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.
How the tape is positioned
124 tracked funds added or opened COPX while 60 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 459 tracked filers holding COPX, 275 increased or opened the position and 170 reduced or closed it; 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 (split-invariant); adds and trims are measured on reported value.
New buyers 44
- 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 26
- Harel Insurance Investments & Financial Services Ltd.$175M
- Gemsstock Ltd.$18M
- Qube Research & Technologies Ltd$15M
- FNY Investment Advisers, LLC$9M
- Cambridge Investment Research Advisors, Inc.$9M
- Cercano Management LLC$8M
Largest adds
- BANK OF AMERICA CORP /DE/$143M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$129M
- JPMORGAN CHASE & CO$100M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$80M
- GOLDMAN SACHS GROUP INC$67M
- ROYAL BANK OF CANADA$18M
Largest trims
- Point72 Asset Management, L.P.$6.9B
- OMERS ADMINISTRATION Corp$56M
- Nearwater Capital Markets, Ltd$33M
- D. E. Shaw & Co., Inc.$28M
- JANE STREET GROUP, LLC$17M
- Phoenix Financial Ltd.$16M
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. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 7,719,745 | $585M | 16.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,563,600 | $270M | 7.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,027,392 | $233M | 6.7% | 2026-Q2 |
| MORGAN STANLEY added | 2,984,460 | $230M | 6.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,755,905 | $212M | 6.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,606,644 | $124M | 3.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,002,487 | $77M | 2.2% | 2026-Q2 |
| LPL Financial LLC added | 901,965 | $69M | 2.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 862,414 | $66M | 1.9% | 2026-Q2 |
| UBS Group AG added | 837,084 | $64M | 1.9% | 2026-Q2 |
| Phoenix Financial Ltd. trimmed | 627,000 | $48M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 557,663 | $43M | 1.2% | 2026-Q2 |
| FIL Ltd trimmed | 509,586 | $39M | 1.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 507,995 | $39M | 1.1% | 2026-Q2 |
| Nearwater Capital Markets, Ltd trimmed | 500,000 | $38M | 1.1% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. added | 453,150 | $35M | 1.0% | 2026-Q2 |
| Temasek Holdings (Private) Ltd new | 426,814 | $33M | 0.9% | 2026-Q2 |
| Quadrature Capital Ltd added | 387,068 | $30M | 0.9% | 2026-Q2 |
| Woodline Partners LP new | 355,224 | $27M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 326,852 | $25M | 0.7% | 2026-Q2 |
| J.Safra Asset Management Corp added | 303,306 | $23M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 301,804 | $23M | 0.7% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 296,396 | $23M | 0.7% | 2026-Q2 |
| CITIGROUP INC trimmed | 295,352 | $23M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 294,376 | $23M | 0.7% | 2026-Q2 |
| Agave Capital Management Ltd new | 285,724 | $22M | 0.6% | 2026-Q2 |
| Fielder Capital Group LLC trimmed | 283,833 | $22M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 241,249 | $19M | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 230,475 | $18M | 0.5% | 2026-Q2 |
| Proficio Capital Partners LLC added | 226,952 | $17M | 0.5% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 206,846 | $16M | 0.5% | 2026-Q2 |
| Black Swift Group, LLC added | 203,728 | $16M | 0.5% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC added | 194,128 | $15M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 191,880 | $15M | 0.4% | 2026-Q2 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC added | 189,927 | $15M | 0.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 178,955 | $14M | 0.4% | 2026-Q2 |
| OMERS ADMINISTRATION Corp trimmed | 177,660 | $14M | 0.4% | 2026-Q2 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE added | 178,205 | $13M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 171,817 | $13M | 0.4% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 160,884 | $12M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 156,117 | $12M | 0.3% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 148,714 | $11M | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC added | 150,289 | $11M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 144,334 | $11M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. new | 130,428 | $10M | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC added | 121,003 | $9M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 110,180 | $8M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 107,119 | $8M | 0.2% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC added | 104,183 | $8M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 102,879 | $8M | 0.2% | 2026-Q2 |
| K.J. Harrison & Partners Inc added | 101,297 | $8M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 100,332 | $8M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 98,585 | $8M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 96,833 | $7M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 96,365 | $7M | 0.2% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 366 | $7M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 91,648 | $7M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 91,440 | $7M | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 91,173 | $7M | 0.2% | 2026-Q2 |
| MARCO INVESTMENT MANAGEMENT LLC | 84,400 | $6M | 0.2% | 2026-Q2 |
| W1M Asset Management Ltd added | 84,191 | $6M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 85,710 | $6M | 0.2% | 2026-Q2 |
| Legend Financial Advisors, Inc. trimmed | 81,970 | $6M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 82,796 | $6M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 79,318 | $6M | 0.2% | 2026-Q2 |
| DRW Securities, LLC added | 75,254 | $6M | 0.2% | 2026-Q2 |
| Bayshore Capital Advisors, LLC added | 74,877 | $6M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 73,976 | $6M | 0.2% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 73,324 | $6M | 0.2% | 2026-Q2 |
| Corecam Pte. Ltd. added | 72,300 | $6M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 67,204 | $5M | 0.1% | 2026-Q2 |
| Polymer Capital Management (HK) LTD trimmed | 66,000 | $5M | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC new | 64,507 | $5M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 62,658 | $5M | 0.1% | 2026-Q2 |
| Harel Insurance Investments & Financial Services Ltd. added | 2,290,355 | $175M | 5.0% | 2026-Q1 stale |
| Invesco Ltd. | 1,312,149 | $94M | 2.7% | 2025-Q4 stale |
| Kirkoswald Asset Management LLC new | 710,000 | $51M | 1.5% | 2025-Q4 stale |
| Newbrook Capital Advisors LP new | 543,229 | $39M | 1.1% | 2025-Q4 stale |
| Wealth High Governance Capital Ltda added | 540,001 | $32M | 0.9% | 2025-Q3 stale |
| Merewether Investment Management, LP new | 379,500 | $23M | 0.7% | 2025-Q3 stale |
| Gemsstock Ltd. new | 241,200 | $18M | 0.5% | 2026-Q1 stale |
| Qube Research & Technologies Ltd added | 197,841 | $15M | 0.4% | 2026-Q1 stale |
| Guardian Partners Inc. trimmed | 129,100 | $9M | 0.3% | 2025-Q4 stale |
| FNY Investment Advisers, LLC trimmed | 119,446 | $9M | 0.3% | 2026-Q1 stale |
| Sollinda Capital Management LLC new | 126,727 | $9M | 0.3% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. added | 113,520 | $9M | 0.3% | 2026-Q1 stale |
| Cercano Management LLC trimmed | 104,678 | $8M | 0.2% | 2026-Q1 stale |
| MARSHALL WACE, LLP added | 130,800 | $8M | 0.2% | 2025-Q3 stale |
| LMR Partners LLP trimmed | 100,000 | $8M | 0.2% | 2026-Q1 stale |
| Kingsview Wealth Management, LLC trimmed | 102,643 | $7M | 0.2% | 2025-Q4 stale |
| Trek Financial, LLC added | 99,781 | $7M | 0.2% | 2025-Q4 stale |
| Defiance ETFs, LLC new | 91,489 | $7M | 0.2% | 2026-Q1 stale |
| Brandywine Financial Group new | 89,487 | $7M | 0.2% | 2026-Q1 stale |
| ALLIANCEBERNSTEIN L.P. new | 100,000 | $6M | 0.2% | 2025-Q3 stale |
| Centiva Capital, LP added | 75,435 | $6M | 0.2% | 2026-Q1 stale |
| PointState Capital LP trimmed | 72,978 | $6M | 0.2% | 2026-Q1 stale |
| Greenwich Wealth Management LLC new | 72,863 | $5M | 0.2% | 2025-Q4 stale |
| HighTower Advisors, LLC added | 63,634 | $5M | 0.1% | 2026-Q1 stale |
| Clark Capital Management Group, Inc. trimmed | 100,260 | $5M | 0.1% | 2025-Q2 stale |
| Y-Intercept (Hong Kong) Ltd added | 57,933 | $4M | 0.1% | 2026-Q1 stale |
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.
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.