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United States Copper Index Fund (CPER) Institutional Ownership

United States Copper Index Fund logo
$32.03 -0.72 (-2.18%)
As of 12:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for United States Copper Index Fund (NYSEARCA:CPER)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$8.47M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$8.19M
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CPER Institutional Buying and Selling by Quarter

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United States Copper Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/25/2025 Garde Capital Inc.14,208$357K0.0%N/A0.204%
2/21/2025 Vermillion Wealth Management Inc.1,018$26K0.0%N/A0.015%
2/17/2025 Lazard Asset Management LLC27,328$687K0.0%-4.8%0.393%
2/17/2025 Ameriprise Financial Inc.45,928$1.16M0.0%-7.2%0.661%
2/14/2025 Jane Street Group LLC56,991$1.43M0.0%+77.5%0.820%
2/14/2025 Stifel Financial Corp43,788$1.10M0.0%+53.4%0.630%
2/14/2025 TD Waterhouse Canada Inc.61,838$1.56M0.0%+2.4%0.890%
2/13/2025 Aristides Capital LLC11,966$301K0.1%N/A0.172%
2/13/2025 Envestnet Asset Management Inc.10,478$264K0.0%-48.5%0.151%
2/12/2025 Hoey Investments Inc.5,150$130K0.0%-39.8%0.074%
2/11/2025 LPL Financial LLC63,710$1.60M0.0%-27.7%0.917%
2/10/2025 Creative Financial Designs Inc. ADV1,938$49K0.0%+1,542.4%0.028%
2/10/2025 Basso Capital Management L.P.2,000$50K0.0%N/A0.029%
2/10/2025 Commonwealth Equity Services LLC9,478$238K0.0%-8.1%0.136%
2/7/2025 PNC Financial Services Group Inc.8,790$221K0.0%N/A0.126%
2/5/2025 WR Wealth Planners LLC1,264$32K0.0%-51.0%0.018%
1/30/2025 Tcfg Wealth Management LLC33,976$855K0.4%-15.7%0.489%
1/30/2025 Allworth Financial LP1,543$42K0.0%N/A0.022%
1/28/2025 Apollon Wealth Management LLC33,913$853K0.0%+63.7%0.488%
1/27/2025 Mirae Asset Global Investments Co. Ltd.24,700$634K0.0%-17.1%0.355%
1/23/2025 Synergy Asset Management LLC5,685$143K0.0%N/A0.082%
1/17/2025 Advisory Alpha LLC10,386$261K0.0%-4.9%0.149%
1/14/2025 Ignite Planners LLC11,129$284K0.1%+16.3%0.160%
12/26/2024 JPMorgan Chase & Co.23,364$662K0.0%-15.3%0.336%
11/25/2024 Sanctuary Advisors LLC11,475$325K0.0%-18.5%0.165%
11/15/2024 MML Investors Services LLC14,484$411K0.0%-25.4%0.208%
11/15/2024 Jane Street Group LLC32,111$910K0.0%-66.6%0.462%
11/15/2024 Stifel Financial Corp28,541$809K0.0%+130.7%0.411%
11/15/2024 HighTower Advisors LLC13,583$384K0.0%-35.2%0.195%
11/15/2024 Beck Capital Management LLC7,279$206K0.1%N/A0.105%
11/5/2024 Apollon Wealth Management LLC20,720$587K0.0%+28.0%0.298%
10/31/2024 Ironsides Asset Advisors LLC9,620$273K0.1%-38.9%0.138%
10/25/2024 Fidelis Capital Partners LLC7,912$215K0.0%N/A0.114%
10/23/2024 Mirae Asset Global Investments Co. Ltd.29,800$853K0.0%-83.2%0.429%
10/22/2024 International Assets Investment Management LLC6,662$189K0.0%+2,734.9%0.096%
10/8/2024 CWM LLC5,977$169K0.0%+597,600.0%0.086%
10/8/2024 Ignite Planners LLC9,569$271K0.1%N/A0.138%
9/5/2024 Sanctuary Advisors LLC14,080$402K0.0%N/A0.203%
8/21/2024 Advisory Alpha LLC9,368$255K0.0%N/A0.135%
7/31/2024 WR Wealth Planners LLC2,318$63K0.0%-22.2%0.033%
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7/31/2024 Commonwealth Equity Services LLC9,595$261K0.0%+16.4%0.138%
7/30/2024 WESPAC Advisors LLC22,271$606K0.5%N/A0.320%
7/25/2024 Pettinga Financial Advisors LLC26,837$730K0.2%-2.1%0.386%
7/19/2024 Mason & Associates Inc10,486$285K0.1%N/A0.151%
7/18/2024 Brookstone Capital Management7,705$211K0.0%N/A0.111%
5/16/2024 Bornite Capital Management LP28,500$716K0.1%N/A0.410%
5/7/2024 PFG Advisors18,601$467K0.0%N/A0.268%
5/4/2024 Geneos Wealth Management Inc.2,271$57K0.0%N/A0.035%
5/1/2024 Centric Wealth Management9,638$242K0.1%N/A0.147%
5/1/2024 Mirae Asset Global Investments Co. Ltd.125,100$3.14M0.0%+3.4%1.910%
4/30/2024 Perigon Wealth Management LLC34,440$865K0.0%N/A0.526%
2/9/2024 Tidemark LLC1,764$43K0.0%N/A0.030%
2/2/2024 Simplex Trading LLC22,063$532K0.0%+248.9%0.377%
1/24/2024 Mirae Asset Global Investments Co. Ltd.121,000$2.92M0.0%-0.7%2.068%
1/24/2024 Stratos Wealth Partners LTD.8,728$211K0.0%-26.1%0.149%
11/14/2023 Knollwood Investment Advisory LLC54,918$1.26M0.6%N/A0.939%
11/1/2023 Simplex Trading LLC6,324$145K0.0%-174.1%0.108%
10/26/2023 Mirae Asset Global Investments Co. Ltd.121,800$2.80M0.0%-0.8%2.082%
10/24/2023 Hoey Investments Inc.2,000$46K0.0%N/A0.034%
10/23/2023 Commonwealth Equity Services LLC12,222$281K0.0%+11.0%0.209%
8/10/2023 Mirae Asset Global Investments Co. Ltd.122,800$2.85M0.0%-1.6%2.099%
8/1/2023 Signaturefd LLC6,330$147K0.0%N/A0.108%
7/31/2023 LPL Financial LLC72,045$1.67M0.0%-62.2%1.232%
7/18/2023 Stratos Wealth Partners LTD.12,153$282K0.0%-12.1%0.208%
7/18/2023 Pettinga Financial Advisors LLC27,728$643K0.2%-13.9%0.474%
5/11/2023 Summit Wealth & Retirement Planning Inc.8,623$215K0.1%N/A0.137%
5/11/2023 Tucker Asset Management LLC1,075$27K0.0%N/A0.017%
5/10/2023 LPL Financial LLC190,413$4.75M0.0%+88.4%3.022%
5/9/2023 Laffer Tengler Investments14,641$365K0.1%-21.5%0.232%
5/4/2023 Mirae Asset Global Investments Co. Ltd.124,800$3.11M0.0%-0.4%1.981%
5/1/2023 CWM LLC3,545$88K0.0%-35.2%0.056%
4/28/2023 Ameritas Advisory Services LLC1,445$35K0.0%N/A0.023%
4/27/2023 Stratos Wealth Partners LTD.13,833$345K0.0%+20.6%0.220%
4/27/2023 Simplex Trading LLC10,635$265K0.0%-62.1%0.169%
4/21/2023 Pettinga Financial Advisors LLC32,204$803K0.3%-39.8%0.511%
3/15/2023 B. Riley Wealth Advisors Inc.71,392$1.65M0.0%N/A1.133%
3/6/2023 OLD Mission Capital LLC128,219$2.96M0.1%+137.6%2.035%
2/21/2023 B. Riley Wealth Advisors Inc.71,392$1.65M0.0%N/A1.151%
2/10/2023 Laffer Tengler Investments18,642$430K0.1%+143.4%0.301%
2/9/2023 Mirae Asset Global Investments Co. Ltd.125,300$2.89M0.0%-5.4%2.021%
2/9/2023 Itau Unibanco Holding S.A.1,546$36K0.0%N/A0.025%
2/7/2023 Commonwealth Equity Services LLC10,172$234K0.0%-78.0%0.164%
2/7/2023 LPL Financial LLC101,043$2.33M0.0%+100.6%1.630%
2/7/2023 Envestnet Asset Management Inc.40,935$945K0.0%+3.1%0.660%
2/3/2023 U.S. Capital Wealth Advisors LLC4,000$92K0.0%N/A0.065%
2/2/2023 Simplex Trading LLC28,058$647K0.0%-68.7%0.453%
2/1/2023 CWM LLC5,470$126K0.0%-50.8%0.088%
1/25/2023 Cyndeo Wealth Partners LLC10,000$231K0.0%N/A0.161%
1/24/2023 National Bank of Canada FI3,515$81K0.0%+26.7%0.048%
1/13/2023 Pettinga Financial Advisors LLC53,475$1.24M0.4%+47.7%0.764%
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11/14/2022 OLD Mission Capital LLC53,958$1.10M0.0%N/A0.696%
11/14/2022 MML Investors Services LLC30,069$615K0.0%-9.1%0.388%
11/10/2022 Laffer Tengler Investments7,659$157K0.1%+25.7%0.099%
10/27/2022 CWM LLC11,114$227K0.0%-29.9%0.143%
10/21/2022 Pettinga Financial Advisors LLC36,204$740K0.3%+34.8%0.455%
8/13/2022 Ronald Blue Trust Inc.1,440$41K0.0%N/A0.021%
8/3/2022 Envestnet Asset Management Inc.48,268$1.07M0.0%+102.1%0.690%
8/2/2022 Avantax Advisory Services Inc.11,753$261K0.0%+35.1%0.168%
7/28/2022 CWM LLC15,852$352K0.0%-44.5%0.226%
7/26/2022 Mirae Asset Global Investments Co. Ltd.142,500$3.17M0.0%-8.4%2.050%
(Data available from 1/1/2016 forward)

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CPER Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CPER shares?

During the previous two years, 50 institutional investors and hedge funds held shares of United States Copper Index Fund. The most heavily invested institutionals were LPL Financial LLC ($1.60M), TD Waterhouse Canada Inc. ($1.56M), Jane Street Group LLC ($1.43M), Knollwood Investment Advisory LLC ($1.26M), Ameriprise Financial Inc. ($1.16M), Stifel Financial Corp ($1.10M), and Perigon Wealth Management LLC ($865K).Learn more on CPER's institutional investors.

Which institutional investors have been buying United States Copper Index Fund stock?

Of the 39 institutional investors that purchased United States Copper Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($89.37K), Knollwood Investment Advisory LLC ($54.92K), Perigon Wealth Management LLC ($34.44K), Stifel Financial Corp ($31.42K), Simplex Trading LLC ($30.60K), Bornite Capital Management LP ($28.50K), and Jane Street Group LLC ($24.88K).

How much institutional buying is happening at United States Copper Index Fund?

Institutional investors have bought a total of 523,747 shares in the last 24 months. This purchase volume represents approximately $13.28M in transactions.

Which United States Copper Index Fund major shareholders have been selling company stock?

Of the 21 institutional investors that sold United States Copper Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($157.30K), LPL Financial LLC ($142.80K), Jane Street Group LLC ($63.97K), Pettinga Financial Advisors LLC ($26.32K), Simplex Trading LLC ($17.42K), Envestnet Asset Management Inc. ($9.85K), and HighTower Advisors LLC ($7.38K).

How much institutional selling is happening at United States Copper Index Fund?

Institutional investors have sold a total of 471,606 shares in the last 24 months. This volume of shares sold represents approximately $12.36M in transactions.



This page (NYSEARCA:CPER) was last updated on 3/27/2025 by MarketBeat.com Staff
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