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United States Copper Index Fund (CPER) Institutional Ownership

United States Copper Index Fund logo
$37.29 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$37.43 +0.14 (+0.37%)
As of 07/2/2026 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$76.32M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.41M
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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%
5/14/2026Compound 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%
5/8/2026PNC Financial Services Group Inc.53,837$1.85M0.0%+1.4%0.259%
5/7/2026Parallel Advisors LLC2,900$100K0.0%+7,955.6%0.014%
5/5/2026Sanctuary Advisors LLC7,743$267K0.0%N/A0.037%
5/1/2026Fifth Third Bancorp5,399$186K0.0%N/A0.026%
4/30/2026Kestra Advisory Services LLC24,420$841K0.0%+73.5%0.117%
4/29/2026Hoey 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%
4/27/2026Platform Technology Partners12,089$416K0.1%+86.0%0.058%
4/24/2026SMART 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%
4/21/2026Fiduciary 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%
2/19/2026Compound 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%
2/18/2026Argyle Capital Partners LLC6,113$214K0.2%N/A0.028%
2/18/2026Basso 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC10,053$351K0.0%-21.8%0.046%
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2/12/2026Pettinga 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%
2/11/2026LPL Financial LLC261,506$9.14M0.0%+111.6%1.202%
2/6/2026Lloyd Advisory Services LLC.1,631$57K0.0%N/A0.007%
2/6/2026Ignite Planners LLC9,620$350K0.1%-34.4%0.044%
2/6/2026HighTower Advisors LLC48,619$1.70M0.0%+235.9%0.224%
2/2/2026CENTRAL TRUST Co5,931$207K0.0%N/A0.029%
2/2/2026Mutual Advisors LLC26,851$939K0.0%N/A0.129%
2/2/2026Oppenheimer & Co. Inc.9,442$330K0.0%N/A0.046%
1/30/2026Strategic Blueprint LLC63,607$2.22M0.1%+2.6%0.307%
1/29/2026UBS Group AG85,382$2.99M0.0%+0.9%0.480%
1/28/2026Geneos Wealth Management Inc.891$31K0.0%N/A0.005%
1/28/2026Hoey Investments Inc.15,050$526K0.1%+80.2%0.085%
1/28/2026Ruffer LLP22,400$784K0.0%N/A0.126%
1/27/2026TD Waterhouse Canada Inc.65,368$2.28M0.0%+4.1%0.367%
1/26/2026Merit Financial Group LLC6,770$237K0.0%N/A0.038%
1/26/2026Mirae 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%
1/23/2026Eagle Strategies LLC54,183$1.89M0.2%+111.3%0.333%
1/22/2026Brookwood Investment Group LLC126,086$4.41M0.5%+24.5%0.776%
1/21/2026Sound Income Strategies LLC2,329$84K0.0%N/A0.014%
1/20/2026Pine Harbor Wealth Management LLC4,087$143K0.0%N/A0.027%
1/16/2026Perigon Wealth Management LLC27,361$957K0.0%N/A0.186%
1/16/2026Matauro LLC40,956$1.43M0.2%-10.4%0.279%
1/9/2026SG Americas Securities LLC31,605$1.11M0.0%N/A0.231%
12/2/2025Allworth 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%
11/17/2025Focus 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%
11/13/2025UBS Group AG84,647$2.54M0.0%+9.0%0.802%
11/13/2025Basso Capital Management L.P.9,650$290K0.2%-16.8%0.091%
11/12/2025Creative Financial Designs Inc. ADV2,820$85K0.0%+45.5%0.027%
11/10/2025Compound Planning Inc.13,837$415K0.0%N/A0.131%
11/7/2025PNC Financial Services Group Inc.53,087$1.59M0.0%+91.9%0.503%
11/5/2025Envestnet Asset Management Inc.30,462$914K0.0%+58.2%0.294%
11/4/2025Jones Financial Companies Lllp4,155$122K0.0%N/A0.040%
11/3/2025TD Waterhouse Canada Inc.62,766$1.89M0.0%+24.7%0.606%
11/3/2025Mirae Asset Global Investments Co. Ltd.60,100$1.80M0.0%+15.1%0.581%
10/31/2025B. Riley Wealth Advisors Inc.52,587$1.58M0.1%+21.0%0.508%
10/29/2025Platform Technology Partners7,725$232K0.1%N/A0.074%
10/29/2025Arkadios Wealth Advisors140,031$4.20M0.1%+24.1%1.340%
10/24/2025Ball & Co Wealth Management Inc.2,974$89K0.1%N/A0.028%
10/23/2025Strategic Blueprint LLC61,968$1.86M0.1%N/A0.620%
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10/21/2025Pettinga Financial Advisors LLC15,257$458K0.1%+7.2%0.153%
10/21/2025Eagle Strategies LLC25,638$769K0.1%N/A0.256%
10/21/2025Brookwood Investment Group LLC101,307$3.04M0.4%+182.8%1.013%
10/14/2025BigSur Wealth Management LLC20,339$610K0.1%-33.0%0.211%
10/14/2025Brighton Jones LLC7,220$217K0.0%N/A0.075%
10/10/2025Matauro LLC45,697$1.37M0.2%N/A0.491%
10/8/2025Armstrong Advisory Group Inc.1,161$35K0.0%N/A0.012%
10/8/2025Ignite Planners LLC14,669$440K0.1%+5.6%0.158%
9/4/2025Osaic Holdings Inc.30,384$961K0.0%+5.8%0.464%
8/19/2025B. 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 2,306,268 shares in the last 24 months. This purchase volume represents approximately $76.32M 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.


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This page (NYSEARCA:CPER) was last updated on 7/5/2026 by MarketBeat.com Staff.
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