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 93 institutions that hold shares in the stock, with a total of 2 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
23,600
shares
|
$739,152
0.71% of portfolio
|
Q3 2024
Added 26.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,760
shares
|
$712,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,039
shares
|
$690,261
0.0% of portfolio
|
Q3 2025
Reduced 19.01%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
20,367
shares
|
$637,894
0.0% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
20,339
shares
|
$637,017
0.16% of portfolio
|
Q3 2025
Reduced 32.96%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
16,519
shares
|
$517,375
0.03% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,257
shares
|
$477,849
0.1% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
14,669
shares
|
$459,433
0.07% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
14,475
shares
|
$453,357
0.0% of portfolio
|
Q3 2025
Added 68.39%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
14,009
shares
|
$438,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
13,837
shares
|
$433,374
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
13,114
shares
|
$410,730
0.0% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,849
shares
|
$402,430
0.0% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
12,800
shares
|
$400,896
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
10,800
shares
|
$338,256
0.08% of portfolio
|
Q1 2022
Reduced 0.13%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
10,637
shares
|
$333,150
0.01% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
9,650
shares
|
$302,238
0.21% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
8,350
shares
|
$261,522
0.03% of portfolio
|
Q3 2025
Added 62.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,144
shares
|
$255,070
0.0% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,134
shares
|
$254,756
0.0% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,912
shares
|
$247,803
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
7,725
shares
|
$241,947
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,220
shares
|
$226,130
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,980
shares
|
$218,613
0.0% of portfolio
|
Q2 2025
Added 252.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,056
shares
|
$189,673
0.0% of portfolio
|
Q3 2025
New holding
|
|