Grundlæggende statistik
Institutionelle ejere | 80 total, 76 long only, 0 short only, 4 long/short - change of 15,94% MRQ |
Gennemsnitlig porteføljeallokering | 0.0537 % - change of -22,21% MRQ |
Institutionelle aktier (lange) | 1.303.055 (ex 13D/G) - change of 0,07MM shares 5,34% MRQ |
Institutionel værdi (lang) | $ 38.616 USD ($1000) |
Institutionelt ejerskab og aktionærer
United States Commodity Index Funds Trust - United States Copper Index Fund (US:CPER) har 80 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,303,055 aktier. Største aktionærer omfatter LPL Financial LLC, Citadel Advisors Llc, Arkadios Wealth Advisors, Citadel Advisors Llc, Susquehanna International Group, Llp, UBS Group AG, Susquehanna International Group, Llp, Knollwood Investment Advisory, LLC, Mirae Asset Global Investments Co., Ltd., and TD Waterhouse Canada Inc. .
United States Commodity Index Funds Trust - United States Copper Index Fund (ARCA:CPER) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 8, 2025 is 28,03 / share. Previously, on September 9, 2024, the share price was 25,84 / share. This represents an increase of 8,48% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Stifel Financial Corp | 13.544 | 2,07 | 429 | 2,15 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.000 | 400,00 | 32 | 416,67 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 52.200 | 67,31 | 1.652 | 65,76 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 12.800 | 103,17 | 405 | 101,49 | |||
2025-07-30 | 13F | Whittier Trust Co | 14.009 | 0,00 | 443 | 0,23 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 12.889 | 2,09 | 408 | 1,24 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 24.000 | 72,66 | 760 | 71,17 | |||
2025-07-22 | 13F | Diligent Investors, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Clean Yield Group | 1.200 | 0,00 | 38 | 0,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 284 | 0,00 | 0 | |||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 238 | 0,00 | 8 | 0,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 30.684 | 24,48 | 1 | |||||
2025-08-13 | 13F/A | StoneX Group Inc. | 11.032 | 255 | ||||||
2025-08-14 | 13F | SWAN Capital LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 227 | 0,00 | 7 | 0,00 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 350 | 0,00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.938 | 0,00 | 61 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 627 | 20 | ||||||
2025-08-14 | 13F | Comerica Bank | 3.510 | 111 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 900 | 0,00 | 28 | 0,00 | ||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 60 | 0,00 | 2 | 0,00 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 30.339 | -17,87 | 960 | -17,82 | ||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 11.600 | -64,42 | 367 | -64,37 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 800 | 25 | ||||||
2025-07-31 | 13F | Curio Wealth, Llc | 1 | 0,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 19.261 | 44,52 | 609 | 44,66 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.123 | 24,05 | 0 | |||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 9.894 | 355 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 18 | 0,00 | 1 | |||||
2025-08-12 | 13F | LPL Financial LLC | Put | 7.000 | 221 | |||||
2025-08-12 | 13F | LPL Financial LLC | 158.180 | 19,14 | 5.005 | 19,28 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 120 | 0,00 | 4 | 0,00 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Copia Wealth Management | 40 | 1 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30.384 | 5,78 | 961 | 5,95 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.500 | 0,00 | 47 | 0,00 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 740 | 0,00 | 23 | 0,00 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 10.869 | -0,41 | 344 | -0,29 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 7.018 | 222 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12.244 | -12,38 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 343 | 0,00 | 11 | 0,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 600 | 19 | ||||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 41.066 | 34,97 | 1.299 | 35,17 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 10.800 | 0,00 | 342 | 0,00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.464 | 46 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 27.660 | 48,23 | 875 | 48,56 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 537 | -47,25 | 17 | -50,00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 20.000 | 633 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 112.877 | 2,69 | 3.571 | 2,82 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 23.900 | -71,98 | 756 | -71,95 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 109.372 | 4,16 | 3.461 | 4,28 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 125.000 | 15,96 | 3.955 | 16,12 | |||
2025-08-11 | 13F | Tidemark, LLC | 1.764 | 0,00 | 56 | 0,00 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 13.886 | 4,78 | 481 | 26,25 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 48 | 2 | ||||||
2025-07-25 | 13F | Cwm, Llc | 1 | 0,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 77.676 | -22,44 | 2.458 | -22,35 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 27.212 | -0,35 | 1 | |||||
2025-08-13 | 13F | Knollwood Investment Advisory, LLC | 54.918 | 0,00 | 1.738 | 0,12 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 156 | 5 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 8.596 | -25,19 | 272 | -25,34 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 35.827 | 1.134 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 39.910 | 57,86 | 1.263 | 58,15 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7.912 | 0,00 | 217 | -9,58 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 62.200 | -36,27 | 1.968 | -36,19 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 94.900 | 1.255,71 | 3.003 | 1.258,37 | |||
2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 1 | 0 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 43.477 | 1.376 | ||||||
2025-07-14 | 13F | Hoey Investments, Inc | 5.150 | 0,00 | 163 | 0,00 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 142 | 0,00 | 4 | 0,00 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 1.000 | 32 | ||||||
2025-08-13 | 13F | Isthmus Partners, Llc | 12.800 | 0,00 | 405 | 0,00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 50.319 | -14,16 | 1.589 | -13,88 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 85 | 0,00 | 3 | 0,00 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 200 | 0,00 | 6 | 0,00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1.543 | 0,00 | 49 | 2,13 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 14.237 | 1,06 | 450 | 1,12 | ||||
2025-05-14 | 13F | Aristides Capital LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 1.414 | 45 | ||||||
2025-08-15 | 13F | Morgan Stanley | 7.474 | -58,62 | 236 | -58,60 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 20.388 | 118,43 | 645 | 119,39 | ||||
2025-07-22 | 13F | IMC-Chicago, LLC | 14.811 | 469 | ||||||
2025-07-03 | 13F | Garde Capital, Inc. | 16.519 | 8,71 | 523 | 8,75 | ||||
2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 94 | -89,03 | 3 | -92,59 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6.980 | 252,53 | 221 | 254,84 | ||||
2025-08-21 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 23.775 | 0,00 | 752 | 0,13 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 37 | 1 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 28.294 | -45,10 | 895 | -45,02 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 11.062 | 350 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1.805 | 57 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 2.000 | 63 |