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 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $35.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
158,180
shares
|
$4.39 Million
0.0% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
112,877
shares
|
$3.13 Million
0.11% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
109,372
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
77,676
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.44%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
54,918
shares
|
$1.53 Million
0.17% of portfolio
|
Q2 2023
Reduced 54.66%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
52,200
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 67.31%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
50,319
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
43,477
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
41,066
shares
|
$1.14 Million
0.59% of portfolio
|
Q2 2025
Added 34.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
39,910
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 57.86%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
35,827
shares
|
$994,915
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
30,684
shares
|
$852,094
0.0% of portfolio
|
Q2 2025
Added 24.48%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
30,339
shares
|
$842,514
0.25% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
28,294
shares
|
$785,724
0.0% of portfolio
|
Q2 2025
Reduced 45.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
27,660
shares
|
$768,118
0.0% of portfolio
|
Q2 2025
Added 48.23%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,212
shares
|
$755,677
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
23,600
shares
|
$655,372
0.71% of portfolio
|
Q3 2024
Added 26.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,388
shares
|
$566,174
0.0% of portfolio
|
Q2 2025
Added 118.43%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$555,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,261
shares
|
$534,877
0.0% of portfolio
|
Q2 2025
Added 44.52%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
16,519
shares
|
$458,732
0.03% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
14,980
shares
|
$415,994
0.0% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
14,811
shares
|
$411,301
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
14,237
shares
|
$395,361
0.1% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
14,009
shares
|
$389,029
0.01% of portfolio
|
Q1 2025
New holding
|