663 | $871K |
| Perigon Wealth Management, LLC | 0.03% | New | 34,440 | $865K |
| BigSur Wealth Management LLC | 0.26% | No change | 33,439 | $840K |
| Simplex Trading, LLC | 0.02% | Add +33.1% | 29,356 | $737K |
| Bornite Capital Management LP | 0.12% | New | 28,500 | $716K |
| Morgan Stanley | 0.00% | Add +6.8% | 27,728 | $697K |
| Pettinga Financial Advisors LLC | 0.18% | Add +0.7% | 27,412 | $689K |
| PFG Advisors | 0.03% | New | 18,601 | $467K |
| MML Investors Services, LLC | 0.00% | Reduce -8.1% | 18,130 | $455K |
| Stifel Financial Corp. | 0.00% | Add +16.6% | 13,489 | $339K |
| Isthmus Partners, LLC | 0.04% | No change | 12,800 | $322K |
| Centric Wealth Management | 0.09% | New | 9,638 | $273K |
| Herold Advisors, Inc. | 0.07% | No change | 10,800 | $271K |
| HighTower Advisors, LLC | 0.00% | New | 10,027 | $251K |
| IHT Wealth Management, LLC | 0.01% | Reduce -36.2% | 9,175 | $230K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 8,728 | $219K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,246 | $207K |
| WR Wealth Planners, LLC | 0.02% | Reduce -95.9% | 2,980 | $75K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,271 | $57K |
| Bank of America Corp. | 0.00% | No change | 1,980 | $50K |
| Tidemark, LLC | 0.02% | No change | 1,764 | $44K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,500 | $38K |
| Clean Yield Group | 0.01% | No change | 1,200 | $30K |
| Hoey Investments, Inc. | 0.01% | Reduce -50.0% | 1,000 | $25K |
| National Bank of Canada | 0.00% | Reduce -79.0% | 740 | $21K |
| Royal Bank of Canada | 0.00% | New | 543 | $14K |
| Group One Trading LLC | 0.00% | Add +531.3% | 524 | $13K |
| Comerica Bank | 0.00% | New | 427 | $11K |
| Cwm, LLC | 0.00% | Add +0.3% | 340 | $9K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 343 | $9K |
| Wells Fargo & Company | 0.00% | New | 272 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 204 | $5K |
| IFS Advisors, LLC | 0.00% | No change | 200 | $5K |
| Evergreen Private Wealth LLC | 0.00% | No change | 142 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 120 | $3K |
| Cutler Group LLC / CA | 0.00% | Reduce -90.8% | 150 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 100 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | New | 60 | $2K |
| Ancora Advisors LLC | 0.00% | Reduce -1.9% | 53 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 33 | $829 |
"% of holder's portfolio" is CPER's weight in each manager's 13F, not the share of United States Copper Index the manager owns.