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 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $27.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,583
shares
|
$347,996
0.0% of portfolio
|
Q3 2024
Reduced 35.21%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
12,800
shares
|
$327,936
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
11,475
shares
|
$293,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
10,921
shares
|
$279,796
0.01% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
10,800
shares
|
$276,696
0.07% of portfolio
|
Q1 2022
Reduced 0.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,310
shares
|
$264,142
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
9,620
shares
|
$246,464
0.08% of portfolio
|
Q3 2024
Reduced 38.86%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
9,569
shares
|
$245,157
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
9,300
shares
|
$238,266
0.07% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
8,550
shares
|
$219,051
0.05% of portfolio
|
Q2 2024
Added 755.0%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
7,912
shares
|
$202,705
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,279
shares
|
$186,487
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
6,662
shares
|
$170,680
0.0% of portfolio
|
Q3 2024
Added 2734.89%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,977
shares
|
$153,130
0.0% of portfolio
|
Q3 2024
Added 597600.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,470
shares
|
$114,521
0.0% of portfolio
|
Q3 2020
Reduced 99.69%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,578
shares
|
$66,048
0.02% of portfolio
|
Q1 2022
Reduced 99.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,980
shares
|
$50,727
0.0% of portfolio
|
Q3 2022
Added 243.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,764
shares
|
$45,193
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,697
shares
|
$43,477
0.0% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$38,430
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
1,200
shares
|
$30,744
0.01% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
923
shares
|
$23,647
0.0% of portfolio
|
Q3 2024
Reduced 69.2%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
900
shares
|
$23,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
742
shares
|
$19,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
740
shares
|
$18,958
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|