United States Commodity Index Funds Trust
CPER- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001479247
No open-market purchases or sales by United States Commodity Index Funds Trust insiders were filed in the last 90 days; 145 institutions reported holding it in 13F filings for Q2 2026, worth $213.3M in total; no superinvestor holds it.
Other share classesUSCI
13F holders, Q2 2026
Institutional positions in United States Commodity Index Funds Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 145
- +16 vs. Q1 2026
- Shares held
- 5.65M
- −241.7K (−4.1%) vs. Q1 2026
- Total value
- $213.3M
- +$10.3M (+5.1%) vs. Q1 2026
- New holders
- 33
- 47 more added
- Sold out
- 17
- 30 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CPER on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 145 | $213.3M |
| Q1 2026 | 131 | $204.3M |
| Q4 2025 | 104 | $101.0M |
| Q3 2025 | 78 | $59.4M |
| Q2 2025 | 78 | $42.3M |
| Q1 2025 | 67 | $39.4M |
| Q4 2024 | 60 | $23.5M |
| Q3 2024 | 61 | $31.3M |
| Q2 2024 | 63 | $50.9M |
| Q1 2024 | 50 | $41.5M |
| Q4 2023 | 47 | $27.1M |
| Q3 2023 | 46 | $26.5M |
| Q2 2023 | 47 | $27.3M |
| Q1 2023 | 50 | $32.0M |
| Q4 2022 | 53 | $37.7M |
| Q3 2022 | 44 | $23.9M |
| Q2 2022 | 51 | $21.4M |
| Q1 2022 | 55 | $50.4M |
| Q4 2021 | 58 | $58.3M |
| Q3 2021 | 54 | $57.7M |
| Q2 2021 | 67 | $89.7M |
| Q1 2021 | 40 | $36.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 1,227,457 | $46.3M | 0.04% | −223,852−15.4% | Reduced |
| UBS Group AG | 443,952 | $16.8M | 0.00% | +28,735+6.9% | Added |
| Royal Bank of Canada | 337,449 | $12.7M | 0.00% | +178,237+111.9% | Added |
| Ameriprise Financial Inc | 262,954 | $9.92M | 0.00% | −136,744−34.2% | Reduced |
| LPL Financial LLC | 256,887 | $9.69M | 0.00% | −18,579−6.7% | Reduced |
| Jane Street Group, LLC | 173,261 | $6.54M | 0.00% | +91,275+111.3% | Added |
| Bank of America Corp | 152,699 | $5.76M | 0.00% | +6,899+4.7% | Added |
| Group One Trading, L.P. | 133,301 | $5.03M | 0.14% | +85,464+178.7% | Added |
| Brookwood Investment Group LLC | 120,463 | $4.55M | 0.53% | +33,160+38.0% | Added |
| Morgan Stanley | 101,589 | $3.83M | 0.00% | +75,427+288.3% | Added |
| Steward Partners Investment Advisory, LLC | 82,092 | $3.10M | 0.02% | +5,769+7.6% | Added |
| Park Edge Advisors, LLC | 76,708 | $2.89M | 0.62% | +76,708 | New |
| Wiley Bros.-Aintree Capital, LLC | 73,041 | $2.76M | 0.01% | +12,233+20.1% | Added |
| Simplex Trading, LLC | 72,198 | $2.72M | 0.07% | −17,848−19.8% | Reduced |
| Advisor Group Holdings, Inc. | 71,819 | $2.71M | 0.00% | +30,697+74.6% | Added |
| Stifel Financial Corp | 68,274 | $2.58M | 0.00% | +34,204+100.4% | Added |
| Citigroup Inc | 68,017 | $2.57M | 0.00% | +68,017 | New |
| Strategic Blueprint, LLC | 67,587 | $2.55M | 0.13% | −3,815−5.3% | Reduced |
| Envestnet Asset Management Inc | 67,256 | $2.54M | 0.00% | −58,031−46.3% | Reduced |
| Goldman Sachs Group Inc | 66,297 | $2.50M | 0.00% | +66,297 | New |
| Proficio Capital Partners LLC | 65,820 | $2.48M | 0.09% | +65,820 | New |
| MML Investors Services, LLC | 64,877 | $2.45M | 0.00% | +11,656+21.9% | Added |
| HighTower Advisors, LLC | 64,335 | $2.43M | 0.00% | +8,050+14.3% | Added |
| National Bank of Canada | 63,125 | $2.38M | 0.00% | +26,896+74.2% | Added |
| Brown Advisory Inc | 60,000 | $2.26M | 0.00% | +1,500+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,554 | $2.21M | 0.00% | +29,766+103.4% | Added |
| TD Waterhouse Canada Inc. | 57,387 | $2.13M | 0.01% | +399+0.7% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $2.07M | 0.18% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 53,837 | $2.03M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 51,816 | $1.96M | 0.00% | +31,102+150.1% | Added |
| Beacon Pointe Advisors, LLC | 46,440 | $1.75M | 0.01% | +300+0.7% | Added |
| HRT Financial LP | 44,428 | $1.68M | 0.00% | +29,112+190.1% | Added |
| SRS Capital Advisors, Inc. | 43,537 | $1.64M | 0.01% | +40,827+1,506.5% | Added |
| Mariner, LLC | 43,291 | $1.63M | 0.00% | +12,868+42.3% | Added |
| Rockefeller Capital Management L.P. | 42,257 | $1.59M | 0.00% | −196,081−82.3% | Reduced |
| Clare Market Investments LLC | 40,480 | $1.53M | 0.28% | +7,620+23.2% | Added |
| Manatuck Hill Partners, LLC | 40,000 | $1.51M | 0.50% | +40,000 | New |
| Summit Financial, LLC | 39,728 | $1.50M | 0.02% | +7,815+24.5% | Added |
| BigSur Wealth Management LLC | 34,839 | $1.31M | 0.32% | +18,000+106.9% | Added |
| Cerity Partners LLC | 31,689 | $1.20M | 0.00% | −11,298−26.3% | Reduced |
| Matauro, LLC | 31,020 | $1.17M | 0.15% | −7,341−19.1% | Reduced |
| Flow Traders U.S. LLC | 29,442 | $1.11M | 0.05% | −8,857−23.1% | Reduced |
| US Bancorp | 27,286 | $1.03M | 0.00% | 00.0% | Unchanged |
| Exit Wealth Advisors, LLC. | 25,649 | $967.7K | 0.44% | +17,934+232.5% | Added |
| Citadel Advisors LLC | 25,593 | $965.6K | 0.00% | +25,593 | New |
| Hoey Investments, Inc | 25,350 | $956.5K | 0.13% | −2,600−9.3% | Reduced |
| Perigon Wealth Management, LLC | 24,108 | $909.6K | 0.01% | −2,878−10.7% | Reduced |
| SMART Wealth LLC | 19,210 | $724.8K | 0.16% | −4,033−17.4% | Reduced |
| Mainstay Capital Management LLC | 19,158 | $722.8K | 0.05% | −51−0.3% | Reduced |
| Basso Capital Management, L.P. | 19,115 | $721.2K | 0.18% | +4,210+28.2% | Added |
| Belpointe Asset Management LLC | 19,060 | $719.1K | 0.02% | +117+0.6% | Added |
| Pettinga Financial Advisors, LLC | 16,407 | $619.0K | 0.10% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,196 | $611.1K | 0.00% | +14,837+1,091.8% | Added |
| Atomi Financial Group, Inc. | 14,266 | $538.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 14,009 | $530.1K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 13,921 | $525.2K | 0.00% | −2,144−13.3% | Reduced |
| We Are One Seven, LLC | 13,853 | $522.7K | 0.01% | +4,128+42.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,500 | $509.4K | 0.00% | −744,600−98.2% | Reduced |
| Commonwealth Equity Services, LLC | 12,878 | $485.9K | 0.00% | +814+6.7% | Added |
| Isthmus Partners, LLC | 12,800 | $482.9K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12,713 | $479.7K | 0.02% | +12,713 | New |
| Platform Technology Partners | 12,044 | $454.4K | 0.07% | −45−0.4% | Reduced |
| Fiduciary Alliance LLC | 11,830 | $446.3K | 0.03% | +83+0.7% | Added |
| Lazard Asset Management LLC | 10,969 | $413.9K | 0.00% | −21−0.2% | Reduced |
| Ignite Planners, LLC | 10,779 | $407.5K | 0.06% | +636+6.3% | Added |
| Herold Advisors, Inc. | 10,800 | $407.0K | 0.08% | 00.0% | Unchanged |
| Garde Capital, Inc. | 10,780 | $406.7K | 0.02% | −602−5.3% | Reduced |
| Continuum Advisory, LLC | 10,181 | $384.1K | 0.03% | +1,763+20.9% | Added |
| Truist Financial Corp | 9,843 | $371.4K | 0.00% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 9,689 | $365.6K | 0.03% | +9,689 | New |
| Creative Financial Designs Inc | 9,680 | $365.2K | 0.02% | +3,699+61.8% | Added |
| Colony Group, LLC | 9,009 | $339.9K | 0.00% | −89−1.0% | Reduced |
| Kestra Advisory Services, LLC | 8,819 | $332.7K | 0.00% | −15,601−63.9% | Reduced |
| Bank of Montreal | 8,437 | $318.3K | 0.00% | −660−7.3% | Reduced |
| Fidelis Capital Partners, LLC | 8,387 | $316.4K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 8,295 | $313.0K | 0.01% | −10.0% | Reduced |
| Sidoxia Capital Management, LLC | 7,726 | $291.5K | 0.21% | −156−2.0% | Reduced |
| Moors & Cabot, Inc. | 7,648 | $288.6K | 0.01% | +7,648 | New |
| Janney Montgomery Scott LLC | 7,434 | $280.0K | 0.00% | +469+6.7% | Added |
| Brighton Jones LLC | 7,220 | $272.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 7,112 | $268.3K | 0.00% | +3,340+88.5% | Added |
| Argyle Capital Partners, LLC | 7,088 | $267.4K | 0.17% | +285+4.2% | Added |
| NewEdge Wealth, LLC | 7,070 | $266.8K | 0.00% | +935+15.2% | Added |
| Toroso Investments, LLC | 6,732 | $254.0K | 0.00% | +6,732 | New |
| Merit Financial Group, LLC | 6,731 | $254.0K | 0.00% | +145+2.2% | Added |
| Mustico Financial Group, Inc. | 6,567 | $251.8K | 0.16% | +6,567 | New |
| Summit Trail Advisors, LLC | 6,513 | $245.7K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,247 | $235.7K | 0.01% | −50−0.8% | Reduced |
| Main Street Financial Solutions, LLC | 6,225 | $234.9K | 0.02% | +6,225 | New |
| Central Trust Co | 5,931 | $223.8K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,690 | $214.7K | 0.02% | +5,690 | New |
| Permanent Capital Management, LP | 5,580 | $210.5K | 0.03% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,570 | $210.2K | 0.01% | +5,570 | New |
| Jones Financial Companies LLLP | 5,577 | $208.2K | 0.00% | −55−1.0% | Reduced |
| TCFG Investment Advisors, LLC | 5,464 | $206.2K | 0.07% | +5,464 | New |
| Cresset Asset Management, LLC | 5,356 | $202.1K | 0.00% | +5,356 | New |
| Park Avenue Securities LLC | 5,345 | $202.0K | 0.00% | +5,345 | New |
| Fifth Third Bancorp | 5,332 | $201.2K | 0.00% | −67−1.2% | Reduced |
| Wells Fargo & Company | 3,057 | $115.3K | 0.00% | +2,198+255.9% | Added |
| Strategic Wealth Partners, Ltd. | 2,108 | $79.5K | 0.00% | 00.0% | Unchanged |