Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNITED STS COMMODITY INDEX F (CPER)

103 + Investors. Track Smart Money conviction in CPER. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
4Q ▲
Buyers last Q
76%

Smart Money Signals — CPER

Based on 99 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added CPER than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
99 hedge funds hold CPER right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +74% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+74% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

69 buying22 selling
Last quarter: 69 funds were net buyers (34 opened a brand new position + 35 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new CPER position: 12 → 16 → 22 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 39% new

35% conviction (2yr+) 25% medium 39% new
Of the 99 current holders: 35 (35%) held >2 years, 25 held 1–2 years, and 39 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +95% but shares only +67% — price-driven

Value
+95%
Shares
+67%
Last quarter: the total dollar value of institutional holdings rose +95%, but actual share count only changed +67%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

13 → 12 → 16 → 22 → 34 new funds/Q
New funds entering each quarter: 12 → 16 → 22 → 34. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 50% of holders stayed 2+ years

50% veterans 14% 1-2yr 36% new
Of 103 current holders: 52 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
9 of 99 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CPER

How many hedge funds hold CPER — quarterly history vs. share price
Quarterly hedge fund ownership of CPER vs. share price

Market Analysis: CPER

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPER

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: CPER
2026 Q1 Stats Unlock in 22 days 103 + Investors

Track Smart Money conviction in CPER. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 103 81 27.16%
13F Shares 4M 2M 67.36%
Total Value $134M $69M 95.13%
New Positions 34 24 +10
Increased Positions 51 33 +18
Closed Positions 9 18 -9
Reduced Positions 14 19 -5
Total Calls 3 3 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: CPER

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

103 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CPER. Verified SEC 13F-HR filings.

Top 25 institutional holders of CPER — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SMART Wealth LLC 0.23% 23,243 $800K
2 MATAURO, LLC 0.19% 38,361 $1.3M
3 BigSur Wealth Management LLC 0.16% 16,839 $580K
4 Pettinga Financial Advisors LLC 0.11% 16,407 $565K
5 Platform Technology Partners 0.08% 12,089 $416K
6 Silverleafe Capital Partners, LLC 0.08% 7,621 $262K
7 Ignite Planners, LLC 0.05% 10,143 $349K
8 U.S. Capital Wealth Advisors, LLC 0.03% 38,628 $1.3M
9 Continuum Advisory, LLC 0.03% 8,418 $290K
10 Fiduciary Alliance LLC 0.03% 11,747 $438K
11 EVOLVE PRIVATE WEALTH, LLC 0.02% 11,274 $388K
12 Perigon Wealth Management, LLC 0.02% 26,986 $929K
13 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 5,981 $206K
14 Clean Yield Group 0.01% 1,200 $41K
15 PFG Investments, LLC 0.01% 6,297 $217K
16 CENTRAL TRUST Co 0.00% 5,931 $204K
17 Sound Income Strategies, LLC 0.00% 2,372 $81K
18 IFS Advisors, LLC 0.00% 200 $7K
19 WEBSTER BANK, N. A. 0.00% 850 $29K
20 GILPIN WEALTH MANAGEMENT, LLC 0.00% 100 $3K
21 ARMSTRONG ADVISORY GROUP, INC 0.00% 1,161 $40K
22 Private Advisor Group, LLC 0.00% 11,466 $395K
23 Merit Financial Group, LLC 0.00% 6,586 $227K
24 AdvisorNet Financial, Inc 0.00% 900 $31K
25 SJS Investment Consulting Inc. 0.00% 227 $8K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UNITED STS COMMODITY INDEX F (CPER)

What does the Smart Money Trend signal show for CPER?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CPER than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CPER?

More buyers than sellers — 76% buying: Last quarter: 69 funds were net buyers (34 opened a brand new position + 35 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CPER holders?

Smaller funds dominant — 15% AUM from top-100: 9 of 99 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CPER?

Mixed — 35% long-term, 39% new: Of the 99 current holders: 35 (35%) held >2 years, 25 held 1–2 years, and 39 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.