United States Copper IndexCPERETF
13F holders, Q3 2025 (September 30)78holders
21new positions
21sold out
1famous investor
$29.99avg. 13F price*
At the end of Q3 2025, 78 institutions reported holding United States Copper Index (CPER) in their 13F filings, unchanged from Q2 2025. 21 opened new positions and 21 sold out. The largest holders were Arkadios Wealth Advisors ($4.2M), LPL Financial LLC ($3.9M) and HITE Hedge Asset Management LLC ($3.9M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $15.7M |
| Exits | 21 | $4.0M |
All 13F filers, Q2 2025 → Q3 2025: 827,550 shares bought and 182,435 shares sold, net +645,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Arkadios Wealth Advisors | 0.10% | Add +24.1% | 140,031 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -17.4% | 130,590 | $3.9M |
| HITE Hedge Asset Management LLC | 0.21% | New | 130,000 | $3.9M |
| Citadel Advisors | 0.00% | Add +11.4% | 121,886 | $3.7M |
| EHP Funds Inc. | 4.38% | New | 111,000 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +259.4% | 101,677 | $3.1M |
| Brookwood Investment Group LLC | 0.39% | Add +182.8% | 101,307 | $3.0M |
| UBS Group AG | 0.00% | Add +9.0% | 84,647 | $2.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +24.7% | 62,766 | $1.9M |
| Strategic Blueprint, LLC | 0.08% | New | 61,968 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +15.1% | 60,100 | $1.8M |
| Knollwood Investment Advisory, LLC | 0.15% | No change | 54,918 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +91.9% | 53,087 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +20.9% | 52,587 | $1.6M |
| TCFG Wealth Management, LLC | 0.54% | Add +11.9% | 45,944 | $1.4M |
| Matauro, LLC | 0.22% | New | 45,697 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +34.1% | 41,159 | $1.2M |
| Simplex Trading, LLC | 0.02% | New | 34,905 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | New | 34,274 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.3% | 30,627 | $919K |
| Envestnet Asset Management Inc. | 0.00% | Add +58.1% | 30,462 | $914K |
| Osaic Holdings, Inc. | 0.00% | Add +3.0% | 31,298 | $894K |
| Cetera Investment Advisers | 0.00% | Add +39.2% | 28,385 | $852K |
| Eagle Strategies LLC | 0.10% | New | 25,638 | $769K |
| Stifel Financial Corp. | 0.00% | Add +85.7% | 25,144 | $754K |
| Jane Street Group, LLC | 0.00% | New | 22,760 | $683K |
| Lazard Asset Management LLC | 0.00% | Reduce -19.0% | 22,039 | $661K |
| Cerity Partners LLC | 0.00% | Add +1.8% | 20,367 | $611K |
| BigSur Wealth Management LLC | 0.15% | Reduce -33.0% | 20,339 | $610K |
| Garde Capital, Inc. | 0.02% | No change | 16,519 | $496K |
| Pettinga Financial Advisors LLC | 0.09% | Add +7.2% | 15,257 | $458K |
| Ignite Planners, LLC | 0.07% | Add +5.6% | 14,669 | $440K |
| Whittier Trust Co. | 0.01% | No change | 14,009 | $439K |
| HighTower Advisors, LLC | 0.00% | Add +68.4% | 14,475 | $434K |
| Compound Planning, Inc. | 0.01% | New | 13,837 | $415K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.6% | 13,114 | $393K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 12,849 | $385K |
| Isthmus Partners, LLC | 0.05% | No change | 12,800 | $384K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.1% | 10,637 | $325K |
| Herold Advisors, Inc. | 0.08% | No change | 10,800 | $324K |
| Basso Capital Management, L.P. | 0.19% | Reduce -16.8% | 9,650 | $290K |
| Hoey Investments, Inc. | 0.03% | Add +62.1% | 8,350 | $251K |
| Morgan Stanley | 0.00% | Add +9.0% | 8,144 | $244K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.8% | 8,134 | $244K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 7,912 | $237K |
| Platform Technology Partners | 0.06% | New | 7,725 | $232K |
| Brighton Jones LLC | 0.01% | New | 7,220 | $217K |
| Focus Partners Wealth | 0.00% | New | 7,139 | $214K |
| Bank of America Corp. | 0.00% | No change | 6,980 | $209K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,056 | $182K |
| Jones Financial Companies LLLP | 0.00% | New | 4,155 | $122K |
| Advisory Services Network, LLC | 0.00% | New | 3,592 | $108K |
| Ball & Co Wealth Management Inc. | 0.06% | New | 2,974 | $89K |
| Creative Financial Designs Inc. | 0.01% | Add +45.5% | 2,820 | $85K |
| Allworth Financial LP | 0.00% | Add +60.0% | 2,468 | $74K |
| Tidemark, LLC | 0.02% | No change | 1,764 | $53K |
| Group One Trading LLC | 0.00% | New | 1,665 | $50K |
| Harbour Investments, Inc. | 0.00% | New | 1,465 | $44K |
| Clean Yield Group | 0.01% | No change | 1,200 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 1,161 | $35K |
| AdvisorNet Financial, Inc | 0.00% | No change | 900 | $27K |
| National Bank of Canada | 0.00% | No change | 740 | $22K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 627 | $19K |
| Royal Bank of Canada | 0.00% | Reduce -10.0% | 540 | $16K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 350 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 284 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 250 | $8K |
| Rialto Wealth Management, LLC | 0.00% | No change | 238 | $7K |
| 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 |
| Cwm, LLC | 0.00% | Add +13500.0% | 136 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -91.2% | 125 | $4K |
| Highline Wealth Partners LLC | 0.00% | Reduce -87.5% | 100 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 100 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 60 | $2K |
| JDM Financial Group LLC | 0.00% | No change | 37 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.7% | 4 | $120 |
"% of holder's portfolio" is CPER's weight in each manager's 13F, not the share of United States Copper Index the manager owns.