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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,470
shares
|
$140,000
0.0% of portfolio
|
Q3 2020
Reduced 99.69%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,155
shares
|
$130,134
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,592
shares
|
$112,501
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
2,974
shares
|
$93,145
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,820
shares
|
$88,322
0.01% of portfolio
|
Q3 2025
Added 45.51%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,468
shares
|
$77,297
0.0% of portfolio
|
Q3 2025
Added 59.95%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,764
shares
|
$55,248
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,665
shares
|
$52,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,500
shares
|
$46,980
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,465
shares
|
$45,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,264
shares
|
$39,588
0.01% of portfolio
|
Q4 2024
Reduced 50.97%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
1,200
shares
|
$37,584
0.01% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,161
shares
|
$36,362
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
900
shares
|
$28,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
740
shares
|
$23,176
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
627
shares
|
$19,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
540
shares
|
$16,912
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
350
shares
|
$10,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
284
shares
|
$8,894
0.0% of portfolio
|
Q1 2025
Reduced 61.73%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
250
shares
|
$7,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
238
shares
|
$7,454
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
227
shares
|
$7,109
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
200
shares
|
$6,264
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
156
shares
|
$4,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
150
shares
|
$4,698
0.0% of portfolio
|
Q1 2024
Reduced 90.81%
|
|