Skip to content
Disclosery

CPER UNITED STS COMMODITY INDEX F

Follow

CM REP COPP FD (fund), issuer CIK 1479247

131 managers (131 13F filers) reported a position in CPER shares at 2026-03-31, 5,934,264 shares in all. 48 filers opened a position and 22 filers sold out during the quarter.

Managers
131
13F filers
131
New
48
Added
39
Reduced
20
Sold out
22
Shares held by filers
5,934,264

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,451,309$50M0.06%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…758,100$26.1M0.07%+381,00013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG415,217$14.3M<0.01%+329,83513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC399,698$13.7M<0.01%+276,55813F-HR/ATimelineGroup
LPL Financial LLC275,466$9.48M<0.01%+13,96013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…238,338$8.21M0.01%+231,24313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,212$5.48M<0.01%+157,17213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/145,800$5.02M<0.01%+138,52013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC125,287$4.31M<0.01%+82,99813F-HRTimelineGroup
SIMPLEX TRADING, LLC90,046$3.1M0.1%new13F-HRTimeline
Brookwood Investment Group LLC87,303$3.01M0.38%-38,78313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC81,986$2.82M<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…76,323$2.63M0.01%+75,79813F-HRTimeline
Strategic Blueprint, LLC71,402$2.46M0.14%+7,79513F-HRTimeline
&PARTNERS60,808$2.09M0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC58,500$2.01M<0.01%+17,80013F-HRTimelineGroup
TD Waterhouse Canada Inc.56,988$1.96M0.01%-8,38013F-HRTimeline
HighTower Advisors, LLC56,285$1.94M<0.01%+7,66613F-HRTimeline
Knollwood Investment Advisory, LLC54,918$1.89M0.19%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…53,837$1.85M<0.01%+75013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC53,221$1.83M0.01%-13313F-HRTimeline
GROUP ONE TRADING LLC47,837$1.65M0.05%-27,98013F-HRTimeline
Beacon Pointe Advisors, LLC46,140$1.59M0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC42,987$1.48M<0.01%+21,11213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,122$1.42M<0.01%+10,70613F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC38,628$1.33M0.03%+29,55413F-HRTimeline
MATAURO, LLC38,361$1.32M0.19%-2,59513F-HRTimeline
FLOW TRADERS U.S. LLC38,299$1.32M0.04%+31,33413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,229$1.25M<0.01%+34,06313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,070$1.17M<0.01%+65613F-HRTimelineGroup
Clare Market Investments LLC32,860$1.13M0.24%13F-HRTimeline
Summit Financial, LLC31,913$1.1M0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC30,423$1.05M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,788$991K<0.01%+20,54213F-HRTimeline
HOEY INVESTMENTS, INC27,950$962K0.14%+12,90013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,286$939K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC26,986$929K0.02%-37513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,162$901K<0.01%+12,29913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP25,050$862K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,420$841K<0.01%+10,34613F-HRTimelineGroup
SMART Wealth LLC23,243$800K0.23%new13F-HRTimeline
Cetera Investment Advisers20,714$713K<0.01%-44,16413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV19,209$661K0.05%new13F-HRTimeline
Belpointe Asset Management LLC18,943$652K0.02%new13F-HRTimeline
BigSur Wealth Management LLC16,839$580K0.16%-3,50013F-HRTimeline
Pettinga Financial Advisors LLC16,407$565K0.11%-50013F-HRTimeline
Creative Planningin group Creative Planning16,065$553K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP15,316$527K<0.01%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.14,905$513K0.31%-10,57013F-HRTimeline
Compound Planning, Inc.14,266$491K0.02%+92913F-HRTimeline
WHITTIER TRUST CO14,009$481K0.01%013F-HRTimeline
ISTHMUS PARTNERS, LLC12,800$441K0.05%013F-HRTimeline
Fiduciary Alliance LLC11,747$438K0.03%new13F-HRTimeline
Platform Technology Partners12,089$416K0.08%+5,58913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,064$415K<0.01%+2,01113F-HRTimeline
Private Advisor Group, LLC11,466$395K<0.01%-2,28013F-HRTimeline
Garde Capital, Inc.11,382$392K0.02%-5,13713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC11,274$388K0.02%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC10,990$378K<0.01%-8,37613F-HRTimelineGroup
Herold Advisors, Inc.10,800$372K0.08%013F-HRTimeline
Ignite Planners, LLC10,143$349K0.05%+52313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,843$339K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC9,725$335K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,098$313K<0.01%-1,06913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,097$313K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC8,418$290K0.03%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,387$289K0.02%+35013F-HRTimeline
Advisory Alpha, LLC8,296$286K0.01%-2,38013F-HRTimeline
Sidoxia Capital Management, LLC7,882$271K0.23%13F-HRTimeline
Sanctuary Advisors, LLC7,743$267K<0.01%new13F-HRTimeline
Exit Wealth Advisors, LLC.7,715$266K0.14%new13F-HRTimeline
Silverleafe Capital Partners, LLC7,621$262K0.08%new13F-HRTimeline
BRIGHTON JONES LLC7,220$249K0.01%new13F-HR/ATimeline
Janney Montgomery Scott LLC6,965$240K<0.01%new13F-HRTimeline
Argyle Capital Partners, LLC6,803$234K0.17%+69013F-HRTimeline
Merit Financial Group, LLC6,586$227K<0.01%-18413F-HRTimeline
Summit Trail Advisors, LLC6,513$224K<0.01%new13F-HRTimeline
PFG Investments, LLC6,297$217K0.01%new13F-HRTimeline
NewEdge Wealth, LLC6,135$211K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,981$206K0.01%+3,35113F-HRTimeline
CENTRAL TRUST Co5,931$204K<0.01%013F-HRTimeline
Permanent Capital Management, LP5,580$204K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,632$188K<0.01%+36713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,399$186K<0.01%new13F-HRTimelineGroup
Belvedere Trading LLC5,188$179K0.02%new13F-HRTimeline
Allworth Financial LP3,772$130K<0.01%+1,30413F-HRTimeline
Advisory Services Network, LLC3,748$129K<0.01%new13F-HRTimeline
Parallel Advisors, LLC2,900$99.8K<0.01%+2,86413F-HR/ATimeline
Arax Advisory Partners2,710$93.3K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC2,372$81.5K<0.01%+4313F-HRTimeline
MAI Capital Management2,228$76.7K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.2,108$72.6K0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.1,884$64.9K0.02%new13F-HRTimeline
Tidemark, LLC1,764$60.7K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,465$50.4K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,359$46.8K<0.01%-20913F-HRTimelineGroup
Clean Yield Group1,200$41.3K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,161$40K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,040$35.7K<0.01%+1,02113F-HRTimeline
SIGNATUREFD, LLC1,000$34.4K<0.01%new13F-HRTimeline
Pilgrim Partners Asia Pte Ltd1,000$34.4K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc900$31K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN859$29.6K<0.01%new13F-HR/ATimelineGroup
WEBSTER BANK, N. A.850$29.3K<0.01%+35013F-HRTimeline
Solstein Capital, LLC842$29K0.01%+71713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…702$24.2K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC637$21.9K<0.01%+57513F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…556$19.1K0.01%new13F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV350$12K<0.01%013F-HR/ATimeline
Destiny Wealth Partners, LLC311$10.7K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC284$10K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…235$8.07K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.227$7.82K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.207$7.13K<0.01%new13F-HRTimeline
IFS Advisors, LLC200$6.89K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC200$6.89K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC130$4.37K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC125$4.3K<0.01%+7513F-HR/ATimeline
GILPIN WEALTH MANAGEMENT, LLC100$3.44K<0.01%new13F-HRTimeline
Larson Financial Group LLC97$3.34K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC89$3.06K<0.01%-36113F-HRTimeline
Rialto Wealth Management, LLC86$2.96K<0.01%-15213F-HRTimeline
Tradewinds Capital Management, LLC60$2.07K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates58$2K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO54$1.86K<0.01%new13F-HRTimeline
Wall Street Financial Group, Inc.0$1.45K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
JDM Financial Group LLC37$1.27K<0.01%013F-HRTimeline
Copia Wealth Management35$1.21K<0.01%-113F-HRTimeline
Trust Co30$1.03K<0.01%013F-HRTimeline
Aspect Partners, LLC10$344<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$34<0.01%013F-HRTimeline