United States Copper IndexCPERETF

13F holders, Q1 2026 (March 31)
130holders +26
48new positions
22sold out
$34.43avg. 13F price*

At the end of Q1 2026, 130 institutions reported holding United States Copper Index (CPER) in their 13F filings, up 26 from Q4 2025. 48 opened new positions and 22 sold out. The largest holders were Susquehanna International Group, LLP ($50.0M), Mirae Asset Global Investments Co., Ltd. ($26.1M) and UBS Group AG ($14.3M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions48$71.9M
Exits22$29.6M

All 13F filers, Q4 2025 → Q1 2026: 4,011,179 shares bought and 1,004,472 shares sold, net +3,006,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 130 holders

Susquehanna International Group, LLP 0.06% New 1,451,309 $50.0M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +101.0% 758,100 $26.1M
UBS Group AG 0.00% Add +386.3% 415,217 $14.3M
Ameriprise Financial Inc. 0.00% Add +224.6% 399,698 $13.7M
LPL Financial LLC 0.00% Add +5.3% 275,466 $9.5M
Rockefeller Capital Management L.P. 0.01% Add +3259.2% 238,338 $8.2M
Royal Bank of Canada 0.00% Add +7704.5% 159,212 $5.5M
Bank of America Corp. 0.00% Add +1902.8% 145,800 $5.0M
Envestnet Asset Management Inc. 0.00% Add +196.3% 125,287 $4.3M
Simplex Trading, LLC 0.10% New 90,046 $3.1M
Brookwood Investment Group LLC 0.38% Reduce -30.8% 87,303 $3.0M
Jane Street Group, LLC 0.00% New 81,986 $2.8M
Steward Partners Investment Advisory, LLC 0.01% Add +14437.7% 76,323 $2.6M
Strategic Blueprint, LLC 0.14% Add +12.3% 71,402 $2.5M
&partners 0.01% New 60,808 $2.1M
Brown Advisory Inc. 0.00% Add +43.7% 58,500 $2.0M
TD Waterhouse Canada Inc. 0.01% Reduce -12.8% 56,988 $2.0M
HighTower Advisors, LLC 0.00% Add +15.8% 56,285 $1.9M
Knollwood Investment Advisory, LLC 0.19% No change 54,918 $1.9M
PNC Financial Services Group, Inc. 0.00% Add +1.4% 53,837 $1.9M
MML Investors Services, LLC 0.01% Reduce -0.3% 53,221 $1.8M
Group One Trading LLC 0.05% Reduce -36.9% 47,837 $1.6M
Beacon Pointe Advisors, LLC 0.01% New 46,140 $1.6M
Cerity Partners LLC 0.00% Add +96.5% 42,987 $1.5M
Osaic Holdings, Inc. 0.00% Add +35.2% 41,122 $1.4M
U.S. Capital Wealth Advisors, LLC 0.03% Add +325.7% 38,628 $1.3M
Matauro, LLC 0.19% Reduce -6.3% 38,361 $1.3M
Flow Traders U.S. LLC 0.04% Add +449.9% 38,299 $1.3M
National Bank of Canada 0.00% Add +1572.6% 36,229 $1.2M
Stifel Financial Corp. 0.00% Add +2.0% 34,070 $1.2M
Clare Market Investments LLC 0.24% — 32,860 $1.1M
Summit Financial, LLC 0.01% New 31,913 $1.1M
Mariner, LLC 0.00% New 30,423 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +249.1% 28,788 $991K
Hoey Investments, Inc. 0.14% Add +85.7% 27,950 $962K
US Bancorp \de 0.00% New 27,286 $939K
Perigon Wealth Management, LLC 0.02% Reduce -1.4% 26,986 $929K
Morgan Stanley 0.00% Add +88.7% 26,162 $901K
Northern Trust Corp. 0.00% New 25,050 $862K
Kestra Advisory Services, LLC 0.00% Add +73.5% 24,420 $841K
SMART Wealth LLC 0.23% New 23,243 $800K
Cetera Investment Advisers 0.00% Reduce -68.1% 20,714 $713K
Mainstay Capital Management LLC 0.05% New 19,209 $661K
Belpointe Asset Management LLC 0.02% New 18,943 $652K
BigSur Wealth Management LLC 0.16% Reduce -17.2% 16,839 $580K
Pettinga Financial Advisors LLC 0.11% Reduce -3.0% 16,407 $565K
Creative Planning 0.00% New 16,065 $553K
HRT Financial LP 0.00% New 15,316 $527K
Basso Capital Management, L.P. 0.31% Reduce -41.5% 14,905 $513K
Compound Planning, Inc. 0.02% Add +7.0% 14,266 $491K
Whittier Trust Co. 0.01% No change 14,009 $481K
Isthmus Partners, LLC 0.05% No change 12,800 $441K
Fiduciary Alliance LLC 0.03% New 11,747 $438K
Platform Technology Partners 0.08% Add +86.0% 12,089 $416K
Commonwealth Equity Services, LLC 0.00% Add +20.0% 12,064 $415K
Private Advisor Group, LLC 0.00% Reduce -16.6% 11,466 $395K
Garde Capital, Inc. 0.02% Reduce -31.1% 11,382 $392K
Evolve Private Wealth, LLC 0.02% New 11,274 $388K
Lazard Asset Management LLC 0.00% Reduce -43.3% 10,990 $378K
Herold Advisors, Inc. 0.08% No change 10,800 $372K
Ignite Planners, LLC 0.05% Add +5.4% 10,143 $349K
Truist Financial Corp. 0.00% New 9,843 $339K
Mgo One Seven LLC 0.01% New 9,725 $335K
Focus Partners Wealth 0.00% Reduce -10.5% 9,098 $313K
Bank of Montreal 0.00% New 9,097 $313K
Continuum Advisory, LLC 0.03% New 8,418 $290K
Fidelis Capital Partners, LLC 0.02% Add +4.3% 8,387 $289K
Advisory Alpha, LLC 0.01% Reduce -22.3% 8,296 $286K
Sidoxia Capital Management, LLC 0.23% — 7,882 $271K
Sanctuary Advisors, LLC 0.00% New 7,743 $267K
Exit Wealth Advisors, LLC. 0.14% New 7,715 $266K
Silverleafe Capital Partners, LLC 0.08% New 7,621 $262K
Brighton Jones LLC 0.01% New 7,220 $249K
Janney Montgomery Scott LLC 0.00% New 6,965 $240K
Argyle Capital Partners, LLC 0.17% Add +11.3% 6,803 $234K
Merit Financial Group, LLC 0.00% Reduce -2.7% 6,586 $227K
Summit Trail Advisors, LLC 0.00% New 6,513 $224K
PFG Investments, LLC 0.01% New 6,297 $217K
NewEdge Wealth, LLC 0.00% New 6,135 $211K
Creative Financial Designs Inc. 0.01% Add +127.4% 5,981 $206K
CENTRAL TRUST Co 0.00% No change 5,931 $204K
Permanent Capital Management, LP 0.03% New 5,580 $204K
Jones Financial Companies LLLP 0.00% Add +7.0% 5,632 $188K
Fifth Third Bancorp 0.00% New 5,399 $186K
Belvedere Trading LLC 0.02% New 5,188 $179K
Allworth Financial LP 0.00% Add +52.8% 3,772 $130K
Advisory Services Network, LLC 0.00% New 3,748 $129K
Parallel Advisors, LLC 0.00% Add +7955.6% 2,900 $100K
Arax Advisory Partners 0.00% New 2,710 $93K
Sound Income Strategies, LLC 0.00% Add +1.9% 2,372 $81K
MAI Capital Management 0.00% New 2,228 $77K
Strategic Wealth Partners, Ltd. 0.01% No change 2,108 $73K
Turim 21 Investimentos Ltda. 0.02% New 1,884 $65K
Tidemark, LLC 0.02% No change 1,764 $61K
Harbour Investments, Inc. 0.00% No change 1,465 $50K
BNP Paribas Financial Markets 0.00% Reduce -13.3% 1,359 $47K
Clean Yield Group 0.01% No change 1,200 $41K
Armstrong Advisory Group, Inc. 0.00% No change 1,161 $40K
Farther Finance Advisors, LLC 0.00% Add +5373.7% 1,040 $36K
Pilgrim Partners Asia Pte Ltd 0.01% New 1,000 $34K

"% 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 130 holders