Institutional Ownership United States Copper Index Fun (CPER)
This table provides information about the institutional ownership of United States Copper Index Fun (CPER). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 1.02 Million shares, which have been reported (via 13F filing form) to have a value of $28.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
12,800
shares
|
$353,152
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
11,129
shares
|
$307,049
0.06% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
10,800
shares
|
$297,972
0.07% of portfolio
|
Q1 2022
Reduced 0.13%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
10,386
shares
|
$286,549
0.01% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,310
shares
|
$284,452
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
9,620
shares
|
$265,415
0.08% of portfolio
|
Q3 2024
Reduced 38.86%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
9,300
shares
|
$256,587
0.07% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
8,550
shares
|
$235,894
0.05% of portfolio
|
Q2 2024
Added 755.0%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
7,912
shares
|
$218,292
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,279
shares
|
$200,827
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
5,685
shares
|
$156,849
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,470
shares
|
$123,327
0.0% of portfolio
|
Q3 2020
Reduced 99.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,980
shares
|
$54,628
0.0% of portfolio
|
Q3 2022
Added 243.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,764
shares
|
$48,668
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,697
shares
|
$46,820
0.0% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,543
shares
|
$42,571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$41,385
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,264
shares
|
$34,873
0.01% of portfolio
|
Q4 2024
Reduced 50.97%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$33,108
0.01% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
900
shares
|
$24,831
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
742
shares
|
$20,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
740
shares
|
$20,416
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
350
shares
|
$9,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
343
shares
|
$9,463
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
300
shares
|
$8,277
0.0% of portfolio
|
Q3 2024
New holding
|