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United States Copper Index Fund (CPER) Institutional Ownership

United States Copper Index Fund logo
$28.56 -0.06 (-0.19%)
As of 12:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for United States Copper Index Fund (NYSEARCA:CPER)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$19.64M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$10.28M
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CPER Institutional Buying and Selling by Quarter

United States Copper Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.30,384$961K0.0%+5.8%0.464%
8/19/2025 B. Riley Wealth Advisors Inc.43,477$1.38M0.1%N/A0.664%
8/18/2025 Geneos Wealth Management Inc.1,464$46K0.0%N/A0.022%
8/18/2025 Kestra Investment Management LLC1,805$57K0.0%N/A0.028%
8/15/2025 MML Investors Services LLC30,684$971K0.0%+24.5%0.468%
8/15/2025 Bank of America Corp DE6,980$221K0.0%+252.5%0.107%
8/15/2025 Ameriprise Financial Inc.28,294$895K0.0%-45.1%0.432%
8/14/2025 Raymond James Financial Inc.2,000$63K0.0%N/A0.031%
8/14/2025 Cerity Partners LLC20,000$633K0.0%N/A0.305%
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%
5/19/2025Advisory Alpha LLC10,914$345K0.0%+5.1%0.169%
5/14/2025Flow Traders U.S. LLC23,057$729K0.0%-33.6%0.357%
5/13/2025HighTower 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%
5/9/2025PNC Financial Services Group Inc.18,660$590K0.0%+112.3%0.289%
5/8/2025Arkadios Wealth Advisors109,916$3.47M0.1%N/A1.704%
5/7/2025LPL Financial LLC132,771$4.20M0.0%+108.4%2.058%
5/6/2025Cetera Investment Advisers9,334$295K0.0%N/A0.145%
5/6/2025Ignite Planners LLC13,253$382K0.1%+19.1%0.205%
5/2/2025Pettinga Financial Advisors LLC14,087$445K0.1%-47.5%0.218%
5/2/2025Whittier Trust Co.14,009$443K0.0%N/A0.217%
4/29/2025Envestnet Asset Management Inc.13,328$421K0.0%+27.2%0.207%
4/24/2025Mirae Asset Global Investments Co. Ltd.31,200$997K0.0%+26.3%0.484%
4/22/2025Cambridge Investment Research Advisors Inc.7,354$232K0.0%N/A0.114%
4/22/2025Garde Capital Inc.15,196$480K0.0%+7.0%0.236%
4/17/2025Tcfg Wealth Management LLC30,426$961K0.5%-10.4%0.472%
4/10/2025Diligent Investors LLC8,425$266K0.1%-11.8%0.131%
4/9/2025Merit Financial Group LLC6,571$208K0.0%N/A0.102%
2/25/2025Garde Capital Inc.14,208$357K0.0%N/A0.204%
2/21/2025Vermillion 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%
2/14/2025TD Waterhouse Canada Inc.61,838$1.56M0.0%+2.4%0.890%
2/13/2025Aristides Capital LLC11,966$301K0.1%N/A0.172%
2/13/2025Envestnet Asset Management Inc.10,478$264K0.0%-48.5%0.151%
2/12/2025Hoey Investments Inc.5,150$130K0.0%-39.8%0.074%
2/11/2025LPL Financial LLC63,710$1.60M0.0%-27.7%0.917%
2/10/2025Creative 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%
2/10/2025Commonwealth Equity Services LLC9,478$238K0.0%-8.1%0.136%
2/7/2025PNC Financial Services Group Inc.8,790$221K0.0%N/A0.126%
2/5/2025WR Wealth Planners LLC1,264$32K0.0%-51.0%0.018%
1/30/2025Tcfg Wealth Management LLC33,976$855K0.4%-15.7%0.489%
1/30/2025Allworth Financial LP1,543$42K0.0%N/A0.022%
1/28/2025Apollon Wealth Management LLC33,913$853K0.0%+63.7%0.488%
1/27/2025Mirae Asset Global Investments Co. Ltd.24,700$634K0.0%-17.1%0.355%
1/23/2025Synergy Asset Management LLC5,685$143K0.0%N/A0.082%
1/17/2025Advisory Alpha LLC10,386$261K0.0%-4.9%0.149%
1/14/2025Ignite 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%
11/15/2024HighTower Advisors LLC13,583$384K0.0%-35.2%0.195%
11/15/2024Beck Capital Management LLC7,279$206K0.1%N/A0.105%
11/5/2024Apollon Wealth Management LLC20,720$587K0.0%+28.0%0.298%
10/31/2024Ironsides Asset Advisors LLC9,620$273K0.1%-38.9%0.138%
10/25/2024Fidelis Capital Partners LLC7,912$215K0.0%N/A0.114%
10/23/2024Mirae Asset Global Investments Co. Ltd.29,800$853K0.0%-83.2%0.429%
10/22/2024International Assets Investment Management LLC6,662$189K0.0%+2,734.9%0.096%
10/8/2024CWM LLC5,977$169K0.0%+597,600.0%0.086%
10/8/2024Ignite Planners LLC9,569$271K0.1%N/A0.138%
9/5/2024Sanctuary Advisors LLC14,080$402K0.0%N/A0.203%
8/21/2024Advisory Alpha LLC9,368$255K0.0%N/A0.135%
7/31/2024WR Wealth Planners LLC2,318$63K0.0%-22.2%0.033%
7/31/2024Commonwealth Equity Services LLC9,595$261K0.0%+16.4%0.138%
7/30/2024WESPAC Advisors LLC22,271$606K0.5%N/A0.320%
7/25/2024Pettinga Financial Advisors LLC26,837$730K0.2%-2.1%0.386%
7/19/2024Mason & Associates Inc10,486$285K0.1%N/A0.151%
7/18/2024Brookstone Capital Management7,705$211K0.0%N/A0.111%
5/16/2024Bornite Capital Management LP28,500$716K0.1%N/A0.410%
5/7/2024PFG 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%
5/1/2024Mirae Asset Global Investments Co. Ltd.125,100$3.14M0.0%+3.4%1.910%
4/30/2024Perigon Wealth Management LLC34,440$865K0.0%N/A0.526%
2/9/2024Tidemark LLC1,764$43K0.0%N/A0.030%
2/2/2024Simplex Trading LLC22,063$532K0.0%+248.9%0.377%
1/24/2024Mirae Asset Global Investments Co. Ltd.121,000$2.92M0.0%-0.7%2.068%
1/24/2024Stratos Wealth Partners LTD.8,728$211K0.0%-26.1%0.149%
11/14/2023Knollwood Investment Advisory LLC54,918$1.26M0.6%N/A0.939%
11/1/2023Simplex Trading LLC6,324$145K0.0%-174.1%0.108%
(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, 64 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), B. Riley Wealth Advisors Inc. ($1.38M), and Tcfg Wealth Management LLC ($1.30M).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 54 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), B. Riley Wealth Advisors Inc. ($43.48K), Jane Street Group LLC ($38.49K), Brookwood Investment Group LLC ($35.83K), and Perigon Wealth Management LLC ($34.44K).

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

Institutional investors have bought a total of 648,347 shares in the last 24 months. This purchase volume represents approximately $19.64M 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), Ameriprise Financial Inc. ($26.79K), LPL Financial LLC ($24.43K), Pettinga Financial Advisors LLC ($12.75K), Flow Traders U.S. LLC ($11.69K), and Tcfg Wealth Management LLC ($9.86K).

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

Institutional investors have sold a total of 361,093 shares in the last 24 months. This volume of shares sold represents approximately $10.28M in transactions.



This page (NYSEARCA:CPER) was last updated on 9/23/2025 by MarketBeat.com Staff
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