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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,938
shares
|
$59,574
0.0% of portfolio
|
Q4 2024
Added 1542.37%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,764
shares
|
$54,225
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,543
shares
|
$47,431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,500
shares
|
$46,110
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,264
shares
|
$38,855
0.01% of portfolio
|
Q4 2024
Reduced 50.97%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
1,200
shares
|
$36,888
0.01% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,161
shares
|
$35,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
900
shares
|
$27,666
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
857
shares
|
$26,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
740
shares
|
$22,747
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
627
shares
|
$19,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
600
shares
|
$18,444
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
350
shares
|
$10,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
284
shares
|
$8,730
0.0% of portfolio
|
Q1 2025
Reduced 61.73%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
238
shares
|
$7,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
227
shares
|
$6,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
200
shares
|
$6,148
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
156
shares
|
$4,795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
150
shares
|
$4,611
0.0% of portfolio
|
Q1 2024
Reduced 90.81%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
142
shares
|
$4,365
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
136
shares
|
$4,180
0.0% of portfolio
|
Q3 2025
Added 13500.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
125
shares
|
$3,842
0.0% of portfolio
|
Q3 2025
Reduced 91.16%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
120
shares
|
$3,688
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
100
shares
|
$3,074
0.0% of portfolio
|
Q3 2025
Reduced 87.5%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
85
shares
|
$2,612
0.0% of portfolio
|
Q4 2024
New holding
|