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United States Copper Index Fund (CPER) Institutional Ownership

United States Copper Index Fund logo
$38.92 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$38.90 -0.02 (-0.04%)
As of 05/22/2026 07:50 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.

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

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$76.36M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.41M
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Skip Chart & View Institutional Buying and Selling Data

CPER Institutional Buying and Selling by Quarter

United States Copper Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC876$30K0.0%N/A0.004%
5/19/2026 Bank of America Corp DE145,800$5.02M0.0%+1,902.7%0.701%
5/16/2026 Lazard Asset Management LLC10,990$378K0.0%-43.3%0.053%
5/15/2026 Turim 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%
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%
2/18/2026 Empowered 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%
2/17/2026 Lazard Asset Management LLC19,366$677K0.0%-12.1%0.089%
2/17/2026 Osaic Holdings Inc.30,416$1.06M0.0%-2.8%0.140%
2/17/2026 Royal 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%
2/16/2026 Brown 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%
2/11/2026 Empowered Funds LLC99,869$3.49M0.0%N/A0.459%
2/11/2026 Cerity 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%
2/2/2026 Mutual 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%
1/23/2026 U.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%
11/21/2025 Tcfg Wealth Management LLC45,944$1.38M0.3%+11.9%0.435%
11/18/2025 Advisory Services Network LLC3,592$108K0.0%N/A0.034%
11/18/2025 Tcfg Wealth Management LLC45,944$1.38M0.1%+11.9%0.435%
11/17/2025 Flow Traders U.S. LLC34,274$1.03M0.0%N/A0.325%
11/17/2025 Focus Partners Wealth7,139$214K0.0%N/A0.068%
11/17/2025 Ameriprise Financial Inc.101,677$3.05M0.0%+259.4%0.964%
11/14/2025 Lazard Asset Management LLC22,039$661K0.0%-19.0%0.209%
11/14/2025EHP Funds Inc.111,000$3.33M2.9%N/A1.052%
11/13/2025 HITE 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%
11/4/2025 Jones 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%
9/4/2025 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%


CPER Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 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 94 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 2,307,591 shares in the last 24 months. This purchase volume represents approximately $76.36M in transactions.

Of the 13 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), Ameriprise Financial Inc. ($23.24K), BigSur Wealth Management LLC ($16.60K), Lazard Asset Management LLC ($16.22K), TD Waterhouse Canada Inc. ($8.30K), Arkadios Wealth Advisors ($6.17K), and Ignite Planners LLC ($5.05K).

Institutional investors have sold a total of 132,897 shares in the last 24 months. This volume of shares sold represents approximately $4.41M in transactions.



This page (NYSEARCA:CPER) was last updated on 5/25/2026 by MarketBeat.com Staff.
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