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, Q3 2021
Institutional positions in United States Commodity Index Funds Trust as of Sep 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
- 54
- −12 vs. Q2 2021
- Shares held
- 2.30M
- −816.4K (−26.2%) vs. Q2 2021
- Total value
- $57.7M
- −$24.1M (−29.5%) vs. Q2 2021
- New holders
- 5
- 15 more added
- Sold out
- 17
- 19 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Verdad Advisers, LP | 550,000 | $13.8M | 9.96% | +550,000 | New |
| Bank of New York Mellon Corp | 370,235 | $9.27M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 234,060 | $5.86M | 0.01% | +66,425+39.6% | Added |
| Susquehanna International Group, LLP | 170,642 | $4.28M | 0.01% | −249,366−59.4% | Reduced |
| Advisor Group Holdings, Inc. | 149,057 | $3.73M | 0.01% | +18,290+14.0% | Added |
| Castellan Group, LLC | 143,970 | $3.61M | 1.86% | +143,970 | New |
| Mirae Asset Global Investments Co., Ltd. | 135,600 | $3.40M | 0.01% | +64,000+89.4% | Added |
| Stifel Financial Corp | 58,565 | $1.47M | 0.00% | −29,138−33.2% | Reduced |
| Norris Financial Group, LLC | 42,530 | $1.07M | 0.70% | +252+0.6% | Added |
| BigSur Wealth Management LLC | 37,749 | $946.0K | 0.42% | +5,800+18.2% | Added |
| Nadler Financial Group, Inc. | 36,277 | $909.0K | 0.15% | +5,570+18.1% | Added |
| MML Investors Services, LLC | 36,143 | $905.0K | 0.01% | +9,841+37.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,509 | $764.0K | 0.00% | −117,329−79.4% | Reduced |
| WESPAC Advisors, LLC | 23,963 | $600.0K | 0.37% | +14,306+148.1% | Added |
| Flow Traders U.S. LLC | 21,765 | $545.0K | 0.02% | −250,190−92.0% | Reduced |
| Old Mission Capital LLC | 19,640 | $492.0K | 0.02% | −25,962−56.9% | Reduced |
| Pettinga Financial Advisors, LLC | 16,785 | $420.0K | 0.11% | +1,135+7.3% | Added |
| HAP Trading, LLC | 15,667 | $392.0K | 0.03% | −7,240−31.6% | Reduced |
| Stratos Wealth Partners, LTD. | 14,973 | $375.0K | 0.01% | −7,364−33.0% | Reduced |
| Wells Fargo & Company | 14,206 | $356.0K | 0.00% | +1,854+15.0% | Added |
| Citadel Advisors LLC | 14,079 | $353.0K | 0.00% | −36,069−71.9% | Reduced |
| Garde Capital, Inc. | 13,663 | $342.0K | 0.04% | +623+4.8% | Added |
| Jane Street Group, LLC | 13,262 | $332.0K | 0.00% | −446,998−97.1% | Reduced |
| Isthmus Partners, LLC | 12,800 | $321.0K | 0.06% | +12,800 | New |
| Commonwealth Equity Services, LLC | 12,320 | $308.0K | 0.00% | −2,007−14.0% | Reduced |
| Solstein Capital, LLC | 10,815 | $271.0K | 0.16% | +5,177+91.8% | Added |
| Herold Advisors, Inc. | 10,814 | $270.0K | 0.11% | +10,814 | New |
| American Portfolios Advisors | 9,721 | $243.5K | 0.01% | −345−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 9,700 | $243.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,964 | $225.0K | 0.00% | −11,677−56.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 8,547 | $214.1K | 0.09% | −40.0% | Reduced |
| UBS Group AG | 8,186 | $205.0K | 0.00% | −1,104−11.9% | Reduced |
| Integrated Wealth Concepts LLC | 8,008 | $201.0K | 0.01% | −19,743−71.1% | Reduced |
| Simplex Trading, LLC | 7,545 | $196.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,700 | $193.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 6,048 | $151.0K | 0.00% | +3,392+127.7% | Added |
| Cutler Group LP | 5,086 | $127.0K | 0.01% | −13,480−72.6% | Reduced |
| Central Trust Co | – | $115.0K | 0.00% | – | – |
| Laffer Tengler Investments | 3,862 | $96.7K | 0.03% | +1,438+59.3% | Added |
| Barrett Asset Management, LLC | 1,750 | $44.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,425 | $35.0K | 0.01% | −2,000−58.4% | Reduced |
| Bank of America Corp | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 396 | $10.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 300 | $8.00K | 0.00% | +300 | New |
| Group One Trading, L.P. | 289 | $7.00K | 0.00% | −10,211−97.2% | Reduced |
| FMR LLC | 222 | $6.00K | 0.00% | −17−7.1% | Reduced |
| Allworth Financial LP | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 72 | $2.00K | 0.00% | +12+20.0% | Added |
| Covington Capital Management | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −192,954−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −109,839−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −45,996−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −42,062−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −40,808−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −34,910−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −10,252−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,377−100.0% | Sold out |
| Danda Trouve Investment Management, Inc. | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |