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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 72 | $2.00K | 0.00% | +12+20.0% | Added |
| Rockefeller Capital Management L.P. | 150 | $3.00K | 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 |
| FMR LLC | 222 | $6.00K | 0.00% | −17−7.1% | Reduced |
| Allworth Financial LP | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 289 | $7.00K | 0.00% | −10,211−97.2% | Reduced |
| Royal Bank of Canada | 300 | $8.00K | 0.00% | +300 | New |
| Ironwood Financial, llc | 396 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,425 | $35.0K | 0.01% | −2,000−58.4% | Reduced |
| Barrett Asset Management, LLC | 1,750 | $44.0K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,862 | $96.7K | 0.03% | +1,438+59.3% | Added |
| Central Trust Co | – | $115.0K | 0.00% | – | – |
| Cutler Group LP | 5,086 | $127.0K | 0.01% | −13,480−72.6% | Reduced |
| Morgan Stanley | 6,048 | $151.0K | 0.00% | +3,392+127.7% | Added |
| Signaturefd, LLC | 7,700 | $193.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,545 | $196.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,008 | $201.0K | 0.01% | −19,743−71.1% | Reduced |
| UBS Group AG | 8,186 | $205.0K | 0.00% | −1,104−11.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 8,547 | $214.1K | 0.09% | −40.0% | Reduced |
| Oppenheimer & Co Inc | 8,964 | $225.0K | 0.00% | −11,677−56.6% | Reduced |
| Avantax Advisory Services, Inc. | 9,700 | $243.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,721 | $243.5K | 0.01% | −345−3.4% | Reduced |
| Herold Advisors, Inc. | 10,814 | $270.0K | 0.11% | +10,814 | New |
| Solstein Capital, LLC | 10,815 | $271.0K | 0.16% | +5,177+91.8% | Added |
| Commonwealth Equity Services, LLC | 12,320 | $308.0K | 0.00% | −2,007−14.0% | Reduced |
| Isthmus Partners, LLC | 12,800 | $321.0K | 0.06% | +12,800 | New |
| Jane Street Group, LLC | 13,262 | $332.0K | 0.00% | −446,998−97.1% | Reduced |
| Garde Capital, Inc. | 13,663 | $342.0K | 0.04% | +623+4.8% | Added |
| Citadel Advisors LLC | 14,079 | $353.0K | 0.00% | −36,069−71.9% | Reduced |
| Wells Fargo & Company | 14,206 | $356.0K | 0.00% | +1,854+15.0% | Added |
| Stratos Wealth Partners, LTD. | 14,973 | $375.0K | 0.01% | −7,364−33.0% | Reduced |
| HAP Trading, LLC | 15,667 | $392.0K | 0.03% | −7,240−31.6% | Reduced |
| Pettinga Financial Advisors, LLC | 16,785 | $420.0K | 0.11% | +1,135+7.3% | Added |
| Old Mission Capital LLC | 19,640 | $492.0K | 0.02% | −25,962−56.9% | Reduced |
| Flow Traders U.S. LLC | 21,765 | $545.0K | 0.02% | −250,190−92.0% | Reduced |
| WESPAC Advisors, LLC | 23,963 | $600.0K | 0.37% | +14,306+148.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,509 | $764.0K | 0.00% | −117,329−79.4% | Reduced |
| MML Investors Services, LLC | 36,143 | $905.0K | 0.01% | +9,841+37.4% | Added |
| Nadler Financial Group, Inc. | 36,277 | $909.0K | 0.15% | +5,570+18.1% | Added |
| BigSur Wealth Management LLC | 37,749 | $946.0K | 0.42% | +5,800+18.2% | Added |
| Norris Financial Group, LLC | 42,530 | $1.07M | 0.70% | +252+0.6% | Added |
| Stifel Financial Corp | 58,565 | $1.47M | 0.00% | −29,138−33.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 135,600 | $3.40M | 0.01% | +64,000+89.4% | Added |
| Castellan Group, LLC | 143,970 | $3.61M | 1.86% | +143,970 | New |
| Advisor Group Holdings, Inc. | 149,057 | $3.73M | 0.01% | +18,290+14.0% | Added |
| Susquehanna International Group, LLP | 170,642 | $4.28M | 0.01% | −249,366−59.4% | Reduced |
| LPL Financial LLC | 234,060 | $5.86M | 0.01% | +66,425+39.6% | Added |
| Bank of New York Mellon Corp | 370,235 | $9.27M | 0.00% | 00.0% | Unchanged |
| Verdad Advisers, LP | 550,000 | $13.8M | 9.96% | +550,000 | New |
| 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 |