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 946,384 shares, which have been reported (via 13F filing form) to have a value of $30.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,712
shares
|
$315,682
0.0% of portfolio
|
Q4 2024
Reduced 41.19%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,478
shares
|
$308,786
0.0% of portfolio
|
Q4 2024
Reduced 48.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,478
shares
|
$279,316
0.0% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,790
shares
|
$259,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
8,425
shares
|
$248,284
0.07% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
7,912
shares
|
$233,166
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,571
shares
|
$193,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
5,685
shares
|
$167,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
5,150
shares
|
$151,770
0.03% of portfolio
|
Q4 2024
Reduced 39.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,470
shares
|
$131,730
0.0% of portfolio
|
Q3 2020
Reduced 99.69%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$58,940
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,980
shares
|
$58,350
0.0% of portfolio
|
Q3 2022
Added 243.75%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,938
shares
|
$57,112
0.0% of portfolio
|
Q4 2024
Added 1542.37%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,764
shares
|
$51,985
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,543
shares
|
$45,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$44,205
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,264
shares
|
$37,250
0.01% of portfolio
|
Q4 2024
Reduced 50.97%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
1,200
shares
|
$35,364
0.01% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
1,018
shares
|
$30,000
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
900
shares
|
$26,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
742
shares
|
$21,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
740
shares
|
$21,807
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
350
shares
|
$10,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
343
shares
|
$10,108
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
238
shares
|
$7,013
0.0% of portfolio
|
Q4 2024
New holding
|