Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

United States Copper Index Fund (CPER) Institutional Ownership

United States Copper Index Fund logo
$27.95 -0.11 (-0.39%)
Closing price 04:10 PM Eastern
Extended Trading
$27.94 0.00 (-0.02%)
As of 06:21 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for United States Copper Index Fund (NYSEARCA:CPER)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$17.70M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$9.54M
Get CPER Insider Trade Alerts

Want to know when executives and insiders are buying or selling United States Copper Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CPER Institutional Buying and Selling by Quarter

United States Copper Index Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2025 TD Waterhouse Canada Inc.50,319$1.59M0.0%-14.2%0.745%
8/8/2025 Cetera Investment Advisers20,388$645K0.0%+118.4%0.302%
8/8/2025 PNC Financial Services Group Inc.27,660$875K0.0%+48.2%0.410%
8/4/2025 Arkadios Wealth Advisors112,877$3.57M0.1%+2.7%1.672%
8/1/2025 Brookwood Investment Group LLC35,827$1.13M0.2%N/A0.531%
8/1/2025 Envestnet Asset Management Inc.19,261$609K0.0%+44.5%0.285%
7/28/2025 Mutual Advisors LLC9,894$313K0.0%N/A0.147%
7/28/2025 Kiker Wealth Management LLC1,000$32K0.0%N/A0.015%
7/23/2025 Ignite Planners LLC13,886$481K0.1%+4.8%0.206%
7/23/2025 Tcfg Wealth Management LLC41,066$1.30M0.6%+35.0%0.608%
7/21/2025 Mirae Asset Global Investments Co. Ltd.52,200$1.65M0.0%+67.3%0.773%
7/16/2025 Highline Wealth Partners LLC800$25K0.0%N/A0.012%
7/15/2025 BigSur Wealth Management LLC30,339$960K0.2%-17.9%0.446%
7/11/2025 Farther Finance Advisors LLC1,000$32K0.0%+400.0%0.014%
7/3/2025 Garde Capital Inc.16,519$523K0.0%+8.7%0.292%
5/19/2025Jane Street Group LLC70,596$2.23M0.0%+23.9%1.095%
5/19/2025 Advisory Alpha LLC10,914$345K0.0%+5.1%0.169%
5/14/2025Flow Traders U.S. LLC23,057$729K0.0%-33.6%0.357%
5/13/2025 HighTower Advisors LLC11,491$363K0.0%N/A0.178%
5/12/2025Basso Capital Management L.P.32,600$1.03M0.9%+1,530.0%0.505%
5/9/2025 PNC Financial Services Group Inc.18,660$590K0.0%+112.3%0.289%
5/8/2025 Arkadios Wealth Advisors109,916$3.47M0.1%N/A1.704%
5/7/2025LPL Financial LLC132,771$4.20M0.0%+108.4%2.058%
5/6/2025 Cetera Investment Advisers9,334$295K0.0%N/A0.145%
5/6/2025 Ignite Planners LLC13,253$382K0.1%+19.1%0.205%
5/2/2025 Pettinga Financial Advisors LLC14,087$445K0.1%-47.5%0.218%
5/2/2025 Whittier Trust Co.14,009$443K0.0%N/A0.217%
4/29/2025 Envestnet Asset Management Inc.13,328$421K0.0%+27.2%0.207%
4/24/2025 Mirae Asset Global Investments Co. Ltd.31,200$997K0.0%+26.3%0.484%
4/22/2025 Cambridge Investment Research Advisors Inc.7,354$232K0.0%N/A0.114%
4/22/2025 Garde Capital Inc.15,196$480K0.0%+7.0%0.236%
4/17/2025 Tcfg Wealth Management LLC30,426$961K0.5%-10.4%0.472%
4/10/2025 Diligent Investors LLC8,425$266K0.1%-11.8%0.131%
4/9/2025 Merit Financial Group LLC6,571$208K0.0%N/A0.102%
2/25/2025 Garde Capital Inc.14,208$357K0.0%N/A0.204%
2/21/2025 Vermillion Wealth Management Inc.1,018$26K0.0%N/A0.015%
2/17/2025Lazard Asset Management LLC27,328$687K0.0%-4.8%0.393%
2/17/2025Ameriprise Financial Inc.45,928$1.16M0.0%-7.2%0.661%
2/14/2025Jane Street Group LLC56,991$1.43M0.0%+77.5%0.820%
2/14/2025Stifel Financial Corp43,788$1.10M0.0%+53.4%0.630%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.

This little-known company holds nearly 100 patents and trades for around $7
2/14/2025 TD Waterhouse Canada Inc.61,838$1.56M0.0%+2.4%0.890%
2/13/2025Aristides Capital LLC11,966$301K0.1%N/A0.172%
2/13/2025 Envestnet Asset Management Inc.10,478$264K0.0%-48.5%0.151%
2/12/2025 Hoey Investments Inc.5,150$130K0.0%-39.8%0.074%
2/11/2025LPL Financial LLC63,710$1.60M0.0%-27.7%0.917%
2/10/2025 Creative Financial Designs Inc. ADV1,938$49K0.0%+1,542.4%0.028%
2/10/2025Basso Capital Management L.P.2,000$50K0.0%N/A0.029%
2/10/2025 Commonwealth Equity Services LLC9,478$238K0.0%-8.1%0.136%
2/7/2025 PNC Financial Services Group Inc.8,790$221K0.0%N/A0.126%
2/5/2025WR Wealth Planners LLC1,264$32K0.0%-51.0%0.018%
1/30/2025 Tcfg Wealth Management LLC33,976$855K0.4%-15.7%0.489%
1/30/2025 Allworth Financial LP1,543$42K0.0%N/A0.022%
1/28/2025 Apollon Wealth Management LLC33,913$853K0.0%+63.7%0.488%
1/27/2025 Mirae Asset Global Investments Co. Ltd.24,700$634K0.0%-17.1%0.355%
1/23/2025 Synergy Asset Management LLC5,685$143K0.0%N/A0.082%
1/17/2025 Advisory Alpha LLC10,386$261K0.0%-4.9%0.149%
1/14/2025 Ignite Planners LLC11,129$284K0.1%+16.3%0.160%
12/26/2024JPMorgan Chase & Co.23,364$662K0.0%-15.3%0.336%
11/25/2024Sanctuary Advisors LLC11,475$325K0.0%-18.5%0.165%
11/15/2024MML Investors Services LLC14,484$411K0.0%-25.4%0.208%
11/15/2024Jane Street Group LLC32,111$910K0.0%-66.6%0.462%
11/15/2024Stifel Financial Corp28,541$809K0.0%+130.7%0.411%
11/15/2024 HighTower Advisors LLC13,583$384K0.0%-35.2%0.195%
11/15/2024Beck Capital Management LLC7,279$206K0.1%N/A0.105%
11/5/2024 Apollon Wealth Management LLC20,720$587K0.0%+28.0%0.298%
10/31/2024 Ironsides Asset Advisors LLC9,620$273K0.1%-38.9%0.138%
10/25/2024 Fidelis Capital Partners LLC7,912$215K0.0%N/A0.114%
10/23/2024 Mirae Asset Global Investments Co. Ltd.29,800$853K0.0%-83.2%0.429%
10/22/2024 International Assets Investment Management LLC6,662$189K0.0%+2,734.9%0.096%
10/8/2024 CWM LLC5,977$169K0.0%+597,600.0%0.086%
10/8/2024 Ignite Planners LLC9,569$271K0.1%N/A0.138%
9/5/2024Sanctuary Advisors LLC14,080$402K0.0%N/A0.203%
8/21/2024 Advisory Alpha LLC9,368$255K0.0%N/A0.135%
7/31/2024WR Wealth Planners LLC2,318$63K0.0%-22.2%0.033%
7/31/2024 Commonwealth Equity Services LLC9,595$261K0.0%+16.4%0.138%
7/30/2024 WESPAC Advisors LLC22,271$606K0.5%N/A0.320%
7/25/2024 Pettinga Financial Advisors LLC26,837$730K0.2%-2.1%0.386%
7/19/2024 Mason & Associates Inc10,486$285K0.1%N/A0.151%
7/18/2024 Brookstone Capital Management7,705$211K0.0%N/A0.111%
5/16/2024 Bornite Capital Management LP28,500$716K0.1%N/A0.410%
5/7/2024 PFG Advisors18,601$467K0.0%N/A0.268%
5/4/2024Geneos Wealth Management Inc.2,271$57K0.0%N/A0.035%
5/1/2024Centric Wealth Management9,638$242K0.1%N/A0.147%
5/1/2024 Mirae Asset Global Investments Co. Ltd.125,100$3.14M0.0%+3.4%1.910%
4/30/2024 Perigon Wealth Management LLC34,440$865K0.0%N/A0.526%
2/9/2024 Tidemark LLC1,764$43K0.0%N/A0.030%
2/2/2024 Simplex Trading LLC22,063$532K0.0%+248.9%0.377%
1/24/2024 Mirae Asset Global Investments Co. Ltd.121,000$2.92M0.0%-0.7%2.068%
1/24/2024 Stratos Wealth Partners LTD.8,728$211K0.0%-26.1%0.149%
11/14/2023Knollwood Investment Advisory LLC54,918$1.26M0.6%N/A0.939%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
11/1/2023 Simplex Trading LLC6,324$145K0.0%-174.1%0.108%
10/26/2023 Mirae Asset Global Investments Co. Ltd.121,800$2.80M0.0%-0.8%2.082%
10/24/2023 Hoey Investments Inc.2,000$46K0.0%N/A0.034%
10/23/2023 Commonwealth Equity Services LLC12,222$281K0.0%+11.0%0.209%
8/10/2023 Mirae Asset Global Investments Co. Ltd.122,800$2.85M0.0%-1.6%2.099%
8/1/2023 Signaturefd LLC6,330$147K0.0%N/A0.108%
7/31/2023LPL Financial LLC72,045$1.67M0.0%-62.2%1.232%
7/18/2023 Stratos Wealth Partners LTD.12,153$282K0.0%-12.1%0.208%
7/18/2023 Pettinga Financial Advisors LLC27,728$643K0.2%-13.9%0.474%
5/11/2023 Summit Wealth & Retirement Planning Inc.8,623$215K0.1%N/A0.137%
(Data available from 1/1/2016 forward)

CPER Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CPER shares?

During the previous two years, 58 institutional investors and hedge funds held shares of United States Copper Index Fund. The most heavily invested institutionals were LPL Financial LLC ($4.20M), Arkadios Wealth Advisors ($3.57M), Jane Street Group LLC ($2.23M), Mirae Asset Global Investments Co. Ltd. ($1.65M), TD Waterhouse Canada Inc. ($1.59M), Tcfg Wealth Management LLC ($1.30M), and Knollwood Investment Advisory LLC ($1.26M).Learn more on United States Copper Index Fund's institutional investors.

Which institutional investors have been buying United States Copper Index Fund's stock?

Of the 47 institutional investors that purchased United States Copper Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($112.88K), LPL Financial LLC ($69.06K), Knollwood Investment Advisory LLC ($54.92K), Jane Street Group LLC ($38.49K), Brookwood Investment Group LLC ($35.83K), Perigon Wealth Management LLC ($34.44K), and Basso Capital Management L.P. ($32.60K).

How much institutional buying is happening at United States Copper Index Fund?

Institutional investors have bought a total of 590,353 shares in the last 24 months. This purchase volume represents approximately $17.70M in transactions.

Which of United States Copper Index Fund's major shareholders have been selling company stock?

Of the 21 institutional investors that sold United States Copper Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($153K), Jane Street Group LLC ($63.97K), LPL Financial LLC ($24.43K), Pettinga Financial Advisors LLC ($12.75K), Flow Traders U.S. LLC ($11.69K), Tcfg Wealth Management LLC ($9.86K), and Envestnet Asset Management Inc. ($9.85K).

How much institutional selling is happening at United States Copper Index Fund?

Institutional investors have sold a total of 337,849 shares in the last 24 months. This volume of shares sold represents approximately $9.54M in transactions.



This page (NYSEARCA:CPER) was last updated on 8/13/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored
New Federal Land Rush About to Start?
A $100 Trillion Wealth Shift Is Already Underway Lithium. Oil. Gold. Trillions in U.S. resources are being ...
Stansberry Research | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored