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 $212.2M in total; no superinvestor holds it.
Other share classesUSCI
13F holders, Q2 2021
Institutional positions in United States Commodity Index Funds Trust as of Jun 30, 2021. 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
- 67
- +27 vs. Q1 2021
- Shares held
- 3.22M
- +1.74M (+118.0%) vs. Q1 2021
- Total value
- $84.6M
- +$47.9M (+130.7%) vs. Q1 2021
- New holders
- 34
- 22 more added
- Sold out
- 7
- 3 more reduced
Compare with Q1 2021: 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 | $212.2M |
| 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 | $30.6M |
| Q2 2024 | 63 | $50.1M |
| Q1 2024 | 50 | $38.5M |
| Q4 2023 | 47 | $25.5M |
| 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 | $46.0M |
| Q4 2021 | 58 | $56.6M |
| Q3 2021 | 54 | $57.7M |
| Q2 2021 | 67 | $84.6M |
| Q1 2021 | 40 | $36.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 9 | $0 | 0.00% | +9 | New |
| Covington Capital Management | 49 | $1.00K | 0.00% | +49 | New |
| Ten Capital Wealth Advisors, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 71 | $2.00K | 0.00% | +71 | New |
| Rockefeller Capital Management L.P. | 150 | $3.00K | 0.00% | +150 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $5.00K | 0.00% | +200 | New |
| Allworth Financial LP | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 239 | $6.00K | 0.00% | +239 | New |
| Ironwood Financial, llc | 396 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 400 | $10.0K | 0.00% | +400 | New |
| Harbour Investments, Inc. | 441 | $12.0K | 0.00% | +241+120.5% | Added |
| Bank of America Corp | 500 | $13.0K | 0.00% | +500 | New |
| Barclays PLC | 612 | $16.0K | 0.00% | +612 | New |
| Proequities, Inc. | 840 | $22.0K | 0.00% | +840 | New |
| Danda Trouve Investment Management, Inc. | 1,081 | $28.0K | 0.03% | +1,081 | New |
| Advisory Services Network, LLC | 1,377 | $36.0K | 0.00% | +1,377 | New |
| Citigroup Inc | 1,736 | $46.0K | 0.00% | +36+2.1% | Added |
| Barrett Asset Management, LLC | 1,750 | $46.0K | 0.00% | +1,750 | New |
| Laffer Tengler Investments | 2,424 | $63.6K | 0.02% | −82−3.3% | Reduced |
| Morgan Stanley | 2,656 | $70.0K | 0.00% | −263−9.0% | Reduced |
| Arkadios Wealth Advisors | 3,425 | $89.0K | 0.01% | +2,000+140.4% | Added |
| Brown Brothers Harriman & Co | 3,553 | $93.0K | 0.00% | +3,553 | New |
| Belpointe Asset Management LLC | 4,570 | $120.0K | 0.01% | −25−0.5% | Reduced |
| Central Trust Co | – | $121.0K | 0.00% | – | – |
| Solstein Capital, LLC | 5,638 | $148.0K | 0.18% | +2,168+62.5% | Added |
| Simplex Trading, LLC | 7,545 | $197.0K | 0.01% | +7,545 | New |
| Signaturefd, LLC | 7,700 | $202.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 8,551 | $224.3K | 0.09% | +8,551 | New |
| UBS Group AG | 9,290 | $244.0K | 0.00% | +9,290 | New |
| WESPAC Advisors, LLC | 9,657 | $253.0K | 0.48% | +9,657 | New |
| Avantax Advisory Services, Inc. | 9,700 | $254.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 10,066 | $264.0K | 0.01% | +10,052+71,800.0% | Added |
| Park Avenue Securities LLC | 10,252 | $269.0K | 0.01% | +10,252 | New |
| Group One Trading, L.P. | 10,500 | $275.0K | 0.01% | +7,500+250.0% | Added |
| Neuberger Berman Group LLC | 11,100 | $291.0K | 0.00% | +11,100 | New |
| Wells Fargo & Company | 12,352 | $324.0K | 0.00% | +5,095+70.2% | Added |
| Garde Capital, Inc. | 13,040 | $342.0K | 0.04% | +13,040 | New |
| Commonwealth Equity Services, LLC | 14,327 | $375.0K | 0.00% | +14,327 | New |
| Pettinga Financial Advisors, LLC | 15,650 | $410.0K | 0.11% | +15,650 | New |
| Cutler Group LP | 18,566 | $486.0K | 0.04% | +16,981+1,071.4% | Added |
| Oppenheimer & Co Inc | 20,641 | $541.0K | 0.01% | +4,159+25.2% | Added |
| Stratos Wealth Partners, LTD. | 22,337 | $586.0K | 0.01% | +10,559+89.7% | Added |
| HAP Trading, LLC | 22,907 | $601.0K | 0.04% | +22,907 | New |
| MML Investors Services, LLC | 26,302 | $690.0K | 0.01% | +5,133+24.2% | Added |
| Integrated Wealth Concepts LLC | 27,751 | $728.0K | 0.03% | +27,751 | New |
| Nadler Financial Group, Inc. | 30,707 | $805.0K | 0.13% | +22,467+272.7% | Added |
| BigSur Wealth Management LLC | 31,949 | $838.0K | 0.38% | +31,949 | New |
| Cetera Advisors LLC | 34,910 | $916.0K | 0.02% | +34,910 | New |
| BCJ Capital Management, LLC | 40,808 | $1.07M | 0.12% | +40,808 | New |
| Goldman Sachs Group Inc | 42,062 | $1.10M | 0.00% | +42,062 | New |
| Norris Financial Group, LLC | 42,278 | $1.11M | 0.75% | +10,763+34.2% | Added |
| Old Mission Capital LLC | 45,602 | $1.20M | 0.04% | +45,602 | New |
| Atria Investments LLC | 45,996 | $1.21M | 0.02% | +45,996 | New |
| Citadel Advisors LLC | 50,148 | $1.31M | 0.00% | +33,356+198.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 71,600 | $1.88M | 0.01% | +71,600 | New |
| Stifel Financial Corp | 87,703 | $2.30M | 0.00% | +24,359+38.5% | Added |
| CWM, LLC | 105,678 | $2.77M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 109,839 | $2.88M | 0.25% | +52,271+90.8% | Added |
| Advisor Group Holdings, Inc. | 130,767 | $3.43M | 0.01% | +93,740+253.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 147,838 | $3.88M | 0.02% | +38,534+35.3% | Added |
| LPL Financial LLC | 167,635 | $4.40M | 0.00% | +25,127+17.6% | Added |
| Empowered Funds, LLC | 192,954 | $5.06M | 0.64% | +192,954 | New |
| Flow Traders U.S. LLC | 271,955 | $7.13M | 0.36% | +259,583+2,098.1% | Added |
| Bank of New York Mellon Corp | 370,235 | $9.71M | 0.00% | +146,235+65.3% | Added |
| Susquehanna International Group, LLP | 420,008 | $11.0M | 0.01% | +36,553+9.5% | Added |
| Jane Street Group, LLC | 460,260 | $12.1M | 0.03% | +460,260 | New |
| Advisor OS, LLC | 0 | $0 | 0.00% | −87,927−100.0% | Sold out |
| Financial Services Advisory Inc | 0 | $0 | 0.00% | −45,430−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −34,307−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −20,345−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| San Francisco Sentry Investment Group (Ca) | 0 | $0 | 0.00% | −300−100.0% | Sold out |