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 92 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $45.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,257
shares
|
$469,000
0.1% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
14,811
shares
|
$455,290
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
14,669
shares
|
$450,925
0.07% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
14,009
shares
|
$430,636
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
13,544
shares
|
$416,342
0.0% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
12,889
shares
|
$396,207
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,849
shares
|
$394,978
0.0% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
12,800
shares
|
$393,472
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
11,600
shares
|
$356,584
0.3% of portfolio
|
Q2 2025
Reduced 64.42%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,062
shares
|
$340,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
10,869
shares
|
$334,113
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
10,800
shares
|
$331,992
0.07% of portfolio
|
Q1 2022
Reduced 0.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
9,894
shares
|
$304,141
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,123
shares
|
$280,441
0.0% of portfolio
|
Q2 2025
Added 24.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,596
shares
|
$264,241
0.0% of portfolio
|
Q2 2025
Reduced 25.19%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
7,912
shares
|
$243,214
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,474
shares
|
$229,750
0.0% of portfolio
|
Q2 2025
Reduced 58.62%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,220
shares
|
$221,942
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
7,018
shares
|
$215,733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,980
shares
|
$214,565
0.0% of portfolio
|
Q2 2025
Added 252.53%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
5,150
shares
|
$158,311
0.02% of portfolio
|
Q4 2024
Reduced 39.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,470
shares
|
$137,407
0.0% of portfolio
|
Q3 2020
Reduced 99.69%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,510
shares
|
$107,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
2,974
shares
|
$91,420
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$61,480
0.0% of portfolio
|
Q2 2025
New holding
|