United States Copper IndexCPERETF
13F holders, Q2 2024 (June 30)63holders +13
23new positions
10sold out
1famous investor
$27.19avg. 13F price*
At the end of Q2 2024, 63 institutions reported holding United States Copper Index (CPER) in their 13F filings, up 13 from Q1 2024. 23 opened new positions and 10 sold out. The largest holders were Bienville Capital Management, LLC ($11.8M), Omnia Family Wealth, LLC ($6.1M) and Mirae Asset Global Investments Co., Ltd. ($4.8M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $9.1M |
| Exits | 10 | $2.2M |
All 13F filers, Q1 2024 → Q2 2024: 469,417 shares bought and 169,615 shares sold, net +299,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Bienville Capital Management, LLC | 2.84% | No change | 435,000 | $11.8M |
| Omnia Family Wealth, LLC | 2.57% | Reduce -0.2% | 223,402 | $6.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +42.0% | 177,700 | $4.8M |
| LPL Financial LLC | 0.00% | Add +17.8% | 103,170 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 96,083 | $2.6M |
| Knollwood Investment Advisory, LLC | 0.17% | No change | 54,918 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +7.5% | 51,568 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +42.5% | 49,082 | $1.3M |
| Morgan Stanley | 0.00% | Add +56.8% | 43,475 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +19.7% | 43,118 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.6% | 37,540 | $1.0M |
| BigSur Wealth Management LLC | 0.28% | No change | 33,439 | $910K |
| UBS Group AG | 0.00% | Reduce -4.4% | 33,140 | $902K |
| Lazard Asset Management LLC | 0.00% | New | 28,699 | $780K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.2% | 27,582 | $751K |
| Citadel Advisors | 0.00% | Reduce -44.9% | 27,521 | $749K |
| Pettinga Financial Advisors LLC | 0.18% | Reduce -2.1% | 26,837 | $730K |
| WESPAC Advisors, LLC | 0.47% | New | 22,271 | $606K |
| Cetera Investment Advisers | 0.00% | New | 21,413 | $583K |
| HighTower Advisors, LLC | 0.00% | Add +109.1% | 20,966 | $568K |
| Susquehanna International Group, LLP | 0.00% | New | 20,666 | $562K |
| Envestnet Asset Management Inc. | 0.00% | New | 19,718 | $537K |
| MML Investors Services, LLC | 0.00% | Add +7.2% | 19,426 | $529K |
| Sage Investment Advisers LLC | 0.57% | New | 18,600 | $506K |
| Apollon Wealth Management, LLC | 0.01% | New | 16,184 | $440K |
| Ironsides Asset Advisors, LLC | 0.14% | New | 15,734 | $428K |
| Sanctuary Advisors, LLC | 0.00% | — | 14,080 | $402K |
| PFG Advisors | 0.03% | Reduce -20.6% | 14,765 | $402K |
| L.M. Kohn & Company | 0.10% | New | 13,317 | $362K |
| Isthmus Partners, LLC | 0.04% | No change | 12,800 | $348K |
| Stifel Financial Corp. | 0.00% | Reduce -8.3% | 12,371 | $337K |
| Herold Advisors, Inc. | 0.07% | No change | 10,800 | $294K |
| Mason & Associates Inc | 0.08% | New | 10,486 | $285K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.4% | 9,595 | $261K |
| Advisory Alpha, LLC | 0.01% | New | 9,368 | $255K |
| Wolverine Trading, LLC | 0.00% | New | 9,012 | $245K |
| Hoey Investments, Inc. | 0.04% | Add +755.0% | 8,550 | $233K |
| Mutual Advisors, LLC | 0.01% | New | 8,425 | $216K |
| Brookstone Capital Management | 0.00% | New | 7,705 | $211K |
| Diligent Investors, LLC | 0.05% | New | 7,640 | $208K |
| CENTRAL TRUST Co | 0.00% | New | 6,700 | $182K |
| Geneos Wealth Management Inc. | 0.00% | Add +32.0% | 2,997 | $82K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2454.0% | 2,554 | $73K |
| WR Wealth Planners, LLC | 0.02% | Reduce -22.2% | 2,318 | $63K |
| Bank of America Corp. | 0.00% | No change | 1,980 | $54K |
| Tidemark, LLC | 0.02% | No change | 1,764 | $48K |
| Bank of Montreal | 0.00% | New | 1,598 | $44K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,500 | $41K |
| Comerica Bank | 0.00% | Add +200.5% | 1,283 | $35K |
| Clean Yield Group | 0.01% | No change | 1,200 | $33K |
| AdvisorNet Financial, Inc | 0.00% | New | 900 | $24K |
| National Bank of Canada | 0.00% | No change | 740 | $20K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 343 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 235 | $6K |
| IFS Advisors, LLC | 0.00% | No change | 200 | $5K |
| Royal Bank of Canada | 0.00% | Reduce -63.2% | 200 | $5K |
| Evergreen Private Wealth LLC | 0.00% | No change | 142 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 120 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 118 | $3K |
| Rise Advisors, LLC | 0.00% | New | 100 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 70 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Cwm, LLC | 0.00% | Reduce -99.7% | 1 | $0 |
"% of holder's portfolio" is CPER's weight in each manager's 13F, not the share of United States Copper Index the manager owns.