United States Copper IndexCPERETF
13F holders, Q3 2024 (September 30)61holders −2
9new positions
12sold out
1famous investor
$28.32avg. 13F price*
At the end of Q3 2024, 61 institutions reported holding United States Copper Index (CPER) in their 13F filings, down 2 from Q2 2024. 9 opened new positions and 12 sold out. The largest holders were Wolverine Trading, LLC ($3.4M), LPL Financial LLC ($2.5M) and TD Waterhouse Canada Inc. ($1.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.7M |
| Exits | 12 | $22.0M |
All 13F filers, Q2 2024 → Q3 2024: 307,960 shares bought and 1,118,577 shares sold, net −810,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Wolverine Trading, LLC | 0.09% | Add +1202.3% | 117,361 | $3.4M |
| LPL Financial LLC | 0.00% | Reduce -14.6% | 88,141 | $2.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +17.1% | 60,378 | $1.7M |
| Knollwood Investment Advisory, LLC | 0.17% | No change | 54,918 | $1.6M |
| Simplex Trading, LLC | 0.05% | New | 51,310 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +31.8% | 49,478 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +439.6% | 45,462 | $1.2M |
| TCFG Wealth Management, LLC | 0.58% | — | 40,290 | $1.1M |
| BigSur Wealth Management LLC | 0.29% | Add +10.5% | 36,939 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -66.6% | 32,111 | $910K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -83.2% | 29,800 | $853K |
| Citadel Advisors | 0.00% | Add +8.5% | 29,862 | $847K |
| Lazard Asset Management LLC | 0.00% | No change | 28,699 | $813K |
| Stifel Financial Corp. | 0.00% | Add +130.7% | 28,541 | $809K |
| Pettinga Financial Advisors LLC | 0.18% | No change | 26,837 | $761K |
| Cetera Investment Advisers | 0.00% | Add +23.5% | 26,454 | $750K |
| Morgan Stanley | 0.00% | Reduce -40.4% | 25,896 | $734K |
| Sage Investment Advisers LLC | 0.70% | Add +26.9% | 23,600 | $669K |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.3% | 23,364 | $662K |
| Apollon Wealth Management, LLC | 0.02% | Add +28.0% | 20,720 | $587K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 20,332 | $576K |
| UBS Group AG | 0.00% | Reduce -44.0% | 18,564 | $526K |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.8% | 18,214 | $516K |
| Group One Trading LLC | 0.02% | New | 17,004 | $482K |
| MML Investors Services, LLC | 0.00% | Reduce -25.4% | 14,484 | $411K |
| HighTower Advisors, LLC | 0.00% | Reduce -35.2% | 13,583 | $384K |
| Isthmus Partners, LLC | 0.04% | No change | 12,800 | $363K |
| Advisory Alpha, LLC | 0.01% | Add +16.6% | 10,921 | $310K |
| Herold Advisors, Inc. | 0.07% | No change | 10,800 | $306K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -18.5% | 11,475 | $295K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.5% | 10,310 | $292K |
| Ironsides Asset Advisors, LLC | 0.08% | Reduce -38.9% | 9,620 | $273K |
| Ignite Planners, LLC | 0.06% | New | 9,569 | $271K |
| Diligent Investors, LLC | 0.06% | Add +21.7% | 9,300 | $264K |
| Hoey Investments, Inc. | 0.04% | No change | 8,550 | $233K |
| Fidelis Capital Partners, LLC | 0.03% | New | 7,912 | $215K |
| Beck Capital Management, LLC | 0.06% | New | 7,279 | $206K |
| Cwm, LLC | 0.00% | Add +597600.0% | 5,977 | $169K |
| WR Wealth Planners, LLC | 0.02% | Add +11.2% | 2,578 | $73K |
| Bank of America Corp. | 0.00% | No change | 1,980 | $56K |
| Tidemark, LLC | 0.02% | No change | 1,764 | $50K |
| Bank of Montreal | 0.00% | Add +6.2% | 1,697 | $49K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,500 | $43K |
| Clean Yield Group | 0.01% | No change | 1,200 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -69.2% | 923 | $26K |
| AdvisorNet Financial, Inc | 0.00% | No change | 900 | $26K |
| Capital Analysts, LLC | 0.00% | New | 742 | $21K |
| National Bank of Canada | 0.00% | No change | 740 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 343 | $10K |
| Wells Fargo & Company | 0.00% | New | 300 | $9K |
| International Assets Investment Management, LLC | 0.00% | No change | 235 | $7K |
| SJS Investment Consulting Inc. | 0.00% | New | 227 | $6K |
| Royal Bank of Canada | 0.00% | No change | 200 | $6K |
| IFS Advisors, LLC | 0.00% | No change | 200 | $6K |
| 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% | No change | 118 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 70 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Rise Advisors, LLC | 0.00% | Reduce -50.0% | 50 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 18 | $510 |
"% of holder's portfolio" is CPER's weight in each manager's 13F, not the share of United States Copper Index the manager owns.