United States Copper IndexCPERETF
13F holders, Q1 2025 (March 31)67holders +7
15new positions
7sold out
1famous investor
$31.57avg. 13F price*
At the end of Q1 2025, 67 institutions reported holding United States Copper Index (CPER) in their 13F filings, up 7 from Q4 2024. 15 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($4.2M), Arkadios Wealth Advisors ($3.5M) and Citadel Advisors ($3.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $7.1M |
| Exits | 7 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 509,319 shares bought and 193,229 shares sold, net +316,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| LPL Financial LLC | 0.00% | Add +108.4% | 132,771 | $4.2M |
| Arkadios Wealth Advisors | 0.13% | New | 109,916 | $3.5M |
| Citadel Advisors | 0.00% | Add +58.8% | 105,006 | $3.3M |
| UBS Group AG | 0.00% | Add +676.3% | 100,150 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +23.9% | 70,596 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -5.2% | 58,619 | $1.8M |
| Knollwood Investment Advisory, LLC | 0.19% | No change | 54,918 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +12.2% | 51,538 | $1.6M |
| BigSur Wealth Management LLC | 0.32% | No change | 36,939 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | New | 35,537 | $1.1M |
| Basso Capital Management, L.P. | 0.88% | Add +1530.0% | 32,600 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +26.3% | 31,200 | $997K |
| TCFG Wealth Management, LLC | 0.49% | Reduce -10.4% | 30,426 | $961K |
| Osaic Holdings, Inc. | 0.00% | Add +69.1% | 28,723 | $908K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.1% | 27,307 | $862K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.4% | 25,282 | $799K |
| MML Investors Services, LLC | 0.00% | Add +9.9% | 24,649 | $779K |
| Flow Traders U.S. LLC | 0.03% | Reduce -33.6% | 23,057 | $729K |
| PNC Financial Services Group, Inc. | 0.00% | Add +112.3% | 18,660 | $590K |
| Morgan Stanley | 0.00% | Reduce -24.6% | 18,064 | $571K |
| Garde Capital, Inc. | 0.03% | Add +7.0% | 15,196 | $480K |
| Pettinga Financial Advisors LLC | 0.10% | Reduce -47.5% | 14,087 | $445K |
| Whittier Trust Co. | 0.01% | New | 14,009 | $443K |
| Commonwealth Equity Services, LLC | 0.00% | Add +47.4% | 13,974 | $442K |
| Envestnet Asset Management Inc. | 0.00% | Add +27.2% | 13,328 | $421K |
| Stifel Financial Corp. | 0.00% | Reduce -69.7% | 13,269 | $419K |
| Isthmus Partners, LLC | 0.05% | No change | 12,800 | $404K |
| Wolverine Trading, LLC | 0.01% | New | 12,625 | $403K |
| Ignite Planners, LLC | 0.07% | Add +19.1% | 13,253 | $382K |
| HighTower Advisors, LLC | 0.00% | New | 11,491 | $363K |
| Advisory Alpha, LLC | 0.01% | Add +5.1% | 10,914 | $345K |
| Herold Advisors, Inc. | 0.07% | No change | 10,800 | $341K |
| Simplex Trading, LLC | 0.01% | New | 10,387 | $328K |
| Cetera Investment Advisers | 0.00% | New | 9,334 | $295K |
| Diligent Investors, LLC | 0.06% | Reduce -11.8% | 8,425 | $266K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 7,912 | $240K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,354 | $232K |
| Merit Financial Group, LLC | 0.00% | New | 6,571 | $208K |
| Hoey Investments, Inc. | 0.03% | No change | 5,150 | $163K |
| Group One Trading LLC | 0.01% | New | 4,503 | $142K |
| Bank of America Corp. | 0.00% | No change | 1,980 | $63K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,938 | $61K |
| Tidemark, LLC | 0.02% | No change | 1,764 | $56K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,500 | $47K |
| Allworth Financial LP | 0.00% | No change | 1,543 | $47K |
| Clean Yield Group | 0.01% | No change | 1,200 | $38K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 1,018 | $32K |
| AdvisorNet Financial, Inc | 0.00% | No change | 900 | $28K |
| JPMorgan Chase & Co. | 0.00% | New | 857 | $27K |
| National Bank of Canada | 0.00% | No change | 740 | $23K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 350 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 343 | $11K |
| Capital Analysts, LLC | 0.00% | Reduce -61.7% | 284 | $9K |
| Rialto Wealth Management, LLC | 0.00% | No change | 238 | $8K |
| SJS Investment Consulting Inc. | 0.00% | No change | 227 | $7K |
| IFS Advisors, LLC | 0.01% | No change | 200 | $6K |
| Farther Finance Advisors, LLC | 0.00% | New | 200 | $6K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 178 | $6K |
| Lindbrook Capital, LLC | 0.00% | New | 156 | $5K |
| Evergreen Private Wealth LLC | 0.00% | No change | 142 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 120 | $4K |
| Park Square Financial Group, LLC | 0.00% | No change | 85 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 60 | $2K |
| SWAN Capital LLC | 0.00% | New | 50 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 18 | $569 |
| Curio Wealth, LLC | 0.00% | New | 1 | $25 |
| Cwm, LLC | 0.00% | No change | 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.