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 80 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $36.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
13,269
shares
|
$389,577
0.0% of portfolio
|
Q1 2025
Reduced 69.7%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
13,253
shares
|
$389,108
0.09% of portfolio
|
Q1 2025
Added 19.09%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
12,800
shares
|
$375,808
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,625
shares
|
$370,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,491
shares
|
$337,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
10,914
shares
|
$320,435
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
10,800
shares
|
$317,088
0.08% of portfolio
|
Q1 2022
Reduced 0.13%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
10,387
shares
|
$304,962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,334
shares
|
$274,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
8,425
shares
|
$247,358
0.07% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
7,912
shares
|
$232,296
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,354
shares
|
$215,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,571
shares
|
$192,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
5,150
shares
|
$151,204
0.03% of portfolio
|
Q4 2024
Reduced 39.77%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
4,503
shares
|
$132,208
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,470
shares
|
$131,239
0.0% of portfolio
|
Q3 2020
Reduced 99.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,980
shares
|
$58,132
0.0% of portfolio
|
Q3 2022
Added 243.75%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,938
shares
|
$56,899
0.01% of portfolio
|
Q4 2024
Added 1542.37%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,764
shares
|
$51,791
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,543
shares
|
$45,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,500
shares
|
$44,040
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,264
shares
|
$37,111
0.01% of portfolio
|
Q4 2024
Reduced 50.97%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
1,200
shares
|
$35,232
0.01% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
1,018
shares
|
$29,888
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
900
shares
|
$26,424
0.0% of portfolio
|
Q2 2024
New holding
|