United States Copper IndexCPERETF

13F holders, Q4 2025 (December 31)
104holders +26
35new positions
11sold out
1famous investor
$34.97avg. 13F price*

At the end of Q4 2025, 104 institutions reported holding United States Copper Index (CPER) in their 13F filings, up 26 from Q3 2025. 35 opened new positions and 11 sold out. The largest holders were Mirae Asset Global Investments Co., Ltd. ($13.2M), Citadel Advisors ($11.8M) and LPL Financial LLC ($9.1M). 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

050100150 Q1 2024: 50Q1 2024Q2 2024: 63Q2 2024Q3 2024: 61Q3 2024Q4 2024: 60Q4 2024Q1 2025: 67Q1 2025Q2 2025: 78Q2 2025Q3 2025: 78Q3 2025Q4 2025: 104Q4 2025Q1 2026: 130Q1 2026Q2 2026: 145Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions35$10.6M
Exits11$10.3M

All 13F filers, Q3 2025 → Q4 2025: 1,301,879 shares bought and 395,459 shares sold, net +906,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 104 holders

Mirae Asset Global Investments Co., Ltd. 0.04% Add +527.5% 377,100 $13.2M
Citadel Advisors 0.01% Add +176.3% 336,706 $11.8M
LPL Financial LLC 0.00% Add +100.3% 261,506 $9.1M
Arkadios Wealth Advisors 0.09% Reduce -4.4% 133,862 $4.7M
Brookwood Investment Group LLC 0.53% Add +24.5% 126,086 $4.4M
Ameriprise Financial Inc. 0.00% Add +21.1% 123,140 $4.3M
UBS Group AG 0.00% Add +0.9% 85,382 $3.0M
B. Riley Wealth Advisors, Inc. 0.14% Add +59.4% 83,804 $2.9M
Group One Trading LLC 0.08% Add +4453.6% 75,817 $2.7M
TD Waterhouse Canada Inc. 0.01% Add +4.2% 65,368 $2.3M
Cetera Investment Advisers 0.00% Add +128.6% 64,878 $2.3M
Strategic Blueprint, LLC 0.13% Add +2.6% 63,607 $2.2M
Knollwood Investment Advisory, LLC 0.18% No change 54,918 $1.9M
Eagle Strategies LLC 0.24% Add +111.3% 54,183 $1.9M
MML Investors Services, LLC 0.00% Add +29.6% 53,354 $1.9M
PNC Financial Services Group, Inc. 0.00% No change 53,087 $1.9M
HighTower Advisors, LLC 0.00% Add +235.9% 48,619 $1.7M
TCFG Wealth Management, LLC 0.66% Add +4.5% 48,029 $1.7M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.42% New 47,500 $1.7M
Envestnet Asset Management Inc. 0.00% Add +38.8% 42,289 $1.5M
Matauro, LLC 0.22% Reduce -10.4% 40,956 $1.4M
Brown Advisory Inc. 0.00% New 40,700 $1.4M
Quadrature Capital Ltd 0.01% New 35,453 $1.2M
Stifel Financial Corp. 0.00% Add +32.9% 33,414 $1.2M
SG Americas Securities, LLC 0.00% New 31,605 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -2.8% 30,416 $1.1M
Perigon Wealth Management, LLC 0.02% New 27,361 $957K
Mutual Advisors, LLC 0.02% New 26,851 $939K
Basso Capital Management, L.P. 0.53% Add +164.0% 25,475 $891K
Ruffer LLP 0.04% New 22,400 $784K
Cerity Partners LLC 0.00% Add +7.4% 21,875 $765K
BigSur Wealth Management LLC 0.17% No change 20,339 $711K
Lazard Asset Management LLC 0.00% Reduce -12.1% 19,366 $677K
Pettinga Financial Advisors LLC 0.11% Add +10.8% 16,907 $591K
Garde Capital, Inc. 0.03% No change 16,519 $578K
Hoey Investments, Inc. 0.07% Add +80.2% 15,050 $526K
Whittier Trust Co. 0.01% No change 14,009 $522K
Kestra Advisory Services, LLC 0.00% Add +7.3% 14,074 $492K
Morgan Stanley 0.00% Add +70.2% 13,863 $485K
Private Advisor Group, LLC 0.00% New 13,746 $481K
Compound Planning, Inc. 0.01% Reduce -3.6% 13,337 $466K
Isthmus Partners, LLC 0.05% No change 12,800 $447K
Herold Advisors, Inc. 0.08% No change 10,800 $378K
Advisory Alpha, LLC 0.01% Add +0.4% 10,676 $373K
Focus Partners Wealth 0.00% Add +42.4% 10,167 $355K
Commonwealth Equity Services, LLC 0.00% Reduce -21.8% 10,053 $351K
Ignite Planners, LLC 0.05% Reduce -34.4% 9,620 $350K
Oppenheimer & Co. Inc. 0.00% New 9,442 $330K
U.S. Capital Wealth Advisors, LLC 0.01% New 9,074 $317K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.4% 8,246 $288K
Fidelis Capital Partners, LLC 0.02% Add +1.6% 8,037 $281K
Bank of America Corp. 0.00% Add +4.3% 7,280 $255K
Rockefeller Capital Management L.P. 0.00% Add +17.2% 7,095 $248K
Flow Traders U.S. LLC 0.01% Reduce -79.7% 6,965 $243K
Merit Financial Group, LLC 0.00% New 6,770 $237K
Cresset Asset Management, LLC 0.00% New 6,613 $231K
Platform Technology Partners 0.05% Reduce -15.9% 6,500 $227K
Argyle Capital Partners, LLC 0.16% New 6,113 $214K
CENTRAL TRUST Co 0.00% New 5,931 $207K
Jones Financial Companies LLLP 0.00% Add +26.7% 5,265 $184K
Pine Harbor Wealth Management, LLC 0.04% New 4,087 $143K
Creative Financial Designs Inc. 0.01% Reduce -6.7% 2,630 $92K
Allworth Financial LP 0.00% No change 2,468 $86K
Sound Income Strategies, LLC 0.00% New 2,329 $84K
National Bank of Canada 0.00% Add +192.7% 2,166 $76K
Private Trust Co. NA 0.01% Add +1613.6% 2,142 $75K
Strategic Wealth Partners, Ltd. 0.01% New 2,108 $74K
Royal Bank of Canada 0.00% Add +277.8% 2,040 $71K
Tidemark, LLC 0.02% No change 1,764 $62K
Lloyd Advisory Services, LLC. 0.02% New 1,631 $57K
BNP Paribas Financial Markets 0.00% Add +1468.0% 1,568 $55K
Harbour Investments, Inc. 0.00% No change 1,465 $51K
Cape Investment Advisory, Inc. 0.01% New 1,500 $46K
Clean Yield Group 0.01% No change 1,200 $42K
Armstrong Advisory Group, Inc. 0.00% No change 1,161 $41K
AdvisorNet Financial, Inc 0.00% No change 900 $31K
Geneos Wealth Management Inc. 0.00% New 891 $31K
Steward Partners Investment Advisory, LLC 0.00% New 525 $18K
Webster Bank, N. A. 0.00% New 500 $17K
Highline Wealth Partners LLC 0.00% Add +350.0% 450 $16K
Ogorek Anthony Joseph /NY/ 0.00% No change 350 $12K
Capital Analysts, LLC 0.00% No change 284 $10K
Tower Research Capital LLC (TRC) 0.00% New 286 $10K
Strategic Investment Solutions, Inc. 0.00% No change 250 $9K
Rialto Wealth Management, LLC 0.00% No change 238 $8K
International Assets Investment Management, LLC 0.00% New 235 $8K
SJS Investment Consulting Inc. 0.00% No change 227 $8K
IFS Advisors, LLC 0.00% No change 200 $7K
Acumen Wealth Advisors, LLC 0.00% — 200 $7K
Solstein Capital, LLC 0.00% New 125 $4K
Flagship Harbor Advisors, LLC 0.00% New 100 $3K
Tradewinds Capital Management, LLC 0.00% No change 60 $2K
Global Wealth Strategies & Associates 0.00% New 58 $2K
Cwm, LLC 0.00% Reduce -54.4% 62 $2K
NewEdge Advisors, LLC 0.00% New 50 $2K
JDM Financial Group LLC 0.00% No change 37 $1K
Copia Wealth Management 0.00% New 36 $1K
Parallel Advisors, LLC 0.00% New 36 $1K
Trust Co 0.00% New 30 $1K
Farther Finance Advisors, LLC 0.00% New 19 $664

"% of holder's portfolio" is CPER's weight in each manager's 13F, not the share of United States Copper Index the manager owns.

Show all 104 holders