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United States Copper Index Fund (CPER) Institutional Ownership

United States Copper Index Fund logo
$40.01 +0.16 (+0.40%)
Closing price 08/14/2026 04:10 PM Eastern
Extended Trading
$40.05 +0.04 (+0.10%)
As of 08/14/2026 08:00 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for United States Copper Index Fund (NYSEARCA:CPER)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$71.81M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.20M
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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
5/19/2026Western Wealth Management LLC876$30K0.0%N/A0.004%
5/19/2026Bank of America Corp DE145,800$5.02M0.0%+1,902.7%0.701%
5/16/2026Lazard Asset Management LLC10,990$378K0.0%-43.3%0.053%
5/15/2026Turim 21 Investimentos Ltda.1,884$65K0.0%N/A0.009%
5/14/2026 Compound Planning Inc.14,266$491K0.0%+7.0%0.069%
5/13/2026 Cetera Investment Advisers20,714$713K0.0%-68.1%0.100%
5/13/2026 NewEdge Wealth LLC6,135$211K0.0%N/A0.029%
5/8/2026 PNC Financial Services Group Inc.53,837$1.85M0.0%+1.4%0.259%
5/7/2026 Parallel Advisors LLC2,900$100K0.0%+7,955.6%0.014%
5/5/2026 Sanctuary Advisors LLC7,743$267K0.0%N/A0.037%
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5/1/2026 Fifth Third Bancorp5,399$186K0.0%N/A0.026%
4/30/2026 Kestra Advisory Services LLC24,420$841K0.0%+73.5%0.117%
4/29/2026 Hoey Investments Inc.27,950$962K0.1%+85.7%0.134%
4/29/2026 Clare Market Investments LLC32,860$1.13M0.2%N/A0.158%
4/27/2026 PFG Investments LLC6,297$217K0.0%N/A0.030%
4/27/2026 Private Advisor Group LLC11,466$395K0.0%-16.6%0.055%
4/27/2026 Platform Technology Partners12,089$416K0.1%+86.0%0.058%
4/24/2026 SMART Wealth LLC23,243$800K0.2%N/A0.112%
4/23/2026 Continuum Advisory LLC8,418$290K0.0%N/A0.040%
4/22/2026 Janney Montgomery Scott LLC6,965$240K0.0%N/A0.033%
4/21/2026 Fiduciary Alliance LLC11,747$438K0.0%N/A0.056%
4/17/2026 Webster Bank N. A.850$29K0.0%+70.0%0.004%
4/16/2026 Evolve Private Wealth LLC11,274$388K0.0%N/A0.054%
3/17/2026 Rockefeller Capital Management L.P.7,095$248K0.0%+17.2%0.033%
2/19/2026 Compound Planning Inc.13,337$466K0.0%-3.6%0.061%
2/18/2026Empowered Funds LLC99,869$3.49M0.0%N/A0.459%
2/18/2026 Quadrature Capital Ltd35,453$1.24M0.0%N/A0.163%
2/18/2026 Argyle Capital Partners LLC6,113$214K0.2%N/A0.028%
2/18/2026 Basso Capital Management L.P.25,475$891K0.5%+164.0%0.117%
2/17/2026 Cetera Investment Advisers64,878$2.27M0.0%+128.6%0.298%
2/17/2026Lazard Asset Management LLC19,366$677K0.0%-12.1%0.089%
2/17/2026Osaic Holdings Inc.30,416$1.06M0.0%-2.8%0.140%
2/17/2026Royal Bank of Canada2,040$71K0.0%+277.8%0.009%
2/16/2026 Towarzystwo Funduszy Inwestycyjnych PZU SA47,500$1.66M0.4%N/A0.218%
2/16/2026 MML Investors Services LLC53,354$1.87M0.0%+29.6%0.245%
2/16/2026Brown Advisory Inc.40,700$1.42M0.0%N/A0.187%
2/13/2026 Kestra Advisory Services LLC14,074$492K0.0%+7.3%0.065%
2/13/2026 Stifel Financial Corp33,414$1.17M0.0%+32.9%0.154%
2/13/2026 Arkadios Wealth Advisors133,862$4.68M0.1%-4.4%0.615%
2/12/2026 Commonwealth Equity Services LLC10,053$351K0.0%-21.8%0.046%
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2/12/2026 Pettinga Financial Advisors LLC16,907$591K0.1%+10.8%0.078%
2/11/2026Empowered Funds LLC99,869$3.49M0.0%N/A0.459%
2/11/2026Cerity Partners LLC21,875$765K0.0%+7.4%0.101%
2/11/2026 LPL Financial LLC261,506$9.14M0.0%+111.6%1.202%
2/6/2026 Lloyd Advisory Services LLC.1,631$57K0.0%N/A0.007%
2/6/2026 Ignite Planners LLC9,620$350K0.1%-34.4%0.044%
2/6/2026 HighTower Advisors LLC48,619$1.70M0.0%+235.9%0.224%
2/2/2026 CENTRAL TRUST Co5,931$207K0.0%N/A0.029%
2/2/2026Mutual Advisors LLC26,851$939K0.0%N/A0.129%
2/2/2026 Oppenheimer & Co. Inc.9,442$330K0.0%N/A0.046%
1/30/2026 Strategic Blueprint LLC63,607$2.22M0.1%+2.6%0.307%
1/29/2026 UBS Group AG85,382$2.99M0.0%+0.9%0.480%
1/28/2026 Geneos Wealth Management Inc.891$31K0.0%N/A0.005%
1/28/2026 Hoey Investments Inc.15,050$526K0.1%+80.2%0.085%
1/28/2026 Ruffer LLP22,400$784K0.0%N/A0.126%
1/27/2026 TD Waterhouse Canada Inc.65,368$2.28M0.0%+4.1%0.367%
1/26/2026 Merit Financial Group LLC6,770$237K0.0%N/A0.038%
1/26/2026 Mirae Asset Global Investments Co. Ltd.377,100$13.18M0.0%+527.5%2.119%
1/23/2026U.S. Capital Wealth Advisors LLC9,074$317K0.0%N/A0.056%
1/23/2026 Eagle Strategies LLC54,183$1.89M0.2%+111.3%0.333%
1/22/2026 Brookwood Investment Group LLC126,086$4.41M0.5%+24.5%0.776%
1/21/2026 Sound Income Strategies LLC2,329$84K0.0%N/A0.014%
1/20/2026 Pine Harbor Wealth Management LLC4,087$143K0.0%N/A0.027%
1/16/2026 Perigon Wealth Management LLC27,361$957K0.0%N/A0.186%
1/16/2026 Matauro LLC40,956$1.43M0.2%-10.4%0.279%
1/9/2026 SG Americas Securities LLC31,605$1.11M0.0%N/A0.231%
12/2/2025 Allworth Financial LP2,468$74K0.0%+59.9%0.023%
11/21/2025Tcfg Wealth Management LLC45,944$1.38M0.3%+11.9%0.435%
11/18/2025 Advisory Services Network LLC3,592$108K0.0%N/A0.034%
11/18/2025Tcfg Wealth Management LLC45,944$1.38M0.1%+11.9%0.435%
11/17/2025Flow Traders U.S. LLC34,274$1.03M0.0%N/A0.325%
11/17/2025 Focus Partners Wealth7,139$214K0.0%N/A0.068%
11/17/2025Ameriprise Financial Inc.101,677$3.05M0.0%+259.4%0.964%
11/14/2025Lazard Asset Management LLC22,039$661K0.0%-19.0%0.209%
11/14/2025EHP Funds Inc.111,000$3.33M2.9%N/A1.052%
11/13/2025HITE Hedge Asset Management LLC130,000$3.90M0.2%N/A1.232%
11/13/2025 UBS Group AG84,647$2.54M0.0%+9.0%0.802%
11/13/2025 Basso Capital Management L.P.9,650$290K0.2%-16.8%0.091%
11/12/2025 Creative Financial Designs Inc. ADV2,820$85K0.0%+45.5%0.027%
11/10/2025 Compound Planning Inc.13,837$415K0.0%N/A0.131%
11/7/2025 PNC Financial Services Group Inc.53,087$1.59M0.0%+91.9%0.503%
11/5/2025 Envestnet Asset Management Inc.30,462$914K0.0%+58.2%0.294%
11/4/2025Jones Financial Companies Lllp4,155$122K0.0%N/A0.040%
11/3/2025 TD Waterhouse Canada Inc.62,766$1.89M0.0%+24.7%0.606%
11/3/2025 Mirae Asset Global Investments Co. Ltd.60,100$1.80M0.0%+15.1%0.581%
10/31/2025 B. Riley Wealth Advisors Inc.52,587$1.58M0.1%+21.0%0.508%
10/29/2025 Platform Technology Partners7,725$232K0.1%N/A0.074%
10/29/2025 Arkadios Wealth Advisors140,031$4.20M0.1%+24.1%1.340%
10/24/2025 Ball & Co Wealth Management Inc.2,974$89K0.1%N/A0.028%
10/23/2025 Strategic Blueprint LLC61,968$1.86M0.1%N/A0.620%
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10/21/2025 Pettinga Financial Advisors LLC15,257$458K0.1%+7.2%0.153%
10/21/2025 Eagle Strategies LLC25,638$769K0.1%N/A0.256%
10/21/2025 Brookwood Investment Group LLC101,307$3.04M0.4%+182.8%1.013%
10/14/2025 BigSur Wealth Management LLC20,339$610K0.1%-33.0%0.211%
10/14/2025 Brighton Jones LLC7,220$217K0.0%N/A0.075%
10/10/2025 Matauro LLC45,697$1.37M0.2%N/A0.491%
10/8/2025 Armstrong Advisory Group Inc.1,161$35K0.0%N/A0.012%
10/8/2025 Ignite Planners LLC14,669$440K0.1%+5.6%0.158%
9/4/2025Osaic 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%


CPER Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 institutional investors and hedge funds held shares of United States Copper Index Fund. The most heavily invested institutionals were Mirae Asset Global Investments Co. Ltd. ($13.18M), LPL Financial LLC ($9.14M), Bank of America Corp DE ($5.02M), Arkadios Wealth Advisors ($4.68M), Brookwood Investment Group LLC ($4.41M), HITE Hedge Asset Management LLC ($3.90M), and Empowered Funds LLC ($3.49M).Learn more on United States Copper Index Fund's institutional investors.

Of the 90 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: Mirae Asset Global Investments Co. Ltd. ($352.40K), LPL Financial LLC ($206.98K), Empowered Funds LLC ($199.74K), Bank of America Corp DE ($143.52K), Arkadios Wealth Advisors ($140.03K), HITE Hedge Asset Management LLC ($130K), and Brookwood Investment Group LLC ($126.09K).

Institutional investors have bought a total of 2,163,691 shares in the last 24 months. This purchase volume represents approximately $71.81M in transactions.

Of the 11 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: Cetera Investment Advisers ($44.16K), Lazard Asset Management LLC ($16.22K), BigSur Wealth Management LLC ($10K), Arkadios Wealth Advisors ($6.17K), Ignite Planners LLC ($5.05K), Matauro LLC ($4.74K), and Commonwealth Equity Services LLC ($2.80K).

Institutional investors have sold a total of 94,753 shares in the last 24 months. This volume of shares sold represents approximately $3.20M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CPER is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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