United States Copper IndexCPERETF
13F holders, Q2 2025 (June 30)78holders +11
20new positions
8sold out
1famous investor
$31.67avg. 13F price*
At the end of Q2 2025, 78 institutions reported holding United States Copper Index (CPER) in their 13F filings, up 11 from Q1 2025. 20 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($5.0M), Arkadios Wealth Advisors ($3.6M) and Citadel Advisors ($3.5M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $5.7M |
| Exits | 8 | $3.9M |
All 13F filers, Q1 2025 → Q2 2025: 309,794 shares bought and 221,984 shares sold, net +87,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| LPL Financial LLC | 0.00% | Add +19.1% | 158,180 | $5.0M |
| Arkadios Wealth Advisors | 0.11% | Add +2.7% | 112,877 | $3.6M |
| Citadel Advisors | 0.00% | Add +4.2% | 109,372 | $3.5M |
| UBS Group AG | 0.00% | Reduce -22.4% | 77,676 | $2.5M |
| Fig Financial Advisory Services Inc. | 1.42% | New | 66,995 | $2.1M |
| Knollwood Investment Advisory, LLC | 0.17% | No change | 54,918 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +67.3% | 52,200 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -14.2% | 50,319 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +22.3% | 43,477 | $1.4M |
| TCFG Wealth Management, LLC | 0.59% | Add +35.0% | 41,066 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +57.9% | 39,910 | $1.3M |
| Brookwood Investment Group LLC | 0.18% | New | 35,827 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +24.5% | 30,684 | $971K |
| Osaic Holdings, Inc. | 0.00% | Add +5.8% | 30,384 | $961K |
| BigSur Wealth Management LLC | 0.24% | Reduce -17.9% | 30,339 | $960K |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.1% | 28,294 | $895K |
| PNC Financial Services Group, Inc. | 0.00% | Add +48.2% | 27,660 | $875K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.3% | 27,212 | $860K |
| Cetera Investment Advisers | 0.00% | Add +118.4% | 20,388 | $645K |
| Cerity Partners LLC | 0.00% | New | 20,000 | $633K |
| Envestnet Asset Management Inc. | 0.00% | Add +44.5% | 19,261 | $609K |
| Garde Capital, Inc. | 0.03% | Add +8.7% | 16,519 | $523K |
| Ignite Planners, LLC | 0.08% | Add +4.8% | 13,886 | $481K |
| IMC-Chicago, LLC | 0.01% | New | 14,811 | $469K |
| Pettinga Financial Advisors LLC | 0.10% | Add +1.1% | 14,237 | $450K |
| Whittier Trust Co. | 0.01% | No change | 14,009 | $443K |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 13,544 | $429K |
| Wolverine Trading, LLC | 0.01% | Add +2.1% | 12,889 | $408K |
| Isthmus Partners, LLC | 0.05% | No change | 12,800 | $405K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.4% | 12,244 | $387K |
| Basso Capital Management, L.P. | 0.27% | Reduce -64.4% | 11,600 | $367K |
| Mutual Advisors, LLC | 0.01% | New | 9,894 | $355K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,062 | $350K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.4% | 10,869 | $344K |
| Herold Advisors, Inc. | 0.07% | No change | 10,800 | $342K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +24.1% | 9,123 | $289K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.2% | 8,596 | $272K |
| Morgan Stanley | 0.00% | Reduce -58.6% | 7,474 | $236K |
| Oppenheimer & Co. Inc. | 0.00% | New | 7,018 | $222K |
| Bank of America Corp. | 0.00% | Add +252.5% | 6,980 | $221K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 7,912 | $217K |
| Hoey Investments, Inc. | 0.02% | No change | 5,150 | $163K |
| Comerica Bank | 0.00% | New | 3,510 | $111K |
| Raymond James Financial Inc. | 0.00% | New | 2,000 | $63K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,938 | $61K |
| Kestra Investment Management, LLC | 0.00% | New | 1,805 | $57K |
| Tidemark, LLC | 0.02% | No change | 1,764 | $56K |
| Allworth Financial LP | 0.00% | No change | 1,543 | $49K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,500 | $47K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,464 | $46K |
| Private Trust Co. NA | 0.00% | New | 1,414 | $45K |
| Clean Yield Group | 0.01% | No change | 1,200 | $38K |
| Kiker Wealth Management, LLC | 0.02% | New | 1,000 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Add +400.0% | 1,000 | $32K |
| AdvisorNet Financial, Inc | 0.00% | No change | 900 | $28K |
| Highline Wealth Partners LLC | 0.01% | New | 800 | $25K |
| National Bank of Canada | 0.00% | No change | 740 | $23K |
| Ameritas Advisory Services, LLC | 0.00% | New | 627 | $20K |
| Royal Bank of Canada | 0.00% | New | 600 | $19K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -47.3% | 537 | $17K |
| 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% | No change | 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 | 0.00% | No change | 200 | $6K |
| Evergreen Private Wealth LLC | 0.00% | No change | 142 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 120 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -89.0% | 94 | $3K |
| Park Square Financial Group, LLC | 0.00% | No change | 85 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 48 | $2K |
| Copia Wealth Management | 0.00% | New | 40 | $1K |
| JDM Financial Group LLC | 0.00% | New | 37 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 18 | $570 |
| Assetmark, Inc. | 0.00% | New | 1 | $32 |
| Curio Wealth, LLC | 0.00% | No change | 1 | $32 |
| 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.