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United States Copper Index Fund (CPER) Institutional Ownership

United States Copper Index Fund logo
$37.93 +0.19 (+0.51%)
As of 12:15 PM Eastern
This is a fair market value 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)
76
Total
Institutional Inflows
(last 12 months)
$68.34M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$3.94M
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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
11/11/2026Private Advisor Group LLC15,829$630K0.0%N/A0.085%
11/10/2026Composition Wealth LLC7,398$294K0.0%N/A0.040%
11/10/2026HighTower Advisors LLC63,689$2.53M0.0%-1.0%0.341%
11/9/2026 Harbour Investments Inc.2,715$108K0.0%+85.3%0.015%
11/9/2026 IFG Advisory LLC14,842$590K0.0%+16.7%0.079%
11/6/2026 Moors & Cabot Inc.8,597$342K0.0%+12.4%0.046%
11/3/2026 Parallel Advisors LLC1,600$64K0.0%+45.5%0.009%
11/2/2026 Kestra Advisory Services LLC9,715$386K0.0%+10.2%0.052%
11/2/2026 Platform Technology Partners11,394$453K0.1%-5.4%0.061%
11/2/2026 Commonwealth Equity Services LLC12,143$483K0.0%N/A0.065%
10/31/2026 Basso Capital Management L.P.55,415$2.20M0.5%+189.9%0.296%
10/29/2026 Hoey Investments Inc.23,850$949K0.1%-5.9%0.128%
10/29/2026 Mirae Asset Global Investments Co. Ltd.13,800$549K0.0%N/A0.074%
10/29/2026 MGO One Seven LLC13,106$521K0.0%-5.4%0.070%
10/24/2026 Argyle Capital Partners LLC7,956$316K0.2%+12.2%0.043%
10/22/2026 Obermeyer Wealth Partners5,496$219K0.0%N/A0.029%
10/16/2026 TD Waterhouse Canada Inc.56,617$2.24M0.0%-1.3%0.303%
10/14/2026 BigSur Wealth Management LLC16,839$670K0.2%-51.7%0.090%
10/14/2026 B. Riley Wealth Advisors Inc.19,198$764K0.0%N/A0.103%
10/9/2026 GK Wealth Management LLC2,098$83K0.0%N/A0.011%
10/8/2026 City Center Advisors LLC7,215$287K0.2%N/A0.039%
10/7/2026 Persium Advisors LLC5,200$207K0.1%N/A0.028%
9/9/2026NewEdge Advisors LLC725$27K0.0%+480.0%0.004%
9/9/2026 IFP Advisors Inc1,426$54K0.0%N/A0.007%
9/8/2026 Allworth Financial LP7,112$268K0.0%+88.5%0.037%
8/22/2026 SMART Wealth LLC19,210$725K0.2%-17.4%0.099%
8/22/2026 TD Waterhouse Canada Inc.57,387$2.13M0.0%+0.7%0.297%
8/21/2026Continuum Advisory LLC10,181$384K0.0%+20.9%0.053%
8/20/2026Proficio Capital Partners LLC65,820$2.48M0.1%N/A0.340%
5/19/2026 Western 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%
5/13/2026Cetera Investment Advisers20,714$713K0.0%-68.1%0.100%
5/13/2026NewEdge 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%
5/5/2026Sanctuary Advisors LLC7,743$267K0.0%N/A0.037%
5/1/2026 Fifth Third Bancorp5,399$186K0.0%N/A0.026%
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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%
4/29/2026Clare Market Investments LLC32,860$1.13M0.2%N/A0.158%
4/27/2026PFG Investments LLC6,297$217K0.0%N/A0.030%
4/27/2026Private 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%
4/23/2026Continuum Advisory LLC8,418$290K0.0%N/A0.040%
4/22/2026Janney Montgomery Scott LLC6,965$240K0.0%N/A0.033%
4/21/2026 Fiduciary Alliance LLC11,747$438K0.0%N/A0.056%
4/17/2026Webster Bank N. A.850$29K0.0%+70.0%0.004%
4/16/2026Evolve Private Wealth LLC11,274$388K0.0%N/A0.054%
3/17/2026Rockefeller 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%
2/18/2026Quadrature 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%
2/17/2026Cetera 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%
2/16/2026Towarzystwo Funduszy Inwestycyjnych PZU SA47,500$1.66M0.4%N/A0.218%
2/16/2026MML 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%
2/13/2026Stifel Financial Corp33,414$1.17M0.0%+32.9%0.154%
2/13/2026Arkadios Wealth Advisors133,862$4.68M0.1%-4.4%0.615%
2/12/2026 Commonwealth Equity Services LLC10,053$351K0.0%-21.8%0.046%
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%
2/6/2026HighTower 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%
1/29/2026UBS 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%
1/28/2026Ruffer 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%
1/22/2026Brookwood Investment Group LLC126,086$4.41M0.5%+24.5%0.776%
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1/21/2026 Sound Income Strategies LLC2,329$84K0.0%N/A0.014%
1/20/2026Pine 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%
1/9/2026SG 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%
11/18/2025Advisory 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%


CPER Institutional Ownership - Frequently Asked Questions

During the previous two years, 106 institutional investors and hedge funds held shares of United States Copper Index Fund. The most heavily invested institutionals were 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), Empowered Funds LLC ($3.49M), and EHP Funds Inc. ($3.33M).Learn more on United States Copper Index Fund's institutional investors.

Of the 100 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. ($366.20K), 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 1,989,004 shares in the last 24 months. This purchase volume represents approximately $68.34M in transactions.

Of the 17 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), BigSur Wealth Management LLC ($18K), Lazard Asset Management LLC ($16.22K), Arkadios Wealth Advisors ($6.17K), Ignite Planners LLC ($5.05K), Matauro LLC ($4.74K), and SMART Wealth LLC ($4.03K).

Institutional investors have sold a total of 111,099 shares in the last 24 months. This volume of shares sold represents approximately $3.94M in transactions.



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 11/11/2026. New 13F filings are added each quarter as they're published.
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