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Institutional Ownership · SEC Form 13F

Who owns COPX


Which tracked institutional funds hold COPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COPX company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

459
Institutional holders
42M
Shares held (tracked funds)

How tracked funds are positioned

265 tracked funds added shares of COPX or opened a position while 142 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 35 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

COPX’s largest tracked holder by dollar value, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in COPX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 457 tracked filers holding COPX, 265 increased or opened the position and 142 reduced or closed it, by share count adjusted for splits; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in COPX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 35 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 93

  • Temasek Holdings (Private) Ltd$33M
  • Quadrature Capital Ltd$30M
  • Woodline Partners LP$27M
  • Agave Capital Management Ltd$22M
  • OLD MISSION CAPITAL LLC$18M
  • BROWN ADVISORY INC$11M

Full exits 44

  • Gemsstock Ltd.$18M
  • Qube Research & Technologies Ltd$15M
  • Cercano Management LLC$8M
  • LMR Partners LLP$8M
  • Defiance ETFs, LLC$7M
  • Centiva Capital, LP$6M

Largest adds

  • BANK OF AMERICA CORP /DE/$142M
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$98M
  • JPMORGAN CHASE & CO$88M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$80M
  • GOLDMAN SACHS GROUP INC$67M
  • ROYAL BANK OF CANADA$17M

Largest trims

  • OMERS ADMINISTRATION Corp$56M
  • Nearwater Capital Markets, Ltd$33M
  • D. E. Shaw & Co., Inc.$28M
  • JANE STREET GROUP, LLC$17M
  • Phoenix Financial Ltd.$16M
  • GROUP ONE TRADING LLC$11M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added7,719,745$585M19.6%2026-Q2
JPMORGAN CHASE & CO added3,563,600$270M9.0%2026-Q2
BANK OF AMERICA CORP /DE/ added3,027,392$233M7.8%2026-Q2
MORGAN STANLEY added2,984,460$230M7.7%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/2,755,905$212M7.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added1,606,644$124M4.1%2026-Q2
GOLDMAN SACHS GROUP INC added1,002,487$77M2.6%2026-Q2
LPL Financial LLC added901,965$69M2.3%2026-Q2
WELLS FARGO & COMPANY/MN added862,414$66M2.2%2026-Q2
UBS Group AG added837,084$64M2.2%2026-Q2
Phoenix Financial Ltd. trimmed627,000$48M1.6%2026-Q2
ROYAL BANK OF CANADA added557,663$43M1.4%2026-Q2
FIL Ltd trimmed509,586$39M1.3%2026-Q2
Federation des caisses Desjardins du Quebec added507,995$39M1.3%2026-Q2
Nearwater Capital Markets, Ltd trimmed500,000$38M1.3%2026-Q2
Temasek Holdings (Private) Ltd426,814$36M1.2%2026-Q3 (1 quarter ahead of as-of)
BW Gestao de Investimentos Ltda. added453,150$35M1.2%2026-Q2
Quadrature Capital Ltd new387,068$30M1.0%2026-Q2
Woodline Partners LP new355,224$27M0.9%2026-Q2
AMERIPRISE FINANCIAL INC added326,852$25M0.8%2026-Q2
J.Safra Asset Management Corp added303,306$23M0.8%2026-Q2
RAYMOND JAMES FINANCIAL INC added301,804$23M0.8%2026-Q2
BANK OF MONTREAL /CAN/ added296,396$23M0.8%2026-Q2
CITIGROUP INC trimmed295,352$23M0.8%2026-Q2
D. E. Shaw & Co., Inc. trimmed294,376$23M0.8%2026-Q2
Agave Capital Management Ltd new285,724$22M0.7%2026-Q2
Fielder Capital Group LLC trimmed283,833$22M0.7%2026-Q2
STIFEL FINANCIAL CORP trimmed241,249$19M0.6%2026-Q2
OLD MISSION CAPITAL LLC new230,475$18M0.6%2026-Q2
Proficio Capital Partners LLC added226,952$17M0.6%2026-Q2
Jefferies Financial Group Inc. added206,846$16M0.5%2026-Q2
Black Swift Group, LLC added203,728$16M0.5%2026-Q2
FWL INVESTMENT MANAGEMENT, LLC added194,128$15M0.5%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed191,880$15M0.5%2026-Q2
RED CEDAR INVESTMENT MANAGEMENT, LLC added189,927$15M0.5%2026-Q2
SCOTIA CAPITAL INC. added178,955$14M0.5%2026-Q2
OMERS ADMINISTRATION Corp trimmed177,660$14M0.5%2026-Q2
SAVA PENZISKO DRUSHTVO A.D. SKOPJE added178,205$13M0.4%2026-Q2
NEUBERGER BERMAN GROUP LLC added171,817$13M0.4%2026-Q2
GROUP ONE TRADING LLC trimmed160,884$12M0.4%2026-Q2
Rockefeller Capital Management L.P. trimmed156,117$12M0.4%2026-Q2
Trivium Point Advisory, LLC added148,714$11M0.4%2026-Q2
BROWN ADVISORY INC new150,289$11M0.4%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed144,334$11M0.4%2026-Q2
CIBC Bancorp USA Inc. new130,428$10M0.3%2026-Q2
IMC-Chicago, LLC added121,003$9M0.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP new110,180$8M0.3%2026-Q2
OSAIC HOLDINGS, INC. added107,119$8M0.3%2026-Q2
BECK CAPITAL MANAGEMENT, LLC added104,183$8M0.3%2026-Q2
Steward Partners Investment Advisory, LLC trimmed102,879$8M0.3%2026-Q2
K.J. Harrison & Partners Inc added101,297$8M0.3%2026-Q2
Jump Financial, LLC added100,332$8M0.3%2026-Q2
MAI Capital Management added98,585$8M0.3%2026-Q2
Cetera Investment Advisers added96,833$7M0.2%2026-Q2
BANK OF NOVA SCOTIA added96,365$7M0.2%2026-Q2
Coppell Advisory Solutions LLC366$7M0.2%2026-Q2
NATIONAL BANK OF CANADA /FI/ added91,648$7M0.2%2026-Q2
BARCLAYS PLC added91,440$7M0.2%2026-Q2
FIDUCIARY FINANCIAL GROUP, LLC added91,173$7M0.2%2026-Q2
MARCO INVESTMENT MANAGEMENT LLC84,400$6M0.2%2026-Q2
W1M Asset Management Ltd added84,191$6M0.2%2026-Q2
TD Waterhouse Canada Inc. added85,710$6M0.2%2026-Q2
Legend Financial Advisors, Inc. trimmed81,970$6M0.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added82,796$6M0.2%2026-Q2
Private Advisor Group, LLC added79,318$6M0.2%2026-Q2
DRW Securities, LLC new75,254$6M0.2%2026-Q2
Bayshore Capital Advisors, LLC added74,877$6M0.2%2026-Q2
CIBC WORLD MARKET INC. added73,976$6M0.2%2026-Q2
PCG Wealth Advisors, LLC added73,324$6M0.2%2026-Q2
Corecam Pte. Ltd. added72,300$6M0.2%2026-Q2
J.W. COLE ADVISORS, INC. added67,204$5M0.2%2026-Q2
Polymer Capital Management (HK) LTD new66,000$5M0.2%2026-Q2
Stonebridge Financial Group, LLC new64,507$5M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed62,658$5M0.2%2026-Q2
Cypress Capital Group added57,195$4M0.1%2026-Q2
TRUIST FINANCIAL CORP added54,429$4M0.1%2026-Q2
Lake Hills Wealth Management, LLC added54,376$4M0.1%2026-Q2
PINEBRIDGE INVESTMENTS LLC trimmed53,987$4M0.1%2026-Q2
MFA WEALTH ADVISORS, LLC added53,897$4M0.1%2026-Q2
Nan Shan Life Insurance Co., Ltd. added52,746$4M0.1%2026-Q2
VIEWPOINT INVESTMENT PARTNERS CORP new45,918$4M0.1%2026-Q2
JANE STREET GROUP, LLC trimmed48,368$4M0.1%2026-Q2
Financial Sense Advisors, Inc. added45,612$4M0.1%2026-Q2
IronBridge Private Wealth, LLC trimmed45,183$3M0.1%2026-Q2
Marex Group Ltd trimmed44,672$3M0.1%2026-Q2
NATIXIS trimmed44,340$3M0.1%2026-Q2
SIMPLEX TRADING, LLC trimmed44,124$3M0.1%2026-Q2
GTS SECURITIES LLC new44,090$3M0.1%2026-Q2
Glaxis Capital Management, LLC added43,890$3M0.1%2026-Q2
CITADEL ADVISORS LLC added43,814$3M0.1%2026-Q2
Amitell Capital Pte Ltd new43,135$3M0.1%2026-Q2
WOODMONT INVESTMENT COUNSEL LLC added41,230$3M0.1%2026-Q2
Ipsen Advisor Group LLC added39,829$3M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added39,987$3M0.1%2026-Q2
MML INVESTORS SERVICES, LLC added39,393$3M0.1%2026-Q2
Symphony Financial, Ltd. Co. added39,789$3M0.1%2026-Q2
NORTHEAST PLANNING ASSOCIATES, INC. / NH / trimmed42,156$3M0.1%2026-Q2
Sanctuary Advisors, LLC trimmed38,563$3M0.1%2026-Q2
Creative Planning trimmed38,553$3M0.1%2026-Q2
180 WEALTH ADVISORS, LLC added38,051$3M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership