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United States Copper Index Fund (CPER) Institutional Ownership

United States Copper Index Fund logo
$29.32 +0.31 (+1.07%)
As of 04:10 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)
30
Total
Institutional Inflows
(last 12 months)
$8.68M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$8.22M
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CPER Institutional Buying and Selling by Quarter

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United States Copper Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025 Diligent Investors LLC8,425$266K0.1%-11.8%0.131%
4/9/2025 Merit Financial Group LLC6,571$208K0.0%N/A0.102%
2/25/2025Garde Capital Inc.14,208$357K0.0%N/A0.204%
2/21/2025Vermillion Wealth Management Inc.1,018$26K0.0%N/A0.015%
2/17/2025Lazard Asset Management LLC27,328$687K0.0%-4.8%0.393%
2/17/2025Ameriprise Financial Inc.45,928$1.16M0.0%-7.2%0.661%
2/14/2025Jane Street Group LLC56,991$1.43M0.0%+77.5%0.820%
2/14/2025Stifel Financial Corp43,788$1.10M0.0%+53.4%0.630%
2/14/2025TD Waterhouse Canada Inc.61,838$1.56M0.0%+2.4%0.890%
2/13/2025Aristides Capital LLC11,966$301K0.1%N/A0.172%
2/13/2025Envestnet Asset Management Inc.10,478$264K0.0%-48.5%0.151%
2/12/2025Hoey Investments Inc.5,150$130K0.0%-39.8%0.074%
2/11/2025LPL Financial LLC63,710$1.60M0.0%-27.7%0.917%
2/10/2025Creative Financial Designs Inc. ADV1,938$49K0.0%+1,542.4%0.028%
2/10/2025Basso Capital Management L.P.2,000$50K0.0%N/A0.029%
2/10/2025Commonwealth Equity Services LLC9,478$238K0.0%-8.1%0.136%
2/7/2025PNC Financial Services Group Inc.8,790$221K0.0%N/A0.126%
2/5/2025WR Wealth Planners LLC1,264$32K0.0%-51.0%0.018%
1/30/2025Tcfg Wealth Management LLC33,976$855K0.4%-15.7%0.489%
1/30/2025Allworth Financial LP1,543$42K0.0%N/A0.022%
1/28/2025Apollon Wealth Management LLC33,913$853K0.0%+63.7%0.488%
1/27/2025Mirae Asset Global Investments Co. Ltd.24,700$634K0.0%-17.1%0.355%
1/23/2025Synergy Asset Management LLC5,685$143K0.0%N/A0.082%
1/17/2025 Advisory Alpha LLC10,386$261K0.0%-4.9%0.149%
1/14/2025Ignite Planners LLC11,129$284K0.1%+16.3%0.160%
12/26/2024JPMorgan Chase & Co.23,364$662K0.0%-15.3%0.336%
11/25/2024Sanctuary Advisors LLC11,475$325K0.0%-18.5%0.165%
11/15/2024MML Investors Services LLC14,484$411K0.0%-25.4%0.208%
11/15/2024Jane Street Group LLC32,111$910K0.0%-66.6%0.462%
11/15/2024Stifel Financial Corp28,541$809K0.0%+130.7%0.411%
11/15/2024HighTower Advisors LLC13,583$384K0.0%-35.2%0.195%
11/15/2024Beck Capital Management LLC7,279$206K0.1%N/A0.105%
11/5/2024Apollon Wealth Management LLC20,720$587K0.0%+28.0%0.298%
10/31/2024Ironsides Asset Advisors LLC9,620$273K0.1%-38.9%0.138%
10/25/2024Fidelis Capital Partners LLC7,912$215K0.0%N/A0.114%
10/23/2024Mirae Asset Global Investments Co. Ltd.29,800$853K0.0%-83.2%0.429%
10/22/2024International Assets Investment Management LLC6,662$189K0.0%+2,734.9%0.096%
10/8/2024CWM LLC5,977$169K0.0%+597,600.0%0.086%
10/8/2024Ignite Planners LLC9,569$271K0.1%N/A0.138%
9/5/2024Sanctuary Advisors LLC14,080$402K0.0%N/A0.203%
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8/21/2024 Advisory Alpha LLC9,368$255K0.0%N/A0.135%
7/31/2024WR Wealth Planners LLC2,318$63K0.0%-22.2%0.033%
7/31/2024Commonwealth Equity Services LLC9,595$261K0.0%+16.4%0.138%
7/30/2024WESPAC Advisors LLC22,271$606K0.5%N/A0.320%
7/25/2024Pettinga Financial Advisors LLC26,837$730K0.2%-2.1%0.386%
7/19/2024Mason & Associates Inc10,486$285K0.1%N/A0.151%
7/18/2024Brookstone Capital Management7,705$211K0.0%N/A0.111%
5/16/2024Bornite Capital Management LP28,500$716K0.1%N/A0.410%
5/7/2024PFG Advisors18,601$467K0.0%N/A0.268%
5/4/2024Geneos Wealth Management Inc.2,271$57K0.0%N/A0.035%
5/1/2024Centric Wealth Management9,638$242K0.1%N/A0.147%
5/1/2024Mirae Asset Global Investments Co. Ltd.125,100$3.14M0.0%+3.4%1.910%
4/30/2024Perigon Wealth Management LLC34,440$865K0.0%N/A0.526%
2/9/2024Tidemark LLC1,764$43K0.0%N/A0.030%
2/2/2024Simplex Trading LLC22,063$532K0.0%+248.9%0.377%
1/24/2024Mirae Asset Global Investments Co. Ltd.121,000$2.92M0.0%-0.7%2.068%
1/24/2024Stratos Wealth Partners LTD.8,728$211K0.0%-26.1%0.149%
11/14/2023Knollwood Investment Advisory LLC54,918$1.26M0.6%N/A0.939%
11/1/2023Simplex Trading LLC6,324$145K0.0%-174.1%0.108%
10/26/2023Mirae Asset Global Investments Co. Ltd.121,800$2.80M0.0%-0.8%2.082%
10/24/2023Hoey Investments Inc.2,000$46K0.0%N/A0.034%
10/23/2023Commonwealth Equity Services LLC12,222$281K0.0%+11.0%0.209%
8/10/2023Mirae Asset Global Investments Co. Ltd.122,800$2.85M0.0%-1.6%2.099%
8/1/2023Signaturefd LLC6,330$147K0.0%N/A0.108%
7/31/2023LPL Financial LLC72,045$1.67M0.0%-62.2%1.232%
7/18/2023Stratos Wealth Partners LTD.12,153$282K0.0%-12.1%0.208%
7/18/2023Pettinga Financial Advisors LLC27,728$643K0.2%-13.9%0.474%
5/11/2023Summit Wealth & Retirement Planning Inc.8,623$215K0.1%N/A0.137%
5/11/2023Tucker Asset Management LLC1,075$27K0.0%N/A0.017%
5/10/2023LPL Financial LLC190,413$4.75M0.0%+88.4%3.022%
5/9/2023Laffer Tengler Investments14,641$365K0.1%-21.5%0.232%
5/4/2023Mirae Asset Global Investments Co. Ltd.124,800$3.11M0.0%-0.4%1.981%
5/1/2023CWM LLC3,545$88K0.0%-35.2%0.056%
4/28/2023Ameritas Advisory Services LLC1,445$35K0.0%N/A0.023%
4/27/2023Stratos Wealth Partners LTD.13,833$345K0.0%+20.6%0.220%
4/27/2023Simplex Trading LLC10,635$265K0.0%-62.1%0.169%
4/21/2023Pettinga Financial Advisors LLC32,204$803K0.3%-39.8%0.511%
3/15/2023B. Riley Wealth Advisors Inc.71,392$1.65M0.0%N/A1.133%
3/6/2023OLD Mission Capital LLC128,219$2.96M0.1%+137.6%2.035%
2/21/2023B. Riley Wealth Advisors Inc.71,392$1.65M0.0%N/A1.151%
2/10/2023Laffer Tengler Investments18,642$430K0.1%+143.4%0.301%
2/9/2023Mirae Asset Global Investments Co. Ltd.125,300$2.89M0.0%-5.4%2.021%
2/9/2023Itau Unibanco Holding S.A.1,546$36K0.0%N/A0.025%
2/7/2023Commonwealth Equity Services LLC10,172$234K0.0%-78.0%0.164%
2/7/2023LPL Financial LLC101,043$2.33M0.0%+100.6%1.630%
2/7/2023Envestnet Asset Management Inc.40,935$945K0.0%+3.1%0.660%
2/3/2023U.S. Capital Wealth Advisors LLC4,000$92K0.0%N/A0.065%
2/2/2023Simplex Trading LLC28,058$647K0.0%-68.7%0.453%
2/1/2023CWM LLC5,470$126K0.0%-50.8%0.088%
1/25/2023Cyndeo Wealth Partners LLC10,000$231K0.0%N/A0.161%
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1/24/2023National Bank of Canada FI3,515$81K0.0%+26.7%0.048%
1/13/2023Pettinga Financial Advisors LLC53,475$1.24M0.4%+47.7%0.764%
11/14/2022OLD Mission Capital LLC53,958$1.10M0.0%N/A0.696%
11/14/2022MML Investors Services LLC30,069$615K0.0%-9.1%0.388%
11/10/2022Laffer Tengler Investments7,659$157K0.1%+25.7%0.099%
10/27/2022CWM LLC11,114$227K0.0%-29.9%0.143%
10/21/2022Pettinga Financial Advisors LLC36,204$740K0.3%+34.8%0.455%
8/13/2022Ronald Blue Trust Inc.1,440$41K0.0%N/A0.021%
8/3/2022Envestnet Asset Management Inc.48,268$1.07M0.0%+102.1%0.690%
8/2/2022Avantax Advisory Services Inc.11,753$261K0.0%+35.1%0.168%
(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, 52 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 40 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 530,318 shares in the last 24 months. This purchase volume represents approximately $13.49M in transactions.

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

Of the 22 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 472,731 shares in the last 24 months. This volume of shares sold represents approximately $12.40M in transactions.



This page (NYSEARCA:CPER) was last updated on 4/16/2025 by MarketBeat.com Staff
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